Introducing New Portfolio Assesment Tools

Try Now

With new set of tools available at eTrading you can easily:

  • access our timely market insights
  • search for all funds and make investments
  • simulate asset allocation with investments being added to/sold from your existing portfolio
  • create a wish list for funds you wish to buy or sell

Hello Phillip Wong, welcome to J.P. Morgan eTrading

30 Sep 2017 HKT 14:31:55

           

Introducing New Portfolio Assesment Tools

With new set of tools available at eTrading you can easily:

  • access our timely market insights
  • search for all funds and make investments
  • simulate asset allocation with investments being added to/sold from your existing portfolio
  • create a wish list for funds you wish to buy or sell
Try Now

Portfolio Breakdown


Legend

Announcement and Fund Updates

  • NEW Important Note – Annual Personal Information Review and Confirmation

    We are writing to you regarding important regulatory requirements that impact your MasterAccount with us. In order to comply with Hong Kong Regulations1, we are obliged
    More...

  • Financial Health Check Questionnaire

    From 8 November 2013, it will be essential to complete the Financial Health Check Questionnaire as part of the regular client risk assessment before you can access the eTrading pages.
    More...

  • New Regulatory Requirement on Investor Characterisation

    As part of our "Know our client" procedure, we are required to assess a client's knowledge of derivatives and characterise each client based on his/her knowledge of derivatives. Click here for Online Training Tutorial – 'Understanding Derivatives Investments' and see list of funds that require financial derivatives knowledge assessment.
    More...

Important Notes

  • JPMorgan China Pioneer A-Share Fund / JPMorgan China New Generation Fund normally releases proceeds within 7 business days after the end of the relevant calendar week when the redemption was effected.
  • Payment can only be made in the currency specified in your Standing Payment Instruction. Please contact our Investment Advisers on (852) 2265 1188 for details.
  • Redemption proceeds will be remitted net of all charges via telegraphic transfer as per your Standing Payment Instruction.
  • Click here to refer to FAQ.
  • For share class details of JPMorgan Funds or JPMorgan Investment Funds, please refer to the Appendix 1 - Share Class Details of the relevant Offering Document(s).
  • Total Holdings represent the total number of units you have in each fund in your account. Please note that Available Holdings may not reflect recent transactions which may require registration or other administrative handling procedures.

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Welcome to Portfolio Builder Tools (PBT)
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In only a few steps, you can go through the three modules of our Portfolio Builder Tools – Market Views, Fund Search and Portfolio Review. You can always go to a specific section by clicking the individual module and retrieve this guide by clicking the HELP icon.

Click here to start >

PORTFOLIO BUILDER TOOLS

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Market Views

Our latest views on market events, economic trends and investment strategies to empower better decisions

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Fund Search

Customise your search by applying different criteria; you can also add selected fund(s) to the Portfolio Builder or proceed to place a purchase order directly

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PORTFOLIO BUILDER

A simulation of portfolio adjustments, projecting asset allocation and risk rating with investments being added to/sold from your existing portfolio