Chase (J.P. Morgan) Dividend Tracker

Chase (J.P. Morgan) tracking in YieldLens works through automatic sync of positions, transactions, and dividends, or an Excel export from the Transactions page. Sync is the cleanest route, with dividend and reinvestment tracking included.

How to track your Chase (J.P. Morgan) dividends

1. 1In YieldLens, open the Broker Accounts tab and connect Chase for automatic sync.
2. 2Or export from Chase: select your investment account, go to Transactions, choose a time frame, click Export, and choose Excel.
3. 3Upload the file to YieldLens to import your transactions.

Good to know

• Margin balances aren’t synced from any broker — enter your margin amount manually on the Margin page.