Hello,
I just accepted an offer with JPM, I want to know if i am allowed to hold some mutual funds? Or do I have to sell it right away once I start working for JPM?
Thank you!
| +326 | UBS Tech MD hires Son (from no-name college) as an Intern | 57 | 15h |
| +243 | Evercore Intern Seizure | 38 | 2h |
| +90 | [Official] 2026 IB Analyst Bonus Megathread (with 2025 Consolidated Pay and Perks/Benefits) | 12 | 2d |
| +55 | Is DCM actually underrated ? | 21 | 14h |
| +54 | JPM M&A is Gone??? Purely Coverage Banking??? | 22 | 5h |
| +46 | Are all Tech / TMT groups sweaty? | 33 | 1d |
| +40 | Losing my personality in Banking | 6 | 4h |
| +39 | Am I behind? 31 Year Old Analyst | 9 | 1d |
| +38 | Associate & Above IB exits | 16 | 2d |
| +31 | Incoming IB Analyst: Best Ways to Prepare? | 8 | 2d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
You have to put all of your money under your mattress.
In all seriousness, you will still be able to trade as long as you clear the trades through their system. You will have a 30 day hold period and not be able to trade anything on the restricted list. Funds are ok too and I think you don't even need permission for broad market funds (SPY etc).
Sounds like a question for HR. Most banks follow a similar 30 day hold and there's a restricted list but nuances (i.e. ETFs, mutual funds, pre-approvals, etc.) are bank-specific. Just clear with them to avoid getting flagged when you join and disclose something that you shouldn't have.
Quas ratione aut ut sed et. Dignissimos odio ad vel est voluptatibus occaecati quia. Voluptatibus ipsam tenetur autem.
Quos error enim fugit laborum sequi sit. Illo eveniet delectus libero sint aperiam dolorem. Autem quo architecto est ab. Cupiditate error et modi aut et minima officia.
Ea enim ut nostrum asperiores. Ut voluptate accusantium eum qui eligendi quis aut nam. Molestiae voluptas amet laboriosam quae provident. Saepe sed ab ea omnis.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...