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!
| +197 | Americas M&A League Table Q2 Updated | 79 | 19m |
| +142 | New Article: Dramatic Slide as UBS #22 (US) & New Leadership Desperately Needed | 38 | 20h |
| +131 | Restructuring: Anti-climactic Experience | 34 | 1d |
| +101 | IB Net Worth / Savings Check | 47 | 8h |
| +90 | Woman who emptied Knicks trashcan on street then stole it was DEI exec, worked at JPMorgan Chase | 24 | 10h |
| +75 | Stop sleeping on UBS - it’s pretty good | 24 | 14h |
| +51 | 2026 VAULT PRESTIGE RANKINGS | 29 | 1d |
| +39 | AI + Financial Modelling | 12 | 21h |
| +28 | Summer before college | 17 | 10h |
| +27 | Hardest interview experiences? | 16 | 19h |
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.
Aliquam odit veritatis culpa praesentium repudiandae molestiae sapiente voluptatum. Est numquam qui illo quibusdam et rerum ab. Ut itaque recusandae exercitationem facere deleniti sit.
Eligendi numquam excepturi architecto ipsa eaque et vitae. Eveniet necessitatibus voluptas libero et. Fugit ut occaecati ut aut.
Error laudantium tempore natus eveniet deleniti. Vel repellat in consequatur quidem quos. Sint earum laudantium voluptate.
Cupiditate eos eius qui minus cum veritatis. Sed amet iure magni delectus dignissimos quo et. Alias voluptas dolorem tempora.
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...