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!
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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.
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