⚡ DEMO — Chase × DividendAdvance White-Label Integration
James Wilson
JW
Sign out
Good evening, James

J.P. Morgan Self-Directed Investing

Individual Brokerage · ...3156
New Feature

Introducing Dividend Advance & DRIP Accelerator

Get your dividend income consolidated into predictable monthly payments on the 1st. Accelerate your DRIP returns with earlier compounding.

Account Value
$263,418.00
▲ $1,872.40 (+0.72%) today
Cash Available to Invest
$12,340.50
USD
Annual Dividend Income
$10,707.00
Yield: 4.06%
Pending Dividends
$461.80
Next: Feb 10 (KO)

Positions

12 securities · Individual Brokerage
Symbol Description Quantity Last Price Market Value Day's Gain/Loss Total Gain/Loss Yield DA Enrolled
JNJJohnson & Johnson
Healthcare
120$162.30$19,476.00+$84.00+$2,076.003.06%
KOCoca-Cola Co.
Consumer Staples
300$62.45$18,735.00+$210.00+$3,135.003.11%
PGProcter & Gamble
Consumer Staples
100$168.50$16,850.00+$123.00+$1,350.002.38%
XOMExxon Mobil Corp.
Energy
150$118.20$17,730.00+$247.50+$4,230.003.35%
ABBVAbbVie Inc.
Healthcare
80$182.40$14,592.00+$96.00+$2,192.003.60%
VZVerizon Communications
Telecom
250$44.80$11,200.00-$125.00-$1,300.005.94%
TAT&T Inc.
Telecom
400$28.60$11,440.00+$160.00+$640.004.90%
ORealty Income Corp.
Real Estate
400$58.90$23,560.00+$320.00+$1,960.005.36%
PEPPepsiCo Inc.
Consumer Staples
80$172.30$13,784.00+$104.00+$984.002.98%
CVXChevron Corp.
Energy
100$165.80$16,580.00+$182.00+$3,580.003.87%
MOAltria Group
Consumer Staples
200$52.60$10,520.00+$80.00+$520.007.60%
PFEPfizer Inc.
Healthcare
350$26.72$9,352.00-$175.00-$2,148.006.29%
DRIP Accelerator

Recent Activity

February 2026
💰
DividendAdvance — Monthly Advance
Reinvested into 10 holdings · $89.23 each · 0.550 JNJ, 1.429 KO, 0.530 PG + 7 more
+$892.25
Feb 1, 2026
📋
Dividend — KO
Coca-Cola · Quarterly · 300 × $0.485
+$145.50
Feb 10, 2026
📋
Distribution — O
Realty Income · Monthly · 400 × $0.263
+$105.20
Feb 14, 2026
📋
Dividend — XOM
Exxon Mobil · Quarterly · 150 × $0.99
+$148.50
Feb 18, 2026
📋
Dividend — PG
Procter & Gamble · Quarterly · 100 × $0.626
+$62.60
Feb 19, 2026

January 2026

💰
DividendAdvance — Monthly Advance
Reinvested into 10 holdings · $89.23 each · 0.550 JNJ, 1.429 KO, 0.530 PG + 7 more
+$892.25
Jan 1, 2026
📋
Dividend — JNJ
Johnson & Johnson · Quarterly · 120 × $1.24
+$148.80
Jan 22, 2026
📋
Dividend — ABBV
AbbVie · Quarterly · 80 × $1.64
+$131.20
Jan 15, 2026
📋
Dividend — VZ
Verizon · Quarterly · 250 × $0.665
+$166.25
Jan 31, 2026
Buy — PFE
Pfizer · 100 shares @ $26.50
-$2,650.00
Jan 12, 2026
Total Return
+$17,219.00
+7.00% all time
Dividend Income (YTD)
$1,784.50
On track: $10,707/yr
Best Performer
XOM
+31.3% all time
Portfolio Yield
4.06%
vs 1.3% S&P 500 avg

Portfolio Value

Performance over time