What to expect from your JPMorgan Chase statement
If you bank with JPMorgan Chase in United States, the PDF bank statement is the file you start from; Satr turns its transaction table into a spreadsheet.
Its headquarters are in New York, New York. You can find it online at jpmorganchase.com.
How to get the PDF bank statement from JPMorgan Chase
Ask JPMorgan Chase online banking for the bank statement of the account and period you need and download it as a PDF. If a PDF is not offered, the branch or the bank's support can usually provide one.
Which PDFs work
PDF statements generated by a bank system contain selectable text. Those are the files Satr is built for.
A PDF made by scanning paper, or a screenshot saved as PDF, holds pictures only. Satr cannot read pictures, so get the original PDF from online banking.
Locked with a password? Type it into Satr when asked. The password is used on your device to unlock the file and goes nowhere else.
Reading United States amounts and dates
Amounts in United States statements are typically shown in USD ($), using a dot (.) for decimals and a comma (,) to separate thousands. Dates commonly look like MM/DD/YYYY or MM/DD.
Some statements put the month first (MM/DD/YYYY); check the date order in the preview when the day is 12 or lower. Some statements print dates without a year (for example 04/01); those rows may need the year added in Excel.
In our checks Satr read these patterns correctly; the mapper still lets you switch the number format if a file differs.
Importing into accounting software
Many people in United States work with QuickBooks and Xero. You can map the Excel or CSV columns in the import screen of those programs; Satr has no integration with them and does not claim any.
Status of JPMorgan Chase in Satr
JPMorgan Chase is not in our list of individually tested banks.
Satr works with text-based PDFs. Layouts tested so far: 5 synthetic sample statements of fictional banks (Turkish, English, Arabic, Persian).
Satr is not affiliated with JPMorgan Chase and is not endorsed by it.
No upload: how your JPMorgan Chase file is handled
Nothing in your statement is uploaded. Satr runs inside your browser tab, so the PDF, the rows and the exported file stay on your device.
Related pages
Other banks in United States:
How to convert your bank statement from JPMorgan Chase to Excel
- Download the PDFDownload the PDF bank statement from JPMorgan Chase for the period you need.
- Open it in SatrChoose the PDF in the converter. It is read in your browser, and a password is requested only if the file has one.
- Check the columnsCheck that every column has the right role and that the numbers look right before exporting.
- Download Excel or CSVChoose XLSX or CSV. A free preview covers 15 rows; the whole statement needs a paid export.
Questions
Can I convert my JPMorgan Chase statement PDF to Excel?
Yes, if the PDF has a text layer. Download it from JPMorgan Chase, open it in Satr, check the columns and export XLSX or CSV. The first 15 rows are free.
Is my JPMorgan Chase statement uploaded anywhere?
No. Satr opens the PDF in your browser, so your JPMorgan Chase data never reaches a server.
Is Satr connected to JPMorgan Chase?
No. Satr is an independent tool and is not affiliated with JPMorgan Chase.
Can I convert a whole year of JPMorgan Chase statements?
All pages in the PDF are processed. If you have twelve monthly PDFs, convert each one.
Where is JPMorgan Chase headquartered?
According to the public list we used, JPMorgan Chase is headquartered in New York, New York. Where the head office is does not change how a PDF statement is converted.