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Multiple instances of same transactions @ JP Morgan Chase Investments

Trailblazer3312

I have been having this problem since December 2024, and I don't know how to fix it. For my Investments at JP Morgan Chase, each transaction is being downloaded multiple (2, sometimes 3) times. If I download transactions at the end of the day yesterday, and then again today, most of the BUY or SELL transactions will repeat. If I wait a few days, it will still download multiple instances of the same transactions. I am attaching an example. It is happening across all my JP Morgan Chase Investments Accounts. Chase is saying it is not their problem. And I cannot turn on Transaction ID's for my Investments accounts.

Any help in resolving this would be appreciated. It is going on for 6 months now.

Screenshot 2025-05-22 180932.jpg

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Trailblazer3312

[Removed - Duplicate Post]

Quicken Kristina

Hello @Trailblazer3312,

Thank you for letting us know you're encountering this issue. Investment account registers don't give the same column options as banking account registers do, which unfortunately means there is no Transaction ID column.

To start troubleshooting this issue, please provide some additional information. Do you edit the newly downloaded transactions when you accept them? Are you able to match the duplicate transactions to the existing transaction in the register? Does deleting the duplicate correct the issue (for that specific transaction), or do more duplicates of the transaction download? How often does this happen? Are only buy and sell transactions impacted? You mentioned most of them repeat; is there any pattern to what does and doesn't repeat?

I look forward to your response!

Trailblazer3312

Hello Kristina, thank you for your response.

When this problem first started, I accepted the downloads, not realizing there is a problem. So naturally, the duplicate entries caused problems with reconciliation. So I had to find each duplicate entry and delete them. The duplicate transactions DO NOT match existing transactions. They show up as new. So now I look at each downloaded transaction and see if there is already an existing transaction. If there is, I just delete the downloaded transaction. Unfortunately, this is a very long and painful process, especially with the current swings in the market, where lots of trades are being made. I have seen as many as three duplicate transactions. Sometimes they even show up in the same download.

I have also seen some duplicates in Dividend transactions, but this seems to be more limited. Almost every BUY or SELL transaction has duplicates. Fortunately, the date of the duplicate transactions are the same. Please see the attachment I provided in the original post as an example. I can provide more such examples if needed.

[Edited - Readability]

Quicken Kristina

Thank you for your reply,

So that we can further investigate this issue, please navigate to Help>Report a Problem and send a problem report with log files attached.

The problem report will give you a section to describe the problem you are seeing. Please put the names of the accounts where this issue is occurring in that section.

Once you send the problem report, please post to this discussion to let me know.

Thank you!

Trailblazer3312

Hi Kristina, I have sent the report.

Quicken Kristina

Thank you for sending the problem report,

I reviewed the logs and can see the duplicate transactions reflecting in the sync log. Unfortunately, the information in the logs does't allow me to narrow down if this issue is originating with Chase or not.

To further investigate this issue, if possible, please call Quicken Support directly, since they have access to tools we can't access on the Community and they have the ability to escalate as necessary. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

Please let me know how it goes!

Trailblazer3312

Hi Kristina, here is an update on this issue.

On May 28th I called Quicken Support and spent almost 2 hours with them on the phone as they tried to diagnose the problem. At the end of the call, they told me they would get back to me via email. I have not received any email back. However, since that call, I have not received any duplicate transactions (knock on wood :)). So I feel they must have done something.

I certainly appreciate your help on this.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear that the issue appears to be resolved.

If you need further assistance, please feel free to reach out!

Lawrence Henricksen

Good News !!! I have a similar problem which has the same cause!

Quicken uses the transaction ID which is included on the transaction from the bank (Chase) to prevent duplicates. When you download the transactions (via one step update) from the bank, Quicken automatically uses the transaction ID to prevent duplicates. Unfortunately, when you download the transactions from the bank, the bank assigns a new transaction ID indicating that this is not the same transaction as the original. The solution is simple. The bank must use the same transaction ID that was assigned with the first download. If there is no assigned transaction ID on the banks records, it must assign it the first time the transaction is downloaded.

Katrina, please contact Chase to be sure they implement this solution. After 40 years as a programmer, analyst, manager, and troubleshooter (and 35 years using Quicken) I am absolutely certain this is the source of the bank created duplicates in Quicken. This solution may be needed at other banks that are having duplicated transactions in Quicken.

Quicken Kristina

Hello @Lawrence Henricksen,

Thank you for letting us know you're having a similar problem. What kind of account are you encountering this issue with? If you haven't already followed the troubleshooting steps from this article on Duplicate Transactions, I recommend doing so: https://www.quicken.com/support/quicken-downloads-transactions-which-are-duplicates-existing-register-entries/#section-windows-0

(Note - If you are encountering this issue in an investment account, there is no option to view the Downloaded ID.)

Unfortunately, I am not able to call Chase about this issue. If the troubleshooting from the article linked above does not resolve the issue, then I recommend contacting Quicken Support directly for further assistance, since they have access to tools that we on the Community cannot access, and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I hope this helps!