J.P. Morgan Self-Directed Investing
Fees:
- Stocks/ETFs: $0 online commission; $25 call-in fee. U.S. listed trades have a small regulatory transaction fee ($0.01-$0.03 per $1,000 principal).
- Options: $0 online base + $0.65 per contract; $25 call-in fee + $0.65 per contract.
- Mutual Funds: $0 online; $20 call-in.
- Bonds: $10 per trade + $1 per bond (up to $250).
- Other Fees: $75 for account transfers/closures; $25 wire transfer; $10 overnight mail.
Offer:
- New Customer Bonus: Receive up to $700 when you open and fund a J.P. Morgan Self-Directed Investing account by January 23, 2025.
- Bonus Tiers:
- $50 bonus for deposits between $5,000 and $24,999.
- $150 bonus for deposits between $25,000 and $99,999.
- $325 bonus for deposits between $100,000 and $249,999.
- $700 bonus for deposits of $250,000 or more.
Trading Platforms:
- Commission-Free Trading: Unlimited $0 online trades for U.S.-listed stocks, ETFs, and options, with a $0.65 per contract fee for options.
- Comprehensive Investment Options: Access to stocks, ETFs, mutual funds, options, fixed income products, and retirement accounts like IRAs.
- Wealth Management Tools: Features like the J.P. Morgan Wealth Plan® and market insights to help manage investments with personalized strategies.
- Commission-Free Trading: J.P. Morgan offers unlimited $0 commission online trades for U.S.-listed stocks, ETFs, and options. Options trades have a $0.65 per contract fee.
- Account Options: Provides access to a variety of account types, including general investment accounts and retirement accounts (Traditional and Roth IRAs).
- Investment Products: Users can invest in stocks, ETFs, mutual funds, options, and fixed income products.
- Wealth Management Tools: Includes the J.P. Morgan Wealth Plan®, which gives a 360-degree view of finances, helping users manage their investments with personalized insights.
- Mobile and Online Access: Investors can manage their portfolios easily through Chase Mobile® and the J.P. Morgan website, with access to educational resources and market commentary.
- Retirement Planning: Supports retirement planning with account rollovers, traditional and Roth IRAs, and tools like the 401K/IRA calculators.
- Market Insights: Provides market commentary and research from J.P. Morgan specialists to help users stay informed and make strategic investment decisions.
J.P. Morgan Self-Directed Investing is an online platform that offers commission-free trading for U.S.-listed stocks, ETFs, and options, making it an attractive choice for investors who want control over their portfolios. It provides access to general investment accounts and retirement accounts, including Traditional and Roth IRAs. The platform features tools for comprehensive wealth management and retirement planning, supported by market insights from J.P. Morgan specialists. Investors can easily manage their portfolios through the Chase Mobile® app and online, with seamless integration for J.P. Morgan customers.
- Commission-Free Trading: Unlimited $0 commission on U.S. stocks and ETFs makes it cost-effective for active traders.
- Diverse Investment Products: Offers a broad range of investment options, including mutual funds, fixed income, and options.
- Comprehensive Wealth Tools: The J.P. Morgan Wealth Plan provides personalized insights and helps track financial goals.
- Integration with Chase: Convenient integration with Chase’s mobile and online banking platforms makes managing investments and banking seamless.
- Retirement Planning Support: Provides a variety of retirement accounts and tools for planning and managing retirement savings.
- Options Trading Fees: While stock and ETF trades are commission-free, options trades incur a $0.65 per contract fee.
- Limited Features for Advanced Traders: Professional traders may find the platform lacks some advanced tools and features available on specialized trading platforms.
- Account Minimum for Advisory Services: Managed services with J.P. Morgan advisors require a minimum investment of $25,000.
View Terms & Conditions
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Users are encouraged to carefully review the terms and conditions, fees, and features of any financial product to ensure it aligns with their individual financial goals and risk tolerance. Investing involves risks, and past performance does not guarantee future results.