Your new account provides access to thousands of investments, powerful tools and $0 commission online trades —all in the Chase Mobile ® app or at chase.com.
We have 4 easy ways you can contribute to your J.P. Morgan Self-Directed Investing account.
Move cash instantly from a Chase checking or savings account to your J.P. Morgan Wealth Management account —as often as you want.
Move your investments from another financial institution with our simple online tool.
Deposit checks directly in your general investment account or IRA, right from your phone, in the Chase Mobile ® app.
Explore rolling over your 401(k) from a former employer to a J.P. Morgan IRA.
It’s easy to start investing and working toward your goals. With fractional shares , you can trade with as little as $5.
Invest in stocks, ETFs, mutual funds, options , money market funds, treasuries and other fixed income securities and more.
Choose from preset screens for common investment strategies or create a custom screen using any number of filters.
Discover the most active stocks and ETFs, recent S&P 500 outperformers, dividend stocks and see ideas by J.P. Morgan analysts.
Set alerts to keep track of stocks or ETFs. Stay in the know about price, volume or day changes and more.
Take advantage of J.P. Morgan research, stock ratings and price targets to back up your investments with our expertise.
Take a deep dive in the markets with today’s news, market movers and events, as well as pre-market, midday and market close briefings.
We’re always improving our tools to optimize your investing experience.
Keep an eye on your investments and set up your portfolio to help you reach your goals.
Track your gains, losses, contributions and withdrawals over time and view your portfolio’s performance relative to major indices, such as S&P 500.
Reach your goals with recurring automatic transfers—from your checking or savings accounts to your investing account.
Create custom watchlists to keep track of potential opportunities and view J.P. Morgan’s price target, rating and upside/downside potential.
Make sure you know who may be designated to receive the benefits from your investment assets.
J.P. Morgan Wealth Plan℠ makes it easier to see your full financial picture and prioritize your financial goals so you can create a plan to help achieve them.
A 401(k) may not be enough to help you reach your financial milestones. Contributing to a J.P. Morgan IRA can help bring you closer to your retirement goals.
Your contributions may be tax-deductible. Your earnings, if any, are tax-deferred and will be included in your taxable income at the time of withdrawal.
Your contributions are not tax-deductible. Your earnings, if any, are tax-deferred and may be withdrawn tax-free if certain conditions are met.
Run your numbers with our calculators to see how your current plan is working toward your goals.
Use this calculator to see what your retirement savings may look like when you retire.
Use this calculator to compare a Traditional and Roth IRA to a general investment account to see how your money can potentially grow over time.
Use this calculator to see the potential future value of your Traditional IRA in comparison to a Roth IRA.
Tap into the latest news and subscribe for market commentary and analysis from J.P. Morgan specialists to help you plan your investment strategy and learn about opportunities.
Commission-free online trades apply to trading in U.S.-listed stocks, exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65 per-contract fee. Sales are subject to a regulatory transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning certain investments, including mutual funds and ETFs. Offer terms and pricing are subject to change and/or termination. Other fees and restrictions (including account types) apply. See chase.com/online-investing-pricing for terms and conditions.
Same day availability applies to requests submitted to a J.P. Morgan Self-Directed Investing account by 4:30PM Eastern Time on a business day, and generally will be processed on that business day.
For a complete list of securities eligible for Fractional Shares trading, please see our Fractional Shares Eligibility List (PDF)
Options involve a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through J.P. Morgan. Investing involves risks, including loss of principal. Please read the Options Disclosure Document titled Characteristics and Risks of Standardized Options before considering any options transaction. Supporting documentation for any claims or statistical information is available upon request.
IMPORTANT: The projections or other information generated by Wealth Plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Deductibility may be limited if you (or your spouse, if you are married) are covered by a retirement plan at work and your income exceeds certain levels. Please refer to the IRS website for applicable limits: http://www.irs.gov/retirement-plans/ira-deduction-limits.
You cannot deduct contributions to a Roth IRA. Your Roth IRA contribution may be limited based on your filing status and income. Please refer to the IRS website for applicable limits: http://www.irs.gov/retirement-plans/ira-deduction-limits.
LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.
To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.
Images on the page are hypothetical and for informational purposes only. Screen images are simulated.
Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.
JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.
Asset allocation/diversification does not guarantee a profit or protect against a loss.
Bank deposit accounts, such as checking and savings, may be subject to approval, credit card and home lending products are offered by JP Morgan Chase Bank N.A. Member FDIC.
Chase Mobile ® app is available for select mobile devices. Enroll in Chase Online℠ or on the Chase Mobile ® app. Message and data rates may apply.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
INVESTMENT AND INSURANCE PRODUCTS ARE:
