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Fidelity vs J.P. Morgan Self-Directed Investing 2022

StockBrokers.com

Written by StockBrokers.com

November 02, 2022

Is Fidelity better than J.P. Morgan Self-Directed Investing? After testing 15 of the best online brokers over six months, Fidelity (95.57%) is better than E*TRADE (92.52%). Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools, an easy-to-use mobile app, and comprehensive retirement services. Serving over 40 million customers, Fidelity is a winner for everyday investors.

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Overall RatingFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Overall5 Stars4 Stars5 Stars
Commissions & Fees5 Stars4.5 Stars4.5 Stars
Investment Options4.5 Stars4 Stars5 Stars
Platforms & Tools4.5 Stars2 Stars4.5 Stars
Mobile Trading Apps5 Stars3.5 Stars5 Stars
Research5 Stars3.5 Stars4.5 Stars
Customer Service4.5 StarsN/A4.5 Stars
Education5 Stars3.5 Stars4.5 Stars
Ease Of Use4.5 Stars4 Stars5 Stars
Winnercheck_circle
ReviewFidelity ReviewJ.P. Morgan Self-Directed Investing ReviewE*TRADE Review
Trading FeesFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Minimum Deposit$0.00$0.00$0.00
Stock Trades$0.00$0.00$0.00
Penny Stock Fees (OTCCB)$0.00$0.00$6.95
Mutual Fund Trade Fee$49.95$0$19.99
Options (Base Fee)$0.00$0.00$0.00
Options (Per Contract)$0.65$0.65$0.65
Futures (Per Contract)N/AN/A$1.50
Broker Assisted Trade Fee$32.95Varies$25
Margin RatesFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Margin Rate Under $24,999.9911.33%11.00%11.95%
Margin Rate $25,000.00 to $49,999.9910.83%10.75%11.45%
Margin Rate $50,000.00 to $99,999.999.88%10.25%10.95%
Margin Rate $100,000.00 to $249,999.999.83%10.00%10.45%
Margin Rate $250,000.00 to $499,999.999.58%10.00%9.95%
Margin Rate $500,000.00 to $999,999.997.25%9.25%9.45%
Margin Rate Above $1,000,000.007.00%8.75%8.45%
Account FeesFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
IRA Annual Fee$0.00$0.00$0.00
IRA Closure Fee$0.00$75.00$0.00
Account Transfer Out (Partial)$0.00$0.00$25.00
Account Transfer Out (Full)$0.00$75.00$75.00
Options Exercise Fee$0.00$0.00$0.00
Options Assignment Fee$0.00$0.00$0.00
Investment OptionsFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Stock TradingYesYesYes
Margin TradingYesYesYes
Fractional SharesYesNoNo
OTCBB / Pink SheetsYesYesYes
Options TradingYesYesYes
Complex Options Max Legs414
Futures TradingNoNoYes
Forex TradingNoNoNo
Crypto TradingNoNoNo
Crypto Trading - Total Coins000
Mutual Funds (No Load)584335006486
Mutual Funds (Total)1000035007242
Bonds (US Treasury)YesYesYes
Bonds (Corporate)YesYesYes
Bonds (Municipal)YesYesYes
Advisor ServicesYesYesYes
International Countries (Stocks)2500
Order TypesFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Order Type - MarketYesYesYes
Order Type - LimitYesYesYes
Order Type - After HoursYesNoYes
Order Type - StopYesYesYes
Order Type - Trailing StopYesNoYes
Order Type - OCOYesNoYes
Order Type - OTOYesNoYes
Order Type - Broker AssistedYesYesYes
BeginnersFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Education (Stocks)YesYesYes
Education (ETFs)YesYesYes
Education (Options)YesYesYes
Education (Mutual Funds)YesYesYes
Education (Bonds)YesYesYes
Education (Retirement)YesYesYes
Retirement CalculatorYesYesYes
Investor DictionaryYesNoYes
Paper TradingNoNoYes
VideosYesYesYes
WebinarsYesYesYes
Webinars (Archived)YesNoYes
Progress TrackingYesNoNo
Interactive Learning - QuizzesYesNoYes
Stock Trading AppsFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
iPhone AppYesYesYes
Android AppYesYesYes
Apple Watch AppYesNoYes
Trading - StocksYesYesYes
Trading - After-HoursYesNoYes
Trading - Simple OptionsYesYesYes
Trading - Complex OptionsYesNoYes
Order Ticket RT QuotesYesYesYes
Order Ticket SRT QuotesYesNoYes
Stock App FeaturesFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Market Movers (Top Gainers)YesYesYes
Stream Live TVYesNoYes
Videos on DemandYesNoNo
Stock AlertsYesNoYes
Option Chains ViewableYesYesYes
Watch List (Real-time)YesYesYes
Watch List (Streaming)YesNoYes
Watch Lists - Create & ManageYesYesYes
Watch Lists - Column CustomizationYesNoYes
Watch Lists - Total Fields92495
Stock App ChartingFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Charting - After-HoursYesNoYes
Charting - Can Turn HorizontallyYesNoYes
Charting - Multiple Time FramesYesYesYes
Charting - Technical Studies1293510
Charting - Study CustomizationsYesNoYes
Charting - Stock ComparisonsYesNoYes
Trading PlatformsFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Active Trading PlatformActive Trader ProN/APower E*TRADE
Desktop Trading PlatformYesNoNo
Desktop Platform (Mac)YesNoNo
Web Trading PlatformYesYesYes
Paper TradingNoNoYes
Trade JournalYesNoNo
Watch Lists - Total Fields92495
Stock Chart FeaturesFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Charting - Adjust Trades on ChartYesNoYes
Charting - Indicators / Studies12936119
Charting - Drawing Tools371031
Charting - NotesYesNoYes
Charting - Index OverlaysYesYesYes
Charting - Historical TradesYesNoYes
Charting - Corporate EventsYesYesYes
Charting - Custom Date RangeYesNoYes
Charting - Custom Time BarsYesNoNo
Charting - Automated AnalysisYesNoYes
Charting - Save ProfilesYesNoYes
Trade Ideas - Technical AnalysisYesNoYes
Charting - Study Customizations536
Charting - Custom StudiesNoNoNo
Day TradingFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Streaming Time & SalesYesNoYes
Streaming TVYesNoYes
Direct Market Routing - StocksYesNoYes
Ladder TradingNoNoNo
Trade Hot KeysYesNoYes
Level 2 Quotes - StocksYesNoYes
Trade Ideas - BacktestingYesNoNo
Trade Ideas - Backtesting AdvNoNoNo
Short LocatorYesNoNo
Order Liquidity RebatesNoNoNo
Research OverviewFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Research - StocksYesYesYes
Research - ETFsYesYesYes
Research - Mutual FundsYesYesYes
Research - Pink Sheets / OTCBBYesYesYes
Research - BondsYesNoYes
Screener - StocksYesYesYes
Screener - ETFsYesYesYes
Screener - Mutual FundsYesYesYes
Screener - BondsYesYesYes
Misc - Portfolio AllocationYesYesYes
Stock ResearchFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Stock Research - PDF Reports1126
Stock Research - EarningsYesYesYes
Stock Research - InsidersYesNoYes
Stock Research - SocialYesNoYes
Stock Research - NewsYesYesYes
Stock Research - ESGYesNoNo
Stock Research - SEC FilingsYesNoYes
ETF ResearchFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
ETFs - Strategy OverviewYesYesYes
ETF Fund Facts - Inception DateYesYesYes
ETF Fund Facts - Expense RatioYesYesYes
ETF Fund Facts - Net AssetsYesYesYes
ETF Fund Facts - Total HoldingsYesYesYes
ETFs - Top 10 HoldingsYesYesYes
ETFs - Sector ExposureYesYesYes
ETFs - Risk AnalysisYesNoYes
ETFs - RatingsYesYesYes
ETFs - Morningstar StyleMapYesYesYes
ETFs - PDF ReportsYesNoYes
Mutual Fund ResearchFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Mutual Funds - Strategy OverviewYesYesYes
Mutual Funds - Performance ChartYesYesNo
Mutual Funds - Performance AnalysisYesYesYes
Mutual Funds - ProspectusYesNoYes
Mutual Funds - 3rd Party RatingsYesYesYes
Mutual Funds - Fees BreakdownYesYesYes
Mutual Funds - Top 10 HoldingsYesYesYes
Mutual Funds - Asset AllocationYesYesYes
Mutual Funds - Sector AllocationYesYesYes
Mutual Funds - Country AllocationYesYesYes
Mutual Funds - StyleMapYesYesYes
Options TradingFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Option Chains - Basic ViewYesYesYes
Option Chains - Strategy ViewYesNoYes
Option Chains - StreamingYesNoYes
Option Chains - Total Columns26631
Option Chains - Greeks505
Option Chains - Quick AnalysisYesNoYes
Option Analysis - P&L ChartsYesNoYes
Option Probability AnalysisYesNoYes
Option Probability Analysis AdvYesNoYes
Option Positions - GreeksYesNoYes
Option Positions - Greeks StreamingYesNoYes
Option Positions - Adv AnalysisYesNoYes
Option Positions - RollingYesNoYes
Option Positions - GroupingYesNoYes
BankingFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Bank (Member FDIC)NoYesYes
Checking AccountsYesYesYes
Savings AccountsYesYesYes
Credit CardsYesYesYes
Debit CardsYesYesYes
Mortgage LoansNoYesYes
Customer ServiceFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Phone Support (Prospect Customers)YesNoYes
Phone Support (Current Customers)YesYesYes
Email SupportYesYesYes
Live Chat (Prospect Customers)YesNoNo
Live Chat (Current Customers)YesNoYes
24/7 SupportYesYesYes
OverallFidelityJ.P. Morgan Self-Directed InvestingE*TRADE
Overall5 Stars4 Stars5 Stars
Commissions & Fees5 Stars4.5 Stars4.5 Stars
Investment Options4.5 Stars4 Stars5 Stars
Platforms & Tools4.5 Stars2 Stars4.5 Stars
Mobile Trading Apps5 Stars3.5 Stars5 Stars
Research5 Stars3.5 Stars4.5 Stars
Education5 Stars3.5 Stars4.5 Stars
Ease Of Use4.5 Stars4 Stars5 Stars
Winnercheck_circle
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Fidelity vs J.P. Morgan Self-Directed Investing Comparison

Comparing brokers side by side is no easy task. For our 2022 annual broker review, we spent hundreds of hours assessing 15 brokerages to find the best online broker. Let's compare Fidelity vs J.P. Morgan Self-Directed Investing.

Is Fidelity or J.P. Morgan Self-Directed Investing better for beginners?

Fidelity offers more comprehensive new investor education for beginner investors than E*TRADE. Both Fidelity and J.P. Morgan Self-Directed Investing offer Videos, Education (Stocks), Education (ETFs), Education (Options), Education (Mutual Funds), Education (Bonds) and Education (Retirement), neither have Paper Trading.

What about Fidelity vs J.P. Morgan Self-Directed Investing pricing?

Fidelity and J.P. Morgan Self-Directed Investing charge the same amount for regular stock trades, $0.00. Fidelity and J.P. Morgan Self-Directed Investing both charge $0.65 per option contract. For a complete commissions summary, see our best brokers for free stock trading guide.

Does Fidelity or J.P. Morgan Self-Directed Investing offer a wider range of investment options?

Fidelity offers investors access to Stock Trading, Fractional Shares, Options Trading, OTCBB / Pink Sheets, Mutual Funds and Advisor Services, while J.P. Morgan Self-Directed Investing offers investors access to Stock Trading, Options Trading, OTCBB / Pink Sheets, Mutual Funds and Advisor Services, neither have Futures Trading and Forex Trading. Looking at Mutual Funds, Fidelity trails J.P. Morgan Self-Directed Investing in its offering of no transaction fee (NTF) mutual funds, with J.P. Morgan Self-Directed Investing offering 3500 and Fidelity offering 3401.

Which trading platform is better: Fidelity or J.P. Morgan Self-Directed Investing?

To compare the trading platforms of Fidelity and J.P. Morgan Self-Directed Investing, we tested each broker's trading tools, research capabilities, and mobile apps. For trading tools, Fidelity offers a better experience. With research, Fidelity offers superior market research. Finally, we found E*TRADE to provide better mobile trading apps.

Does either broker offer banking?

Online banking can be a benefit for investors, and some brokerages do provide banking services to customers. Checking Accounts, Savings Accounts, Debit Cards and Credit Cards are offered by Fidelity while J.P. Morgan Self-Directed Investing offers Checking Accounts, Savings Accounts, Debit Cards, Credit Cards and Mortgage Loans.

Is Fidelity good?

Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools, an easy-to-use mobile app, and comprehensive retirement services. Serving over 40 million customers, Fidelity is a winner for everyday investors.

Is J.P. Morgan Self-Directed Investing good?

J.P. Morgan Self-Directed Investing, previously known as Chase You Invest, gives Chase Bank customers easy access to investing. The all-in-one platform makes money and asset management simple and straightforward.

Fidelity vs J.P. Morgan Self-Directed Investing Winner

Overall winner: Fidelity

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1 Fidelity Sell orders are subject to an activity assessment fee from $0.01 to $0.03 per $1,000 of principal. Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.
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