menuclose
StockBrokers.com is committed to the highest ethical standards and reviews services independently. Learn how we make money.

Firstrade vs J.P. Morgan Self-Directed Investing 2023

StockBrokers.com

Written by StockBrokers.com

January 23, 2023

Is Firstrade better than J.P. Morgan Self-Directed Investing? After testing 17 of the best online brokers over three months, Firstrade (87.80%) is better than J.P. Morgan Self-Directed Investing (83.12%). Firstrade scored well in our 2023 Annual Review for ease of use, and is a great choice for Chinese-speaking investors. However, it lags behind the competition in certain areas, especially platforms, tools and education.

Select Brokers❯×
× Firstrade

Earn up to $4,000 in cash rewards

Visit Site

× J.P. Morgan Self-Directed Investing
Sponsored
+ Add Broker
Close Menu ×
navigate_before navigate_next
Overall RatingFirstradeJ.P. Morgan Self-Directed Investing
Overall 4.5/5 Stars 4/5 Stars
Commissions & Fees 4.5/5 Stars 4.5/5 Stars
Investment Options 4.5/5 Stars 4/5 Stars
Platforms & Tools 3.5/5 Stars 3/5 Stars
Mobile Trading Apps 4.5/5 Stars 4/5 Stars
Research 4.5/5 Stars 3.5/5 Stars
Customer Service 3.0/5 Stars N/A
Education 3.5/5 Stars 4.5/5 Stars
Ease Of Use 4.5/5 Stars 4.5/5 Stars
Winner check_circle
Review Firstrade Review J.P. Morgan Self-Directed Investing Review
Trading FeesFirstradeJ.P. Morgan Self-Directed Investing
Minimum Deposit $0.00 $0.00
Stock Trades $0.00 $0.00
Penny Stock Fees (OTCCB) $0.00 $0.00
Mutual Fund Trade Fee $0 $0
Options (Base Fee) $0.00 $0.00
Options (Per Contract) $0.00 $0.65
Futures (Per Contract) N/A N/A
Broker Assisted Trade Fee $19.95 Varies
Margin RatesFirstradeJ.P. Morgan Self-Directed Investing
Margin Rate Under $25,000 11.50% 11.00%
Margin Rate $25,000 to $49,999.99 11.30% 10.75%
Margin Rate $50,000 to $99,999.99 10.80% 10.25%
Margin Rate $100,000 to $249,999.99 10.30% 10.00%
Margin Rate $250,000 to $499,999.99 10.00% 10.00%
Margin Rate $500,000 to $999,999.99 8.10% 9.25%
Margin Rate Above $1,000,000 7.50% 8.75%
Account FeesFirstradeJ.P. Morgan Self-Directed Investing
IRA Annual Fee $0.00 $0.00
IRA Closure Fee $0.00 $75.00
Account Transfer Out (Partial) $55.00 $0.00
Account Transfer Out (Full) $75.00 $75.00
Options Exercise Fee $0.00 $0.00
Options Assignment Fee $0.00 $0.00
Investment OptionsFirstradeJ.P. Morgan Self-Directed Investing
Stock Trading Yes Yes
Margin Trading Yes Yes
Fractional Shares No No
OTCBB / Pink Sheets Yes Yes
Options Trading Yes Yes
Complex Options Max Legs 4 1
Futures Trading No No
Forex Trading No No
Crypto Trading Yes No
Crypto Trading - Total Coins 38 0
Mutual Funds (No Load) 13777 3500
Mutual Funds (Total) 19027 3500
Bonds (US Treasury) Yes Yes
Bonds (Corporate) Yes Yes
Bonds (Municipal) Yes Yes
Advisor Services No Yes
International Countries (Stocks) 0 0
Order TypesFirstradeJ.P. Morgan Self-Directed Investing
Order Type - Market Yes Yes
Order Type - Limit Yes Yes
Order Type - After Hours Yes No
Order Type - Stop Yes Yes
Order Type - Trailing Stop Yes No
Order Type - OCO Yes No
Order Type - OTO Yes No
Order Type - Broker Assisted Yes Yes
BeginnersFirstradeJ.P. Morgan Self-Directed Investing
Education (Stocks) Yes Yes
Education (ETFs) No Yes
Education (Options) Yes Yes
Education (Mutual Funds) No Yes
Education (Bonds) No Yes
Education (Retirement) Yes Yes
Retirement Calculator Yes Yes
Investor Dictionary Yes No
Paper Trading No No
Videos Yes Yes
Webinars Yes Yes
Webinars (Archived) Yes No
Progress Tracking No No
Interactive Learning - Quizzes No No
Stock Trading AppsFirstradeJ.P. Morgan Self-Directed Investing
iPhone App Yes Yes
Android App Yes Yes
Apple Watch App No No
Trading - Stocks Yes Yes
Trading - After-Hours Yes No
Trading - Simple Options Yes Yes
Trading - Complex Options Yes No
Order Ticket RT Quotes Yes Yes
Order Ticket SRT Quotes Yes No
Stock App FeaturesFirstradeJ.P. Morgan Self-Directed Investing
Market Movers (Top Gainers) Yes Yes
Stream Live TV No No
Videos on Demand No No
Stock Alerts Yes No
Option Chains Viewable Yes Yes
Watch List (Real-time) Yes Yes
Watch List (Streaming) Yes No
Watch Lists - Create & Manage Yes Yes
Watch Lists - Column Customization Yes No
Watch Lists - Total Fields 50 4
Stock App ChartingFirstradeJ.P. Morgan Self-Directed Investing
Charting - After-Hours No No
Charting - Can Turn Horizontally Yes No
Charting - Multiple Time Frames Yes Yes
Charting - Technical Studies 81 35
Charting - Study Customizations Yes No
Charting - Stock Comparisons No No
Trading PlatformsFirstradeJ.P. Morgan Self-Directed Investing
Active Trading Platform Firstrade Navigator N/A
Desktop Trading Platform No No
Desktop Platform (Mac) No No
Web Trading Platform Yes Yes
Paper Trading No No
Trade Journal No No
Watch Lists - Total Fields 50 4
Stock Chart FeaturesFirstradeJ.P. Morgan Self-Directed Investing
Charting - Adjust Trades on Chart No No
Charting - Indicators / Studies 102 36
Charting - Drawing Tools 8 10
Charting - Notes No No
Charting - Index Overlays Yes Yes
Charting - Historical Trades No No
Charting - Corporate Events Yes Yes
Charting - Custom Date Range No No
Charting - Custom Time Bars No No
Charting - Automated Analysis No No
Charting - Save Profiles No No
Trade Ideas - Technical Analysis No No
Charting - Study Customizations 6 3
Charting - Custom Studies No No
Day TradingFirstradeJ.P. Morgan Self-Directed Investing
Streaming Time & Sales No No
Streaming TV No No
Direct Market Routing - Stocks No No
Ladder Trading No No
Trade Hot Keys No No
Level 2 Quotes - Stocks No No
Trade Ideas - Backtesting No No
Trade Ideas - Backtesting Adv No No
Short Locator No No
Order Liquidity Rebates No No
Research OverviewFirstradeJ.P. Morgan Self-Directed Investing
Research - Stocks Yes Yes
Research - ETFs Yes Yes
Research - Mutual Funds Yes Yes
Research - Pink Sheets / OTCBB Yes Yes
Research - Bonds Yes No
Screener - Stocks Yes Yes
Screener - ETFs Yes Yes
Screener - Mutual Funds Yes Yes
Screener - Bonds Yes Yes
Misc - Portfolio Allocation Yes Yes
Stock ResearchFirstradeJ.P. Morgan Self-Directed Investing
Stock Research - PDF Reports 1 2
Stock Research - Earnings Yes Yes
Stock Research - Insiders Yes No
Stock Research - Social No No
Stock Research - News Yes Yes
Stock Research - ESG No No
Stock Research - SEC Filings Yes No
ETF ResearchFirstradeJ.P. Morgan Self-Directed Investing
ETFs - Strategy Overview Yes Yes
ETF Fund Facts - Inception Date Yes Yes
ETF Fund Facts - Expense Ratio Yes Yes
ETF Fund Facts - Net Assets Yes Yes
ETF Fund Facts - Total Holdings Yes Yes
ETFs - Top 10 Holdings Yes Yes
ETFs - Sector Exposure Yes Yes
ETFs - Risk Analysis Yes No
ETFs - Ratings Yes Yes
ETFs - Morningstar StyleMap Yes Yes
ETFs - PDF Reports Yes No
Mutual Fund ResearchFirstradeJ.P. Morgan Self-Directed Investing
Mutual Funds - Strategy Overview Yes Yes
Mutual Funds - Performance Chart Yes Yes
Mutual Funds - Performance Analysis Yes Yes
Mutual Funds - Prospectus Yes No
Mutual Funds - 3rd Party Ratings Yes Yes
Mutual Funds - Fees Breakdown Yes Yes
Mutual Funds - Top 10 Holdings Yes Yes
Mutual Funds - Asset Allocation Yes Yes
Mutual Funds - Sector Allocation Yes Yes
Mutual Funds - Country Allocation Yes Yes
Mutual Funds - StyleMap Yes Yes
Options TradingFirstradeJ.P. Morgan Self-Directed Investing
Option Chains - Basic View Yes Yes
Option Chains - Strategy View Yes No
Option Chains - Streaming No No
Option Chains - Total Columns 8 6
Option Chains - Greeks 5 0
Option Chains - Quick Analysis No No
Option Analysis - P&L Charts Yes No
Option Probability Analysis No No
Option Probability Analysis Adv Yes No
Option Positions - Greeks No No
Option Positions - Greeks Streaming No No
Option Positions - Adv Analysis No No
Option Positions - Rolling Yes No
Option Positions - Grouping No No
BankingFirstradeJ.P. Morgan Self-Directed Investing
Bank (Member FDIC) No Yes
Checking Accounts Yes Yes
Savings Accounts No Yes
Credit Cards No Yes
Debit Cards Yes Yes
Mortgage Loans No Yes
Customer ServiceFirstradeJ.P. Morgan Self-Directed Investing
Phone Support (Prospect Customers) Yes No
Phone Support (Current Customers) Yes Yes
Email Support Yes Yes
Live Chat (Prospect Customers) Yes No
Live Chat (Current Customers) Yes No
24/7 Support No Yes
OverallFirstradeJ.P. Morgan Self-Directed Investing
Overall 4.5/5 Stars 4/5 Stars
Commissions & Fees 4.5/5 Stars 4.5/5 Stars
Investment Options 4.5/5 Stars 4/5 Stars
Platforms & Tools 3.5/5 Stars 3/5 Stars
Mobile Trading Apps 4.5/5 Stars 4/5 Stars
Research 4.5/5 Stars 3.5/5 Stars
Education 3.5/5 Stars 4.5/5 Stars
Ease Of Use 4.5/5 Stars 4.5/5 Stars
Winner check_circle
Review Firstrade Review J.P. Morgan Self-Directed Investing Review
  • check_box_outline_blankcheck_boxAlly Invest
  • check_box_outline_blankcheck_boxCharles Schwab
  • check_box_outline_blankcheck_boxE*TRADE
  • check_box_outline_blankcheck_boxeToro
  • check_box_outline_blankcheck_boxFidelity
  • check_box_outline_blankcheck_boxFirstrade
  • check_box_outline_blankcheck_boxInteractive Brokers
  • check_box_outline_blankcheck_boxJ.P. Morgan Self-Directed Investing
  • check_box_outline_blankcheck_boxMerrill Edge
  • check_box_outline_blankcheck_boxRobinhood
  • check_box_outline_blankcheck_boxSofi Invest
  • check_box_outline_blankcheck_boxtastyworks
  • check_box_outline_blankcheck_boxTD Ameritrade
  • check_box_outline_blankcheck_boxTradeStation
  • check_box_outline_blankcheck_boxTradier
  • check_box_outline_blankcheck_boxVanguard
  • check_box_outline_blankcheck_boxWebull
Compare 0 of 5
arrow_upward

Firstrade vs J.P. Morgan Self-Directed Investing Comparison

Comparing brokers side by side is no easy task. For our 2023 annual broker review, we spent hundreds of hours assessing 17 brokerages to find the best online broker. Let's compare Firstrade vs J.P. Morgan Self-Directed Investing.

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

J.P. Morgan Self-Directed Investing offers more comprehensive new investor education for beginner investors than Firstrade. Firstrade offers investors access to Videos, Education (Stocks), Education (Options) and Education (Retirement), while J.P. Morgan Self-Directed Investing offers investors access to Videos, Education (Stocks), Education (ETFs), Education (Options), Education (Mutual Funds), Education (Bonds) and Education (Retirement), neither have Paper Trading.

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

Firstrade and J.P. Morgan Self-Directed Investing charge the same amount for regular stock trades, $0.00. Option contracts are pricier at J.P. Morgan Self-Directed Investing, costing $0.65 per contract versus $0.00 per contract at Firstrade. For a complete commissions summary, see our best brokers for free stock trading guide.

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

Firstrade offers investors access to Stock Trading, Options Trading, OTCBB / Pink Sheets and Mutual Funds, 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 Fractional Shares, Futures Trading and Forex Trading. Looking at Mutual Funds, J.P. Morgan Self-Directed Investing trails Firstrade in its offering of no transaction fee (NTF) mutual funds, with Firstrade offering 3767 and J.P. Morgan Self-Directed Investing offering 3500.

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

To compare the trading platforms of Firstrade and J.P. Morgan Self-Directed Investing, we tested each broker's trading tools, research capabilities, and mobile apps. For trading tools, Firstrade offers a better experience. With research, Firstrade offers superior market research. Finally, we found Firstrade 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 and Debit Cards are offered by Firstrade while J.P. Morgan Self-Directed Investing offers Checking Accounts, Savings Accounts, Debit Cards, Credit Cards and Mortgage Loans.

Is Firstrade good?

Firstrade scored well in our 2023 Annual Review for ease of use, and is a great choice for Chinese-speaking investors. However, it lags behind the competition in certain areas, especially platforms, tools and education.

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

J.P. Morgan Self-Directed Investing makes it easy for Chase Bank customers to invest and allows access to J.P. Morgan research. On the downside, the broker features are sparse compared to industry leaders.

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

Overall winner: Firstrade

Read Next

Explore our other online trading guides:

More Comparisons

Firstrade vs Tradier Firstrade vs Vanguard Firstrade vs Merrill Edge Firstrade vs E*TRADE Firstrade vs J.P. Morgan Self-Directed Investing Firstrade vs TradeStation J.P. Morgan Self-Directed Investing vs Vanguard J.P. Morgan Self-Directed Investing vs Ally Invest J.P. Morgan Self-Directed Investing vs tastyworks J.P. Morgan Self-Directed Investing vs eToro J.P. Morgan Self-Directed Investing vs Interactive Brokers J.P. Morgan Self-Directed Investing vs Webull

Show all

Was this helpful?
Yes or No

J.P. Morgan Self-Directed Investing *INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT · NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE
close
navigate_before navigate_next