Range of investments
For investors exploring online brokerage options, both J.P. Morgan Self-Directed Investing and Firstrade offer appealing choices, but they cater to slightly different needs. While both platforms provide stock, margin, and options trading, Firstrade comes out slightly ahead in terms of investment variety, earning a 4.5-star rating compared to J.P. Morgan's 4-star rating for their range of investments. Both platforms allow for trading fractional shares, OTC stocks, and mutual funds, but neither offers forex, futures, or cryptocurrency trading. Importantly, only J.P. Morgan includes advisor services, which can be a crucial factor for investors seeking additional guidance.
When it comes to retirement accounts, both J.P. Morgan Self-Directed Investing and Firstrade offer traditional IRA and Roth IRA accounts, making them suitable for long-term investment planning. J.P. Morgan's offering is enhanced by its advisor services, potentially providing a more personalized approach to retirement planning. In contrast, Firstrade keeps things simple without advisor services, appealing to more self-sufficient investors.
Overall, both J.P. Morgan Self-Directed Investing and Firstrade stand out in the online brokerage space with comprehensive stock trading capabilities and access to a broad range of investment vehicles. While investors looking for advisor support might lean towards J.P. Morgan, Firstrade's slightly higher rating for investment range and more favorable ranking by StockBrokers.com may attract those who prioritize a broader selection of tradable assets.
Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
Stock Trading
info
|
Yes
|
Yes
|
Account Feature - Margin Trading
info
|
Yes
info |
Yes
|
Fractional Shares (Stocks)
info
|
Yes
|
Yes
|
OTC Stocks
info
|
Yes
|
Yes
|
Mutual Funds
info
|
Yes
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
No
|
No
|
Crypto Trading
info
|
No
|
No
|
Crypto Trading - Total Coins
info
|
0
|
0
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025: A Beginner-Friendly Guide to an Advanced Market
Trading platforms and tools
When it comes to trading platforms and tools, Firstrade holds a slight edge over J.P. Morgan Self-Directed Investing, boasting a 3-star rating compared to J.P. Morgan's 2.5 stars as reviewed by experts. Firstrade ranks 11th out of 14 brokers, while J.P. Morgan finds itself at 13th place. A significant feature that sets Firstrade apart is its offering of a greater number of technical indicators for charting—102 compared to J.P. Morgan's 36. Additionally, Firstrade provides automated technical analysis on charts, a capability absent in J.P. Morgan's platform. However, J.P. Morgan does allow custom studies for charts, a unique offering not available with Firstrade.
Both J.P. Morgan Self-Directed Investing and Firstrade offer browser-based trading platforms, with neither providing downloadable options for Windows or Mac. Features like paper trading, trading journals, and the ability to adjust open orders directly on stock charts are missing from both platforms. While Firstrade supports a robust 50-column watch list, J.P. Morgan offers only 20 columns. In terms of chart customizability, Firstrade permits editing with more fields for SMA studies, yet both platforms lack options for adding notes, displaying historical trades, or customizing date ranges.
When delving into charting tools, J.P. Morgan provides 10 drawing tools, slightly surpassing Firstrade's offering of 8. Moreover, J.P. Morgan shines with the ability to display corporate events such as earnings and dividends on charts, a feature that Firstrade doesn't support. Nevertheless, both platforms miss the mark on allowing users to save multiple chart profiles for their investing endeavors. These distinct strengths and limitations reflect the nuanced differences that may guide users in choosing the platform that best aligns with their trading goals.
Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
No
|
No
|
Desktop Platform (Mac)
info
|
No
|
No
|
Paper Trading
info
|
No
|
No
|
Watch Lists - Total Fields
info
|
20
|
50
|
Charting - Indicators / Studies
info
|
36
|
102
|
Charting - Drawing Tools
info
|
10
|
8
|
Platforms & Tools
|
|
|
Dive deeper: Best Online Brokers & Trading Platforms for 2025, Best Paper Trading Apps & Platforms for 2025
Schwab Trading Powered by Ameritrade™.
A full-featured account for investing
Get up to $1K on new brokerage account*
Beginners and education
J.P. Morgan Self-Directed Investing stands out for its comprehensive educational offerings, perfect for beginners keen on expanding their investment knowledge. The platform covers a wide range of investment topics, including stocks, ETFs, options, mutual funds, and bonds. This expansive educational scope is complemented by a variety of resources such as educational videos and webinars, enabling users to learn at their own pace. Although it lacks features like paper trading and progress tracking, J.P. Morgan's well-rounded educational resources have earned it a respectable 4.5-star rating for education and a #6 ranking by StockBrokers.com.
In contrast, Firstrade, while providing useful resources such as educational videos and webinars, offers a narrower focus in its educational content. The platform does not provide specific education on ETFs, mutual funds, or bonds, which may limit a beginner's ability to fully grasp the breadth of investment opportunities. Both platforms lack paper trading and learning progress tracking, but Firstrade's educational offerings, evaluated at 3.5 stars, rank it at #12 by StockBrokers.com. While Firstrade presents a functional learning environment, J.P. Morgan's broader range of educational content makes it a more appealing choice for novices looking to deepen their investment knowledge.
Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
Education (Stocks)
info
|
Yes
|
Yes
|
Education (ETFs)
info
|
Yes
|
No
|
Education (Options)
info
|
Yes
|
Yes
|
Education (Mutual Funds)
info
|
Yes
|
No
|
Education (Fixed Income)
info
|
Yes
|
No
|
Paper Trading
info
|
No
|
No
|
Videos
info
|
Yes
|
Yes
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
Stock trading apps
When comparing J.P. Morgan Self-Directed Investing to Firstrade for stock trading app capabilities, Firstrade edges out slightly as the more comprehensive option. It offers advanced features like streaming quotes and the ability to display stock comparisons on charts, which give it an advantage over J.P. Morgan. Additionally, with a higher rating of 4.5 stars versus J.P. Morgan's 4 stars, Firstrade demonstrates a higher degree of user satisfaction. Based on StockBrokers.com's rankings, Firstrade also holds a stronger position, sitting at #9 out of 14 brokers, compared to J.P. Morgan's #12 ranking.
Both J.P. Morgan Self-Directed Investing and Firstrade offer iPhone and Android apps, allowing users to easily manage their investments on the go. They also support mobile options trading and offer essential functions like creating and customizing watch lists, stock alerts, and viewing charts in multiple time frames. However, if you're looking for mobile after-hours stock trading, both platforms fall short in this area.
Charting capabilities differ between the two, with J.P. Morgan offering 36 technical studies while Firstrade provides 81, making Firstrade more appealing for investors who rely heavily on technical analysis. While J.P. Morgan allows customization of watch list columns, it lacks the functionality to display stock comparisons on charts, a feature available with Firstrade. Both platforms, however, do not support Apple Watch apps or streaming live TV, while neither offers videos on demand or after-hours charting. Overall, Firstrade provides a more feature-rich experience for stock traders looking for in-depth analysis tools.
Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
No
|
No
|
Stock Alerts
info
|
Yes
|
Yes
|
Charting - After-Hours
info
|
No
|
No
|
Charting - Technical Studies
info
|
36
|
81
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps for 2025
Fees
When choosing between J.P. Morgan Self-Directed Investing and Firstrade, there are a few key differences in account fees that could influence your decision. Both brokers have a $0 minimum deposit, offer free stock trades, and charge no fees for IRA annual maintenance. However, they diverge when it comes to options trading and margin rates. J.P. Morgan charges $0.65 per options contract, while Firstrade offers this service for free. Additionally, Firstrade generally has lower margin rates across various balance tiers, but J.P. Morgan does not charge for partial account transfers.
For investors considering margin trading, it's important to examine the costs associated with different balance levels. For balances below $25,000, J.P. Morgan has an interest rate of 13.25%, whereas Firstrade offers a slightly lower rate at 12.75%. As balances increase, both firms offer comparable rates, although Firstrade maintains a slight edge. For balances between $25,000 and $49,999, J.P. Morgan charges 13% compared to Firstrade’s 12.5%, and for balances between $50,000 and $99,999, J.P. Morgan’s rate of 12.5% is higher than Firstrade’s 12%.
Another crucial aspect to consider is IRAs and account transfer fees. While both brokers impose no charges for IRA annual fees, closing these accounts is costly with J.P. Morgan at $75, whereas Firstrade charges nothing. Furthermore, despite Firstrade’s friendlier IRA policies, they charge $55 for partial account transfers, contrasting J.P. Morgan's free service. Both firms, however, charge $75 for full account transfers, levelling the playing field in this regard.
Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
Minimum Deposit
info
|
$0.00
|
$0.00
|
Stock Trades
info
|
$0.00
|
$0.00
|
Options (Per Contract)
info
|
$0.65
|
$0.00
|
Options Exercise Fee
info
|
$0.00
|
$0.00
|
Options Assignment Fee
info
|
$0.00
|
$0.00
|
IRA Annual Fee
info
|
$0.00
|
$0.00
|
IRA Closure Fee
info
|
$75.00
|
$0.00
|
Dive deeper: Best Free Trading Platforms for 2025
Day Trading
When evaluating the day trading capabilities of J.P. Morgan Self-Directed Investing and Firstrade, it's clear that both platforms offer a similar experience. Neither of them provides features such as streaming time and sales data for stocks, live streaming TV, or direct market routing. Additionally, traders won't find advanced tools like ladder trading, keyboard trade entry hotkeys, or access to level 2 quotes on either platform. Day traders who rely on sophisticated instruments or data streams might find these platforms lacking in features that enhance real-time trading decisions.
Further examination shows that both J.P. Morgan Self-Directed Investing and Firstrade lack backtesting capabilities, whether for basic or advanced strategies. They also do not offer short locator tools for real-time short availability or provide order liquidity rebates, which can be vital for cost-sensitive investors. As a result, individuals looking for comprehensive tools and incentives for active day trading might need to consider alternative brokerage options.
Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
Streaming Time & Sales
info
|
No
|
No
|
Streaming TV
info
|
No
|
No
|
Direct Market Routing - Equities
info
|
No
|
No
|
Level 2 Quotes - Stocks
info
|
No
|
No
|
Trade Ideas - Backtesting
info
|
No
|
No
|
Trade Ideas - Backtesting Adv
info
|
No
|
No
|
Short Locator
info
|
No
|
No
|
Dive deeper: Best Day Trading Platforms of 2025 for Beginners and Active Traders
Market Research
When evaluating the market research capabilities of J.P. Morgan Self-Directed Investing versus Firstrade, both platforms offer comprehensive resources that cater to a wide range of investment needs, covering stocks, ETFs, mutual funds, and bonds. Both allow users to see portfolio allocation by asset class and offer a variety of screeners for trade ideas. However, there are some key distinctions. Firstrade stands out with offerings like downloadable PDF research reports for ETFs and insights using social media sentiment data and ESG research, giving it a slight edge with a 4.5-star rating against J.P. Morgan’s 4-star rating for market research. Consequently, Firstrade ranks slightly higher at #6 compared to J.P. Morgan's #7 by StockBrokers.com.
J.P. Morgan Self-Directed Investing provides a solid selection of research resources, including downloadable PDF reports for stocks, though limited to two, as well as extensive screening tools for various asset types. While it covers a wide spectrum of investments such as stocks, ETFs, mutual funds, and bonds, it lacks in areas like social media sentiment and ESG research, which can affect investors looking for those specific insights.
Firstrade, on the other hand, extends beyond traditional metrics by incorporating modern research techniques such as social media sentiment analysis and ESG data. This makes it particularly appealing for investors who value these emerging areas of focus. While it offers only one PDF research report for stocks, its broader range of research capabilities, including downloadable reports for ETFs and a higher overall market research rating, make it a competitive choice for research-savvy investors.
Feature |
J.P. Morgan Self-Directed Investing
|
Firstrade
|
Research - Stocks
info
|
Yes
|
Yes
|
Screener - Stocks
info
|
Yes
|
Yes
|
Research - ETFs
info
|
Yes
|
Yes
|
Screener - ETFs
info
|
Yes
|
Yes
|
Research - Mutual Funds
info
|
Yes
|
Yes
|
Screener - Mutual Funds
info
|
Yes
|
Yes
|
Research - Fixed Income
info
|
Yes
|
Yes
|
Screener - Fixed Income
info
|
Yes
|
Yes
|
Research
|
|
|
Banking
When comparing the banking features of J.P. Morgan Self-Directed Investing and Firstrade, several differences emerge. J.P. Morgan Self-Directed Investing offers an extensive range of banking services, including checking and savings accounts, giving customers the flexibility to manage their day-to-day finances and save for the future. In addition, they provide debit and credit cards, allowing for both direct spending and credit-based purchases. Customers can also tap into mortgage loans, making it easier to finance a home. Firstrade, on the other hand, provides checking accounts and debit cards but falls short of offering savings accounts, credit cards, or mortgage loans. However, both J.P. Morgan Self-Directed Investing and Firstrade offer certificates of deposit, giving investors another way to grow their savings. Whether you're looking for a broad range of banking services or specific investment options, the offerings at J.P. Morgan and Firstrade cater to different financial needs.
Dive deeper: Best Brokerage Checking Accounts for 2025
Winner
After opening live accounts and testing 14 of the best online brokers, our research and live account testing finds that J.P. Morgan Self-Directed Investing is better than Firstrade. J.P. Morgan Self-Directed Investing finished with an overall score of 85.4%, while Firstrade finished with a score of 81.8%.
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.
FAQs
Can you trade cryptocurrency with J.P. Morgan Self-Directed Investing or Firstrade?
Does J.P. Morgan Self-Directed Investing or Firstrade offer IRAs?
Both J.P. Morgan Self-Directed Investing and Firstrade offer traditional and Roth IRA accounts with no annual fees, yet Firstrade distinguishes itself by charging no closure fee for IRA accounts, compared to J.P. Morgan's $75 closure fee.
Dive deeper: Best IRA Accounts for 2025
Popular trading guides
More trading guides
Popular broker reviews
navigate_before
navigate_next
Broker Screenshots
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Broker Gallery (click to expand) |
|
|
|
Trading Fees
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Minimum Deposit info
|
$0.00
|
$0.00
|
|
Stock Trades info
|
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$0.00
|
$0.00
|
|
Mutual Fund Trade Fee info
|
$0
|
$0
|
|
Options (Per Contract) info
|
$0.65
|
$0.00
|
|
Futures (Per Contract) info
|
(Not offered)
|
(Not offered)
|
|
Broker Assisted Trade Fee info
|
Varies
|
$19.95
|
|
Margin Rates
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Margin Rate Under $25,000 info
|
13.25%
|
12.75%
|
|
Margin Rate $25,000 to $49,999.99 info
|
13%
|
12.50%
|
|
Margin Rate $50,000 to $99,999.99 info
|
12.5%
|
12.00%
|
|
Margin Rate $100,000 to $249,999.99 info
|
12.25%
|
11.50%
|
|
Margin Rate $250,000 to $499,999.99 info
|
12.25%
|
11.25%
|
|
Margin Rate $500,000 to $999,999.99 info
|
11.5%
|
9.35%
|
|
Margin Rate Above $1,000,000 info
|
11%
info
|
8.75%
|
|
Account Fees
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
IRA Annual Fee info
|
$0.00
|
$0.00
|
|
IRA Closure Fee info
|
$75.00
|
$0.00
|
|
Account Transfer Out (Partial) info
|
$0.00
|
$55.00
|
|
Account Transfer Out (Full) info
|
$75.00
|
$75.00
|
|
Options Exercise Fee info
|
$0.00
|
$0.00
|
|
Options Assignment Fee info
|
$0.00
|
$0.00
|
|
Investment Options
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Stock Trading info
|
Yes
|
Yes
|
|
Account Feature - Margin Trading info
|
Yes
info
|
Yes
|
|
Fractional Shares (Stocks) info
|
Yes
|
Yes
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
1
|
4
|
|
Futures Trading info
|
No
|
No
|
|
Forex Trading info
|
No
|
No
|
|
Crypto Trading info
|
No
|
No
|
|
Crypto Trading - Total Coins info
|
0
|
0
|
|
Fixed Income (Treasurys) info
|
Yes
|
Yes
|
|
Fixed Income (Corporate Bonds) info
|
Yes
|
Yes
|
|
Fixed Income (Municipal Bonds) info
|
Yes
|
Yes
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
Advisor Services info
|
Yes
|
No
|
|
International Countries (Stocks) info
|
0
|
0
|
|
Order Types
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Order Type - Market info
|
Yes
|
Yes
|
|
Order Type - Limit info
|
Yes
|
Yes
|
|
Order Type - After Hours info
|
No
|
Yes
|
|
Order Type - Stop info
|
Yes
|
Yes
|
|
Order Type - Trailing Stop info
|
No
|
Yes
|
|
Order Type - OCO info
|
No
|
Yes
|
|
Order Type - OTO info
|
No
|
Yes
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
Beginners
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Education (Stocks) info
|
Yes
|
Yes
|
|
Education (ETFs) info
|
Yes
|
No
|
|
Education (Options) info
|
Yes
|
Yes
|
|
Education (Mutual Funds) info
|
Yes
|
No
|
|
Education (Fixed Income) info
|
Yes
|
No
|
|
Education (Retirement) info
|
Yes
|
Yes
|
|
Retirement Calculator info
|
Yes
|
Yes
|
|
Investor Dictionary info
|
No
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Videos info
|
Yes
|
Yes
|
|
Webinars info
|
Yes
|
Yes
|
|
Progress Tracking info
|
No
|
No
|
|
Interactive Learning - Quizzes info
|
No
|
No
|
|
Stock Trading Apps
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
iPhone App info
|
Yes
|
Yes
|
|
Android App info
|
Yes
|
Yes
|
|
Apple Watch App info
|
No
|
No
|
|
Trading - Stocks info
|
Yes
|
Yes
|
|
Trading - After-Hours info
|
No
|
Yes
|
|
Trading - Simple Options info
|
Yes
|
Yes
|
|
Trading - Complex Options info
|
No
|
Yes
|
|
Order Ticket RT Quotes info
|
Yes
|
Yes
|
|
Order Ticket SRT Quotes info
|
No
|
Yes
|
|
Stock App Features
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
No
|
No
|
|
Videos on Demand info
|
No
|
No
|
|
Stock Alerts info
|
Yes
|
Yes
|
|
Option Chains Viewable info
|
Yes
|
Yes
|
|
Watch List (Real-time) info
|
Yes
|
Yes
|
|
Watch List (Streaming) info
|
No
|
Yes
|
|
Watch Lists - Create & Manage info
|
Yes
|
Yes
|
|
Watch Lists - Column Customization info
|
Yes
|
Yes
|
|
Stock App Charting
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Charting - After-Hours info
|
No
|
No
|
|
Charting - Can Turn Horizontally info
|
Yes
|
Yes
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
36
|
81
|
|
Charting - Study Customizations info
|
Yes
|
Yes
|
|
Charting - Stock Comparisons info
|
No
|
Yes
|
|
Trading Platforms
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Active Trading Platform info
|
No
|
N/A
|
|
Desktop Trading Platform info
|
No
|
No
|
|
Desktop Platform (Mac) info
|
No
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Trade Journal info
|
No
|
No
|
|
Watch Lists - Total Fields info
|
20
|
50
|
|
Stock Chart Features
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Charting - Adjust Trades on Chart info
|
No
|
No
|
|
Charting - Indicators / Studies info
|
36
|
102
|
|
Charting - Drawing Tools info
|
10
|
8
|
|
Charting - Notes info
|
No
|
No
|
|
Charting - Historical Trades info
|
No
|
No
|
|
Charting - Corporate Events info
|
Yes
|
No
|
|
Charting - Custom Date Range info
|
No
|
No
|
|
Charting - Custom Time Bars info
|
No
|
No
|
|
Charting - Automated Analysis info
|
No
|
Yes
|
|
Charting - Save Profiles info
|
No
|
No
|
|
Trade Ideas - Technical Analysis info
|
No
|
Yes
|
|
Charting - Study Customizations info
|
3
|
6
|
|
Charting - Custom Studies info
|
Yes
|
No
|
|
Day Trading
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Streaming Time & Sales info
|
No
|
No
|
|
Streaming TV info
|
No
|
No
|
|
Direct Market Routing - Equities info
|
No
|
No
|
|
Ladder Trading info
|
No
|
No
|
|
Trade Hot Keys info
|
No
|
No
|
|
Level 2 Quotes - Stocks info
|
No
|
No
|
|
Trade Ideas - Backtesting info
|
No
|
No
|
|
Trade Ideas - Backtesting Adv info
|
No
|
No
|
|
Short Locator info
|
No
|
No
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
Research Overview
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Research - Stocks info
|
Yes
|
Yes
|
|
Research - ETFs info
|
Yes
|
Yes
|
|
Research - Mutual Funds info
|
Yes
|
Yes
|
|
Research - Pink Sheets / OTCBB info
|
Yes
|
Yes
|
|
Research - Fixed Income info
|
Yes
|
Yes
|
|
Screener - Stocks info
|
Yes
|
Yes
|
|
Screener - ETFs info
|
Yes
|
Yes
|
|
Screener - Mutual Funds info
|
Yes
|
Yes
|
|
Screener - Fixed Income info
|
Yes
|
Yes
|
|
Portfolio Asset Allocation info
|
Yes
|
Yes
|
|
Stock Research
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Stock Research - PDF Reports info
|
2
|
1
|
|
Stock Research - Earnings info
|
Yes
|
Yes
|
|
Stock Research - Insiders info
|
No
|
Yes
|
|
Stock Research - Social info
|
No
|
Yes
|
|
Stock Research - News info
|
Yes
|
Yes
|
|
Stock Research - ESG info
|
No
|
Yes
|
|
Stock Research - SEC Filings info
|
No
|
Yes
|
|
ETF Research
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
ETFs - Investment Objective info
|
Yes
|
Yes
|
|
ETF Fund Facts - Inception Date info
|
Yes
|
Yes
|
|
ETF Fund Facts - Expense Ratio info
|
Yes
|
Yes
|
|
ETF Fund Facts - Total Assets info
|
Yes
|
Yes
|
|
ETF Fund Facts - Total Holdings info
|
Yes
|
Yes
|
|
ETFs - Top 10 Holdings info
|
Yes
|
Yes
|
|
ETFs - Sector Exposure info
|
Yes
|
Yes
|
|
ETFs - Risk Analysis info
|
No
|
Yes
|
|
ETFs - Ratings info
|
Yes
|
Yes
|
|
ETFs - Morningstar StyleMap info
|
Yes
|
Yes
|
|
ETFs - PDF Reports info
|
No
|
Yes
|
|
Mutual Fund Research
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Mutual Funds - Investment Objective info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Chart info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Analysis info
|
Yes
|
Yes
|
|
Mutual Funds - Prospectus info
|
No
|
Yes
|
|
Mutual Funds - 3rd Party Ratings info
|
Yes
|
Yes
|
|
Mutual Funds - Fees Breakdown info
|
Yes
|
Yes
|
|
Mutual Funds - Top 10 Holdings info
|
Yes
|
Yes
|
|
Mutual Funds - Asset Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Sector Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Country Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - StyleMap info
|
Yes
|
Yes
|
|
Options Trading
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Option Chains - Total Greeks info
|
0
|
5
|
|
Option Analysis - P&L Charts info
|
No
|
Yes
|
|
Banking
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Bank (Member FDIC) info
|
Yes
|
No
|
|
Checking Accounts info
|
Yes
|
Yes
|
|
Savings Accounts info
|
Yes
|
No
|
|
Credit Cards info
|
Yes
|
No
|
|
Debit Cards info
|
Yes
|
Yes
|
|
Mortgage Loans info
|
Yes
|
No
|
|
Customer Service
|
J.P. Morgan Self-Directed Investing |
Firstrade |
|
Phone Support (Prospective Customers) info
|
No
|
Yes
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
Yes
|
Yes
|
|
Live Chat (Prospective Customers) info
|
No
|
Yes
|
|
Live Chat (Current Customers) info
|
No
|
Yes
|
|
24/7 Support info
|
Yes
|
No
|
|
arrow_upward