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J.P. Morgan Self-Directed Investing vs tastytrade 2025

StockBrokers.com

Written by StockBrokers.com

September 17, 2025

In this head to head comparison of J.P. Morgan Self-Directed Investing vs tastytrade, we will compare the trading platforms, mobile apps, range of investments, costs, market research, and more. Let's dive in.

J.P. Morgan Self-Directed Investing
4.5/5 Stars Overall
  • Minimum Deposit: $0.00
  • Stock Trades: $0.00
  • Options (Per Contract): $0.65
tastytrade
4/5 Stars Overall
  • Minimum Deposit: $0.00
  • Stock Trades: $0.00
  • Options (Per Contract): $0.50 info

Range of investments

Bottom line: Choose J.P. Morgan Self-Directed Investing if you want a traditional menu with mutual funds, OTC stocks, and access to advisor services. Pick tastytrade if you want a platform built around active trading in options, forex, futures, and crypto. Both brokers support stocks, options, margin, fractional shares, and Traditional and Roth IRAs. Each earns 4 stars for Range of Investments from StockBrokers.com, with J.P. Morgan ranked #9 and tastytrade #10 out of 14 brokers.

J.P. Morgan Self-Directed Investing covers core needs: stock trading, options, margin, and fractional shares. It also offers OTC stocks and mutual funds—two areas tastytrade does not support—plus Traditional and Roth IRAs and advisor services. It does not offer forex, futures, or crypto trading (0 coins).

tastytrade matches the basics—stocks, options, margin, and fractional shares—and expands into forex, futures, and crypto trading with 17 coins available. It also supports Traditional and Roth IRAs. However, it does not offer OTC stocks, mutual funds, or advisor services.

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
tastytrade logotastytrade
Stock Trading info Yes Yes
Account Feature - Margin Trading info Yes info Yes
Fractional Shares (Stocks) info Yes Yes info
OTC Stocks info Yes No
Mutual Funds info Yes No
Options Trading info Yes Yes
Futures Trading info No Yes
Crypto Trading info No Yes
Crypto Trading - Total Coins info 0 17
Range of Investments 4/5 Stars 4/5 Stars

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

Bottom line: tastytrade offers a more capable set of trading platforms and tools than J.P. Morgan Self-Directed Investing. tastytrade earns 4 stars and ranks #8 out of 14 brokers for platforms and tools, while J.P. Morgan Self-Directed Investing scores 2.5 stars and ranks #13, according to StockBrokers.com. If you want richer charting and desktop software, tastytrade is the better fit; if you just need basic web trading, J.P. Morgan’s browser platform can cover the essentials.

Platform access differs right away: J.P. Morgan Self-Directed Investing does not offer downloadable desktop platforms for Windows or Mac, while tastytrade offers both. Each broker provides a browser-based platform. Neither broker supports paper trading. For workflow extras, tastytrade includes a built-in trading journal (J.P. Morgan does not) and lets you adjust open orders directly on a chart (J.P. Morgan does not). Watch lists also favor tastytrade with 33 columns versus J.P. Morgan’s 20.

Charting is where the gap widens. tastytrade provides 308 technical indicators and 31 drawing tools, compared with J.P. Morgan’s 36 indicators and 10 drawing tools. tastytrade also allows chart notes, shows historical trades on charts, offers custom date ranges, and lets you save multiple chart profiles—all missing on J.P. Morgan. Both display corporate events on charts and support creating custom studies. For simple study edits, tastytrade’s SMA has 7 customization fields, versus 3 on J.P. Morgan.

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
tastytrade logotastytrade
Web Trading Platform info Yes Yes
Desktop Trading Platform info No Yes
Desktop Platform (Mac) info No Yes
Paper Trading info No No
Watchlists - Total Fields info 20 33
Charting - Indicators / Studies info 36 308
Charting - Drawing Tools info 10 31
Platforms & Tools 2.5/5 Stars 4/5 Stars

Dive deeper: Best Online Brokers & Trading Platforms for 2025, Best Paper Trading Apps & Platforms for 2025

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Beginners and education

J.P. Morgan Self-Directed Investing and tastytrade both support beginners with stock, ETF, and options education, plus educational videos and webinars. If you want mutual fund or bond education, J.P. Morgan is the better fit, as tastytrade does not cover those topics. Neither offers paper trading or quizzes. Only tastytrade lets you track your learning progress inside the platform.

For overall education, J.P. Morgan Self-Directed Investing is rated 4.5 out of 5 stars and ranks #6 of 14 brokers on StockBrokers.com, while tastytrade is rated 4 out of 5 stars and ranks #9 of 14. Choose tastytrade if progress tracking matters most; pick J.P. Morgan Self-Directed Investing if you want broader topic coverage and a higher-rated education experience.

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
tastytrade logotastytrade
Education (Stocks) info Yes Yes
Education (ETFs) info Yes Yes
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 4.5/5 Stars 4/5 Stars

Dive deeper: Best Stock Trading Platforms for Beginners of 2025

Stock trading apps

Bottom line: both J.P. Morgan Self-Directed Investing and tastytrade deliver capable stock trading apps for iPhone and Android, but they shine in different ways. tastytrade earns the higher app rating (4.5 stars, ranked #10 of 14 by StockBrokers.com) with streaming quotes and after-hours charting. J.P. Morgan Self-Directed Investing scores 4 stars (ranked #12) and stands out for traders who want more built-in indicators. If real-time quotes and extended-hours chart views matter most, tastytrade is the pick; if you rely on technical studies, J.P. Morgan’s app is the better fit.

Both brokers offer iPhone and Android apps and do not support Apple Watch. Each app includes mobile options trading, stock alerts, custom watch lists, and watch list column customization. Neither platform provides streaming live TV or videos on demand.

For market data and charts, tastytrade supplies streaming quotes and supports after-hours charting, while J.P. Morgan Self-Directed Investing does not. Charting flexibility is similar in other areas: both allow landscape mode and multiple time frames, and neither supports side-by-side stock comparisons on charts. The big split is technical studies: J.P. Morgan Self-Directed Investing offers 36 studies in its mobile app, whereas tastytrade offers none.

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
tastytrade logotastytrade
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 Yes
Charting - Technical Studies info 36 0
Mobile Trading Apps 4/5 Stars 4.5/5 Stars

Dive deeper: Best Stock Trading Apps for 2025

Fees

When deciding between J.P. Morgan Self-Directed Investing and tastytrade, the primary considerations often revolve around account fees and associated trading charges. Both platforms provide a no-minimum deposit requirement and $0 charge for regular stock trades, making them accessible options for varied investment levels. However, they diverge in the specifics of their options contract fees, where tastytrade offers a slightly lower rate at $0.50 per contract compared to J.P. Morgan's $0.65. This could be significant for frequent options traders. The overall costs can vary significantly based on your trading activity and specific needs, favoring a careful comparison between the two platforms.

For margin trading enthusiasts, tastytrade presents a more cost-effective option with lower interest rates on margin balances across the board. For instance, their interest rate for balances below $25,000 stands at 11%, while J.P. Morgan imposes a 13.25% charge. Similarly, tastytrade continues to maintain lower rates as the margin balance increases, which could lead to notable savings for traders who frequently leverage margin. Additionally, both platforms eliminate IRA annual fees, although tastytrade charges a lower fee for IRA closure.

Considering additional fees, J.P. Morgan Self-Directed Investing offers distinct advantages with no partial account transfer fees and no fees for options exercises or assignments. On the other hand, tastytrade charges $75 for partial account transfers and $5 each for both options exercises and assignments. These differences are crucial for investors to consider in determining potential extra costs associated with their specific trading activities and objectives.

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
tastytrade logotastytrade
Minimum Deposit info $0.00 $0.00
Stock Trades info $0.00 $0.00
Options (Per Contract) info $0.65 $0.50 info
Options Exercise Fee info $0.00 $5.00
Options Assignment Fee info $0.00 $5.00
IRA Annual Fee info $0.00 $0.00
IRA Closure Fee info $75.00 $60.00

Dive deeper: Best Free Trading Platforms for 2025

Day Trading

For day trading, J.P. Morgan Self-Directed Investing and tastytrade share several gaps: neither offers streaming time and sales, Level 2 quotes, direct market routing, trading hotkeys, basic strategy backtesting, or order liquidity (maker/taker) rebates. These missing tools can matter for traders who rely on faster reads of supply and demand or who want tighter control over order execution.

The key differences favor tastytrade. It adds streaming live TV for market coverage, ladder trading for quick order entry, advanced strategy backtesting to test ideas, and a short locator to check real-time borrow availability—none of which J.P. Morgan Self-Directed provides. If you’re focused on active intraday trading and want these extras, tastytrade is the better fit; if you just need straightforward stock trades tied to your banking, J.P. Morgan Self-Directed Investing can work.

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
tastytrade logotastytrade
Streaming Time & Sales info No No
Streaming TV info No Yes
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 Yes
Short Locator info No Yes

Dive deeper: Best Day Trading Platforms of 2025 for Beginners and Active Traders

Market Research

Bottom line: for market research, J.P. Morgan Self-Directed Investing clearly outpaces tastytrade. J.P. Morgan earns 4 out of 5 stars and ranks #7 of 14 brokers at StockBrokers.com, while tastytrade scores 1.5 stars and ranks #13. If you want wider asset coverage and more ways to dig into ideas, J.P. Morgan is the stronger pick. If you only need basic stock and ETF research, tastytrade can suffice.

Both brokers supply stock and ETF research and let you view your portfolio allocation by asset class. J.P. Morgan goes further with mutual fund, bond, and Pink Sheets/OTC research—areas tastytrade does not cover. J.P. Morgan also offers two downloadable PDF stock reports; tastytrade offers none. Neither broker provides downloadable ETF or mutual fund reports, ESG research, or social media sentiment tools.

When it comes to finding trade ideas, both platforms include stock and ETF screeners. J.P. Morgan adds screeners for mutual funds and bonds, while tastytrade offers a bond screener but no mutual fund screener. The added coverage and tools at J.P. Morgan help explain its higher rating and better ranking for research.

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
tastytrade logotastytrade
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 No
Screener - Mutual Funds info Yes No
Research - Fixed Income info Yes No
Screener - Fixed Income info Yes Yes
Research 4/5 Stars 1.5/5 Stars

Banking

When comparing the banking features of J.P. Morgan Self-Directed Investing and tastytrade, J.P. Morgan clearly stands out with a comprehensive suite of offerings. J.P. Morgan Self-Directed Investing provides users with access to checking accounts, savings accounts, debit cards, and credit cards. Additionally, those who use J.P. Morgan can benefit from mortgage loans and certificates of deposit (CDs), making it a versatile choice for individuals seeking a wide range of financial services. On the other hand, tastytrade does not offer any of these banking features, focusing solely on trading platforms without the added conveniences offered by J.P. Morgan. For users who wish to integrate their investment platform with everyday banking needs, J.P. Morgan Self-Directed Investing offers a far more complete financial solution.

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
tastytrade logotastytrade
Checking Accounts info Yes No
Savings Accounts info Yes No
Debit Cards info Yes No
Credit Cards info Yes No
Mortgage Loans info Yes No
Brokerage CDs info Yes No

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 tastytrade. J.P. Morgan Self-Directed Investing finished with an overall score of 85.4%, while tastytrade finished with a score of 80.1%.

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 tastytrade?

J.P. Morgan Self-Directed Investing does not offer crypto trading, while tastytrade provides options to trade 17 different cryptocurrencies, making it a better choice for those interested in digital coin investments.

Dive deeper: Best Online Brokers for Crypto Trading in 2025

Does J.P. Morgan Self-Directed Investing or tastytrade offer IRAs?

Both J.P. Morgan Self-Directed Investing and tastytrade offer traditional and Roth IRA accounts with no annual fees; however, J.P. Morgan charges a $75 closure fee, while tastytrade charges a $60 closure fee.

Dive deeper: Best IRA Accounts for 2025

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Overall Rating J.P. Morgan Self-Directed Investing tastytrade
Overall 4.5/5 Stars 4/5 Stars
Range of Investments 4/5 Stars 4/5 Stars
Platforms & Tools 2.5/5 Stars 4/5 Stars
Mobile Trading Apps 4/5 Stars 4.5/5 Stars
Research 4/5 Stars 1.5/5 Stars
Customer Service N/A 4.0/5 Stars
Education 4.5/5 Stars 4/5 Stars
Ease of Use 5/5 Stars 5/5 Stars
Winner check_circle
Review J.P. Morgan Self-Directed Investing Review tastytrade Review
Broker Screenshots J.P. Morgan Self-Directed Investing tastytrade
Broker Gallery (click to expand)
Trading Fees J.P. Morgan Self-Directed Investing tastytrade
Minimum Deposit info $0.00 $0.00
Stock Trades info $0.00 $0.00
Penny Stock Fees (OTC) info $0.00 N/A
Mutual Fund Trade Fee info $0 N/A info
Options (Per Contract) info $0.65 $0.50 info
Futures (Per Contract) info (Not offered) $1.00 info
Broker Assisted Trade Fee info Varies $0
Margin Rates J.P. Morgan Self-Directed Investing tastytrade
Margin Rate Under $25,000 info 13.25% 11%
Margin Rate $25,000 to $49,999.99 info 13% 10.5%
Margin Rate $50,000 to $99,999.99 info 12.5% 10%
Margin Rate $100,000 to $249,999.99 info 12.25% 9.5%
Margin Rate $250,000 to $499,999.99 info 12.25% 9%
Margin Rate $500,000 to $999,999.99 info 11.5% 8.5%
Margin Rate Above $1,000,000 info 11% info 8%
Account Fees J.P. Morgan Self-Directed Investing tastytrade
IRA Annual Fee info $0.00 $0.00
IRA Closure Fee info $75.00 $60.00
Account Transfer Out (Partial) info $0.00 $75.00
Account Transfer Out (Full) info $75.00 $75.00
Options Exercise Fee info $0.00 $5.00
Options Assignment Fee info $0.00 $5.00
Investment Options J.P. Morgan Self-Directed Investing tastytrade
Stock Trading info Yes Yes
Account Feature - Margin Trading info Yes info Yes
Fractional Shares (Stocks) info Yes Yes info
OTC Stocks info Yes No
Options Trading info Yes Yes
Complex Options Max Legs info 1 4
Futures Trading info No Yes
Forex Trading info No Yes
Crypto Trading info No Yes
Crypto Trading - Total Coins info 0 17
Fixed Income (Treasurys) info Yes Yes info
Fixed Income (Corporate Bonds) info Yes No
Fixed Income (Municipal Bonds) info Yes No
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 tastytrade
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 No
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 tastytrade
Education (Stocks) info Yes Yes
Education (ETFs) info Yes Yes
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 No
Investor Dictionary info No Yes
Paper Trading info No No
Videos info Yes Yes
Webinars info Yes Yes
Progress Tracking info No Yes
Interactive Learning - Quizzes info No No
Stock Trading Apps J.P. Morgan Self-Directed Investing tastytrade
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 tastytrade
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
Watchlist (Real-time) info Yes Yes
Watchlist (Streaming) info No Yes
Watchlists - Create & Manage info Yes Yes
Watchlists - Column Customization info Yes Yes
Stock App Charting J.P. Morgan Self-Directed Investing tastytrade
Charting - After-Hours info No Yes
Charting - Can Turn Horizontally info Yes Yes
Charting - Multiple Time Frames info Yes Yes
Charting - Technical Studies info 36 0
Charting - Study Customizations info Yes No
Charting - Stock Comparisons info No No
Trading Platforms J.P. Morgan Self-Directed Investing tastytrade
Active Trading Platform info No tastytrade
Desktop Trading Platform info No Yes
Desktop Platform (Mac) info No Yes
Web Trading Platform info Yes Yes
Paper Trading info No No
Trade Journal info No Yes
Watchlists - Total Fields info 20 33
Stock Chart Features J.P. Morgan Self-Directed Investing tastytrade
Charting - Adjust Trades on Chart info No Yes
Charting - Indicators / Studies info 36 308
Charting - Drawing Tools info 10 31
Charting - Notes info No Yes
Charting - Historical Trades info No Yes
Charting - Corporate Events info Yes Yes
Charting - Custom Date Range info No Yes
Charting - Custom Time Bars info No Yes
Charting - Automated Analysis info No No
Charting - Save Profiles info No Yes
Trade Ideas - Technical Analysis info No No
Charting - Study Customizations info 3 7
Charting - Custom Studies info Yes Yes
Day Trading J.P. Morgan Self-Directed Investing tastytrade
Streaming Time & Sales info No No
Streaming TV info No Yes
Direct Market Routing - Equities info No No
Ladder Trading info No Yes
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 Yes
Short Locator info No Yes
Order Liquidity Rebates info No No
Research Overview J.P. Morgan Self-Directed Investing tastytrade
Research - Stocks info Yes Yes
Research - ETFs info Yes Yes
Research - Mutual Funds info Yes No
Research - Pink Sheets / OTCBB info Yes No
Research - Fixed Income info Yes No
Screener - Stocks info Yes Yes
Screener - ETFs info Yes Yes
Screener - Mutual Funds info Yes No
Screener - Fixed Income info Yes Yes
Portfolio Asset Allocation info Yes Yes
Stock Research J.P. Morgan Self-Directed Investing tastytrade
Stock Research - PDF Reports info 2 0
Stock Research - Earnings info Yes No
Stock Research - Insiders info No No
Stock Research - Social info No No
Stock Research - News info Yes Yes
Stock Research - ESG info No No
Stock Research - SEC Filings info No No
ETF Research J.P. Morgan Self-Directed Investing tastytrade
ETFs - Investment Objective info Yes No
ETF Fund Facts - Inception Date info Yes No
ETF Fund Facts - Expense Ratio info Yes No
ETF Fund Facts - Total Assets info Yes No
ETF Fund Facts - Total Holdings info Yes No
ETFs - Top 10 Holdings info Yes No
ETFs - Sector Exposure info Yes No
ETFs - Risk Analysis info No Yes
ETFs - Ratings info Yes No
ETFs - Morningstar StyleMap info Yes No
ETFs - PDF Reports info No No
Mutual Fund Research J.P. Morgan Self-Directed Investing tastytrade
Mutual Funds - Investment Objective info Yes No
Mutual Funds - Performance Chart info Yes No
Mutual Funds - Performance Analysis info Yes No
Mutual Funds - Prospectus info No No
Mutual Funds - 3rd Party Ratings info Yes No
Mutual Funds - Fees Breakdown info Yes No
Mutual Funds - Top 10 Holdings info Yes No
Mutual Funds - Asset Allocation info Yes No
Mutual Funds - Sector Allocation info Yes No
Mutual Funds - Country Allocation info Yes No
Mutual Funds - StyleMap info Yes No
Options Trading J.P. Morgan Self-Directed Investing tastytrade
Option Chains - Total Greeks info 0 5
Option Analysis - P&L Charts info No Yes
Banking J.P. Morgan Self-Directed Investing tastytrade
Bank (Member FDIC) info Yes No
Checking Accounts info Yes No
Savings Accounts info Yes No
Credit Cards info Yes No
Debit Cards info Yes No
Mortgage Loans info Yes No
Customer Service J.P. Morgan Self-Directed Investing tastytrade
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
Overall J.P. Morgan Self-Directed Investing tastytrade
Overall 4.5/5 Stars 4/5 Stars
Range of Investments 4/5 Stars 4/5 Stars
Platforms & Tools 2.5/5 Stars 4/5 Stars
Mobile Trading Apps 4/5 Stars 4.5/5 Stars
Research 4/5 Stars 1.5/5 Stars
Education 4.5/5 Stars 4/5 Stars
Ease of Use 5/5 Stars 5/5 Stars
Winner check_circle
Review J.P. Morgan Self-Directed Investing Review tastytrade Review
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