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J.P. Morgan Self-Directed Investing vs TD Ameritrade 2024

StockBrokers.com

Written by StockBrokers.com

January 31, 2024

Is J.P. Morgan Self-Directed Investing better than TD Ameritrade? After testing 18 of the best online brokers, our analysis finds that J.P. Morgan Self-Directed Investing (82.2%) is better than TD Ameritrade (N/A). 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.

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Overall Rating J.P. Morgan Self-Directed Investing TD Ameritrade
Overall 4/5 Stars 5/5 Stars
Commissions & Fees 4.5/5 Stars 4.5/5 Stars
Investment Options 4/5 Stars 5/5 Stars
Platforms & Tools 3/5 Stars 5/5 Stars
Mobile Trading Apps 4/5 Stars 5/5 Stars
Research 4/5 Stars 5/5 Stars
Customer Service N/A 4.5/5 Stars
Education 4.5/5 Stars 5/5 Stars
Ease Of Use 4.5/5 Stars 5/5 Stars
Winner check_circle
Review J.P. Morgan Self-Directed Investing Review TD Ameritrade Review
Broker Screenshots J.P. Morgan Self-Directed Investing TD Ameritrade
Trading Platform & Tools Gallery (click to expand)
Research Gallery (click to expand)
Mobile Trading Apps Gallery (click to expand)
Education Gallery (click to expand)
Trading Fees J.P. Morgan Self-Directed Investing TD Ameritrade
Minimum Deposit $0.00 $0.00
Stock Trades $0.00 $0.00
Penny Stock Fees (OTC) info $0.00 $6.95
Mutual Fund Trade Fee $0 Varies
Options (Per Contract) $0.65 $0.65
Futures (Per Contract) (Not offered) $2.25
Broker Assisted Trade Fee Varies $25
Margin Rates J.P. Morgan Self-Directed Investing TD Ameritrade
Margin Rate Under $25,000 13.25% 14.75% info
Margin Rate $25,000 to $49,999.99 13% 14.25%
Margin Rate $50,000 to $99,999.99 12.5% 13.25%
Margin Rate $100,000 to $249,999.99 12.25% 13%
Margin Rate $250,000 to $499,999.99 12.25% 12.75%
Margin Rate $500,000 to $999,999.99 11.5% Varies info
Margin Rate Above $1,000,000 11% info Varies info
Account Fees J.P. Morgan Self-Directed Investing TD Ameritrade
IRA Annual Fee $0.00 $0.00
IRA Closure Fee $75.00 $0.00
Account Transfer Out (Partial) info $0.00 $0.00
Account Transfer Out (Full) info $75.00 $75.00
Options Exercise Fee $0.00 $0.00
Options Assignment Fee $0.00 $0.00
Investment Options J.P. Morgan Self-Directed Investing TD Ameritrade
Stock Trading info Yes Yes
Margin Trading Yes info Yes
Fractional Shares info No No
OTC Stocks info Yes Yes
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 No
Crypto Trading - Total Coins info 0 0
Mutual Funds (No Load) info 3500 3698
Mutual Funds (Total) info 3500 5876
Bonds (US Treasury) info Yes Yes
Bonds (Corporate) info Yes Yes
Bonds (Municipal) info Yes Yes
Traditional IRAs info Yes No
Roth IRAs info Yes No
Advisor Services info Yes Yes
International Countries (Stocks) info 0 0
Order Types J.P. Morgan Self-Directed Investing TD Ameritrade
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 TD Ameritrade
Education (Stocks) info Yes Yes
Education (ETFs) info Yes Yes
Education (Options) info Yes Yes
Education (Mutual Funds) info Yes Yes
Education (Bonds) info Yes Yes
Education (Retirement) info Yes Yes
Retirement Calculator info Yes Yes
Investor Dictionary info No Yes
Paper Trading info No Yes
Videos info Yes Yes
Webinars info Yes Yes
Webinars (Archived) info No Yes
Progress Tracking info No Yes
Interactive Learning - Quizzes info No Yes
Stock Trading Apps J.P. Morgan Self-Directed Investing TD Ameritrade
iPhone App info Yes Yes
Android App info Yes Yes
Apple Watch App info No Yes
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 TD Ameritrade
Market Movers (Top Gainers) info Yes Yes
Stream Live TV info No Yes
Videos on Demand info No Yes
Stock Alerts info No 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
Watch Lists - Total Fields info 4 514
Stock App Charting J.P. Morgan Self-Directed Investing TD Ameritrade
Charting - After-Hours info No Yes
Charting - Can Turn Horizontally info No Yes
Charting - Multiple Time Frames info Yes Yes
Charting - Technical Studies info 36 400
Charting - Study Customizations info Yes Yes
Charting - Stock Comparisons info No Yes
Trading Platforms J.P. Morgan Self-Directed Investing TD Ameritrade
Active Trading Platform info No thinkorswim
Desktop Trading Platform info No Yes
Desktop Platform (Mac) info No Yes
Web Trading Platform info Yes Yes
Paper Trading info No Yes
Trade Journal info No Yes
Watch Lists - Total Fields info 4 514
Stock Chart Features J.P. Morgan Self-Directed Investing TD Ameritrade
Charting - Adjust Trades on Chart info No Yes
Charting - Indicators / Studies info 36 429
Charting - Drawing Tools info 10 24
Charting - Notes info No Yes
Charting - Index Overlays info Yes 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 Yes
Charting - Save Profiles info No Yes
Trade Ideas - Technical Analysis info No Yes
Charting - Study Customizations info 3 9
Charting - Custom Studies info No Yes
Day Trading J.P. Morgan Self-Directed Investing TD Ameritrade
Streaming Time & Sales info No Yes
Streaming TV info No Yes
Direct Market Routing - Stocks info No Yes
Ladder Trading info No Yes
Trade Hot Keys info No Yes
Level 2 Quotes - Stocks info No Yes
Trade Ideas - Backtesting info No Yes
Trade Ideas - Backtesting Adv info No Yes
Short Locator info No No
Order Liquidity Rebates info No No
Research Overview J.P. Morgan Self-Directed Investing TD Ameritrade
Research - Stocks info Yes Yes
Research - ETFs info Yes Yes
Research - Mutual Funds info Yes Yes
Research - Pink Sheets / OTCBB info Yes Yes
Research - Bonds info Yes Yes
Screener - Stocks info Yes Yes
Screener - ETFs info Yes Yes
Screener - Mutual Funds info Yes Yes
Screener - Bonds info Yes Yes
Misc - Portfolio Allocation info Yes Yes
Stock Research J.P. Morgan Self-Directed Investing TD Ameritrade
Stock Research - PDF Reports info 2 6
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 No
Stock Research - SEC Filings info No Yes
ETF Research J.P. Morgan Self-Directed Investing TD Ameritrade
ETFs - Strategy Overview info Yes Yes
ETF Fund Facts - Inception Date info Yes Yes
ETF Fund Facts - Expense Ratio info Yes Yes
ETF Fund Facts - Net Assets info Yes Yes
ETF Fund Facts - Total Holdings info Yes No
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 TD Ameritrade
Mutual Funds - Strategy Overview 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 No
Mutual Funds - StyleMap info Yes Yes
Options Trading J.P. Morgan Self-Directed Investing TD Ameritrade
Option Chains - Basic View info Yes Yes
Option Chains - Strategy View info No Yes
Option Chains - Streaming info No Yes
Option Chains - Total Columns info 6 35
Option Chains - Greeks info 0 5
Option Chains - Quick Analysis info No Yes
Option Analysis - P&L Charts info No Yes
Option Probability Analysis info No Yes
Option Probability Analysis Adv info No Yes
Option Positions - Greeks info No Yes
Option Positions - Greeks Streaming info No Yes
Option Positions - Adv Analysis info No Yes
Option Positions - Rolling info No Yes
Option Positions - Grouping info No Yes
Banking J.P. Morgan Self-Directed Investing TD Ameritrade
Bank (Member FDIC) info Yes No
Checking Accounts info Yes Yes
Savings Accounts info Yes No
Credit Cards info Yes Yes
Debit Cards info Yes Yes
Mortgage Loans info Yes No
Customer Service J.P. Morgan Self-Directed Investing TD Ameritrade
Phone Support (Prospect Customers) info No Yes
Phone Support (Current Customers) info Yes Yes
Email Support info Yes Yes
Live Chat (Prospect Customers) info No Yes
Live Chat (Current Customers) info No Yes
24/7 Support info Yes Yes
Overall J.P. Morgan Self-Directed Investing TD Ameritrade
Overall 4/5 Stars 5/5 Stars
Commissions & Fees 4.5/5 Stars 4.5/5 Stars
Investment Options 4/5 Stars 5/5 Stars
Platforms & Tools 3/5 Stars 5/5 Stars
Mobile Trading Apps 4/5 Stars 5/5 Stars
Research 4/5 Stars 5/5 Stars
Education 4.5/5 Stars 5/5 Stars
Ease Of Use 4.5/5 Stars 5/5 Stars
Winner check_circle
Review J.P. Morgan Self-Directed Investing Review TD Ameritrade Review
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J.P. Morgan Self-Directed Investing vs TD Ameritrade Comparison

Comparing brokers side by side is no easy task. We spend hundreds of hours each year testing the platforms, mobile apps, trading tools and general ease of use among online brokerages, as well as comparing commissions and fees, to find the best online broker.

Though many U.S. brokers offer basic trading features, such as an app, charting tools, stock research and educational content, the depth of those features can vary widely. Let's compare J.P. Morgan Self-Directed Investing vs TD Ameritrade.

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

In stock trading, the more you know, the better you’ll do. Taking advantage of resources like articles, webinars, videos and interactive elements is a great way to shorten the learning curve. In our analysis, we examine the availability of several different types of educational materials.

For 2024, our review finds that J.P. Morgan Self-Directed Investing offers more comprehensive new investor education for beginning investors than TD Ameritrade. 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), while TD Ameritrade offers investors access to Paper Trading, Videos, Education (Stocks), Education (ETFs), Education (Options), Education (Mutual Funds), Education (Bonds) and Education (Retirement).

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

J.P. Morgan Self-Directed Investing and TD Ameritrade charge the same amount for regular stock trades, $0.00. J.P. Morgan Self-Directed Investing and TD Ameritrade both charge $0.65 per option contract. For futures, TD Ameritrade charges $2.25 per contract and J.P. Morgan Self-Directed Investing charges (Not offered) per contract. For a deeper dive, see our best brokers for free stock trading or options trading guides

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

Looking at a full range of investment options, including order types and international trading, our research has found that J.P. Morgan Self-Directed Investing offers a more comprehensive offering than TD Ameritrade. J.P. Morgan Self-Directed Investing ranks #10 out of 18 brokers for our Investment Options category, while TD Ameritrade ranks #N/A.

J.P. Morgan Self-Directed Investing offers investors access to Stock Trading, Options Trading, OTC Stocks, Mutual Funds and Advisor Services, while TD Ameritrade offers investors access to Stock Trading, Options Trading, OTC Stocks, Mutual Funds, Futures Trading, Forex Trading and Advisor Services. Neither have Fractional Shares Looking at Mutual Funds, J.P. Morgan Self-Directed Investing trails TD Ameritrade in its offering of no transaction fee (NTF) mutual funds, with TD Ameritrade offering 3610 and J.P. Morgan Self-Directed Investing offering 3500.

Do J.P. Morgan Self-Directed Investing and TD Ameritrade offer cryptocurrency?

In our analysis of top U.S. brokerages, we research whether each broker offers the ability to trade cash cryptocurrency, such as bitcoin and ethereum. Though crypto has risen steadily in popularity, availability still varies from broker to broker. Our review finds that neither J.P. Morgan Self-Directed Investing or TD Ameritrade offer crypto trading.

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

To compare the day trading platforms of J.P. Morgan Self-Directed Investing and TD Ameritrade, we focused on trading tools and functionality across both web and desktop-based platforms. Popular day trading platform tools include streaming real-time quotes, stock alerts, trading hotkeys, direct market routing, streaming time and sales, customizable watch lists, backtesting, and fully functional charting packages, among many others. For day trading, J.P. Morgan Self-Directed Investing offers a better experience.

Does J.P. Morgan Self-Directed Investing or TD Ameritrade offer a better stock trading app?

After testing 25 features across the stock trading apps of J.P. Morgan Self-Directed Investing and TD Ameritrade, we found J.P. Morgan Self-Directed Investing to be better overall. The best stock market apps are easy to use, have excellent design, and deliver a fully featured online trading experience. J.P. Morgan Self-Directed Investing ranks #12 out of 18 brokers, while TD Ameritrade ranks #N/A.

J.P. Morgan Self-Directed Investing Trading App Gallery

TD Ameritrade Trading App Gallery

Which broker is better for researching stocks?

For research, J.P. Morgan Self-Directed Investing offers superior market research than TD Ameritrade. J.P. Morgan Self-Directed Investing ranks #8 and TD Ameritrade ranks #N/A.

Over the years, we've found that the best brokers provide rich market commentary, a variety of third-party research reports, and thorough quote screens that are not just easy to navigate, but that also include a comprehensive selection of fundamental data. Robust stock, ETFs, and mutual fund screeners are also must-haves for trade idea generation.

How do J.P. Morgan Self-Directed Investing and TD Ameritrade compare in terms of minimum deposit required?

J.P. Morgan Self-Directed Investing requires a minimum deposit of $0.00, while TD Ameritrade requires a minimum deposit of $0.00. From our testing, we found that SoFi is the only broker that requires a minimum deposit.

Which broker offers better margin rates for accounts under $25,000?

J.P. Morgan Self-Directed Investing charges 13.25% for accounts under $25,000 while TD Ameritrade charges a margin rate of 14.75%. The industry average of the 18 brokers we track is 9%.

Does J.P. Morgan Self-Directed Investing offer fractional shares? Does TD Ameritrade?

Fractional shares are not offered by either broker. Our research has found that 46% of brokers offer fractional shares investing. Fractional shares allow traders to buy a part of a whole share of stock. For example, if Amazon is trading at $1,000, you could buy half a share for $500.

Can you trade penny stocks with J.P. Morgan Self-Directed Investing or TD Ameritrade?

Both J.P. Morgan Self-Directed Investing and TD Ameritrade allow you to trade penny stocks. J.P. Morgan Self-Directed Investing charges $0.00 per trade while TD Ameritrade charges $6.95. Penny stocks are companies whose shares trade for under $5 and are listed over the counter (OTC). For brokers that do offer penny stock trades, the average commission is $3.

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, Credit Cards and Mortgage Loans are offered by J.P. Morgan Self-Directed Investing while TD Ameritrade offers Checking Accounts, Debit Cards and Credit Cards.

Which broker offers stronger customer service?

StockBrokers.com partners with customer experience research group Confero to conduct phone tests from locations across the United States to thoroughly evaluate the quality and speed of brokerage customer service. (Read more about How We Test.) Here are the results of our current testing.

J.P. Morgan Self-Directed Investing could not be tested or rated due to the fact it does not offer phone support for prospective customers.

TD Ameritrade was rated 1st out of 14 brokers, with an overall score of 9.3 out of 10.

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.

In the 2024 StockBrokers.com Annual Awards, J.P. Morgan Self-Directed ranked No. 1 for New Tool and placed among Best in Class for Bank Brokerage.

Is TD Ameritrade good?

TD Ameritrade delivers $0 trades, fantastic trading platforms, excellent market research, industry-leading education for beginners and reliable customer service, making it one of our top overall brokers in 2023. Note, however, that TD Ameritrade was acquired in 2020 by Charles Schwab and TD Ameritrade client accounts are currently being migrated in batches to Schwab, which has retained the standout thinkorswim platform.

In the 2023 StockBrokers.com Annual Review, TD Ameritrade was rated No. 1 for Platforms & Tools, Mobile Trading Apps, Ease of Use, Beginners, and Customer Service. It also ranked among Best in Class for Commissions & Fees, Research, Investment Options, Education, Active Trading and Overall. TD Ameritrade also won two StockBrokers.com Industry Awards: No. 1 for Phone Support and Trader App.

J.P. Morgan Self-Directed Investing vs TD Ameritrade Winner

Overall winner: J.P. Morgan Self-Directed Investing

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