Investment options
When considering online brokers, both J.P. Morgan Self-Directed Investing and TradeStation present attractive investment offerings, yet they cater to different investor needs. J.P. Morgan Self-Directed Investing provides a competitive range of options, allowing access to stock trading, margin trading, fractional shares, OTC stocks, mutual funds, options trading, and IRAs. Notably, the platform does not support futures or crypto trading. On the other hand, TradeStation also offers stock, margin, OTC stocks, mutual funds, options trading, and IRAs but stands out by allowing futures trading, albeit lacking support for fractional shares and crypto investments. Rated at 4 stars by consumers for its investment options, J.P. Morgan Self-Directed Investing's offerings are robust, but TradeStation, with a slightly higher rating of 4.5 stars, ranks higher among its peers for investment options according to StockBrokers.com.
J.P. Morgan Self-Directed Investing distinguishes itself by enabling fractional shares trading, an appealing feature for investors looking to diversify portfolios with limited capital. Additionally, the inclusion of advisory services can be particularly beneficial for individuals seeking guidance in crafting their investment strategies. While J.P. Morgan maintains a firm stance with a comprehensive suite of products, TradeStation advances its appeal with futures trading capabilities, appealing to seasoned investors interested in diversified asset classes. Trailing behind only slightly, J.P. Morgan is ranked #10 out of 18 brokers for investment options by StockBrokers.com, while TradeStation secures a respectable #5 position, highlighting its broader versatility for diverse trading preferences.
Although both J.P. Morgan Self-Directed Investing and TradeStation extend options for traditional and Roth IRA accounts, offering a foundation for long-term retirement planning, J.P. Morgan stands out by providing advisory services, thus supporting both novice and experienced investors seeking expert insights. Despite the absence of forex or crypto trading across both platforms, the comprehensive nature of each option allows clients to tailor their investments to align with personal financial objectives. The decision between the two ultimately hinges on individual priorities, whether it be the innovative features of J.P. Morgan Self-Directed Investing or the expansive futures trading prospects offered by TradeStation.
Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
|
Yes
info |
Yes
|
Fractional Shares
info
|
Yes
|
No
|
OTC Stocks
info
|
Yes
|
Yes
|
Mutual Funds
info
|
Yes
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
No
|
Yes
|
Crypto Trading
info
|
No
|
No
|
Crypto Trading - Total Coins
info
|
0
|
0
|
Investment Options
|
|
|
Dive deeper: Best Options Trading Platforms for 2024, Best Futures Trading Platforms for 2024
Trading platforms and tools
When deciding between J.P. Morgan Self-Directed Investing and TradeStation, TradeStation emerges as the stronger contender for trading platforms and tools, boasting a rating of 4.5 stars compared to J.P. Morgan's 3 stars. TradeStation's offerings cater extensively to traders looking for a comprehensive trading experience, ranking #7 out of 18 brokers by StockBrokers.com, whereas J.P. Morgan Self-Directed Investing is placed at #14. These rankings reflect TradeStation's superior versatility and in-depth features that can significantly enhance a trader's strategy, customization, and analysis capabilities.
In terms of platform availability, TradeStation provides a robust Windows desktop application, which J.P. Morgan lacks. Both brokers offer browser-based trading platforms, ensuring flexible access to markets. However, TradeStation stands out with its support for paper trading, enabling users to practice and refine strategies risk-free, an option absent in the J.P. Morgan platform. Additionally, while both platforms allow for index overlays and corporate event displays on charts, TradeStation goes further by allowing users to adjust open orders directly on stock charts, show historical trades, and set custom date ranges, features not supported by J.P. Morgan.
For traders with a technical focus, TradeStation offers a significantly richer array of 294 technical indicators and 23 drawing tools, compared to J.P. Morgan's 36 indicators and 10 tools. TradeStation also provides the capability to add notes to charts, utilize automated technical analysis, and save multiple chart profiles, all of which are not possible with J.P. Morgan. Furthermore, TradeStation excels in customizability, with the ability to create custom studies and offers 12 fields for SMA customization, surpassing J.P. Morgan's more limited features. Overall, for those seeking depth in trading tools, TradeStation offers a more sophisticated package that caters to both novice and advanced traders.
Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
No
|
Yes
|
Desktop Platform (Mac)
info
|
No
|
No
|
Paper Trading
info
|
No
|
Yes
|
Watch Lists - Total Fields
info
|
4
|
341
|
Charting - Indicators / Studies
info
|
36
|
294
|
Charting - Drawing Tools
info
|
10
|
23
|
Platforms & Tools
|
|
|
Dive deeper: Best Stock Brokers & Trading Platforms for 2024, Best Paper Trading Platforms for 2024
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Beginners and education
When comparing J.P. Morgan Self-Directed Investing and TradeStation in terms of education for beginner investors, both brokers offer stock and options education, as well as a variety of engaging educational videos and webinars. However, J.P. Morgan Self-Directed Investing takes a comprehensive approach by also providing education on ETFs, mutual funds, and bonds, while TradeStation does not cover these areas. Despite both platforms lacking interactive educational quizzes and tools to track learning progress, J.P. Morgan's broad educational suite earns it a higher rating and ranking by StockBrokers.com, at 4.5 stars and 6th place respectively, compared to TradeStation's 3.5 stars and 11th position.
TradeStation, however, stands out with its offering of paper trading, a valuable feature for beginners looking to practice investment strategies in a risk-free environment. This distinction provides users with practical experience that complements the educational materials available, albeit lacking in certain asset classes. Despite the absence of ETF, mutual fund, and bond education, TradeStation's paper trading feature can be instrumental for those prioritizing hands-on learning. Nonetheless, for investors seeking a comprehensive variety of educational resources, J.P. Morgan Self-Directed Investing remains the more robust choice for investor education.
Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
Education (Stocks)
info
|
Yes
|
Yes
|
Education (ETFs)
info
|
Yes
|
No
|
Education (Options)
info
|
Yes
|
Yes
|
Education (Mutual Funds)
info
|
Yes
|
No
|
Education (Bonds)
info
|
Yes
|
No
|
Paper Trading
info
|
No
|
Yes
|
Videos
info
|
Yes
|
Yes
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
Stock trading apps
When comparing J.P. Morgan Self-Directed Investing and TradeStation for stock trading app capabilities, it's clear that TradeStation holds a slight edge. Rated at 4.5 stars against J.P. Morgan's 4 stars, TradeStation is ranked 8th out of 18 brokers by StockBrokers.com, while J.P. Morgan Self-Directed Investing trails at 12th. Both platforms offer iPhone and Android apps but lack Apple Watch support. While they both provide valuable mobile options trading features and support custom watch lists with customizable columns, TradeStation excels with additional features like streaming quotes and stock alerts not found in J.P. Morgan's app.
J.P. Morgan Self-Directed Investing offers a solid suite of features, including options trading and customizable watch lists, but misses out on key functionalities such as mobile after-hours stock trading, streaming quotes, and stock alerts. The platform also falls short in offering streaming live TV or video on demand. In terms of charting, while it provides the capability to view multiple time frames, it does not support landscape mode viewing or stock comparisons on charts, but it does offer 36 technical studies for a detailed analysis.
TradeStation, on the other hand, provides a more comprehensive mobile trading experience with streaming quotes, stock alerts, and after-hours charting, although it also lacks the ability to view charts in landscape mode or display stock comparisons on charts. It outshines J.P. Morgan with 45 technical studies available for mobile charting. However, similar to J.P. Morgan, TradeStation does not offer video on demand or streaming live TV. Overall, for active traders seeking robust features, TradeStation proves to be the more versatile choice.
Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
No
|
No
|
Stock Alerts
info
|
No
|
Yes
|
Charting - After-Hours
info
|
No
|
Yes
|
Charting - Technical Studies
info
|
36
|
45
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps for 2024
Fees
When selecting an online broker, understanding the fee structures can be crucial for maximizing your investments. J.P. Morgan Self-Directed Investing and TradeStation both offer attractive features for traders, but they differ significantly in their account fees and other charges. Both platforms boast no minimum deposit requirement and offer commission-free regular stock trades, making them accessible options for a broad range of investors. However, differences become evident in charges related to options trading, margin balances, and various account-related fees, where J.P. Morgan Self-Directed Investing often holds a slight edge in simplicity and cost-effectiveness.
For traders focusing on options, a comparison reveals that J.P. Morgan Self-Directed Investing charges $0.65 per options contract compared to TradeStation's lower fee of $0.60. However, when it comes to options exercise and assignment fees, J.P. Morgan Self-Directed Investing leads with no charges, while TradeStation imposes fees of $14.95 and $5.95, respectively. Margin rates show slight variations, with J.P. Morgan Self-Directed Investing charging between 13.25% and 12.5%, and TradeStation charging between 13.0% and 12.5% for similar balance ranges.
Additional account-related fees show more contrasts, where J.P. Morgan excels in maintaining cost efficiency for IRA accounts by charging no annual fees, unlike TradeStation, which charges $35. Furthermore, partial Account Transfers (ACAT) incur no charge with J.P. Morgan, while TradeStation levies a $125 fee. Full ACAT fees also favor J.P. Morgan at $75, against TradeStation's $125. However, TradeStation offers a slightly lower IRA closure fee of $50 compared to J.P. Morgan's $75, giving potential clients nuanced considerations when deciding between these two brokers.
Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
Minimum Deposit
|
$0.00
|
$0.00
|
Stock Trades
|
$0.00
|
$0.00
|
Options (Per Contract)
|
$0.65
|
$0.60
|
Options Exercise Fee
|
$0.00
|
$14.95
|
Options Assignment Fee
|
$0.00
|
$5.95
|
IRA Annual Fee
|
$0.00
|
$35.00
|
IRA Closure Fee
|
$75.00
|
$50.00
|
Commissions & Fees
|
|
|
Dive deeper: Best Free Trading Platforms for 2024
Day Trading
For day traders seeking robust features, a comparison between J.P. Morgan Self-Directed Investing and TradeStation reveals distinct capabilities. TradeStation stands out with its comprehensive suite of tools essential for active trading. Notably, it offers streaming time and sales for stocks, allowing traders to access real-time data. In contrast, J.P. Morgan Self-Directed Investing does not provide this feature. TradeStation further enhances trading efficiency with direct market routing, ladder trading, trading hotkeys for keyboard trade entry, and level 2 quotes—features absent in the J.P. Morgan platform.
In terms of strategizing and stock availability, TradeStation again proves superior. It supports both basic and advanced strategy backtesting, elements crucial for traders aiming to refine their techniques; J.P. Morgan, however, lacks these functionalities. TradeStation provides a short locator tool for viewing the real-time availability of shares available for shorting, which is not offered by J.P. Morgan Self-Directed Investing. Additionally, TradeStation includes order liquidity rebates, appealing to traders looking to optimize costs, a benefit not available with J.P. Morgan's services. While both platforms do not offer streaming live TV, TradeStation’s comprehensive features make it a preferable choice for day trading enthusiasts.
Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
Streaming Time & Sales
info
|
No
|
Yes
|
Streaming TV
info
|
No
|
No
|
Direct Market Routing - Stocks
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
|
Yes
|
Dive deeper: Best Day Trading Platforms for 2024
Market Research
When comparing the market research capabilities of J.P. Morgan Self-Directed Investing and TradeStation, J.P. Morgan clearly stands out with a rating of 4 out of 5 stars for its comprehensive offerings, compared to TradeStation's 3-star rating. J.P. Morgan is ranked #8 out of 18 brokers by StockBrokers.com for market research, surpassing TradeStation, which is ranked #10. This distinction reflects J.P. Morgan's broader research availability, particularly in areas like mutual funds and bonds, which TradeStation does not support.
J.P. Morgan Self-Directed Investing provides an extensive array of research options, covering stocks, ETFs, mutual funds, Pink Sheets / OTCBB, and bonds. It also offers insightful portfolio allocation views by asset class and downloadable PDF research reports for stocks. While lacking in ESG and social media sentiment data, J.P. Morgan maintains a strong market research offering with screeners for various investment products including stocks, ETFs, mutual funds, and bonds. In comparison, TradeStation limits its research scope to stocks, ETFs, and Pink Sheets / OTCBB, without extending to mutual funds and bonds. Additionally, TradeStation does not provide downloadable PDF reports for any research, including stocks.
For investors seeking a dynamic stock screening platform with ample research coverage, J.P. Morgan Self-Directed Investing delivers a more diversified toolset than TradeStation. While both brokers offer portfolio analysis and stock screeners, J.P. Morgan's additional support for executing trade ideas through its ETF, mutual fund, and bond screeners enhances its market research edge. This makes J.P. Morgan Self-Directed Investing a more appealing choice for those prioritizing comprehensive research capabilities in a self-directed brokerage platform.
Feature |
J.P. Morgan Self-Directed Investing
|
TradeStation
|
Research - Stocks
info
|
Yes
|
Yes
|
Screener - Stocks
info
|
Yes
|
Yes
|
Research - ETFs
info
|
Yes
|
Yes
|
Screener - ETFs
info
|
Yes
|
No
|
Research - Mutual Funds
info
|
Yes
|
No
|
Screener - Mutual Funds
info
|
Yes
|
No
|
Research - Bonds
info
|
Yes
|
No
|
Screener - Bonds
info
|
Yes
|
No
|
Research
|
|
|
Banking
When comparing the banking capabilities of J.P. Morgan Self-Directed Investing and TradeStation, J.P. Morgan stands out as a comprehensive financial platform offering a range of banking products. J.P. Morgan Self-Directed Investing provides its users with checking and savings accounts, debit and credit cards, mortgage loans, and certificates of deposit (CDs). Conversely, TradeStation does not offer these banking features, focusing solely on brokerage services without the added convenience of checking or savings accounts, debit or credit cards, mortgage products, or CDs. This difference indicates that J.P. Morgan Self-Directed Investing could be a more suitable choice for investors seeking an integrated approach with both brokerage and banking services.
Dive deeper: Best Bank Accounts for Trading Stocks for 2024
Winner
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that J.P. Morgan Self-Directed Investing is better than TradeStation. J.P. Morgan Self-Directed Investing finished with an overall score of 82.2%, while TradeStation finished with a score of 81.7%.
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 TradeStation?
Does J.P. Morgan Self-Directed Investing or TradeStation offer IRAs?
Both J.P. Morgan Self-Directed Investing and TradeStation offer traditional and Roth IRA accounts. However, J.P. Morgan Self-Directed Investing stands out with no annual IRA fees, whereas TradeStation charges $35.00 annually; closure fees are $75.00 for J.P. Morgan and $50.00 for TradeStation, respectively.
Dive deeper: Best IRA Accounts for 2024
Popular trading guides
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Broker Screenshots
|
J.P. Morgan Self-Directed Investing |
TradeStation |
|
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 |
TradeStation |
|
Minimum Deposit |
$0.00
|
$0.00
|
|
Stock Trades |
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$0.00
|
$0.01
info
|
|
Mutual Fund Trade Fee |
$0
|
$14.95
|
|
Options (Per Contract) |
$0.65
|
$0.60
|
|
Futures (Per Contract) |
(Not offered)
|
$1.50
|
|
Broker Assisted Trade Fee |
Varies
|
$25
|
|
Margin Rates
|
J.P. Morgan Self-Directed Investing |
TradeStation |
|
Margin Rate Under $25,000 |
13.25%
|
13.0%
|
|
Margin Rate $25,000 to $49,999.99 |
13%
|
13.0%
|
|
Margin Rate $50,000 to $99,999.99 |
12.5%
|
12.5%
|
|
Margin Rate $100,000 to $249,999.99 |
12.25%
|
12.0%
|
|
Margin Rate $250,000 to $499,999.99 |
12.25%
|
12.0%
|
|
Margin Rate $500,000 to $999,999.99 |
11.5%
|
7.5%
info
|
|
Margin Rate Above $1,000,000 |
11%
info
|
7.5%
info
|
|
Account Fees
|
J.P. Morgan Self-Directed Investing |
TradeStation |
|
IRA Annual Fee |
$0.00
|
$35.00
|
|
IRA Closure Fee |
$75.00
|
$50.00
|
|
Account Transfer Out (Partial) info
|
$0.00
|
$125.00
|
|
Account Transfer Out (Full) info
|
$75.00
|
$125.00
|
|
Options Exercise Fee |
$0.00
|
$14.95
|
|
Options Assignment Fee |
$0.00
|
$5.95
|
|
Investment Options
|
J.P. Morgan Self-Directed Investing |
TradeStation |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading |
Yes
info
|
Yes
|
|
Fractional Shares info
|
Yes
|
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
|
No
|
|
Crypto Trading info
|
No
|
No
|
|
Crypto Trading - Total Coins info
|
0
|
0
|
|
Mutual Funds (No Load) info
|
3500
|
800
|
|
Mutual Funds (Total) info
|
3500
|
4000
|
|
Bonds (US Treasury) info
|
Yes
|
Yes
|
|
Bonds (Corporate) info
|
Yes
|
Yes
|
|
Bonds (Municipal) 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 |
TradeStation |
|
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 |
TradeStation |
|
Education (Stocks) info
|
Yes
|
Yes
|
|
Education (ETFs) info
|
Yes
|
No
|
|
Education (Options) info
|
Yes
|
Yes
|
|
Education (Mutual Funds) info
|
Yes
|
No
|
|
Education (Bonds) info
|
Yes
|
No
|
|
Education (Retirement) info
|
Yes
|
No
|
|
Retirement Calculator info
|
Yes
|
No
|
|
Investor Dictionary info
|
No
|
No
|
|
Paper Trading info
|
No
|
Yes
|
|
Videos info
|
Yes
|
Yes
|
|
Webinars info
|
Yes
|
Yes
|
|
Webinars (Archived) info
|
No
|
Yes
|
|
Progress Tracking info
|
No
|
No
|
|
Interactive Learning - Quizzes info
|
No
|
No
|
|
Stock Trading Apps
|
J.P. Morgan Self-Directed Investing |
TradeStation |
|
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 |
TradeStation |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
No
|
No
|
|
Videos on Demand info
|
No
|
No
|
|
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
|
|
Stock App Charting
|
J.P. Morgan Self-Directed Investing |
TradeStation |
|
Charting - After-Hours info
|
No
|
Yes
|
|
Charting - Can Turn Horizontally info
|
No
|
No
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
36
|
45
|
|
Charting - Study Customizations info
|
Yes
|
Yes
|
|
Charting - Stock Comparisons info
|
No
|
No
|
|
Trading Platforms
|
J.P. Morgan Self-Directed Investing |
TradeStation |
|
Active Trading Platform info
|
No
|
TradeStation 10
|
|
Desktop Trading Platform info
|
No
|
Yes
|
|
Desktop Platform (Mac) info
|
No
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
No
|
Yes
|
|
Trade Journal info
|
No
|
No
|
|
Watch Lists - Total Fields info
|
4
|
341
|
|
Stock Chart Features
|
J.P. Morgan Self-Directed Investing |
TradeStation |
|
Charting - Adjust Trades on Chart info
|
No
|
Yes
|
|
Charting - Indicators / Studies info
|
36
|
294
|
|
Charting - Drawing Tools info
|
10
|
23
|
|
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
|
12
|
|
Charting - Custom Studies info
|
No
|
Yes
|
|
Day Trading
|
J.P. Morgan Self-Directed Investing |
TradeStation |
|
Streaming Time & Sales info
|
No
|
Yes
|
|
Streaming TV info
|
No
|
No
|
|
Direct Market Routing - Stocks info
|
No
|
Yes
|
|
Ladder Trading info
|
No
|
Yes
|
|
Trade Hotkeys 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
|
Yes
|
|
Order Liquidity Rebates info
|
No
|
Yes
|
|
Research Overview
|
J.P. Morgan Self-Directed Investing |
TradeStation |
|
Research - Stocks info
|
Yes
|
Yes
|
|
Research - ETFs info
|
Yes
|
Yes
|
|
Research - Mutual Funds info
|
Yes
|
No
|
|
Research - Pink Sheets / OTCBB info
|
Yes
|
Yes
|
|
Research - Bonds info
|
Yes
|
No
|
|
Screener - Stocks info
|
Yes
|
Yes
|
|
Screener - ETFs info
|
Yes
|
No
|
|
Screener - Mutual Funds info
|
Yes
|
No
|
|
Screener - Bonds info
|
Yes
|
No
|
|
Misc - Portfolio Allocation info
|
Yes
|
Yes
|
|
Stock Research
|
J.P. Morgan Self-Directed Investing |
TradeStation |
|
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 |
TradeStation |
|
ETFs - Strategy Overview info
|
Yes
|
No
|
|
ETF Fund Facts - Inception Date info
|
Yes
|
No
|
|
ETF Fund Facts - Expense Ratio info
|
Yes
|
No
|
|
ETF Fund Facts - Net 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
|
No
|
|
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 |
TradeStation |
|
Mutual Funds - Strategy Overview 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
|
Yes
|
|
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 |
TradeStation |
|
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
|
29
|
|
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 |
TradeStation |
|
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 |
TradeStation |
|
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
|
No
|
|
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