Written by StockBrokers.com
In this head to head comparison of J.P. Morgan Self-Directed Investing vs TradeUP, 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 and TradeUP both give investors access to the basics most people look for in a self-directed account, including stock trading, margin, fractional shares, OTC stocks, and options. They also both offer traditional IRA and Roth IRA accounts, and neither platform supports forex, futures, or crypto trading. For investors who want a simple place to buy and sell common securities, both brokers cover the core needs well.
The main difference is that J.P. Morgan Self-Directed Investing offers mutual funds and advisor services, while TradeUP does not offer mutual funds or advisor help. That may matter for investors who want more ways to build a portfolio or prefer some guidance along the way. In terms of range of investments, both brokers are rated 3.5 out of 5 stars, though J.P. Morgan Self-Directed Investing ranks higher by StockBrokers.com at #13 out of 16, compared with TradeUP at #15 out of 16.
Overall, the two brokers are closely matched on the main trading features, but J.P. Morgan Self-Directed Investing has the edge for investors who want mutual funds or access to advisor services. TradeUP still covers the same core trading tools, but its account investment lineup is a bit narrower.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeUP
|
|---|---|---|
| Stock Trading | Yes | Yes |
| Account Feature - Margin Trading | Yes | Yes |
| Fractional Shares (Stocks) | Yes | Yes |
| OTC Stocks | Yes | Yes |
| Mutual Funds | Yes | No |
| Options Trading | Yes | Yes |
| Futures Trading | No | No |
| Crypto Trading | No | No |
| Crypto Trading - Total Coins | 0 | 0 |
| Range of Investments |
|
|
Dive deeper: Best Options Trading Platforms & Brokers for 2026, Best Futures Trading Platforms for 2026
Overall, TradeUP comes out ahead for trading platforms and tools. It offers downloadable desktop platforms for both Windows and Mac, plus a browser-based platform, while J.P. Morgan Self-Directed Investing only offers web access. TradeUP also includes paper trading, more watch list fields, and stronger charting features, making it the better choice for traders who want more built-in tools and flexibility.
On the platform side, J.P. Morgan Self-Directed Investing keeps things simpler. It does not offer downloadable desktop software, paper trading, or a trading journal, and its charting setup is more limited. It does provide a browser-based platform and lets users view corporate events on charts, but it lacks several features that active traders may want, such as editing open orders directly on charts, adding chart notes, viewing historical trades, or saving multiple chart profiles.
TradeUP has the edge in most of the key comparison points for trading tools. It supports 44 technical indicators versus 36 at J.P. Morgan Self-Directed Investing, offers chart notes, historical trades, automated chart pattern analysis, and multiple chart profiles, and gives users more room to customize studies like SMA settings. That lines up with StockBrokers.com’s ratings as well, where TradeUP earns 3.5 out of 5 stars and ranks #9 out of 16 brokers, compared with J.P. Morgan Self-Directed Investing at 1 star and #15 out of 16.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeUP
|
|---|---|---|
| Web Trading Platform | Yes | Yes |
| Desktop Trading Platform | No | Yes |
| Desktop Platform (Mac) | No | Yes |
| Paper Trading | No | Yes |
| Watchlists - Total Fields | 20 | 60 |
| Charting - Indicators / Studies | 36 | 44 |
| Charting - Drawing Tools | 10 | 8 |
| Advanced Trading |
|
|
Dive deeper: Best Brokerage Accounts and Online Stock Brokers for 2026, Best Paper Trading Apps and Simulators for 2026
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J.P. Morgan Self-Directed Investing is the stronger choice for beginners who want help learning the basics of investing. It offers education on stocks, ETFs, options, mutual funds, and bonds, along with educational videos and webinars. TradeUP, by comparison, does not provide education in these core areas, which may make it harder for new investors to build confidence and learn as they go. J.P. Morgan Self-Directed Investing is also rated 4 out of 5 stars for education and ranks #4 out of 16 brokers by StockBrokers.com.
TradeUP does have one useful learning feature that J.P. Morgan Self-Directed Investing does not: paper trading. This lets users practice trading without risking real money. Still, TradeUP lacks stock, ETF, options, mutual fund, and bond education, and it does not offer videos or webinars. It is rated 1.5 out of 5 stars for education and ranks #16 out of 16 brokers, so J.P. Morgan Self-Directed Investing is the better overall fit for investor education.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeUP
|
|---|---|---|
| Education (Stocks) | Yes | No |
| Education (ETFs) | Yes | No |
| Education (Options) | Yes | No |
| Education (Mutual Funds) | Yes | No |
| Education (Fixed Income) | Yes | No |
| Videos | Yes | No |
| Webinars | Yes | No |
| Education |
|
|
Dive deeper: Best Trading Platforms for Beginners in 2026
Overall, J.P. Morgan Self-Directed Investing comes out ahead of TradeUP for stock trading app features, thanks to a higher app rating, a better app ranking, and stronger charting tools. TradeUP does edge ahead in a few mobile features, such as streaming quotes, after-hours charting, and stock comparison on charts, but J.P. Morgan Self-Directed Investing offers more technical studies and a slightly more polished app experience for most everyday investors.
Both brokers offer iPhone and Android apps, as well as mobile options trading, stock alerts, custom watch lists, and the ability to customize watch list columns. Neither broker offers an Apple Watch app, streaming live TV, or videos on demand. If you want a straightforward mobile trading app with the basics covered, either platform can work, but TradeUP may appeal more to active chart users, while J.P. Morgan Self-Directed Investing may be the better fit for investors who value a higher overall app score.
On the charting side, J.P. Morgan Self-Directed Investing includes 36 technical studies and supports landscape viewing plus multiple time frames, while TradeUP offers 27 technical studies and also supports multiple time frames. TradeUP has the added benefit of mobile after-hours trading and stock comparisons on charts, while J.P. Morgan Self-Directed Investing does not. Still, with a 4-star app rating and an #11 ranking versus TradeUP’s 3-star rating and #16 ranking, J.P. Morgan Self-Directed Investing has the stronger overall stock trading app profile.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeUP
|
|---|---|---|
| iPhone App | Yes | Yes |
| Android App | Yes | Yes |
| Apple Watch App | No | No |
| Stock Alerts | Yes | Yes |
| Charting - After-Hours | No | Yes |
| Charting - Technical Studies | 36 | 27 |
| Mobile Trading Apps |
|
|
Dive deeper: Best Stock Trading Apps of 2026
For most everyday investors, J.P. Morgan Self-Directed Investing and TradeUP both keep several core costs low, with $0 minimum deposits, $0 stock trades, $0 IRA annual fees, and no charge for options exercise or assignment. The biggest difference comes down to margin rates and a few account service fees: TradeUP offers lower margin interest than J.P. Morgan Self-Directed Investing across the balance ranges provided, and it also charges $0 for IRA closure fees, while J.P. Morgan charges $75. On the other hand, J.P. Morgan charges $0 for partial ACAT transfers, while TradeUP charges $50.
Looking at trading costs, J.P. Morgan Self-Directed Investing charges $0.65 per options contract, while TradeUP charges $0.00. That makes TradeUP the cheaper choice for options traders. For margin balances below $25,000, J.P. Morgan charges 12.25% compared with 5.99% at TradeUP. The same pattern continues for balances between $25,000 and $49,999, where J.P. Morgan charges 12% and TradeUP stays at 5.99%, and for balances between $50,000 and $99,999, where J.P. Morgan charges 11.5% versus TradeUP’s 5.99%.
In short, TradeUP is the lower-cost option for options trading and margin borrowing, while J.P. Morgan Self-Directed Investing has an edge on partial ACAT transfers and matches TradeUP on several basic account fees. Both brokers offer commission-free stock trades and no minimum deposit, so the better choice may depend on whether you expect to trade options, use margin, or move an account between brokers.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeUP
|
|---|---|---|
| Minimum Deposit | $0.00 | $0.00 |
| Stock Trades | $0.00 | $0.00 |
| Options (Per Contract) | $0.65 | $0.00 |
| Options Exercise Fee | $0.00 | $0.00 |
| Options Assignment Fee | $0.00 | $0.00 |
| IRA Annual Fee | $0.00 | $0.00 |
| IRA Closure Fee | $75.00 | $0.00 |
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For day trading, TradeUP offers a much stronger tool set than J.P. Morgan Self-Directed Investing. TradeUP includes streaming time and sales for stocks, direct market routing, ladder trading, hotkeys for fast order entry, and level 2 quotes, which can help active traders react more quickly and see deeper market detail. J.P. Morgan Self-Directed Investing does not offer these features, making it a less practical choice for traders who want more hands-on control and speed.
That said, neither platform offers every advanced trading feature. Neither J.P. Morgan Self-Directed Investing nor TradeUP provides live TV, basic or advanced strategy backtesting, a short locator, or maker/taker rebates. Even so, TradeUP is the better fit for day trading overall because it gives traders more of the tools they typically need to enter and manage trades efficiently.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeUP
|
|---|---|---|
| Streaming Time & Sales | No | Yes |
| Streaming TV | No | No |
| Direct Market Routing - Equities | No | Yes |
| Level 2 Quotes - Stocks | No | Yes |
| Trade Ideas - Backtesting | No | No |
| Trade Ideas - Backtesting Adv | No | No |
| Short Locator | No | No |
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J.P. Morgan Self-Directed Investing is the stronger pick for market research overall, especially if you want more ways to find ideas and dig into funds and bonds. It has a 4-star market research rating and ranks #7 out of 16 brokers by StockBrokers.com, while TradeUP scores 2.0 stars and ranks last at #16. Both brokers offer research on stocks, ETFs, pink sheets/OTCBB, and bonds, and both let you view portfolio allocation by asset class. Neither broker offers stock research based on social media sentiment or ESG research.
Where J.P. Morgan Self-Directed Investing stands out is in its broader research tools. It offers stock, ETF, mutual fund, and bond screeners for trade ideas, plus 2 downloadable PDF stock research reports. TradeUP does not offer screeners for those asset types and does not provide downloadable PDF stock reports. For mutual funds in particular, J.P. Morgan Self-Directed Investing offers research, while TradeUP does not.
If your main goal is to compare market data and use more built-in research tools to guide investing choices, J.P. Morgan Self-Directed Investing gives you more depth and flexibility. TradeUP still covers the basics for several asset classes, but it has fewer research features and less support for idea generation, making it better suited to investors who need only simple research coverage.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeUP
|
|---|---|---|
| Research - Stocks | Yes | Yes |
| Screener - Stocks | Yes | No |
| Research - ETFs | Yes | Yes |
| Screener - ETFs | Yes | No |
| Research - Mutual Funds | Yes | No |
| Screener - Mutual Funds | Yes | No |
| Research - Fixed Income | Yes | Yes |
| Screener - Fixed Income | Yes | No |
| Research |
|
|
When it comes to banking features, J.P. Morgan Self-Directed Investing offers a much wider range of options than TradeUP. J.P. Morgan Self-Directed Investing includes checking accounts, savings accounts, debit cards, credit cards, mortgage loans, and certificates of deposit (CDs), giving customers access to several everyday banking and lending services in one place. TradeUP, by comparison, does not offer these banking products. If having access to both investing and common banking services matters to you, J.P. Morgan Self-Directed Investing is the stronger choice.
| Feature |
J.P. Morgan Self-Directed Investing
|
TradeUP
|
|---|---|---|
| Checking Accounts | Yes | No |
| Savings Accounts | Yes | No |
| Debit Cards | Yes | No |
| Credit Cards | Yes | No |
| Mortgage Loans | Yes | No |
| Brokerage CDs | Yes | No |
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After opening live accounts and testing 16 of the best online brokers, our research and live account testing finds that J.P. Morgan Self-Directed Investing is better than TradeUP. J.P. Morgan Self-Directed Investing finished with an overall score of 67.5%, while TradeUP finished with a score of 50.8%.
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.
J.P. Morgan Self-Directed Investing and TradeUP are both online brokers that do not offer crypto trading, making them equally limited for investors seeking digital assets. Since neither platform supports cryptocurrency, each offers 0 coins for crypto trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2026
J.P. Morgan Self-Directed Investing and TradeUP both offer traditional and Roth IRA accounts, with no annual IRA fee at either broker. However, TradeUP has the edge for account closures, charging $0.00 to close an IRA versus J.P. Morgan Self-Directed Investing’s $75.00 closure fee.
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0 of 5| Overall Rating | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
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| Mobile Trading Apps |
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| Research |
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| Customer Service |
| N/A | |
| Education |
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| Ease of Use |
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| Winner | check_circle | ||
| Review | J.P. Morgan Self-Directed Investing Review | TradeUP Review |
| Broker Screenshots | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Broker Gallery (click to expand) |
|
| Trading Fees | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Minimum Deposit | $0.00 | $0.00 | |
| Stock Trades | $0.00 | $0.00 | |
| Penny Stock Fees (OTC) | $0.000 | $0.000 | |
| Mutual Fund Trade Fee | $0 | N/A | |
| Options (Per Contract) | $0.65 | $0.00 | |
| Futures (Per Contract) | (Not offered) | (Not offered) | |
| Broker Assisted Trade Fee | Varies | N/A |
| Margin Rates | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Margin Rate Under $25,000 | 12.25% | 5.99% | |
| Margin Rate $25,000 to $49,999.99 | 12% | 5.99% | |
| Margin Rate $50,000 to $99,999.99 | 11.5% | 5.99% | |
| Margin Rate $100,000 to $249,999.99 | 11.25% | 5.99% | |
| Margin Rate $250,000 to $499,999.99 | 11.25% | 5.99% | |
| Margin Rate $500,000 to $999,999.99 | 10.5% | 5.99% | |
| Margin Rate Above $1,000,000 | 10% | 5.99% |
| Account Fees | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| IRA Annual Fee | $0.00 | $0.00 | |
| IRA Closure Fee | $75.00 | $0.00 | |
| Account Transfer Out (Partial) | $0.00 | $50.00 | |
| Account Transfer Out (Full) | $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 | TradeUP | |
|---|---|---|---|
| Stock Trading | Yes | Yes | |
| Account Feature - Margin Trading | Yes | Yes | |
| Fractional Shares (Stocks) | Yes | Yes | |
| OTC Stocks | Yes | Yes | |
| Options Trading | Yes | Yes | |
| Complex Options Max Legs | 1 | 4 | |
| Futures Trading | No | No | |
| Forex Trading | No | No | |
| Crypto Trading | No | No | |
| Crypto Trading - Total Coins | 0 | 0 | |
| Fixed Income (Treasurys) | Yes | Yes | |
| Fixed Income (Corporate Bonds) | Yes | No | |
| Fixed Income (Municipal Bonds) | Yes | No | |
| Traditional IRAs | Yes | Yes | |
| Roth IRAs | Yes | Yes | |
| Advisor Services | Yes | No | |
| International Countries (Stocks) | 0 | 1 |
| Order Types | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Order Type - Market | Yes | Yes | |
| Order Type - Limit | Yes | Yes | |
| Order Type - After Hours | No | Yes | |
| Order Type - Stop | Yes | Yes | |
| Order Type - Trailing Stop | No | No | |
| Order Type - OCO | No | No | |
| Order Type - OTO | No | No | |
| Order Type - Broker Assisted | Yes | No |
| Beginners | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Education (Stocks) | Yes | No | |
| Education (ETFs) | Yes | No | |
| Education (Options) | Yes | No | |
| Education (Mutual Funds) | Yes | No | |
| Education (Fixed Income) | Yes | No | |
| Education (Retirement) | Yes | No | |
| Retirement Calculator | Yes | No | |
| Investor Dictionary | No | No | |
| Paper Trading | No | Yes | |
| Videos | Yes | No | |
| Webinars | Yes | No | |
| Progress Tracking | No | No | |
| Interactive Learning - Quizzes | No | No |
| Stock Trading Apps | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| iPhone App | Yes | Yes | |
| Android App | Yes | Yes | |
| Apple Watch App | No | No | |
| Trading - Stocks | Yes | Yes | |
| Trading - After-Hours | No | Yes | |
| Trading - Simple Options | Yes | Yes | |
| Trading - Complex Options | No | Yes | |
| Order Ticket RT Quotes | Yes | Yes | |
| Order Ticket SRT Quotes | No | Yes |
| Stock App Features | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Mobile Research - Market Movers | Yes | Yes | |
| Stream Live TV | No | No | |
| Videos on Demand | No | No | |
| Stock Alerts | Yes | Yes | |
| Option Chains Viewable | Yes | Yes | |
| Watchlist (Real-time) | Yes | Yes | |
| Watchlist (Streaming) | No | Yes | |
| Mobile Watchlists - Create & Manage | Yes | Yes | |
| Mobile Watchlists - Column Customization | Yes | Yes |
| Stock App Charting | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Charting - After-Hours | No | Yes | |
| Charting - Can Turn Horizontally | Yes | No | |
| Charting - Multiple Time Frames | Yes | Yes | |
| Charting - Technical Studies | 36 | 27 | |
| Charting - Study Customizations | Yes | Yes | |
| Charting - Stock Comparisons | No | Yes |
| Trading Platforms | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Active Trading Platform | No | N/A | |
| Desktop Trading Platform | No | Yes | |
| Desktop Platform (Mac) | No | Yes | |
| Web Trading Platform | Yes | Yes | |
| Paper Trading | No | Yes | |
| Trade Journal | No | No | |
| Watchlists - Total Fields | 20 | 60 |
| Stock Chart Features | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Charting - Adjust Trades on Chart | No | Yes | |
| Charting - Indicators / Studies | 36 | 44 | |
| Charting - Drawing Tools | 10 | 8 | |
| Charting - Notes | No | Yes | |
| Charting - Historical Trades | No | Yes | |
| Charting - Corporate Events | Yes | Yes | |
| Charting - Custom Date Range | No | No | |
| Charting - Custom Time Bars | No | No | |
| Charting - Automated Analysis | No | Yes | |
| Charting - Save Profiles | No | Yes | |
| Trade Ideas - Technical Analysis | No | No | |
| Charting - Study Customizations | 3 | 8 | |
| Charting - Custom Studies | No | No |
| Day Trading | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Streaming Time & Sales | No | Yes | |
| Streaming TV | No | No | |
| Direct Market Routing - Equities | No | Yes | |
| Ladder Trading | No | Yes | |
| Trade Hot Keys | No | Yes | |
| Level 2 Quotes - Stocks | No | Yes | |
| Trade Ideas - Backtesting | No | No | |
| Trade Ideas - Backtesting Adv | No | No | |
| Short Locator | No | No | |
| Order Liquidity Rebates | No | No |
| Research Overview | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Research - Stocks | Yes | Yes | |
| Research - ETFs | Yes | Yes | |
| Research - Mutual Funds | Yes | No | |
| Research - Pink Sheets / OTCBB | Yes | Yes | |
| Research - Fixed Income | Yes | Yes | |
| Screener - Stocks | Yes | No | |
| Screener - ETFs | Yes | No | |
| Screener - Mutual Funds | Yes | No | |
| Screener - Fixed Income | Yes | No | |
| Portfolio Asset Allocation | Yes | Yes |
| Stock Research | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Stock Research - PDF Reports | 2 | 0 | |
| Stock Research - Earnings | Yes | Yes | |
| Stock Research - Insiders | No | Yes | |
| Stock Research - Social | No | No | |
| Stock Research - News | Yes | Yes | |
| Stock Research - ESG | No | No | |
| Stock Research - SEC Filings | No | Yes |
| ETF Research | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| ETFs - Investment Objective | Yes | Yes | |
| ETF Fund Facts - Inception Date | Yes | Yes | |
| ETF Fund Facts - Expense Ratio | Yes | Yes | |
| ETF Fund Facts - Total Assets | Yes | Yes | |
| ETF Fund Facts - Total Holdings | Yes | Yes | |
| ETFs - Top 10 Holdings | Yes | Yes | |
| ETFs - Sector Exposure | Yes | Yes | |
| ETFs - Risk Analysis | No | Yes | |
| ETFs - Ratings | Yes | Yes | |
| ETFs - Morningstar StyleMap | Yes | No | |
| ETFs - PDF Reports | No | No |
| Mutual Fund Research | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Mutual Funds - Investment Objective | Yes | No | |
| Mutual Funds - Performance Chart | Yes | No | |
| Mutual Funds - Performance Analysis | Yes | No | |
| Mutual Funds - Prospectus | No | No | |
| Mutual Funds - 3rd Party Ratings | Yes | No | |
| Mutual Funds - Fees Breakdown | Yes | No | |
| Mutual Funds - Top 10 Holdings | Yes | No | |
| Mutual Funds - Asset Allocation | Yes | No | |
| Mutual Funds - Sector Allocation | Yes | No | |
| Mutual Funds - Country Allocation | Yes | No | |
| Mutual Funds - StyleMap | Yes | No |
| Options Trading | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Option Chains - Total Greeks | 0 | 5 | |
| Option Analysis - P&L Charts | No | Yes |
| Banking | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Bank (Member FDIC) | Yes | No | |
| Checking Accounts | Yes | No | |
| Savings Accounts | Yes | No | |
| Credit Cards | Yes | No | |
| Debit Cards | Yes | No | |
| Mortgage Loans | Yes | No |
| Customer Service | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Phone Support (Prospective Customers) | No | No | |
| Phone Support (Current Customers) | Yes | No | |
| Email Support | Yes | Yes | |
| Live Chat (Prospective Customers) | No | Yes | |
| Live Chat (Current Customers) | No | Yes | |
| 24/7 Support | Yes | No |
| Overall | J.P. Morgan Self-Directed Investing | TradeUP | |
|---|---|---|---|
| Overall |
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| Range of Investments |
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| Advanced Trading |
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| Mobile Trading Apps |
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| Research |
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| Education |
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| Ease of Use |
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| Winner | check_circle | ||
| Review | J.P. Morgan Self-Directed Investing Review | TradeUP Review |
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