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J.P. Morgan Self-Directed Investing vs Vanguard 2023

StockBrokers.com

Written by StockBrokers.com

January 23, 2023

Is J.P. Morgan Self-Directed Investing better than Vanguard? After testing 17 of the best online brokers over three months, J.P. Morgan Self-Directed Investing (83.12%) is better than Vanguard (71.94%). 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 RatingJ.P. Morgan Self-Directed InvestingVanguard
Overall 4/5 Stars 3.5/5 Stars
Commissions & Fees 4.5/5 Stars 4.5/5 Stars
Investment Options 4/5 Stars 4.5/5 Stars
Platforms & Tools 3/5 Stars 2.5/5 Stars
Mobile Trading Apps 4/5 Stars 2/5 Stars
Research 3.5/5 Stars 2.5/5 Stars
Customer Service N/A 3/5 Stars
Education 4.5/5 Stars 3.5/5 Stars
Ease Of Use 4.5/5 Stars 5/5 Stars
Winner check_circle
Review J.P. Morgan Self-Directed Investing Review Vanguard Review
Trading FeesJ.P. Morgan Self-Directed InvestingVanguard
Minimum Deposit $0.00 $0.00
Stock Trades $0.00 $0.00
Penny Stock Fees (OTCCB) $0.00 $0.00
Mutual Fund Trade Fee $0 Varies
Options (Base Fee) $0.00 $0.00
Options (Per Contract) $0.65 $1.00
Futures (Per Contract) N/A N/A
Broker Assisted Trade Fee Varies $25
Margin RatesJ.P. Morgan Self-Directed InvestingVanguard
Margin Rate Under $25,000 11.00% 12.75%
Margin Rate $25,000 to $49,999.99 10.75% 12.25%
Margin Rate $50,000 to $99,999.99 10.25% 11.75%
Margin Rate $100,000 to $249,999.99 10.00% 11.25%
Margin Rate $250,000 to $499,999.99 10.00% 10.75%
Margin Rate $500,000 to $999,999.99 9.25% 9.50%
Margin Rate Above $1,000,000 8.75% Varies
Account FeesJ.P. Morgan Self-Directed InvestingVanguard
IRA Annual Fee $0.00 $20.00
IRA Closure Fee $75.00 $0.00
Account Transfer Out (Partial) $0.00 $0.00
Account Transfer Out (Full) $75.00 $0.00
Options Exercise Fee $0.00 $0.00
Options Assignment Fee $0.00 $0.00
Investment OptionsJ.P. Morgan Self-Directed InvestingVanguard
Stock Trading Yes Yes
Margin Trading Yes Yes
Fractional Shares No No
OTCBB / Pink Sheets 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
Mutual Funds (No Load) 3500 N/A
Mutual Funds (Total) 3500 N/A
Bonds (US Treasury) Yes Yes
Bonds (Corporate) Yes Yes
Bonds (Municipal) Yes Yes
Advisor Services Yes Yes
International Countries (Stocks) 0 0
Order TypesJ.P. Morgan Self-Directed InvestingVanguard
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 Yes
BeginnersJ.P. Morgan Self-Directed InvestingVanguard
Education (Stocks) Yes Yes
Education (ETFs) Yes No
Education (Options) Yes No
Education (Mutual Funds) Yes No
Education (Bonds) Yes No
Education (Retirement) Yes Yes
Retirement Calculator Yes Yes
Investor Dictionary No No
Paper Trading No No
Videos Yes Yes
Webinars Yes No
Webinars (Archived) No No
Progress Tracking No No
Interactive Learning - Quizzes No No
Stock Trading AppsJ.P. Morgan Self-Directed InvestingVanguard
iPhone App Yes Yes
Android App Yes Yes
Apple Watch App No No
Trading - Stocks Yes Yes
Trading - After-Hours No No
Trading - Simple Options Yes No
Trading - Complex Options No No
Order Ticket RT Quotes Yes Yes
Order Ticket SRT Quotes No No
Stock App FeaturesJ.P. Morgan Self-Directed InvestingVanguard
Market Movers (Top Gainers) Yes No
Stream Live TV No No
Videos on Demand No No
Stock Alerts No No
Option Chains Viewable Yes No
Watch List (Real-time) Yes No
Watch List (Streaming) No No
Watch Lists - Create & Manage Yes No
Watch Lists - Column Customization No No
Watch Lists - Total Fields 4 9
Stock App ChartingJ.P. Morgan Self-Directed InvestingVanguard
Charting - After-Hours No No
Charting - Can Turn Horizontally No No
Charting - Multiple Time Frames Yes Yes
Charting - Technical Studies 35 0
Charting - Study Customizations No No
Charting - Stock Comparisons No No
Trading PlatformsJ.P. Morgan Self-Directed InvestingVanguard
Active Trading Platform N/A N/A
Desktop Trading Platform No No
Desktop Platform (Mac) No No
Web Trading Platform Yes Yes
Paper Trading No No
Trade Journal No No
Watch Lists - Total Fields 4 9
Stock Chart FeaturesJ.P. Morgan Self-Directed InvestingVanguard
Charting - Adjust Trades on Chart No No
Charting - Indicators / Studies 36 9
Charting - Drawing Tools 10 0
Charting - Notes No No
Charting - Index Overlays Yes Yes
Charting - Historical Trades No No
Charting - Corporate Events Yes Yes
Charting - Custom Date Range No No
Charting - Custom Time Bars No No
Charting - Automated Analysis No No
Charting - Save Profiles No No
Trade Ideas - Technical Analysis No No
Charting - Study Customizations 3 1
Charting - Custom Studies No No
Day TradingJ.P. Morgan Self-Directed InvestingVanguard
Streaming Time & Sales No No
Streaming TV No No
Direct Market Routing - Stocks No No
Ladder Trading No No
Trade Hot Keys No No
Level 2 Quotes - Stocks No No
Trade Ideas - Backtesting No No
Trade Ideas - Backtesting Adv No No
Short Locator No No
Order Liquidity Rebates No No
Research OverviewJ.P. Morgan Self-Directed InvestingVanguard
Research - Stocks Yes Yes
Research - ETFs Yes Yes
Research - Mutual Funds Yes Yes
Research - Pink Sheets / OTCBB Yes Yes
Research - Bonds No Yes
Screener - Stocks Yes Yes
Screener - ETFs Yes Yes
Screener - Mutual Funds Yes Yes
Screener - Bonds Yes Yes
Misc - Portfolio Allocation Yes Yes
Stock ResearchJ.P. Morgan Self-Directed InvestingVanguard
Stock Research - PDF Reports 2 2
Stock Research - Earnings Yes Yes
Stock Research - Insiders No No
Stock Research - Social No No
Stock Research - News Yes Yes
Stock Research - ESG No No
Stock Research - SEC Filings No No
ETF ResearchJ.P. Morgan Self-Directed InvestingVanguard
ETFs - Strategy Overview Yes No
ETF Fund Facts - Inception Date Yes No
ETF Fund Facts - Expense Ratio Yes No
ETF Fund Facts - Net Assets Yes No
ETF Fund Facts - Total Holdings Yes No
ETFs - Top 10 Holdings Yes No
ETFs - Sector Exposure Yes No
ETFs - Risk Analysis No No
ETFs - Ratings Yes No
ETFs - Morningstar StyleMap Yes No
ETFs - PDF Reports No No
Mutual Fund ResearchJ.P. Morgan Self-Directed InvestingVanguard
Mutual Funds - Strategy Overview Yes Yes
Mutual Funds - Performance Chart Yes Yes
Mutual Funds - Performance Analysis Yes Yes
Mutual Funds - Prospectus No Yes
Mutual Funds - 3rd Party Ratings Yes No
Mutual Funds - Fees Breakdown Yes Yes
Mutual Funds - Top 10 Holdings Yes Yes
Mutual Funds - Asset Allocation Yes No
Mutual Funds - Sector Allocation Yes Yes
Mutual Funds - Country Allocation Yes No
Mutual Funds - StyleMap Yes Yes
Options TradingJ.P. Morgan Self-Directed InvestingVanguard
Option Chains - Basic View Yes Yes
Option Chains - Strategy View No No
Option Chains - Streaming No No
Option Chains - Total Columns 6 9
Option Chains - Greeks 0 0
Option Chains - Quick Analysis No No
Option Analysis - P&L Charts No No
Option Probability Analysis No No
Option Probability Analysis Adv No No
Option Positions - Greeks No No
Option Positions - Greeks Streaming No No
Option Positions - Adv Analysis No No
Option Positions - Rolling No No
Option Positions - Grouping No No
BankingJ.P. Morgan Self-Directed InvestingVanguard
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 ServiceJ.P. Morgan Self-Directed InvestingVanguard
Phone Support (Prospect Customers) No Yes
Phone Support (Current Customers) Yes Yes
Email Support Yes Yes
Live Chat (Prospect Customers) No No
Live Chat (Current Customers) No No
24/7 Support Yes No
OverallJ.P. Morgan Self-Directed InvestingVanguard
Overall 4/5 Stars 3.5/5 Stars
Commissions & Fees 4.5/5 Stars 4.5/5 Stars
Investment Options 4/5 Stars 4.5/5 Stars
Platforms & Tools 3/5 Stars 2.5/5 Stars
Mobile Trading Apps 4/5 Stars 2/5 Stars
Research 3.5/5 Stars 2.5/5 Stars
Education 4.5/5 Stars 3.5/5 Stars
Ease Of Use 4.5/5 Stars 5/5 Stars
Winner check_circle
Review J.P. Morgan Self-Directed Investing Review Vanguard Review
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J.P. Morgan Self-Directed Investing vs Vanguard Comparison

Comparing brokers side by side is no easy task. For our 2023 annual broker review, we spent hundreds of hours assessing 17 brokerages to find the best online broker. Let's compare J.P. Morgan Self-Directed Investing vs Vanguard.

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

J.P. Morgan Self-Directed Investing offers more comprehensive new investor education for beginner investors than Vanguard. 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 Vanguard offers investors access to Videos, Education (Stocks) and Education (Retirement), neither have Paper Trading.

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

J.P. Morgan Self-Directed Investing and Vanguard charge the same amount for regular stock trades, $0.00. Option contracts are pricier at Vanguard, costing $1.00 per contract versus $0.65 per contract at J.P. Morgan Self-Directed Investing. For a complete commissions summary, see our best brokers for free stock trading guide.

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

Both J.P. Morgan Self-Directed Investing and Vanguard offer Stock Trading, Options Trading, OTCBB / Pink Sheets, Mutual Funds and Advisor Services, neither have Fractional Shares, Futures Trading and Forex Trading. Looking at Mutual Funds, Vanguard trails J.P. Morgan Self-Directed Investing in its offering of no transaction fee (NTF) mutual funds, with J.P. Morgan Self-Directed Investing offering 3500 and Vanguard offering .

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

To compare the trading platforms of J.P. Morgan Self-Directed Investing and Vanguard, we tested each broker's trading tools, research capabilities, and mobile apps. For trading tools, J.P. Morgan Self-Directed Investing offers a better experience. With research, J.P. Morgan Self-Directed Investing offers superior market research. Finally, we found J.P. Morgan Self-Directed Investing to provide better mobile trading apps.

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 Vanguard offers neither of these.

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.

Is Vanguard good?

Vanguard is aimed squarely at buy-and-hold investors, and its platform reflects that focus. Vanguard is known for its low-cost funds, and the investment platform is really built for those looking to invest solely in mutual funds and ETFs.

J.P. Morgan Self-Directed Investing vs Vanguard Winner

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

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