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J.P. Morgan Self-Directed vs Vanguard 2022

Is J.P. Morgan Self-Directed better than Vanguard? After testing 15 of the best online brokers over six months, J.P. Morgan Self-Directed (71.12%) is better than Vanguard (62.82%). J.P. Morgan Self-Directed Investing, previously known as Chase You Invest, gives Chase Bank customers easy access to investing. The all-in-one platform makes money and asset management simple and straightforward.


Overall Rating

Feature J.P. Morgan Self-Directed Vanguard
Overall 4 3.5
Commissions & Fees 4.5 4.5
Offering of Investments 4 4.5
Platforms & Tools 2 1.5
Mobile Trading Apps 3.5 3
Research 3.5 2.5
Education 3.5 2.5
Ease of Use 4 4.5
J.P. Morgan Self-Directed Review Vanguard Review
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Trading Fees

Feature J.P. Morgan Self-Directed Vanguard
Minimum Deposit $0.00 $0.00
Stock Trades $0.00 $0.00
ETF Trade Fee $0.00 $0.00
Mutual Fund Trade Fee $0.00 $20.00
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 $25.00 $25.00

Margin Rates

Feature J.P. Morgan Self-Directed Vanguard
Under $24,999.99 N/A 8.50%
$25,000.00 to $49,999.99 N/A 8.00%
$50,000.00 to $99,999.99 N/A 7.50%
$100,000.00 to $249,999.99 N/A 7.00%
$250,000.00 to $499,999.99 N/A 6.50%
$500,000.00 to $999,999.99 N/A 5.25%
Above $1,000,000.00 N/A 4.75%

Account Fees

Feature J.P. Morgan Self-Directed Vanguard
IRA Annual Fee $0.00 $0.00
IRA Closure Fee $75.00 $0.00
Account Transfer Out (Partial)
$75.00 $0.00
Account Transfer Out (Full)
$75.00 $0.00

Investment Options

Feature J.P. Morgan Self-Directed Vanguard
Stock 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 10000
Bonds (US Treasury)
Yes Yes
Bonds (Corporate)
Yes Yes
Bonds (Municipal)
Yes Yes
Advisor Services
Yes Yes
International Trading
No No

Order Types

Feature J.P. Morgan Self-Directed Vanguard
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

Beginners

Feature J.P. Morgan Self-Directed Vanguard
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 No
Webinars (Monthly Avg)
2
Webinars (Archived)
No No
Progress Tracking
Yes No
Interactive Learning - Quizzes
Yes No

Stock Trading Apps

Feature J.P. Morgan Self-Directed Vanguard
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 No
Order Ticket SRT Quotes
No No

Stock App Features

Feature J.P. Morgan Self-Directed Vanguard
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 List - Column Filtering
Yes Yes

Stock App Charting

Feature J.P. Morgan Self-Directed Vanguard
Charting - After-Hours
No No
Charting - Can Turn Horizontally
No No
Charting - Multiple Time Frames
Yes No
Charting - Technical Studies
35 0
Charting - Study Customizations
No No
Charting - Stock Comparisons
No No

Trading Platforms

Feature J.P. Morgan Self-Directed Vanguard
Desktop Trading Platform
No No
Web Trading Platform
Yes No
Paper Trading
No No
Trade Journal
No No
Watch Lists - Total Fields
4 9

Stock Chart Features

Feature J.P. Morgan Self-Directed Vanguard
Charting - Adjust Trades on Chart
No No
Charting - Indicators / Studies
35 9
Charting - Drawing Tools
10
Charting - Notes
No No
Charting - Index Overlays
Yes Yes
Charting - Historical Trades
No No
Charting - Corporate Events
Yes No
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 Trading

Feature J.P. Morgan Self-Directed Vanguard
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 Overview

Feature J.P. Morgan Self-Directed Vanguard
Research - Stocks
Yes Yes
Research - ETFs
Yes No
Research - Mutual Funds
Yes Yes
Research - Pink Sheets / OTCBB
No No
Research - Bonds
No No
Screener - Stocks
Yes Yes
Screener - ETFs
Yes No
Screener - Mutual Funds
Yes Yes
Screener - Options
No No
Screener - Bonds
Yes No
Misc - Portfolio Allocation
Yes Yes

Stock Research

Feature J.P. Morgan Self-Directed Vanguard
Stock Research - PDF Reports
2 2
Stock Research - Earnings
No Yes
Stock Research - Insiders
No No
Stock Research - SEC Filings
No No
Stock Research - Social
No No
Stock Research - Balance Sheet
No No
Stock Research - Cash Flows
No No
Stock Research - News
Yes Yes
Stock Research - ESG
No No

ETF Research

Feature J.P. Morgan Self-Directed Vanguard
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 - Performance Analysis
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 Research

Feature J.P. Morgan Self-Directed Vanguard
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 - PDF Reports
No No
Mutual Funds - Fees Breakdown
No 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
Mutual Funds - 3rd Party Ratings
Yes No

Options Trading

Feature J.P. Morgan Self-Directed Vanguard
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 Positions - Greeks Streaming
No No
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 - Adv Analysis
No No
Option Positions - Rolling
No No
Option Positions - Grouping
No No

Banking

Feature J.P. Morgan Self-Directed Vanguard
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

Feature J.P. Morgan Self-Directed Vanguard
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
No No

Overall

Feature J.P. Morgan Self-Directed Vanguard
Overall 4 3.5
Commissions & Fees 4.5 4.5
Offering of Investments 4 4.5
Platforms & Tools 2 1.5
Mobile Trading Apps 3.5 3
Research 3.5 2.5
Education 3.5 2.5
Ease of Use 4 4.5
J.P. Morgan Self-Directed Review Vanguard Review
Winner check_circle

Comparing brokers side by side is no easy task. For our 2022 annual broker review, we spent hundreds of hours assessing 15 brokerages to find the best online broker. Let's compare J.P. Morgan Self-Directed vs Vanguard.

Is J.P. Morgan Self-Directed or Vanguard better for beginners?
J.P. Morgan Self-Directed is better for beginner investors than Vanguard. J.P. Morgan Self-Directed offers investors access to Videos, Education (Stocks), Education (ETFs), Education (Options), Education (Mutual Funds), Education (Bonds) and Education (Retirement).

What about J.P. Morgan Self-Directed vs Vanguard pricing?
J.P. Morgan Self-Directed and Vanguard have equal fees for trading stocks (equities), $0 per trade. For options trading, both J.P. Morgan Self-Directed and Vanguard charge the same base fee of $0. J.P. Morgan Self-Directed's per contract rate of $0.65 is less than Vanguard which charges $1.00. For a complete commissions summary, see our best discount brokers guide.

Does J.P. Morgan Self-Directed or Vanguard offer a wider range of investment options?
Vanguard offers a more diverse selection of investment options than J.P. Morgan Self-Directed. Vanguard offers investors access to Stock Trading, OTCBB / Pink Sheets, Options Trading, Mutual Funds and Advisor Services. Looking at Mutual Funds, Vanguard boasts an offering of 10000 mutual funds compared to J.P. Morgan Self-Directed's 3500 available funds.

Which trading platform is better: J.P. Morgan Self-Directed or Vanguard?
To compare the trading platforms of both J.P. Morgan Self-Directed and Vanguard, we tested each broker's trading tools, research capabilities, and mobile apps. For trading tools, J.P. Morgan Self-Directed offers a better experience. With research, J.P. Morgan Self-Directed offers superior market research. Finally, we found J.P. Morgan Self-Directed 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 available to clients of J.P. Morgan Self-Directed while Vanguard offers customers none of these.

Overall winner: J.P. Morgan Self-Directed

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All pricing data was obtained from a published web site as of 01/10/2022 and is believed to be accurate, but is not guaranteed. For stock trade rates, advertised pricing is for a standard order size of 500 shares of stock priced at $30 per share. For options orders, an options regulatory fee per contract may apply.

*INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT · NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

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