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J.P. Morgan Self-Directed Investing Review

Blain Reinkensmeyer

Written by Blain Reinkensmeyer, Chris McKhann
Edited by Carolyn Kimball
Fact-checked by Steven Hatzakis

September 28, 2022

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.

J.P. Morgan Self-Directed Investing
4 Stars Overall
  • Minimum Deposit: $0.00
  • Stock Trades: $0.00
  • Options (Per Contract): $0.65
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Get up to $625 when you open and fund

J.P. Morgan Self-Directed Investing pros & cons

thumb_up_off_alt Pros

  • J.P. Morgan Self-Directed Investing is a convenient way for Chase Bank customers to invest in stocks, ETFs, options, bonds and mutual funds, and the firm placed among our best brokers for banking services for 2022.
  • There are a number of multi-account benefits, including instant transfers, universal log-in and $0 stock and ETF trades.
  • The mobile app provides clean access to investing as well as education and market news.

thumb_down_off_alt Cons

  • The platform and tools, including the app, are very basic.
  • Education is limited in scope and delivery.
  • Navigation, both on the website and mobile, is not as clean and clear as it should be. Serious investors and traders will find a better match at stand-alone brokers like TD Ameritrade, E*TRADE and Fidelity.

Overall summary

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Overall 4 Stars
Investment Options 4 Stars
Commissions & Fees 4.5 Stars
Mobile Trading Apps 3.5 Stars
Platforms & Tools 2 Stars
Research 3.5 Stars
Customer Service N/A
Education 3.5 Stars
Ease Of Use 4 Stars

J.P. Morgan Self-Directed Investing Trading Platform Screenshots

Website:

Mobile app:

How much money do you need to invest with J.P. Morgan?

There is no minimum deposit required for a basic account at J.P. Morgan Self-Directed Investing. For access to Automated Investing, its robo-advisor service, a minimum deposit of $500 is required.

Is J.P. Morgan Chase a good investment company?

J.P. Morgan Chase is a great company that will be a good fit for certain investors. The platform is a convenient way for Chase Bank customers to invest and do some casual trading. Those looking to do more, however, may find it lacking compared to top-ranked brokers.

How much does J.P. Morgan charge per trade?

J.P. Morgan charges $0 for stock and ETF trades, which is the industry norm at this point. For options, the broker charges $0 per trade and $0.65 per contract.

About J.P. Morgan Self-Directed Investing

J.P. Morgan Chase & Co., headquartered in New York City, is the parent company of the Chase Bank and J.P. Morgan brands, which merged in 2000. The investment and banking services firm’s origins date to 1799. Today, the company manages over $2.6 trillion in client assets and is the largest bank in the United States.

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2022 Review Methodology

Our mission at StockBrokers.com is simple: provide thorough and unbiased reviews of online brokers, based on an extraordinary level of hands-on testing and data collection. Our ratings and awards are based on this data and our experts’ deep authority in the field; brokers cannot pay for preferential treatment. Here’s more about trustworthiness at StockBrokers.com.

For the StockBrokers.com 12th Annual Review published in January 2022, a total of 3,075 data points were collected over three months and used to score 15 top brokers. This makes StockBrokers.com home to the largest independent database on the web covering the online broker industry.

As part of our annual review process, all brokers had the opportunity to provide updates and key milestones and complete an in-depth data profile, which we hand-checked for accuracy. Brokers also were offered the opportunity to provide executive time for an annual update meeting.

Our rigorous data validation process yields an error rate of less than .001% each year, providing site visitors quality data they can trust. Learn more about how we test.

J.P. Morgan Self-Directed Investing fees and features data

The data collection efforts at StockBrokers.com are unmatched in the industry. The following tables show a deeper dive into the offerings available at this broker. You can also compare its offerings side-by-side with those of other brokers using our Comparison Tool.

In addition to meticulous annual data collection by our in-house analyst, every broker that participates in our review is afforded the opportunity to complete an in-depth data profile. We then audit each data point to ensure its accuracy.

Trading fees

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Minimum Deposit $0.00
Stock Trades $0.00
Mutual Fund Trade Fee $0
Options (Base Fee) $0.00
Options (Per Contract) $0.65
Futures (Per Contract) N/A
Broker Assisted Trade Fee Varies

Account fees

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
IRA Annual Fee $0.00
IRA Closure Fee $75.00
Account Transfer Out (Partial) $0.00
Account Transfer Out (Full) $75.00
Options Exercise Fee $0.00
Options Assignment Fee $0.00

Margin rates

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Margin Rate Under $24,999.99 11.00%
Margin Rate $25,000.00 to $49,999.99 10.75%
Margin Rate $50,000.00 to $99,999.99 10.25%
Margin Rate $100,000.00 to $249,999.99 10.00%
Margin Rate $250,000.00 to $499,999.99 10.00%
Margin Rate $500,000.00 to $999,999.99 9.25%
Margin Rate Above $1,000,000.00 8.75%

Investment options

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Stock Trading Yes
Margin Trading Yes
Fractional Shares No
OTCBB / Pink Sheets Yes
Options Trading Yes
Complex Options Max Legs 1
Futures Trading No
Forex Trading No
Crypto Trading No
Crypto Trading - Total Coins 0
Mutual Funds (No Load) 3500
Mutual Funds (Total) 3500
Bonds (US Treasury) Yes
Bonds (Corporate) Yes
Bonds (Municipal) Yes
Advisor Services Yes
International Countries (Stocks) 0
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Order types

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Order Type - Market Yes
Order Type - Limit Yes
Order Type - After Hours No
Order Type - Stop Yes
Order Type - Trailing Stop No
Order Type - OCO No
Order Type - OTO No
Order Type - Broker Assisted Yes

Beginners

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Education (Stocks) Yes
Education (ETFs) Yes
Education (Options) Yes
Education (Mutual Funds) Yes
Education (Bonds) Yes
Education (Retirement) Yes
Retirement Calculator Yes
Investor Dictionary No
Paper Trading No
Videos Yes
Webinars Yes
Webinars (Archived) No
Progress Tracking No
Interactive Learning - Quizzes No
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Stock trading apps

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
iPhone App Yes
Android App Yes
Apple Watch App No
Trading - Stocks Yes
Trading - After-Hours No
Trading - Simple Options Yes
Trading - Complex Options No
Order Ticket RT Quotes Yes
Order Ticket SRT Quotes No

Stock app features

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Market Movers (Top Gainers) Yes
Stream Live TV No
Videos on Demand No
Stock Alerts No
Option Chains Viewable Yes
Watch List (Real-time) Yes
Watch List (Streaming) No
Watch Lists - Create & Manage Yes
Watch Lists - Column Customization No
Watch Lists - Total Fields 4

Stock app charting

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

Trading platforms overview

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Active Trading Platform N/A
Desktop Trading Platform No
Desktop Platform (Mac) No
Web Trading Platform Yes
Paper Trading No
Trade Journal No
Watch Lists - Total Fields 4

Trading platform stock chart features

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Charting - Adjust Trades on Chart No
Charting - Indicators / Studies 36
Charting - Drawing Tools 10
Charting - Notes No
Charting - Index Overlays Yes
Charting - Historical Trades No
Charting - Corporate Events Yes
Charting - Custom Date Range No
Charting - Custom Time Bars No
Charting - Automated Analysis No
Charting - Save Profiles No
Trade Ideas - Technical Analysis No
Charting - Study Customizations 3
Charting - Custom Studies No
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Day trading features

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Streaming Time & Sales No
Streaming TV No
Direct Market Routing - Stocks No
Ladder Trading No
Trade Hot Keys No
Level 2 Quotes - Stocks No
Trade Ideas - Backtesting No
Trade Ideas - Backtesting Adv No
Short Locator No
Order Liquidity Rebates No

Investment research overview

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

Stock research features

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Stock Research - PDF Reports 2
Stock Research - Earnings Yes
Stock Research - Insiders No
Stock Research - Social No
Stock Research - News Yes
Stock Research - ESG No
Stock Research - SEC Filings No

ETF research features

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
ETFs - Strategy Overview Yes
ETF Fund Facts - Inception Date Yes
ETF Fund Facts - Expense Ratio Yes
ETF Fund Facts - Net Assets Yes
ETF Fund Facts - Total Holdings Yes
ETFs - Top 10 Holdings Yes
ETFs - Sector Exposure Yes
ETFs - Risk Analysis No
ETFs - Ratings Yes
ETFs - Morningstar StyleMap Yes
ETFs - PDF Reports No
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Mutual fund research features

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Mutual Funds - Strategy Overview Yes
Mutual Funds - Performance Chart Yes
Mutual Funds - Performance Analysis Yes
Mutual Funds - Prospectus No
Mutual Funds - 3rd Party Ratings Yes
Mutual Funds - Fees Breakdown Yes
Mutual Funds - Top 10 Holdings Yes
Mutual Funds - Asset Allocation Yes
Mutual Funds - Sector Allocation Yes
Mutual Funds - Country Allocation Yes
Mutual Funds - StyleMap Yes
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Options trading overview

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Option Chains - Basic View Yes
Option Chains - Strategy View No
Option Chains - Streaming No
Option Chains - Total Columns 6
Option Chains - Greeks 0
Option Chains - Quick Analysis No
Option Analysis - P&L Charts No
Option Probability Analysis No
Option Probability Analysis Adv No
Option Positions - Greeks No
Option Positions - Greeks Streaming No
Option Positions - Adv Analysis No
Option Positions - Rolling No
Option Positions - Grouping No
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Banking features

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Bank (Member FDIC) Yes
Checking Accounts Yes
Savings Accounts Yes
Credit Cards Yes
Debit Cards Yes
Mortgage Loans Yes

Customer service options

Feature J.P. Morgan Self-Directed Investing logoJ.P. Morgan Self-Directed Investing
Phone Support (Prospect Customers) No
Phone Support (Current Customers) Yes
Email Support Yes
Live Chat (Prospect Customers) No
Live Chat (Current Customers) No
24/7 Support Yes

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About the Author

Blain Reinkensmeyer
Blain Reinkensmeyer

Blain Reinkensmeyer has 20 years of trading experience with over 2,500 trades placed during that time. He heads research for all U.S.-based brokerages on StockBrokers.com and is respected by executives as the leading expert covering the online broker industry. Blain’s insights have been featured in the New York Times, Wall Street Journal, Forbes, and the Chicago Tribune, among other media outlets.


Chris McKhann
Chris McKhann

Chris McKhann has been in the industry for more than 20 years. He has worked for many of the top names in the online trading space, including TD Ameritrade and optionMONSTER, which later became part of E*TRADE. His work has been cited in the Wall Street Journal, Reuters, the Financial Times, Forbes, CNBC, Nasdaq.com and Nikkei. He has also been an advisor and outside trader for several hedge funds. He was one of the first traders to delve into the VIX tradable products and to write about them (back in 2006). Chris is also an educator who teaches high school statistics, finance and computer science.


Carolyn Kimball
Carolyn Kimball

Carolyn Kimball is managing editor for Reink Media and the lead editor for the StockBrokers.com Annual Review. Carolyn has more than 20 years of writing and editing experience at major media outlets including NerdWallet, the Los Angeles Times and the San Jose Mercury News. She specializes in coverage of personal financial products and services, wielding her editing skills to clarify complex (some might say befuddling) topics to help consumers make informed decisions about their money.


Steven Hatzakis
Steven Hatzakis

Steven Hatzakis is the Global Director of Research for ForexBrokers.com. Steven previously served as an Editor for Finance Magnates, where he authored over 1,000 published articles about the online finance industry. Steven is an active fintech and crypto industry researcher and advises blockchain companies at the board level. Over the past 20 years, Steven has held numerous positions within the international forex markets, from writing to consulting to serving as a registered commodity futures representative.


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