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TradeStationJ.P. Morgan Self-Directed Investing Review
Written by Blain Reinkensmeyer, Chris McKhann
Edited by Carolyn Kimball
Fact-checked by Sam Levine
Published January 10, 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.
-
Minimum Deposit:
$0.00 -
Stock Trades:
$0.00 -
Options (Per Contract):
$0.65
J.P. Morgan Self-Directed Investing pros & cons
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.
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
|
| Overall | |
| Investment Options | |
| Commissions & Fees | |
| Mobile Trading Apps | |
| Platforms & Tools | |
| Research | |
| Customer Service | N/A |
| Education | |
| Ease Of Use |
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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Show all2022 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
|
| Minimum Deposit | $0.00 |
| Stock Trades | $0.00 |
| Mutual Fund Trade Fee | $0.00 |
| Options (Base Fee) | $0.00 |
| Options (Per Contract) | $0.65 |
| Futures (Per Contract) | N/A |
| Broker Assisted Trade Fee | $25.00 |
Account fees
| Feature |
J.P. Morgan Self-Directed Investing
|
| IRA Annual Fee | $0.00 |
| IRA Closure Fee | $75.00 |
| Account Transfer Out (Partial) | $75.00 |
| 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
|
| Margin Rate Under $24,999.99 | N/A |
| Margin Rate $25,000.00 to $49,999.99 | N/A |
| Margin Rate $50,000.00 to $99,999.99 | N/A |
| Margin Rate $100,000.00 to $249,999.99 | N/A |
| Margin Rate $250,000.00 to $499,999.99 | N/A |
| Margin Rate $500,000.00 to $999,999.99 | N/A |
| Margin Rate Above $1,000,000.00 | N/A |
Investment options
| Feature |
J.P. Morgan Self-Directed Investing
|
| Stock 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 |
Order types
| Feature |
J.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
|
| 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 (Archived) | No |
| Progress Tracking | Yes |
| Interactive Learning - Quizzes | Yes |
Stock trading apps
| Feature |
J.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
|
| 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
|
| 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
|
| Desktop Trading Platform | 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
|
| Charting - Adjust Trades on Chart | No |
| Charting - Indicators / Studies | 35 |
| 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 |
Day trading features
| Feature |
J.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
|
| Research - Stocks | Yes |
| Research - ETFs | Yes |
| Research - Mutual Funds | Yes |
| Research - Pink Sheets / OTCBB | No |
| 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
|
| Stock Research - PDF Reports | 2 |
| Stock Research - Earnings | No |
| 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
|
| 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 |
Mutual fund research features
| Feature |
J.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 | No |
| 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 |
Options trading overview
| Feature |
J.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 |
Banking features
| Feature |
J.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
|
| 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 | No |
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About the Author
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 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 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.
Sam Levine is a longtime writer, investor and educator with nearly three decades of experience in the investing industry. His specialty is making even the most complicated investing concepts easy to understand for beginning and intermediate investors. He holds two of the most widely recognized certifications in the investment management industry, the Chartered Financial Analyst and the Chartered Market Technician designations. Previously, he was a contributing editor at BetterInvesting Magazine and a contributor to The Penny Hoarder and other media outlets.