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eToroJ.P. Morgan Self-Directed Investing Review
Written by Sam Levine, CFA, CMT, Blain Reinkensmeyer
Edited by Carolyn Kimball
Fact-checked by Steven Hatzakis
J.P. Morgan Self-Directed Investing, previously known as Chase You Invest, 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 such as Charles Schwab, TD Ameritrade, Fidelity and E*TRADE.
-
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 2023.
- There are several multi-account benefits, including instant transfers, universal log-in and access to high-quality proprietary J.P. Morgan research.
- The mobile app provides clean access to investing, education and market news.
Cons
- The J.P. Morgan platforms are very basic. Serious investors and traders will find better matches at investing-focused firms.
- Educational content is excellent but is hard to browse.
- Navigation on the website can be frustrating.
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.
Does J.P. Morgan charge investing fees?
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 options trade and $0.65 per contract, also around the industry norm.
Does J.P. Morgan have a trading platform?
J.P. Morgan does not make a desktop trading platform available to retail investors, and the limited features on its website and mobile app will frustrate active traders. See our Best Trading Platforms 2023 guide for our picks of online brokers with the best platforms.
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.
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. Here’s a fun fact: J.P. Morgan Chase is the sum of 1,200 predecessor companies. 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 all2023 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 13th Annual Review published in January 2023, a total of 3,332 data points were collected over three months and used to score 17 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 2023 results
For the StockBrokers.com 2023 Review, all U.S. equity brokers we reviewed were assessed on 196 different variables across eight areas: Commissions & Fees, Investment Options, Platforms & Tools, Research, Mobile Trading, Education, Ease of Use, and Overall.
StockBrokers.com also presented “Best in Class” awards to brokers for additional categories Beginners, Options Trading, Futures Trading, Active Trading, IRA Accounts, Investor Community, Penny Stock Trading, Banking Services and Customer Service. A “Best in Class” designation means finishing in the top five brokers for that category.
For more information, see how we test.
Primary categories
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J.P. Morgan Self-Directed Investing
|
Overall | Commissions & Fees | Research | Platforms & Tools | Mobile Trading Apps | Investment Options | Education | Ease of Use |
| Rating |
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| Rank #1 | ||||||||
| Streak #1 | ||||||||
| Best in Class | ||||||||
| Best in Class Streak |
Secondary categories
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J.P. Morgan Self-Directed Investing
|
Active Trading | Banking Services | Beginners | Customer Service | Futures Trading | Investor Community | IRA Accounts | Options Trading | Penny Stocks |
| Rank #1 | |||||||||
| Streak #1 | |||||||||
| Best in Class | |||||||||
| Best in Class Streak | 2 |
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 |
| 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
|
| 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
|
| Margin Rate Under $25,000 | 11.00% |
| Margin Rate $25,000 to $49,999.99 | 10.75% |
| Margin Rate $50,000 to $99,999.99 | 10.25% |
| Margin Rate $100,000 to $249,999.99 | 10.00% |
| Margin Rate $250,000 to $499,999.99 | 10.00% |
| Margin Rate $500,000 to $999,999.99 | 9.25% |
| Margin Rate Above $1,000,000 | 8.75% |
Investment options
| Feature |
J.P. Morgan Self-Directed Investing
|
| Stock Trading | Yes |
| Margin Trading | Yes |
| Fractional Shares | No |
| OTC Stocks | 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 | Yes |
| Webinars (Archived) | No |
| Progress Tracking | No |
| Interactive Learning - Quizzes | No |
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
|
| 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
|
| 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 |
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 | 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
|
| 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
|
| 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 | 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 |
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 | Yes |
Compare J.P. Morgan Self-Directed Investing
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About the Editorial Team
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.
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.
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 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.