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Invest for the future.
On your terms.

Together, we can help define your priorities for today and help you build a better tomorrow for you and your family.

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Invest on your own

Build your investment portfolio on your own with unlimited $0 commission online trades.Footnote1Opens overlay

 

 

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Learn about Self-Directed Investing

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

 

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Why invest with us?

Trusted guidance

Get access to market research and the collective expertise of our specialists, backed by the strength and security of a global investing leader.

Human connection

Partner with experienced advisors and get ongoing guidance via phone, video, or in-person at your local Chase branch or J.P. Morgan office.

Invest your way

Whether you’re new to investing or have years of experience, we offer a range of services to support you as your financial needs evolve over time.

All-in-one access

Manage, move, and transfer funds between your J.P. Morgan investment and Chase banking accounts in the Chase Mobile® app or at chase.com.

Unlimited commission-free online trades

When you open and fund a J.P. Morgan Self-Directed Investing accountFootnote2Opens overlay (retirement or general investing) with qualifying new money by 10/11/2024. Options contract and other fees may apply.

Learn more, about unlimited commission-free online trades
get up to $700

Not sure how you want to invest?

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Let’s start by asking one question:
What are your goals?

Plan for retirement

Whatever you’re looking forward to—more time for family, travel, or pursuing your passions—we can work together to help you prepare for what comes next.

Learn about retirement planning

Pay for college

From 529 plans to financial aid, we’ll help you understand the saving and investment options for you and your family.

Learn about education planning

Build a lasting legacy

Let’s work together to create a holistic strategy to help you meet your short- and long-term goals, from buying a home to estate planning and philanthropy.

Learn about wealth planning

Meet Wealth Plan

Our award-winningFootnote4Opens overlay J.P. Morgan Wealth Plan℠Footnote5Opens overlay makes it easy to set and track your financial goals and offers personalized insights to guide you, every step of the way.

Learn more, about Wealth PlanSign into Wealth Plan

Sharpen your knowledge with the latest news and market commentary

Tap into the latest news and subscribe for market commentary and analysis from J.P. Morgan specialists to help you plan your investment strategy and learn about opportunities.

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Ready to start investing?

Open an account online to start investing on your own, or contact us to work with our advisors to build a personalized financial plan.

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Footnote1

Commission-free online trades apply to trading in U.S.-listed stocks, exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65 per-contract fee. Sales are subject to a regulatory transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning certain investments, including mutual funds and ETFs. Offer terms and pricing are subject to change and/or termination. Other fees and restrictions (including account types) apply. See chase.com/online-investing-pricing for terms and conditions.

Footnote2

Cash promotion is limited to one per customer and can only be applied to one new J.P. Morgan Self-Directed Investing account (General Investment, Traditional IRA, or Roth IRA). To enroll in the up to $700 offer, you must open an account through this page. This offer does not apply to any account opened with a J.P. Morgan Advisor.

To receive the cash bonus:

  1. Customers must open and fund a new J.P. Morgan Self-Directed Investing account with new money of $5,000 or more by moving cash, transferring securities, or rolling over existing retirement assets from another institution. Assets from J.P. Morgan Chase & Co. or its affiliates are not eligible. New money must be transferred within 45 days of coupon enrollment date.
  2. At day 45 from coupon enrollment, the bonus tier will be determined in the following manner:
    New money inflows Cash Bonus
    $5,000 to $24,999 $50
    $25,000 to $99,999 $150
    $100,000 to $249,999 $325
    $250,000+ $700

  3. The new money balance must be maintained in the account at 90 days from the coupon enrollment (losses due to trading or market fluctuation will not be taken into account).

Cash bonus will be credited to the account within 15 days of these requirements being met.

You can only participate in one J.P. Morgan Self-Directed Investing new money bonus in a 12 month period from the last bonus coupon enrollment date. Coupon is good for one time use and only one bonus per account. To receive this bonus, the enrolled account must not be closed or restricted at the time of payout. Account types and other restrictions apply. Offer terms are subject to change and/or termination without advance notice. The value of the cash award may be considered income, and we may be required to send you, and file with the IRS, a Form 1099-MISC (“Miscellaneous Information”), or a Form 1042-S (“Foreign Person’s U.S. Source Income Subject to Withholding”) if applicable. You are responsible for any tax liability associated with the award. Please consult your own tax advisor if you have any questions about your personal tax situation.

Footnote3

J.P. Morgan Wealth Management received the highest score in the J.D. Power 2022 and 2023 (among self-directed investors) U.S. Wealth Management Digital Experience Studies, which measures customers’ overall satisfaction with wealth management websites and mobile apps. Visit jdpower.com/awards, Opens overlay for more details.

Footnote4

StockBrokers.com Annual Awards winners (Published 23 January 2024) are selected by StockBrokers.com’s editorial team, who evaluated the nominations based on measurable, data-driven criteria. Companies do not pay a fee to be considered for the awards. Study conducted between [September 2023 – November 2023]. For more information, visit https://www.stockbrokers.com/how-we-test, Opens overlay.

Footnote5

IMPORTANT: The projections or other information generated by Wealth Plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

LEARN MORE, Opens overlay ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.

Images on the page are hypothetical and for informational purposes only. Screen images are simulated.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

Bank deposit accounts, such as checking and savings, may be subject to approval, credit card and home lending products are offered by JP Morgan Chase Bank N.A. Member FDIC.

Chase Mobile® app is available for select mobile devices. Enroll in Chase Online℠ or on the Chase Mobile® app. Message and data rates may apply.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA, opens overlay and SIPC, opens overlay. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

INVESTMENT AND INSURANCE PRODUCTS ARE:

    • NOT FDIC INSURED

 

  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
J.P. Morgan Wealth Management logo, links to Investments

Planning and investments

Whether you choose to work with an advisor and develop a financial strategy or invest online, J.P. Morgan offers insights, expertise and tools to help you reach your goals.

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor virtually or in your Chase branch to build a personalized financial strategy based on what’s important to you, starting with a minimum investment of $25,000.

J.P. Morgan online investing

Easily research, trade and manage your investments online all conveniently on chase.com and on the Chase Mobile® app. J.P Morgan online investing is the easy, smart and low-cost way to invest online. Check here for the latest J.P.Morgan online investing offers, promotions, and coupons.

Investment Tools & Resources

Our calculators are here to help you analyze your numbers and ensure you’re on the path to meeting your financial goals.

Retirement planning

Whether you prefer to independently manage your retirement planning or work with an advisor to create a personalized strategy, we can help. Rollover your account from your previous employer and compare the benefits of Brokerage, Traditional IRA and Roth IRA accounts to decide which is right for you. Planning for retirement can start at any point in your life. Review our retirement guide on getting started, saving, and what to do once you have retired.

Education planning

Funding for education can come from any combination of options and a J.P. Morgan Advisor can help you understand the benefits and disadvantages of each one. Compare among 529 Plans, custodial accounts, financial aid and other education options to help meet your college planning goals.

Wealth Plan

When planning for your future, J.P. Morgan Wealth Plan can help focus your efforts on achieving your financial goals. Through Wealth Plan, you can connect with an advisor to help you create a plan, adjust your financial strategy, and track your progress. 

The Know

Get relevant tips and viewpoints to help you make smart investment decisions, powered by the expertise of J.P.Morgan.