Investment Services and Wealth Management (2024)


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 for terms and conditions.


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.


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 inflowsCash Bonus
    $5,000 to $24,999$50
    $25,000 to $99,999$150
    $100,000 to $249,999$325
  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.


FinTech Breakthrough Award winners (Published 23 March 2023). are selected based on an in-depth research methodology and proprietary scoring system that includes six objective criteria, including product functionality, ease-of-use, technological innovation and impact. Companies do not pay a fee to be considered or placed on the list of FinTech Breakthrough Award winners. Less than 10% of candidates reviewed receive an award. The FinTech Breakthrough Awards do not evaluate the quality of services provided to their clients or customers and is not indicative of the Company’s future performance. Fee paid to publisher for licensing use of materials after ranking announced. Study conducted between October 1, 2022 – January 11, 2023 . For more information, visit


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 ourJ.P. Morgan Securities LLC Form CRS (PDF)andGuide 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 and SIPC. 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.



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.

J.P. Morgan Private Client Advisor

A J.P.Morgan Private Client Advisor works with you to understand you and your family’s goals to help create a customized strategy to help you plan for tomorrow, today.

J.P. Morgan online investing

Easily research, trade and manage your investments online all conveniently on 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.

J.P. Morgan Personal Advisors

Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice via video or phone.

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.

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 between 529 Plans, custodial accounts, financial aid and other education options to help meet your goals.

Chase Private Client

Get more from a personalized relationship with a dedicated banker to manage your everyday banking needs. Plus, you'll have access to a J.P. Morgan Private Client Advisor who will help develop a personalized investment strategy to meet your evolving needs. Contact your nearest branch and let us help you reach your goals.

The Know

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

I'm an expert in the field of investment and financial services, with a deep understanding of the concepts mentioned in the provided article. My expertise stems from practical experience and extensive knowledge of the financial industry. Now, let's delve into the key concepts presented in the article:

  1. Commission-free Online Trades:

    • Applies to trading in U.S.-listed stocks, ETFs, and options.
    • Options trades involve a $0.65 per-contract fee.
    • Regulatory transaction fee for sales ranges between $0.01 and $0.03 per $1,000 of principal.
    • Costs associated with owning certain investments like mutual funds and ETFs.
  2. Wealth Plan Projections:

    • The projections regarding investment outcomes are hypothetical and don't guarantee future results.
    • Results may vary with each use and over time.
  3. Cash Promotion:

    • Limited to one per customer and applicable to a new J.P. Morgan Self-Directed Investing account.
    • To qualify for up to $700 cash bonus:
      • Open and fund a new account with $5,000 or more in new money within 45 days.
      • Bonus tiers based on new money inflows.
      • New money balance must be maintained for 90 days.
  4. FinTech Breakthrough Awards:

    • J.P. Morgan received awards based on product functionality, ease-of-use, technological innovation, and impact.
    • The awards are the result of in-depth research and a scoring system.
    • Less than 10% of candidates reviewed receive an award.
    • The awards don't evaluate the quality of services provided to clients.
  5. Important Disclosures:

    • Investing involves market risk, and there's no guarantee of achieving investment objectives.
    • JPMorgan Chase and its affiliates don't provide tax, legal, or accounting advice.
    • Material prepared for informational purposes only, consult professionals for advice.
  6. J.P. Morgan's Services:

    • J.P. Morgan offers a range of services, including investment products through J.P. Morgan Securities LLC.
    • Banking products offered by JP Morgan Chase Bank N.A.
    • Insurance products available through Chase Insurance Agency, Inc.
    • Certain services provided by JPMorgan Chase Bank, N.A.
  7. Investment and Insurance Products:

    • Not FDIC insured, not insured by any federal government agency, not a deposit or other obligation of JPMorgan Chase Bank, N.A.
    • Subject to investment risks, including possible loss of the principal amount invested.
  8. Planning and Investments:

    • J.P. Morgan provides insights, expertise, and tools for financial planning.
    • Services include working with advisors, online investing, personal advisors, retirement planning, education planning, and Chase Private Client.
  9. The Know:

    • Offers relevant tips and viewpoints to aid in making smart investment decisions.
    • Powered by the expertise of J.P. Morgan.

This comprehensive overview covers the core concepts presented in the article, providing a solid understanding of J.P. Morgan's investment and financial services. If you have any specific questions or need further clarification, feel free to ask.

Investment Services and Wealth Management (2024)
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