Self-Directed Investing by J.P. Morgan
Commission Schedule
For additional information about Self-Directed Investing commissions, find more details here.
Options4
Online
$0/trade
+ $0.65/contract
representative-assisted
$25/trade
+ $0.65/contract
$0/exercise or assignment (either early or automatic)
Mutual Funds5
Online
$0/transaction
representative-assisted
$20/transaction
See prospectus for details. Short-term redemption fees may apply.
U.S. Treasury Bills, Notes and Bonds6
(Including Auctions and Secondary)
Online
$0
representative-assisted
$20
New Issues7
Corporate bonds, municipal bonds, government agency bonds, brokered CDs
Online
$0 (selling concession included in price)
representative-assisted
$0 (selling concession included in price)
Secondary Market8
Corporate bonds, municipal bonds, government agency bonds, brokered CDs
Online
$10/trade + $1/bond over 10 bonds ($250 maximum)
representative-assisted
$30/trade + $1/bond over 10 bonds ($270 maximum)
Account Fees
For additional information about Self-Directed Investing account fees, find more details here.
Brokerage account transfer $75 – applies when any securities are transferred out of the account
Retirement brokerage account termination $75 – applies when all assets are distributed or transferred out of the account
Wire transfer $25 – this fee does not apply to internal wire transfers
Legal transfers $25 per certificate. Does not apply to Managed Accounts.
Late Payment/Cash Due Interest JPMS Base Lending Rate + 2.5%
Foreign security surcharge and transfer Charged as incurred from agent banks. Does not apply to Managed Accounts.
Overnight/Express mail $10 per item
Check returns $12 per check
Safekeeping $10 per position, per month. Does not apply to Managed Accounts.
Stop payment $30 per item
Pre-payment advance before trade settles Margin interest
Alternative investment fees $250 per investment per year. Does not apply to Managed Accounts.
Compare account types.
Want to see all the details? Read our full plan comparison.
Individual taxable account
General Investment
This is a standard individual or joint investment account.
Consider this if...
You want the flexibility to invest as much as you want — and withdraw your money at any time.
$0 Minimum
Retirement account
Traditional IRA
You can contribute funds that may be tax-deductible9, and plan to pay taxes on your withdrawals in retirement.
Consider this if...
You think your tax rate will be lower once you reach retirement.
$0 Minimum
Still have questions?
.....................
.....................
.....................
You can open a J.P. Morgan Self-Directed Investing account and start trading with as little as $1. Apply now.
To open a J.P. Morgan Automated Investing account, you need to deposit at least $500 so we can create a diversified portfolio that fits your goals. Apply now.
..............................