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J.P. Morgan Assets Under Management in 2026
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J.P. Morgan Overview
JPMorgan Chase & Co. is a massive financial company with business lines that span multiple sectors and
regions around the world. If you’re trying to understand the scale of this organization, here is a quick
breakdown of where the money sits and how the firm is structured.
The Holding Company
JPMorgan Chase & Co. is a financial services holding company. It operates major consumer banking through
Chase, and it also runs wealth and investment businesses through J.P. Morgan. Its brokerage and advisory
offerings are generally provided through J.P. Morgan Wealth Management and its broker-dealer, J.P. Morgan Securities LLC, while investment management is handled through J.P. Morgan Asset Management.
J.P. Morgan Assets Under Management
J.P. Morgan has $4.3 trillion in assets under management.
Assets under management refers to assets that are managed by the firm (typically in advisory programs, managed portfolios, and investment products), which is different from broader “client assets” that may simply be held or serviced.
J.P. Morgan Review
Continue to J.P. Morgan Investing Review »
Understanding Client Assets at J.P. Morgan
Client assets generally refer to all assets—cash and securities—held in customer accounts. These assets legally belong
to the customer, not to J.P. Morgan, although the firm can earn revenue from account activity and from certain services connected to the assets.
For example, some mutual funds may compensate brokerage firms through built-in fund expenses or servicing arrangements. J.P. Morgan Investing can also earn revenue from stock, ETF, bond, and option trades, as well as from other account-related services. In addition, uninvested cash may be placed into a cash program that can generate revenue for the firm (for example, through interest spreads), depending on the account type and program terms.
J.P. Morgan Investing Account
Chase Bank is part of JPMorgan Chase & Co., and J.P. Morgan’s brokerage services are generally offered through J.P. Morgan Wealth Management and J.P. Morgan Securities LLC. Depending on the program, clients can use self-directed brokerage for do-it-yourself trading, or they can choose advisory solutions that include investment guidance. Advice may be delivered in different ways depending on the service selected, including non-discretionary arrangements where clients receive recommendations but maintain decision-making authority, and discretionary arrangements where the portfolio is managed on the client’s behalf.
J.P. Morgan offers an online self-directed brokerage service, and it also provides other
services that many investors may find useful. Examples include planning tools and guidance for education funding, retirement preparation, and transferring assets to heirs.
Free Mutual Fund Trades
Online mutual fund transactions are typically $0 at J.P. Morgan’s self-directed platform, though certain transactions (such as broker-assisted trades) may carry a fee. Also remember that most mutual funds include ongoing expenses (expense ratios), and some funds may have sales loads or other costs depending on the specific fund.
General Overview of Chase Brokerage Accounts
Chase offers brokerage accounts with a pricing structure that many investors find competitive. The platform includes articles and learning materials that can help investors at different experience levels improve their understanding of markets and the economy. A J.P. Morgan Self-Directed Investing account is designed to support a range of investing styles, from self-directed trading to guided and advisory approaches, depending on which service level the client chooses.
Portfolio Builder
Portfolio Builder is a digital tool that can help investors explore portfolio ideas based on goals and risk preferences. It asks questions to build a basic profile and can be used to evaluate potential allocations and diversification. Availability, features, and any minimum-balance requirements can vary by account type and may change over time, so investors should review the current terms inside their account experience before relying on a specific minimum or feature set.
Updated on 5/5/2026.
Chad Morris is a financial writer with more than 20 years experience
as both an English teacher and an avid trader. When he isn’t writing
expert content for Brokerage-Review.com, Chad can usually be found
managing his portfolio or building a new home computer.
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