J.P. Morgan Chase Fees Schedule and Brokerage Trading Commissions (2021)

J.P. Morgan Self-Directed Investing (aka You Invest Trade) account fees schedule, commissions, broker stock trading cost, margin rates, annual and inactivity charges, online investing account pricing, and cash sweep rates.

J.P. Morgan Chase Commissions Structure

Investments	Commissions
Stocks and ETFs	$0
Options	$0.65 per contract
Mutual funds	$0
Bonds	$0
Treasuries	commission-free
Futures	not offered

Investments	stocks, mutual funds, bonds, ETFs
J.P. Morgan Chase minimum deposit to open account	$0 for cash account, margin accounts are not offered

JP Morgan Chase Margin Rates

At this time margin investing is not offered at JP Morgan Chase bank. See .

JP Morgan Chase Additional Fees

Automated Customer Account Transfer (ACAT)	$75
Retirement Brokerage Account Termination (IRAs and SEPs)	$75 Applies when all assets are distributed or transferred out of the account.
Overnight/Express Mail	$10 per item
Mailgram	$5 per mailgram
Wire Transfer	$30 per wire – This fee does not apply to internal wire transfer
Margin Extensions	$30 per extension
Late Payment/Cash Due Interest	JPMS Base Lending Rate + 2.5%
Stop Payments	$34 per item
Statement Copies	$6 per statement
Check Returns	$12 per check
Administration of ALTERNATIVE INVESTMENT FEES (includes limited partnerships, private equity funds, hedge funds, REITs, etc.)	$250 per investment per year
Re-register Shares at Transfer Agen	$50 per issue
Legal Return	$25 per certificate
Legal Transfers	$25 per certificate
Reorganizations	$20 per event, mandatory or voluntar
Safekeeping	$4 per position, per month
Foreign Security Surcharge	Charged as incurred from agent banks
Foreign Security Transfer	Charged as incurred from agent bank
Estate Valuation Requests	$25 per request + $5 per position — Up to a maximum charge of $200

J.P. Morgan Chase Annual Fee

J.P. Morgan Self-Directed Investing does not charge an annual fee for regular brokerage individual or joint taxable accounts. Chase brokerage also does not have an annual IRA fee (except for $25 annual SIMPLE IRA fee). There are no monthly account charges.

J.P. Morgan Chase Inactivity and Maintenance Fee

J.P. Morgan Self-Directed Investing does not charge account inactivity and maintenance fees.

J.P. Morgan Chase You Brokerage Fees

JP Morgan Chase Review and Website Link

Read full J.P. Morgan Self-Directed Investing Review.

J.P. Morgan Self-Directed Investing account fees are as of 2021 and are subject to change. For the most recent information on J.P. Morgan Self-Directed account fees visit to their website: