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J.P. Morgan Chase Fees Schedule and Brokerage Trading Commissions (2021)
J.P. Morgan Self-Directed Investing account fees schedule, commissions, broker stock trading cost, margin rates, annual and inactivity charges, online investing account pricing, and cash sweep rates.
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J.P. Morgan Chase Account 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 Best broker margin rates.
JP Morgan Chase Additional Fees
Automated Customer Account Transfer (ACAT)
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$75
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Retirement Brokerage Account Termination
(IRAs and SEPs)
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$75
Applies when all assets are distributed or transferred out of the
account.
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Overnight/Express Mail
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$10
per item
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Mailgram
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$5
per mailgram
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Wire Transfer
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$30
per wire – This fee does not apply to internal wire transfer
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Margin Extensions
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$30
per extension
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Late Payment/Cash Due Interest
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JPMS Base Lending Rate + 2.5%
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Stop Payments
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$34
per item
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Statement Copies
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$6
per statement
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Check Returns
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$12
per check
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Administration of ALTERNATIVE
INVESTMENT FEES
(includes limited
partnerships, private
equity funds, hedge
funds, REITs, etc.)
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$250
per investment per year
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Re-register Shares at Transfer Agen
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$50
per issue
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Legal Return
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$25
per certificate
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Legal Transfers
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$25
per certificate
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Reorganizations
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$20
per event, mandatory or voluntar
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Safekeeping
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$4
per position, per month
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Foreign Security Surcharge
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Charged as incurred from agent banks
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Foreign Security Transfer
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Charged as incurred from agent bank
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Estate Valuation Requests
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$25
per request +
$5
per position — Up to a maximum charge of
$200
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J.P. Morgan Chase Annual Fee
J.P. Morgan Self-Directed Investing does not charge annual fee for regular brokerage individual or joint taxable accounts. Chase brokerage also does not have 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.
Chase Fees Fine Print
Sales of U.S. listed stocks and ETFs are subject to a transaction fee of between $0.01 and $0.03 per
$1,000 principal. Purchases and sales of options are subject to an additional transaction fee of
between $0.02 and $0.05 per options contract. Transaction fees are intended to offset fees charged
by various regulatory bodies and/or exchanges, and change periodically; please refer to your trade
confirmation for the current fee. The amount collected may be more or less than the amount
ultimately paid to the various regulatory bodies and/or exchanges. In the event of the former, no
reimbursement will be distributed back to your account, and, in the event of the latter, there will
be no additional charge made to your account. Foreign equity transactions are subject to a
commission of 0.20% of the principal amount of the shares purchased or sold.
There are costs associated with owning Exchange-Traded Funds (ETFs). Before investing in ETFs, you
should consider the funds’ investment objectives, risks, charges, and expenses. Contact the Client
Service Team for a prospectus or, if available, a summary prospectus containing this information.
Read it carefully. ETFs are subject to market fluctuation and the risks of their underlying
investments. ETFs are also subject to management fees and other expenses. Unlike mutual funds, ETF
shares are bought and sold at market price, which may be higher or lower than their net asset value
(NAV), and are not individually redeemed from the fund.
Commission-free online trades apply to trading U.S. listed stocks, Exchange-Traded Funds (ETFs) and
options. Options trades are subject to a $0.65 per-contract fee.
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Options strategies currently available include: covered calls, cash secured puts, protective puts,
long equity calls and long equity puts. Options trading involves risk; is not suitable for all
investors; and is subject to approval. Before buying and selling options, investors should
understand all of their rights and obligations associated with trading options. For information
about options trading, including the risks, please review the Characteristics and Risks of
Standardized Options.
There are costs associated with owning a mutual fund, such as annual operating fees and expenses.
This and other important information is included in the prospectus, which should be read carefully
before investing. Investors should carefully consider the investment objectives and risks, as well
as charges and expenses of the mutual fund before investing. To obtain a prospectus, call the Client
Service Team or visit the fund company’s website. The prospectus contains this and other information
about the mutual fund. Read the prospectus carefully before investing.
Fixed income includes U.S. Treasury bills, notes and bonds, agency discounts, municipal and
corporate bonds (including zero coupon bonds) and brokered certificates of deposit. Rates are for
U.S. Dollar denominated bonds, additional fees and minimums apply for non-Dollar bond trades.
Foreign bonds are subject to additional costs for foreign currency translation, foreign clearing
charges and safekeeping fees. Treasury auction trades are not available online at this time.
New issues of Corporate, Municipal, and Government Agency bonds are not available online at this
time. 8Secondary market of Government Agency bonds is not available online at this time. Municipal
bonds could include additional mark-up or mark-down if J.P. Morgan or its affiliate is acting as
the market maker on the trade.
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:
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