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Chase You Invest Fees Schedule and Brokerage Trading Commissions (2020)


JP Morgan Chase 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.



Chase You Invest Trade Account Commissions Structure


InvestmentsCommissions
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
Chase You Invest Trade 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) $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 Transfe $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 Transfe Charged as incurred from agent bank
Estate Valuation Requests $25 per request + $5 per position — Up to a maximum charge of $200


Chase You Invest Trade Annual Fee


JP Morgan Chase You Invest Trade 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.


Chase You Invest Trade Inactivity and Maintenance Fee


JP Morgan Chase You Invest Trade does not charge account inactivity and maintenance fees.


Chase You Brokerage 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


Chase Brokerage Rating

Read full Chase You Invest Trade Review.

Chase You Invest Trade account fees are as of 2020 and are subject to change. For the most recent information on JP Morgan Chase You Invest Trade account fees visit to their website:


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