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Chase You Invest Fees Schedule, Trading Commissions, Brokerage and IRA Account Cost
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.
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Chase You Invest Trade Account Commissions Structure
| Investments | Commissions |
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| Stocks and ETFs | $2.95 ($100 trades at $0 commission for 1 year for anyone opening and funding You Invest Trade account) |
| Options | $2.95 + $0.65 per contract |
| Mutual funds | $0 |
| Bonds | $1 per bond with $10 minimum, $250 maximum |
| 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
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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 Transfe
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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 Transfe
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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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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 Fees Fine Print
Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 principal. 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. 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
Client Services
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; they 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 individual redeemed from the fund. Foreign equity transactions are subject to a commission
of 0.20% of the principal amount of the shares purchased or sold.
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Ameritrade bonus
$0 commission brokers
The first 100 trades are commission-free following account opening (or offer registration); commission-free trades may not be allocated
between accounts and must be used within one year. Chase Premier Plus Checking
SM
customers qualify for 100 commission-free trades
annually. Chase Sapphire
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Banking, Chase Private Client (“CPC”), J.P. Morgan Securities line of business (“JPMS”), and J.P. Morgan Private
Bank (“JPMPB”) customers qualify for $0 commissions on all online U.S. stock and ETF trades. With the exception of JPMS and JPMPB clients,
commission-free trades are limited to two retirement and two non-retirement accounts per customer. Joint accounts are treated as an
account of the primary account holder.
JP Morgan Chase Review and Website Link
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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