JP Morgan investing fees J.P. Morgan Chase Brokerage Rating

JP Morgan Brokerage Account Fees (2024)


JP Morgan Self-Directed Investing (aka JPM, Chase brokerage) account fees schedule, commissions, stock trading cost, annual and inactivity charges, and cash sweep rates.


JP Morgan Brokerage Account Commissions


InvestmentsCommissions
Stocks and ETFs $0
Options $0.65 per contract
Mutual funds $0
U.S. treasury bills, notes and bonds $0
New Issues (corporate bonds, municipal bonds, government agency bonds, brokered CDS) $0
Secondary Markets (corporate bonds, municipal bonds, government agency bonds, brokered CDS) $10.00 / Trade + $1.00 / Bond Over
10 Bonds ($250 Maximum)

Investments stocks, mutual funds, options, 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 accounts are not offered at Chase's JP Morgan Self Directed Investing.


JP Morgan Chase Additional Fees


Automated Customer Account Transfer (ACAT) $75
Retirement Brokerage Account Termination $75 Applies when all assets are distributed or transferred out of the account.
Overnight/Express Mail $10 per item
Wire Transfer $25 per wire – This fee does not apply to internal wire transfer
Late Payment/Cash Due Interest PRIME + 4.75%
Pre-payment advance before trade settles PRIME + 4.75%
Stop Payments $30 per item
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
Legal Transfers $25 per certificate
Safekeeping $10 per position, per month


JP Morgan Chase Annual Fee


JP 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. There are no monthly account charges.

An optional and separate JP Morgan Automated Investing account has an annual management fee of 0.35% of the entire balance.


Cost Comparison


Broker Fees Stock/ETF
Commission
Mutual Fund
Commission
Options
Commission
Maintenance
Fee
Annual IRA
Fee
Charles Schwab $0 $49.95 ($0 to sell) $0.65 per contract $0 $0
Robinhood $0 na $0 per contract $0 $0
Firstrade $0 $0 $0 per contract $0 $0
Chase $0 $0 $0.65 per contract $0 $0



Services Comparison


Broker Review Cost Investment Products Trading Tools Customer Service Research Overall Rating
Charles Schwab
Robinhood
Firstrade
Chase



JP Morgan Chase Inactivity and Maintenance Fee


JP Morgan Self-Directed Investing does not charge account inactivity and maintenance fees (except for the JP Morgan Automated Investing fee mentioned above).


JP Morgan Investing Commissions


About the Author
Arthur Chachuna is a professional personal finance blogger, and the owner of Brokerage-Review.com. He has been an avid investor for 25 years, and has a background in both applied math and programming.