J.P. Morgan Chase Brokerage Rating

J.P. Morgan Chase Fees Schedule and Brokerage Trading Commissions (2022)

J.P. Morgan Self-Directed Investing (aka 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.

J.P. Morgan Chase Commissions Structure

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) $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 $25 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 Investing Fees

J.P. Morgan Chase Review and Website Link

J.P. Morgan Chase Brokerage Rating

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

J.P. Morgan Self-Directed Investing account fees are as of 2022 and are subject to change. For the most recent information on the J.P. Morgan Self-Directed account fees, visit their website:

J.P. Morgan Chase