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Chase You Invest Fees Schedule, Trading Commissions, Brokerage and IRA Account Cost


2019 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 $2.95 ($100 trades at $0 commission for 1 year for anyone opening and funding a You Invest Trade account)
Options not offered
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


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 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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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 SM 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


Chase Brokerage Rating

Read full Chase You Invest Trade Review.

Chase You Invest Trade account fees are as of 2019 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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