J.P. Morgan Promotion
Webull Promotion
Chase Brokerage Promotion Details
If you’ve been considering a new brokerage account, this may be a good opportunity. J.P. Morgan
Investing is offering up to a $1,000 cash bonus for opening a new account with qualifying new money.
This Chase offer can be a strong deal for eligible investors. Here are the main rules:
Open a new investment account with a cash deposit or account transfer of at least $5,000 and receive $50.
Deposit at least $25,000 and receive a $150 cash bonus.
A deposit or transfer at J.P. Morgan of $100,000 earns a $325 bonus.
And a deposit or transfer of $250,000 or more qualifies for the top reward in this Chase brokerage
promotion offer: $1,000.
Although a quarter of a million dollars may seem like a large amount, J.P. Morgan Investing will count an eligible 401k rollover or account transfer toward the required funding. Here’s the rest of the fine print:
The deposit or transfer must come from outside J.P. Morgan Chase & Co. and its affiliates. This includes Chase Bank, so a transfer from a Chase savings or checking account will not qualify for the promotion.
In addition to a cash deposit, a securities transfer can also be used to meet the required funding tier.
New funds must be received within 45 days of account opening.
The new account must be opened through J.P. Morgan Investing’s promo page. If the account is opened through an advisor, it will not qualify.
New funds must remain in the J.P. Morgan brokerage account for at least 90 days from enrollment.
The cash bonus will be deposited into the new brokerage account within 15 days after the 90-day requirement has been satisfied.
J.P. Morgan Self-Directed Investing accounts are eligible for the cash bonus. These include
IRAs (Roth and Traditional) and joint and individual taxable accounts.
Only one J.P. Morgan Self-Directed Investing new money bonus is allowed every 12 months from the last bonus coupon enrollment date.
Any cash prize received by U.S. citizens will be reported to the IRS on Form 1099-MISC. Bummer. Even foreigners get reported on Form 1042-S.
Reasons to Open a Chase Investing Account
Chase Investing offers several useful benefits for self-directed traders. These include an easy-to-use website and mobile app, both of which can connect with other J.P. Morgan financial accounts, such as Chase Bank deposit accounts.
Self-directed customers can also use Portfolio Builder. This web-based tool helps customers build diversified baskets of low-cost ETFs. It is a useful way to get some additional guidance while still using a self-directed account. There is a $2,500 account minimum to use the tool.
For traders who do not need extra help, a Chase brokerage account offers $0 commissions on stock and ETF trades. Options cost 65¢ per contract. The broker-dealer provides access to thousands of mutual funds, with $0 online mutual fund transactions.
Updated on 9/1/2026.
I work in investment analytics and have been investing in the market since I was in high school. I enjoy anything that involves lots of strategy (i.e. a good game of chess), which is why I was naturally drawn to investing and researching companies. Outside of investing, I’m a big fan of the outdoors. In summer, you’re most likely to find me kayaking, camping, and hiking in the mountains.
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