Chase - You Invest

Chase - You Invest

Robo Advisor

You Invest Portfolios are designed and managed with the expertise and technology of J.P. Morgan so you can invest online with more confidence and ease.

Investment risk

Low

Min investment

$500

Target return

7% - 10%

Fees

0.35%

Overview

Keep more of your money invested in your goals. Explore online investing with J.P. Morgan—whether you want to trade on your own or leave it up to their robo-advisor. With J.P. Morgan Self-Directed Investing, make unlimited $0 online trades securely through the Chase Mobile® app or at Chase.com. With J.P. Morgan Automated Investing, you get professionally designed, low-cost portfolios, dynamically adjusted with their technology.

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Manage your Chase - You Invest account and thousands of other platforms with MoneyMade Portfolio!

Why Invest

  • Create and manage your own portfolio.
  • Have Chase professionals manage your portfolio.
  • Start investing for your future with confidence from J.P. Morgan.

How you make money

Stock price appreciation + dividends. For reference: according to historical records, the average annual return from the S&P Index since its inception in 1926 through 2018 is approximately 10%–11%. The average annual return since adopting 500 stocks into the index in 1957 through 2018 is roughly 8%. Adjusted for inflation, the historical average annual return is around 7%. However, it's important to note that each Robo has their own investment strategy that can influence returns.

How Chase - You Invest makes money

You Invest Portfolios charges a fee of 0.35% to the account balance per year.

Is it Safe?

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

Things to know

  • You make money onValue + Dividends
  • Fees0.35%
  • Payout frequencyMonthly
  • Term of investmentZero
  • LiquidityEasy
  • Open toAll Investors

Company

  • Country availabilityUS only
  • Assets under management$2600B
  • Established2019
  • Mobile ApplicationIOS, Android

Investment Return Calculator

Calculate your estimated return to reach your investment goals.

$
%
years
$
Frequency
Monthly

Invested

$7,000

Projected fees

$95.04

Projected return

$1,681.50

Value after fees

$8,681.5

Any references to past performance, regarding financial markets or otherwise, do not indicate or guarantee future results.

Forward-looking statements, including without limitations investment outcomes and projections, are hypothetical and educational in nature. The results of any hypothetical projections can and may differ from actual investment results had the strategies been deployed in actual securities accounts.

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