Chase - You Invest
Robo Advisor
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.
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.
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Invested
$7,000
Projected fees
$95.04
Projected return
$1,681.50
Value after fees
$8,681.5
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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