J.P. Morgan

J.P. Morgan

J.P. Morgan

J.P. Morgan

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

Join investors

Highlights

-0.87%

Asset Class Return30d

#40 Rank

In Robo Advisor30d

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Invest from

$500

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.

Things to Know

  • You make money on

    Value + Dividends

  • Fees

    0.35%

  • Min Investment

    $500

  • Payout frequency

    Monthly

  • Term of investment

    Zero

  • Target Return

    7% - 10%

  • Liquidity

    Easy

  • Open to

    All Investors

  • Mobile Application

    iOS, Android

Top Perks

  • 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 J.P. Morgan makes money

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

Is it safe?

J.P. Morgan Chase is the largest bank in the US, with just under $3 trillion in assets worldwide. The bank has been around for over 200 years and counts over 62 million American households as customers.

 

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.

  • Established

    2019

  • Country Available

    Worldwide

  • Assets Managed

    $2.6T

How You’re Taxed

Capital Gains

Capital Gains

As with any stock realized stock gains, investors are subject to capital gains tax. If gains are realized within one year, you are taxed at your income tax rate. If gains are realized after one year, you are subject to a long-term capital gains tax of 0% to 20%. A common service that some robo-advisors offer through their systems is automatic tax-loss harvesting. Tax-loss harvesting is a deliberate strategy whereby any loss from the sale of a security in a taxable account is used to offset a capital gain or taxable income, thereby reducing the tax paid.

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