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.
Highlights
+1.59%
Asset Class Return•30d
#0 Rank
In Robo Advisor•30d

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
Confidently invest in future via 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
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