J.P. Morgan Enhances Self-Directed Investing Experience with New Features
Fractional shares, alerts and performance tools help make it easier to invest on your own
Clients can access J.P. Morgan Self-Directed Investing on the Chase Mobile app or on chase.com and now trade over 800 stocks and ETFs, based on a dollar amount, with no commissions. The online platform offers a seamless banking and investing experience. Clients can trade, access research, and manage investments, bank accounts, credit cards, auto loans and mortgages conveniently from one place. They can also easily transfer money between their bank accounts and J.P. Morgan Self-Directed Investing accounts.
“We’ve made significant improvements to the client experience in a short amount of time,” said Paul Vienick, Head of J.P. Morgan Online Investing. “This is not about making investing easy. It’s about making investing more accessible, and providing the tools to help investors feel confident and stick to a plan, regardless of the many ups and downs in the market. Fractional shares, for example, helps clients invest the way they typically think – in dollar amounts.”
Here are some of J.P. Morgan Self-Directed Investing’s recent enhancements:
Account Performance. Clients can now bettertrack gains, losses, contributions and withdrawals over time, and compare how their investments are doing versus the market.
Explore Investments. Want to see the most active stocks? Which are outperforming? Which companies pay the highest dividends? Customers can also learn about different investment strategies, how they might align with their goals and access J.P. Morgan’s analyst insights and award-winning research, according to Institutional Investor for the past four years.
Enhanced Screeners. Clients can sort and compare investments to help them decide what’s right for them. They can choose a preset screen for common trading strategies or create their own with filtering options, such as analyst ratings.
Market Alerts. Clients can set personalized alerts for updates like price or volume changes, helping them stay on top of their current portfolio and potential investments.
Simplified Trade Ticket. The enhanced trade ticket provides a guided approach that allows clients to invest in fewer steps, easily see available cash and view order status.
J.P. Morgan Self-Directed Investing customers can open an account in a few quick steps, and invest on-the-go. New customers can earn up to
All Chase clients have free access to Wealth Plan, a digital money coach that gives a full view of finances to help plan, save and invest.
About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the
For J.P. Morgan Self-Directed Investing accounts, up to
J.P. Morgan Wealth Management received the highest score in the
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Source: JPMorgan Chase & Co.