J.P. Morgan Automated Investing | Important Information (2024)

Footnote1

Commission-free online trades apply to trading in U.S.-listed stocks, exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65 per-contract fee. Sales are subject to a regulatory transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning certain investments, including mutual funds and ETFs. Offer terms and pricing are subject to change and/or termination. Other fees and restrictions (including account types) apply. See chase.com/online-investing-pricing for terms and conditions.

LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review ourJ.P. Morgan Securities LLC Form CRS (PDF)andGuide to Investment Services and Brokerage Products.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

Bank deposit accounts, such as checking and savings, may be subject to approval, credit card and home lending products are offered by JP Morgan Chase Bank N.A. Member FDIC.

Chase Mobile® app is available for select mobile devices. Enroll in Chase Online℠ or on the Chase Mobile® app. Message and data rates may apply.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

INVESTMENT AND INSURANCE PRODUCTS ARE:

  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
  • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Planning and investments

Whether you choose to work with an advisor and develop a financial strategy or invest online, J.P. Morgan offers insights, expertise and tools to help you reach your goals.

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor virtually or in your Chase branch to build a personalized financial strategy based on what’s important to you, starting with a minimum investment of $25,000.

J.P. Morgan online investing

Easily research, trade and manage your investments online all conveniently on chase.com and on the Chase Mobile® app. J.P Morgan online investing is the easy, smart and low-cost way to invest online. Check here for the latest J.P.Morgan online investing offers, promotions, and coupons.

Investment Tools & Resources

Our calculators are here to help you analyze your numbers and ensure you're on the path to meeting your financial goals.

  • For a comparison of IRAs and which one aligns with you: IRA Calculator
  • Plan for your retirement: 401K/403b Calculator
  • Compare annuity payouts to create your desired strategy: Annuity Calculator
  • Understand how your retirement contributions may differ: IRA Eligibility Calculator

Retirement planning

Whether you prefer to independently manage your retirement planning or work with an advisor to create a personalized strategy, we can help. Rollover your account from your previous employer and compare the benefits of Brokerage, Traditional IRA and Roth IRA accounts to decide which is right for you.Planning for retirement can start at any point in your life. Review our retirement guide on getting started, saving, and what to do once you have retired.

Education planning

Funding for education can come from any combination of options and a J.P. Morgan Advisor can help you understand the benefits and disadvantages of each one. Compare among 529 Plans, custodial accounts, financial aid and other education options to help meet your college planning goals.

Wealth Plan

When planning for your future, J.P. Morgan Wealth Plan can help focus your efforts on achieving your financial goals. Through Wealth Plan, you can connect with an advisor to help you create a plan, adjust your financial strategy, and track your progress.

The Know

Get relevant tips and viewpoints to help you make smart investment decisions, powered by the expertise of J.P.Morgan.

Other Products & Services :

J.P. Morgan Automated Investing | Important Information (2024)

FAQs

Does J.P. Morgan have automated investing? ›

J.P. Morgan Automated Investing charges an annual advisory fee of 0.35%, but it gives you a break on the ETFs by rebating the affiliated fee amount from the advisory fee. However, you will be responsible for the ETFs if you ever cancel your robo service and move your assets into a brokerage account.

Is J.P. Morgan discontinuing automated investing? ›

On or about May 2, 2024, J.P. Morgan will no longer manage the investments in your Automated Investing account(s), and you won't be charged advisory fees or be required to maintain a minimum balance once your account has been converted.

What is J.P. Morgan automated trading strategies? ›

JPMorgan is a leading liquidity provider in global markets. The Automated Trading Strategies (ATS) group is responsible for systematic trading across FX, Rates, Commodities and Credit markets. You will design and implement automated pricing, risk management and hedging, and order execution strategies.

Is J.P. Morgan shutting down robo-advisor? ›

JP Morgan shutting down robo-advisor in the second quarter of 2024. The bank's automated investing platform 'did not take off', the company said in a statement. JP Morgan plans to shut down its digital robo-advisor in the second quarter of 2024, according to a letter sent to clients this week.

Is automated investing worth it? ›

It may seem like an easy decision to invest using a robo-advisor, but it's always a good idea to review the drawbacks. Remember, you don't get the human service you would with a financial advisor guiding you through your investments. And despite the low cost, you may end up paying more in fees in the end.

How much money do you have to have to invest with J.P. Morgan? ›

Also check out information on the Fund's advisor, J. P. Morgan Investment Management Inc. J.P. Morgan offers a variety of accounts to meet your specific needs. In most cases, you may open a J.P. Morgan account with as little as $1,000.

Is it safe to invest in JPMorgan? ›

JPMS is a broker dealer registered with, and regulated by, the SEC. In compliance with the SEC rules and regulations for the protection of customers, JPMS maintains all customers' Fully Paid and Excess Margin securities as required under Rule 15c3-3(b) of the Securities Exchange Act of 1934.

Is JPMorgan a good investment right now? ›

JPMorgan Chase & Co. has a consensus rating of Strong Buy which is based on 16 buy ratings, 4 hold ratings and 0 sell ratings. What is JPMorgan Chase & Co.'s price target? The average price target for JPMorgan Chase & Co. is $224.72.

How is JPMorgan Chase using AI? ›

For some time, our J.P. Morgan and Chase businesses have been successfully using artificial intelligence (AI) and machine learning (ML) to detect fraud and create other kinds of data driven value for clients and customers.

Is automated trading good? ›

Automated trading systems minimize emotions throughout the trading process. By keeping emotions in check, traders typically have an easier time sticking to the plan. Since trade orders are executed automatically once the trade rules have been met, traders will not be able to hesitate or question the trade.

How do I invest in automated trading? ›

How to get started with automated trading
  1. Open an account with us. ProRealTime, MetaTrader4 and APIs are all accessible with either our spread betting or CFD accounts. ...
  2. Pick your platform. Then, it's time to choose the platform that's right for you. ...
  3. Set up your trading strategy.

What is an example of automated trading? ›

For example: 'buy 100 Apple shares when its 50-day moving average goes above the 200-day average'. The automated trading strategy that's been set will constantly monitor financial market prices, and trades will automatically be executed if predetermined parameters are met.

What are the fees for JPMorgan automated investing? ›

J.P. Morgan charges 0.35% on assets under management at J.P. Morgan Automated Investing, as well as the fees, known as expense ratios, for the ETFs in the various portfolios. The minimum investment to get started with J.P. Morgan Automated Investing is $500, and accounts need to maintain a minimum balance of $250.

Will JPMorgan go under? ›

The Probability of Bankruptcy of JPMorgan Chase & Co (JPM) is 3.3% . This number represents the probability that JPMorgan will face financial distress in the next 24 months given its current fundamentals and market conditions.

What is one of the biggest downfalls of robo-advisors? ›

Robo Advisors are also infamous because they tend to follow indexed strategies which are best suited for some investors. The generic cons of Robo Advisors are that they don't offer many options for investor flexibility. They tend to not follow traditional advisory services, since there is a lack of human interaction.

Does J.P. Morgan have an investment app? ›

Manage your wealth with intuitive, powerful functionality—for wherever the world takes you. The app gives you the convenience of quick access from anywhere to plan, invest and bank.

What is J.P. Morgan self-directed investing? ›

J.P. Morgan Self-Directed Investing gives you unlimited $0 commission online trades 2 and access to thousands of investments— all in the Chase Mobile® app.

How much does J.P. Morgan charge for robo-advisor fees? ›

How Much Does J.P Morgan Charge for Its Robo-Advisor? J.P. Morgan charges 0.35% on assets under management at J.P. Morgan Automated Investing, as well as the fees, known as expense ratios, for the ETFs in the various portfolios.

How J.P. Morgan is using AI? ›

For some time, our J.P. Morgan and Chase businesses have been successfully using artificial intelligence (AI) and machine learning (ML) to detect fraud and create other kinds of data driven value for clients and customers.

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