Skip to main content

J.P. MORGAN SELF-DIRECTED INVESTING Invest with new features designed for online investors

J.P. Morgan’s powerful tools and features are designed to help you build a smarter, more efficient portfolio on your terms.

 

Not a Self-Directed Investing customer yet? Open an account today.

Uncover deeper insights into your portfolio’s performance

Get more precise performance data to track your gains and losses. Use new quick filters to view data across monthly, yearly and custom time ranges, and compare against up to three indices all at once.

Never miss a market moment with enhanced watchlist features

Organize watchlists based on your investment preferences and seamlessly access, update and execute trades directly from a single experience.

Discover and invest in cryptocurrency ETFs in any amount

  • Explore the largest cryptocurrency ETFs by market cap, or dive deeper using preset or custom screens to your exact criteria.
  • Start investing with as little as $5 using fractional shares, now available on cryptocurrency ETFs.

Cryptocurrency ETFs are generally for investors who understand these securities and are ready to manage the associated risk carefully. Learn about the risks of complex registered funds (PDF). See additional risks in the security prospectus.

New and enhanced option trading

The all-in-one option trading ticket includes a direct link to the quote page and enhanced option chain with Greeks data.

All-in-one trade ticket with Greeks

You can now utilize delta, gamma, and theta directly within the option chain on the trade ticket. Quickly enter trades while viewing position details for seamless options investing.

Option trading is now available in IRAs

Now eligible to trade Level 1 and Level 2 option strategies, which includes long calls and long puts in Traditional IRAs and Roth IRAs.

New and enhanced tools for fixed income investing

Easily find and compare yields and invest in treasuries, bonds or brokered CDs with our new tools in the Chase Mobile® app or at chase.com.

Slide 1 of 3, show slides 1 through 3

Save time comparing yields

Quickly see and compare yields across US Treasuries, municipal and corporate bonds and brokered CDs by your desired time frame.

save time comparing yields

Custom screens you can save

New filter options help you find the bonds, treasuries and brokered CDs that match your exact criteria with just a few clicks. Once you've created your desired screen, you can save those queries.

create custom screens

New and improved trade ticket

Invest with fewer steps and quickly see yield potential using the newly redesigned trade ticket. Available in the Chase Mobile® app or at chase.com.

new and improved trade ticket

Invest with fractional shares—from $5

Now, you can buy fractional shares of S&P 500 and NASDAQ 100 stocks and ETFs in any amount starting with $5.

Slide 1 of 3, show slides 1 through 3

Step 1: Toggle between shares and dollars

Use the toggle on the trade ticket to easily switch between investing in shares or dollars on the eligible stock or ETF.

Step 2: Set amount

Enter the amount you’d like to buy.

Step 3: Place your order

Review and confirm the details to place the order.

It’s simple to get started with online investing.

Explore our other investing features

Elevate your investment strategy with expert insights, screeners, alerts and more.

A better way to explore investment ideas

View investing ideas from J.P. Morgan analysts, top-rated mutual and money market funds and the most active stocks and ETFs. Plus, explore current price and 1-year return data.

Find your next trade with our screeners

Explore preset or custom screens to find and compare potential investments, including stocks, ETFs, mutual funds and money market funds.

Set alerts to stay on top of stocks or ETFs

Track a position's performance with market alerts for changes in price, volume and more. Set alerts for stocks or ETFs you want to follow by clicking the bell icon.

More investment choices and account types

Slide 1 of 3, show slides 1 through 3

Margin trading

Margin trading lets you borrow against the securities in your account to purchase additional securities.

 

Now, you can access margin on options, fixed income, mutual funds and stocks and ETFs.

Trust accounts

Protect your legacy with a trust, an estate planning tool that helps you control how your assets will be distributed.

Leveraged, Inverse, and Volatility (LIV) ETFs

LIV ETFs provide differentiated opportunities for investors seeking complex strategies.

Earn up to $700 when you open and fund an account

Get rewarded for opening and funding a J.P. Morgan Self-Directed Investing account when you transfer securities or roll over assets from another institution to your Self-Directed Investing account.

Offer expires 01/08/2026.

get upto $700