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INVESTMENT PRODUCTSDiscover investment opportunities that match your goals

Whether you are investing for your future, preparing for retirement or looking to invest sustainably, J.P. Morgan Wealth Management offers a wide range of investments so you can decide what fits your needs.

Investment accounts

IRA

Available at any career stage, an IRA is for individuals with taxable compensation who are planning for retirement.

Traditional IRA

A Traditional IRA is an individual retirement account that allows potentially tax-deductible contributions and tax-deferred earnings, if any, that can help you save for your retirement.

Roth IRA

A Roth IRA is an individual retirement account to which you contribute after-tax dollars. While there are no deductions for contributions, your earnings, if any, are tax-deferred and may be tax-free upon withdrawal if certain conditions are met.

Brokerage

Invest in thousands of investments including stocks, ETFs, mutual funds and options.

529 college savings plan

Invest in future education goals for you or your loved ones.

UTMA

Save and invest for a child's future with a UTMA account—a custodial account offering flexible investment choices and no contribution limits or withdrawal penalties.

Investment products

Stocks

Invest in publicly traded companies and start customizing your investment portfolio today.

Options

Potentially generate income and hedge your portfolio with options, a flexible tool that can help you invest in any market direction.

Mutual funds

A professionally managed portfolio of securities such as stocks, bonds and other assets.

Money market funds

Money market funds are a type of mutual fund that can provide a convenient option for excess cash.

Fixed income

From bonds to CDs, fixed income investments can help add steady earnings to your portfolio.

Brokered CDs

Get a set rate of interest over a fixed time period and predictable returns with brokered CDs.

Sustainable investing

Invest based on what matters to you most through sustainable investing.

Sector investing

Gain exposure to specific market sectors including energy, financials, healthcare and more.

ETFs

Structured like mutual funds but traded like stocks, exchange-traded funds (ETFs) can provide market flexibility.

Cryptocurrency ETFs

Explore funds that track the performance of at least one cryptocurrency or invest in related technologies.

Learn about the risks of complex registered funds (PDF).

Index ETFs

Like regular ETFs, index ETFs offer exposure to a diverse range of investments and sectors, and typically have lower expense ratios than mutual funds.

Availability of products vary based on Wealth Management channel.

Estate and Trust planning

Estate planning

Direct the transfer of your assets in a tax-efficient way to your designated beneficiaries and appoint trusted decision-makers to reduce the possibility of legal intervention upon your death or incapacitation.

Trusts

A trust is an estate planning tool that helps you control the distribution of your assets.

Donor-advised funds

J.P. Morgan Wealth Management lets you determine how your charitable donations are invested so you can give to the causes you care about most.

Annuity & Insurance

Annuities

Check in on your investments with a J.P. Morgan Private Client Advisor to choose the right annuity for you and retire with more confidence.

Life insurance

Extend the benefits of life insurance to your family so you can worry less about the future.

Annuity MAC

The J.P. Morgan Multi-Asset Choice® annuity provides the benefit of tax-deferred investments with professional guidance, long-term flexibility and liquidity when you need it.

Lending products

Securities-based lending

Get access to a line of credit backed by non-retirement, marketable securities such as stocks, bonds and mutual funds.

Margin trading

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

Here’s how we can work together

Invest on your own

Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay

 

 

Open an account, to invest on your own
Learn about Self-Directed Investing

Invest on your own

Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay

 

 

Open an account, to invest on your own
Learn about Self-Directed Investing

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

 

Connect now, to Invest with our advisors
Learn about advisor services

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

 

Connect now, to Invest with our advisors
Learn about advisor services

Compare ways to invest

Sharpen your knowledge

Investing

It’s never too early—or too late—to begin investing. Find out how to start growing your wealth today.

Retirement

You deserve a great retirement. We’ll help you plan now so you can be ready to face the future.

Markets

Stay informed on the latest market developments and trends to help guide your investment decisions.

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 our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.

Images on the page are hypothetical and for informational purposes only. Screen images are simulated.

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.

“Chase Private Client” is the brand name for a banking and investment product and service offering, requiring a Chase Private Client Checking account. Bank deposit accounts, such as checking and savings, may be subject to approval.

Bank deposit accounts, such as checking and savings, may be subject to approval. Deposit products and related services are offered by JPMorgan 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
J.P. Morgan Wealth Management logo, links to Investments

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 fund, research, trade and manage your investments online all conveniently in the Chase Mobile® app or at chase.com. 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 features, 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.

Retirement planning

Planning for retirement can start at any point in your life. Whether you prefer to independently manage your retirement planning or work with an advisor to create a personalized strategy, we can help. Roll over your 401(k) from your previous employer and compare the benefits of General Investment, Traditional IRA and Roth IRA accounts to decide which is right for you.

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. 

Investing insights

Stay in The Know by exploring articles and videos on market trends, research and financial planning.

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JPMorgan Chase & Co.