General stock and ETF brokers
Broker Review
J.P. Morgan Self-Directed Investing
Founded or launched in 2018 by JPMorgan Chase, J.P. Morgan Self-Directed Investing integrates self-directed investing with Chase banking and rewards relationships. Its service model, regulatory registrations and custody arrangements should be considered together because the customer-facing name may span more than one legal entity. The service is not separately listed and therefore has no standalone market capitalization.
Strengths
- Integrates self-directed investing with Chase banking and rewards relationships
Drawbacks
- At J.P. Morgan Self-Directed Investing, the feature set that distinguishes J.P. Morgan Self-Directed Investing can add complexity, service charges or eligibility rules that a buy-and-hold customer may never use
Profile
What you can trade
Stocks, ETFs, mutual funds, options and fixed-income products, with thematic tools and access to J.P. Morgan research.
Account types
At J.P. Morgan Self-Directed Investing, the principal choices are individual cash or margin brokerage plus traditional, Roth and rollover IRAs; joint, trust and custodial registrations depend on the firm’s application menu. The registration structure reflects the fact that the service integrates self-directed investing with Chase banking and rewards relationships.
Platform
J.P. Morgan Self-Directed Investing provides web and mobile account access; desktop software, APIs and third-party integrations are available only where specifically supported. The resulting workflow is tailored to a business that integrates self-directed investing with Chase banking and rewards relationships.
Who it suits
Best suited to J.P. Morgan Self-Directed Investing customers whose principal requirement is the capability described in this profile, rather than investors choosing a broker only because of a zero-commission headline.
Where it is offered
J.P. Morgan Self-Directed Investing is principally offered to eligible U.S. residents who can supply a Social Security number, domestic address and tax certification. Policies for territories, citizens living abroad and international applicants are specific to this firm.
Regulation and sources
Official website: https://jpmorgan.com/ Regulatory status should be verified through FINRA BrokerCheck, SEC/IAPD, NFA BASIC, state regulators or applicable alternative-asset disclosures. Last verified: 2026-08-11.