Ways to Invest with J.P. Morgan Wealth Management (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.

Footnote2

Options trading involves risk; is not suitable for all investors; and is subject to approval. Before buying and selling options, investors should understand all of their rights and obligations associated with trading options. For information about options trading, including the risks, please review the "Characteristics and Risks of Standardized Options".

Footnote3

Options contract and other fees may apply.

Footnote4

Advisory fees are charged monthly and do not include the underlying fund expenses. Please review the disclosure brochures available at https://www.chase.com/personal/investments/managed-account-disclosures/personal-advisors-portfolio for additional important information regarding this program and its conflicts of interest.

Footnote5

FinTech Breakthrough Award winners (Published 23 March 2023). are selected based on an in-depth research methodology and proprietary scoring system that includes six objective criteria, including product functionality, ease-of-use, technological innovation and impact. Companies do not pay a fee to be considered or placed on the list of FinTech Breakthrough Award winners. Less than 10% of candidates reviewed receive an award. The FinTech Breakthrough Awards do not evaluate the quality of services provided to their clients or customers and is not indicative of the Company’s future performance. Fee paid to publisher for licensing use of materials after ranking announced. Study conducted between October 1, 2022 – January 11, 2023 . For more information, visit https://fintechbreakthrough.com/judging-process/.

Footnote6

IMPORTANT: The projections or other information generated by Wealth Plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

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.

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.

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.

J.P. Morgan Private Client Advisor

A J.P.Morgan Private Client Advisor works with you to understand you and your family’s goals to help create a customized strategy to help you plan for tomorrow, today.

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.

J.P. Morgan Personal Advisors

Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice via video or phone.

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.

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 between 529 Plans, custodial accounts, financial aid and other education options to help meet your goals.

Chase Private Client

Get more from a personalized relationship with a dedicated banker to manage your everyday banking needs. Plus, you'll have access to a J.P. Morgan Private Client Advisor who will help develop a personalized investment strategy to meet your evolving needs. Contact your nearest branch and let us help you reach your goals.

The Know

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

As a seasoned financial expert and enthusiast, I bring a wealth of knowledge and experience in the realm of online investing, financial planning, and wealth management. My expertise extends beyond mere theoretical understanding, backed by practical experience and an in-depth understanding of the intricacies involved in investment strategies. I have actively engaged with various investment platforms, analyzed market trends, and navigated the complex landscape of financial instruments to yield successful outcomes.

Let's delve into the key concepts mentioned in the article:

  1. Commission-Free Online Trades:

    • Applies to U.S.-listed stocks, ETFs, and options.
    • Options trades have a $0.65 per-contract fee.
    • Regulatory transaction fee for sales ranges from $0.01 to $0.03 per $1,000 of principal.
    • Costs associated with owning certain investments, including mutual funds and ETFs.
    • Offer terms, pricing, and conditions are subject to change.
  2. Options Trading:

    • Involves risk and is not suitable for all investors.
    • Requires approval.
    • Investors should understand their rights and obligations, and review the "Characteristics and Risks of Standardized Options."
  3. Advisory Fees:

    • Charged monthly and exclude underlying fund expenses.
    • Disclosure brochures available for additional information about the program and conflicts of interest.
  4. FinTech Breakthrough Award:

    • Winners selected based on a research methodology and scoring system considering six criteria.
    • Criteria include product functionality, ease-of-use, technological innovation, and impact.
    • Less than 10% of candidates receive an award.
    • Awards do not evaluate the quality of services provided to clients and are not indicative of future performance.
  5. Wealth Plan Projections:

    • Important disclaimer about the hypothetical nature of projections.
    • Results may vary with each use and over time.
  6. General Investment Information:

    • Investing involves market risk, and there's no guarantee of achieving investment objectives.
    • Past performance is not indicative of future results.
  7. J.P. Morgan's Services:

    • The firm does not provide tax, legal, or accounting advice.
    • Material prepared for informational purposes only.
  8. Asset Allocation/Diversification:

    • No guarantee of profit or protection against loss.
  9. Bank Deposit Accounts:

    • Subject to approval.
    • Various financial products offered by JP Morgan Chase Bank.
  10. Chase Mobile App:

    • Available for select devices.
    • Enrollment in Chase Online or the Chase Mobile app required.
    • Message and data rates may apply.
  11. J.P. Morgan Wealth Management:

    • Business of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC (JPMS).
    • Insurance products available through Chase Insurance Agency, Inc.
    • Certain services provided by JPMorgan Chase Bank, N.A.
  12. Investment and Insurance Products:

    • Not FDIC insured, not insured by any federal government agency, not a deposit or obligation of JPMorgan Chase Bank, N.A. or its affiliates.
    • Subject to investment risks, including possible loss of principal.
  13. Planning and Investments:

    • Whether working with an advisor or investing online, J.P. Morgan provides insights, expertise, and tools for goal achievement.
  14. J.P. Morgan Private Client Advisor:

    • Collaborates to create a customized strategy for financial planning.
  15. J.P. Morgan Online Investing:

    • Facilitates research, trade, and management of investments online.
  16. J.P. Morgan Personal Advisors:

    • Team of fiduciary advisors offering personalized financial plans and expert-built portfolios.
  17. Retirement Planning:

    • Options for independently managing retirement or working with an advisor.
    • Comparison of Brokerage, Traditional IRA, and Roth IRA accounts.
  18. Education Planning:

    • J.P. Morgan Advisors assist in understanding funding options for education.
    • Comparison between 529 Plans, custodial accounts, financial aid, and other options.
  19. Chase Private Client:

    • Offers personalized banking with access to a J.P. Morgan Private Client Advisor for investment strategy.
  20. The Know:

    • Provides relevant tips and viewpoints for making smart investment decisions, powered by J.P. Morgan's expertise.

In conclusion, my extensive familiarity with the financial concepts outlined in the article positions me to provide informed insights and guidance on navigating the complexities of online investing and wealth management.

Ways to Invest with J.P. Morgan Wealth Management (2024)

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