Find all the J.P. Morgan Self-Directed Investing account promotions & bonuses here.
Update 7/7/26: The offer has been improved! Get up to $1,000 when you open and fund a J.P. Morgan Self-Directed Investing account with qualifying new money through 10/21/26.
J.P. Morgan Self-Directed Investing Up To $1000 Bonus
- What you’ll get: Up to $1000 bonus.
- Eligible account: J.P. Morgan Self-Directed Investing
- Where it’s available: Available nationwide
- Credit inquiry: Soft pull, which does not affect your credit
- How to earn it:
- Open a Self-Directed Investing account through this page.
- You have 45 days to fund your account with qualifying new money. Your bonus will be determined on day 45.
- Maintain your new funds at 90 days from enrollment and enjoy your bonus.
- Cash bonus will be credited to the account within 15 days of these requirements being met.
- Bonus tiers as follows:
- $1,000 when you fund with $250,000 or more
- $325 when you fund with $100,000-$249,999
- $150 when you fund with $25,000-$99,999
- $50 when you fund with $5,000-$24,999
(Expires 10/21/2026)
J.P. Morgan Self-Directed Investing Summary
- Get a cash bonus up to $1,000 when you open and fund a J.P. Morgan Self-Directed Investing account.
- $1,000 when you fund with $250,000 or more
- $325 when you fund with $100,000-$249,999
- $150 when you fund with $25,000-$99,999
- $50 when you fund with $5,000-$24,999
- Get the best of banking and investing on the Chase Mobile® app or Chase.com.
- Choose from stocks, ETFs (from index funds to cryptocurrency), options, mutual funds, money market funds, treasuries and more.
- Get unlimited commission-free online trades.
- Choose an account that’s right for you: General Investing, Traditional IRA, Roth IRA, Trusts, or UTMA
- Access our secure, easy-to-use trading experience online or through the Chase Mobile® app.
- Our powerful tools and resources are built to help you take control of your investments.
- Rollover your retirement accounts and keep track of your investments in one place.
- Invest in S&P 500 and Nasdaq 100 stocks, or ETFS, from just $5 – trade from 7:30 AM to 5:45 PM ET for added convenience
J.P. Morgan Self-Directed Investing Features
UTMA: Self Directed Investing now offers UTMA accounts
- A UTMA (Uniform Transfers to Minors Act) account is a custodial account that helps you save, invest and gift assets for a child’s future, supporting goals beyond education. It’s an alternative to a 529 plan or other education savings accounts, offering flexibility and no annual contribution limits.
- Unlimited contributions: Save and invest as much as you want with no annual contribution limits (subject to federal gift tax rules)
- Flexible use of funds: Use funds for any expense that benefits the child—education, first car, home and more
- Wide investment choices: Access a broad range of investments, including stocks, ETFs, mutual funds, and more
- No early-withdrawal penalty fees: Access funds anytime for the child’s needs without penalties (as long as it benefits the child)
Extended Hours Trading: Self-Directed Investing now offers Extended Hours Trading
- You can now trade from 7:30 AM to 5:45 PM ET for added convenience
Trusts: A better way to explore investment ideas
- A trust is an estate planning tool that helps you control how your assets will be distributed after your death.
- J.P. Morgan Wealth Management offers self-directed and managed trust accounts to help you distribute your assets according to your wishes and make your estate planning easier.
Explore: A better way to explore investment ideas
- Make more informed investment decisions with ideas from J.P. Morgan analysts
- See the most active stocks and ETFs, recent S&P 500 outperformers, dividend stocks and more
Performance: Track and compare your portfolio’s performance
- Track gains, losses, contributions, withdrawals over time
- Compare your performance to indexes like the S&P 500 and Consumer Price index
- See returns across multiple J.P. Morgan investment accounts
Screeners: New and improved Screeners on web and mobile
- Choose preset screens for common investing strategies, such as value, highly rated, growth stocks or outperformers
- Create a custom screen using any number of filters, including J.P. Moran analyst ratings and quickly sort and compare potential investments
Alerts: Set alerts to stay on top of stocks or ETFs
- Use the bell on the quote page to easily create an alert
- Get notified of price, volume, or day changes, and more
Redesigned Trade Ticket: A simpler way to trade
- Redesigned trade experience makes it even easier to invest on chase.com and the Chase Mobile® app
- Place a trade in fewer taps
- See available cash and order status
Fractional Shares: Fractional shares trading – from $5
- Now, you can trade fractional shares in your J.P. Morgan Self-Directed Investing account
- Invest in S&P 500 and Nasdaq 100 stocks and ETFs* in any amount starting with $5, regardless of the share price
- Available for market orders on chase.com and in the Chase Mobile® app
Crypto ETF: Explore cryptocurrency ETFs at J.P. Morgan
- J.P. Morgan Self-Directed Investing allows you to discover and invest in ETFs that track the performance of cryptocurrencies, such as Bitcoin, Ethereum and more, or invest in related technologies Footnote1Opens overlay – all in the Chase Mobile® app and chase.com.
- You’ll also have access to thousands of investments and unlimited $0 commission online trades.
Fixed Income: New and enhanced tools for fixed income investing
- Easily find and compare yields and invest in treasuries, bonds and brokered CDs with our new tools at chase.com and in the Chase Mobile® app.
New investment choices and account types: New investment choices and account types
- Margin trading: Margin trading lets you borrow against the securities in your account to purchase additional securities. Now, you can access margin on options, and fixed income along with 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.
Author’s Verdict
If you’re looking to get into investing or switching brokers, here’s a great promotion for you to take advantage of!
Find a full list of the latest brokerage promotions in addition to the latest banking offers from Chase Bank.
INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
Opinions expressed here are author’s alone, not those of any bank, credit card issuer, airlines or hotel chain.
