SELF-DIRECTED INVESTING Invest with our new features
Build your portfolio on your terms with powerful tools to help you buy, sell and manage your investments.
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 your order.
See a detailed overview of your holdings
Choose your view
Switch between a high-level list and a detailed table of your positions and we’ll remember your choice.
Tip: Swipe across a position to reveal trade actions, on eligible accounts.
See more data that matters
Reveal more information about your positions and compare them across a sortable table. Turn your phone to landscape mode to see more columns.
Track and compare your portfolio’s performance
View your portfolio’s performance relative to major indices, including the Consumer Price Index to measure against inflation.
Track
Track your gains, losses, contributions and withdrawals over time.
Compare
View performance versus indices such as the S&P 500, and even the Consumer Price Index to measure against inflation.
A better way to explore investment ideas
See ideas by J.P. Morgan analysts
Explore the latest J.P. Morgan Research and our analyst’s ideas.
Check out the most active stocks
Discover the most active stocks and ETFs, recent S&P 500 outperformers, dividend stocks and more.
Learn about risks and characteristics
Take a deeper dive and learn more before you get invested.
Set alerts to stay on top of stocks or ETFs
Use the bell to create alerts
You can stay on top of potential investments by clicking the bell icon on the quote page.
Get notified on price changes
Know when there’s a price change for one of the stocks or ETFs you’d like to track.
Set alerts for volume change
You can even set alerts by volume or day change and more.
Find your next trade with new and improved screeners
Explore preset screens
Choose preset screens for common investing strategies, such as value, highly rated, growth stocks or outperformers.
Or create a custom screen
Use any number of filters, including J.P Morgan analyst ratings, and quickly sort and compare potential investments.
