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Partner one-on-one with a J.P. Morgan advisor for customized portfolio guidance focused on capital preservation and generating returns.

 

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J.P. Morgan offers a variety of short and medium-term liquidity options including:

Money market funds

Money market funds are a type of mutual fund that can provide a convenient option for excess cash. They provide potentially higher yields, stability and capital preservation.

J.P. Morgan Premium Deposit

J.P. Morgan Premium Deposit offers an attractive yield on your cash, FDIC insurance and same-day availability—so you can move quickly on investment opportunities or major purchases when you're ready.

Ultrashort-bond funds

Ultrashort-bond funds focus on fixed income securities with very short maturities, typically less than one year, aiming for enhanced risk-adjusted returns.

Liquidity Management Strategy

Liquid Management Strategy seeks to deliver income while preserving capital over 12 to 24 months by investing mainly in high-quality, short-term fixed income and cash and liquidity funds.

IMPORTANT INFORMATION REGARDING PREMIUM DEPOSIT ELIGIBILITY

  • Availability of J.P. Morgan Premium Deposit is subject to eligibility criteria including but not limited to account type, initial minimum deposit requirements and balance maximums. These criteria are subject to change at any time at the discretion of J.P. Morgan Securities LLC.
  • Interest rates are subject to change at any time. Chase Bank or JPMS, in their discretion, may also modify the terms, conditions and procedures relating to J.P. Morgan Premium Deposit (including, but not limited to, terms of eligibility, balance requirements, and interest rate tiers) and you will be notified of any such changes that adversely affect you.

Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

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.

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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. 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
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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

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