BROKERAGE AND INVESTMENT ADVISORY PROGRAM PRICING

J.P. Morgan Private Client Advisor pricing

When you open a full-service Investment Advisory Program or Brokerage Account with us, you get the benefit of personalized advice and guidance from your dedicated Private Client Advisor.

Review the types of investment accounts offered and learn about the charges associated with brokerage and advisory accounts.

Learn more, about J.P. Morgan Financial Advisor

Investment accounts tailored to your needs

Investment Advisory Account

Your dedicated Private Client Advisor will help you select one of our investment advisory programs—which include ongoing account management and monitoring—based on your investment needs and risk tolerance. For these programs and services, you generally pay a fee based on the value of your account assets.

Brokerage account

Your dedicated Private Client Advisor will assist you with the purchase and sale of securities based on your instructions. These accounts have a transaction-based cost structure and you retain final investment decisions on all transactions in the account.

See more details about investment account types (PDF)

Investment Advisory Programs Fees

Investment Advisory Program Footnote ¹Opens overlay

INVESTMENT ADVISORY PROGRAM Footnote ¹Opens overlay	MAXIMUM ADVISORY FEE Footnote ²Opens overlay	MINIMUM INITIAL INVESTMENT
J.P. MORGAN CORE ADVISORY PORTFOLIO (JMPCAP)	1.45%	$10,000
MUTUAL FUND ADVISORY PORTFOLIO (MFAP)	1.45%	$50,000
ADVISORY PROGRAM	1.45%	$50,000Minimum investment depends on strategy selected
FIXED INCOME ADVISORY PROGRAM (FIAP)	0.70%	$100,000 Minimum investment depends on strategy selected

MAXIMUM ADVISORY FEE Footnote ²Opens overlay	MINIMUM INITIAL INVESTMENT
J.P. MORGAN CORE ADVISORY PORTFOLIO (JMPCAP)
1.45%	$10,000
MUTUAL FUND ADVISORY PORTFOLIO (MFAP)
1.45%	$50,000
ADVISORY PROGRAM
1.45%	$50,000Minimum investment depends on strategy selected
FIXED INCOME ADVISORY PROGRAM (FIAP)
0.70%	$100,000 Minimum investment depends on strategy selected

See our full fee schedule PDF FORM ADV, PART 2A, APPENDIX 1, WRAP FEE PROGRAM BROCHURE

Brokerage account annual fees

ACCOUNT FEES AND EXPENSES
AVERAGE ANNUAL BROKERAGE ACCOUNT FEE	The $50 annual fee is waived if you satisfy any of the following: you are a Chase Private Client or you have $25,000+ in combined investment balances or you transact a commisionable trade in a calendar year or you have $50,000+ in a Chase banking account.
AVERAGE ANNUAL RETIREMENT BROKERAGE ACCOUNT (IRAS AND SEPS) FEE
MUTUAL FUNDS Footnote ³Opens overlay	J.P. Morgan and third party funds are available and expenses vary by fund. Footnote ⁴Opens overlay

ACCOUNT FEES AND EXPENSES
AVERAGE ANNUAL BROKERAGE ACCOUNT FEE
AVERAGE ANNUAL RETIREMENT BROKERAGE ACCOUNT (IRAS AND SEPS) FEE
The $50 annual fee is waived if you satisfy any of the following: you are a Chase Private Client or you have $25,000+ in combined investment balances or you transact a commisionable trade in a calendar year or you have $50,000+ in a Chase banking account.
MUTUAL FUNDS Footnote ³Opens overlay
J.P. Morgan and third party funds are available and expenses vary by fund. Footnote ⁴Opens overlay

COMMISSION SCHEDULE FOR BROKERAGE ACCOUNTS
STOCKS & EXCHANGE TRADED FUNDS: CALL-IN TRADES	1% of principal - minimum commission of $25
STOCKS & EXCHANGE TRADED FUNDS VIA CHASE.COM Footnote ⁵Opens overlay	$0 per trade.

COMMISSION SCHEDULE FOR BROKERAGE ACCOUNTS
STOCKS & EXCHANGE TRADED FUNDS: CALL-IN TRADES
1% of principal - minimum commission of $25
STOCKS & EXCHANGE TRADED FUNDS VIA CHASE.COM Footnote ⁵Opens overlay
$0 per trade.

See our full commission and fee schedule PDF for Brokerage Accounts

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Partner 1:1 with a dedicated J.P. Morgan Private Client Advisor in your local community who can help create a personalized financial strategy and build a custom investment portfolio.