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Digital capabilities designed for every investor

Whether you’re new to investing or have a wealth of experience, we make it easier to manage your finances with helpful tools to support you as your needs evolve over time.

See our tools

Streamline your investing experience

Banking and investing in one place

Get a 360 view of all your J.P. Morgan investments and Chase banking and credit card accounts, and make instant transfers between them.

Easy portfolio transfers

Easily transfer your portfolio from your current brokerage firm by using our step-by-step tool.

Award-winning research

Make informed investment decisions with access to stock research, ratings and price targets from our industry-leading Global Equity Research Team, voted #1 by Institutional Investor in 2021.

Get tools to help you invest with confidence

Watchlists

Use watchlists to track the performance of your favorite stocks and view J.P. Morgan’s price target, rating and upside/downside potential.

Watchlists

Use watchlists to track the performance of your favorite stocks and view J.P. Morgan’s price target, rating and upside/downside potential.

Investment screeners

Search for prospective investments with stock, mutual fund and ETF screeners that help you easily find investments which fit your criteria.

Investment screeners

Search for prospective investments with stock, mutual fund and ETF screeners that help you easily find investments which fit your criteria.

Portfolio Builder

Use our Portfolio Builder tool to create a custom portfolio, design your own target allocation, place your trades and adjust your investments as your risks and goals evolve over time.

Portfolio Builder

Use our Portfolio Builder tool to create a custom portfolio, design your own target allocation, place your trades and adjust your investments as your risks and goals evolve over time.

Use our retirement calculators

From 401(k) planners to IRA calculators, our retirement tools can help you run the numbers to see how your investments are working toward your goals.

Here’s how we can work together

Whether you want to invest on your own or find an advisor to guide you, we offer a range of services to support you throughout your journey.

INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing

Build your investment portfolio on your own with unlimited $0 commission online trades.

INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing

Build your investment portfolio on your own with unlimited $0 commission online trades.

WORK WITH OUR TEAM OF ADVISORS 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 remotely.

WORK WITH OUR TEAM OF ADVISORS 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 remotely.

WORK ONE-ON-ONE WITH AN ADVISOR J.P. Morgan
Private Client Advisor

Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.

WORK ONE-ON-ONE WITH AN ADVISOR J.P. Morgan
Private Client Advisor

Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.