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J.P. MORGAN AUTOMATED INVESTING Automated investing made easy

Get a professionally built portfolio that is managed by our robo-advisor and monitored by our team of investing specialists.

Open an account with our robo-advisor

Built by experts, matched to your goals

Aligned with your priorities

We learn about your goals and match you with a portfolio that fits your needs.

Designed by professionals

Our portfolios are built by experienced investment managers who closely follow markets trends.

Automatic rebalancing

Your portfolio automatically rebalances to changing market conditions.

Low cost

Get a J.P. Morgan-managed portfolio with a 0.35% advisory fee and select fund fees returned to you.

Here’s how Automated Investing works

Get matched to the right portfolio

Answer a few questions and get matched with a pre-built portfolio that meets your specific goals, timeframe and risk tolerance.

Fund your account

We make it easy to move funds from your bank account, transfer securities or roll over a retirement account.

Track your performance

Our technology adjusts and rebalances your portfolio as the market changes. Monitor your investments as often as you like using our performance-tracking charts and tools.

See your full financial picture

Seamlessly manage your finances on one dashboard, with a 360-degree view of your J.P. Morgan, Chase and external accounts, all in one place.

Balance your risks and rewards

Our portfolios—with risk profiles ranging from conservative to aggressive—are built with a mix of J.P. Morgan ETFs and cash, and seek to manage risk and maximize returns based on your needs.

Conservative

  • 75% fixed income
  • 25% US & international equities
  • Low risk tolerance
  • Relatively short time horizon
  • Three years minimum to invest

 

Appropriate for investors who seek both investment stability and modest income potential from an investment portfolio.

Moderate

  • 50% fixed income
  • 50% US & international equities
  • Moderate risk tolerance
  • Longer time horizon

 

Appropriate for investors who seek relatively stable growth and a lower level of potential income than those with a conservative profile.

Growth

  • 25% fixed income
  • 75% US & international equities
  • Relatively high risk tolerance
  • Longer time horizon

 

Appropriate for investors who aren’t focused on current income and seek above-average growth, with the main objective of capital appreciation.

Aggressive

  • 10% fixed income
  • 90% US & international equities
  • High risk tolerance
  • Long time horizon

 

Appropriate for investors who seek high growth potential with a portfolio that may fluctuate more frequently and over longer time periods.

J.P. Morgan Automated Investing pricing

Open a J.P. Morgan Automated Investing account with as little as $500 and get select fund fees returned to you–all for an annual advisory fee of 0.35%.

Open a J.P. Morgan Automated Investing account with as little as $500 and get select fund fees returned to you–all for an annual advisory fee of 0.35%.

Account Balance
Selected Value is:
$500
Your annual advisory fee (0.35%):
$
/

Month

Budget, plan, save and invest with Wealth Plan

Introducing Wealth Plan, a money coach that tracks your progress in real time with personalized insights to guide you, every step of the way.

Here’s how else we can work together

However you choose to invest, we’re here to help you make the most of your money.

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 ADVISORSJ.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 ADVISORSJ.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 ADVISORJ.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 ADVISORJ.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.