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J.P. Morgan Automated Investing
J.P. MORGAN AUTOMATED INVESTING
Let our robo-advisor keep you on track
Designed by us, matched to your goals
We match you with a portfolio that fits your specific goals, time horizon, and risk profile.
Our portfolios are built by experienced investment managers, who closely follow market trends.
Your portfolio automatically responds to changing market conditions and rebalances as necessary.
Get a J.P. Morgan managed portfolio with a 0.35% advisory fee and select fund fees returned to you.
Here’s how it works
We’ll help keep you on track
Our resources make it simple to monitor your investments.
Seamlessly manage your finances on one dashboard, with a comprehensive view of your J.P. Morgan, Chase, and external accounts.
Monitor your investments as often as you like using our performance-tracking charts and tools.
You have a direct line to our dedicated specialists who can answer your questions as needed.
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. Retirement portfolios that use our glide path strategy will automatically adjust these allocations over time.
75% Fixed Income
25% US & International Equities
- Low risk tolerance
- Relatively short time horizon
- Three years minimum to invest
Appropriate for the investor...
Who seeks both investment stability and modest income potential from an investment portfolio.
50% Fixed Income
50% US & International Equities
- Moderate risk tolerance
- Longer time horizon
Appropriate for the investor...
Who seeks relatively stable growth with a lower level of potential income than with the Conservative Profile.
25% Fixed Income
75% US & International Equities
- Relatively high risk tolerance
- Longer time horizon
Appropriate for the investor...
Who isn’t focused on current income and seeks above-average growth, with the main objective of capital appreciation.
10% Fixed Income
90% US & International Equities
- High risk tolerance
- Long time horizon
Appropriate for the investor...
Who seeks high growth potential with a portfolio that may fluctuate more frequently and over longer time periods.
Find more ways to invest and stay connected
Work with a J.P. Morgan Advisor
Personalized financial strategies built for you and your goals.
Trade on your own
Research and trade your own investments, on your own terms with J.P. Morgan Self-Directed Investing.
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Questions?
Check out our FAQs to learn more about pricing and funding options.
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.