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We’ve enhanced our platform for chase.com. For a better experience, download the Chase app for your iPhone or Android. Or, go to System Requirements from your laptop or desktop.

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

Aligned With Your Priorities

We match you with a portfolio that fits your specific goals, time horizon, and risk profile.

Designed by Professionals

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

Automatic Rebalancing

Your portfolio automatically responds to changing market conditions and rebalances as necessary.

Low Cost

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

Get started investing for less

Open a J.P. Morgan Automated Investing account with as little as $500 and pay an advisory fee of less than 25¢ a month.

Move the slider to estimate your advisory fee. For full details, see our disclosure (PDF).

Open an account

We’ll help keep you on track

Our resources make it simple to monitor your investments.

See the full picture

Seamlessly manage your finances on one dashboard, with a comprehensive view of your J.P. Morgan, Chase, and external accounts.

Track your performance

Monitor your investments as often as you like using our performance-tracking charts and tools.

Get help when you need it

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.

Conservative

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.

Moderate

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.

Growth

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.

Aggressive

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.

Chase Mobile® app ranked #1 among wealth management apps

The Chase Mobile® app is ranked best in customer satisfaction for wealth management mobile apps by J.D. Power.

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.

Subscribe for market insight

J.P. Morgan's exclusive insights and expertise delivered to your inbox.

Coming soon

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.

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