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
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%.
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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.