J.P. MORGAN SELF-DIRECTED INVESTING Invest with new features designed for online investors
J.P. Morgan’s powerful tools and features are designed to help you build a smarter, more efficient portfolio on your terms.
Not a Self-Directed Investing customer yet? Open an account today.
Quick actions, cleaner views with the enhanced investment experience
Quick trades and transfers
It’s easier to place trades and transfer funds directly from your portfolio summary with our new streamlined investment home experience.
Get investment ideas — fast
Quickly explore the most active stocks, ETFs and more with just a tap.
New, simplified navigation
Navigate to your portfolio performance, investment settings and account management tools quickly with our new “More” tab.
Customize your portfolio view
Find exactly what you need
Filter positions according to security type, like stocks, ETFs, mutual funds and bonds, to quickly find the information you need. Plus, access new data points, including estimated annual income and the maturity dates of bonds and CDs.
Personalize your view
Only view the most relevant data tailored to your strategy by showing, hiding, and sorting columns to match your preferences—available today on the Chase Mobile® app.
Stay on top of key positions
Keep a close eye on your most critical investments by pinning your top positions and setting alerts for changes in price and volume.
Discover and invest in cryptocurrency ETFs in any amount
- Explore the largest cryptocurrency ETFs by market cap, or dive deeper using preset or custom screens to your exact criteria.
- Start investing with as little as $5 using fractional shares, now available on cryptocurrency ETFs.
Cryptocurrency ETFs are generally for investors who understand these securities and are ready to manage the associated risk carefully. Learn about the risks of complex registered funds (PDF). See additional risks in the security prospectus.
New and enhanced option trading
The all-in-one option trading ticket includes a direct link to the quote page and enhanced option chain with Greeks data.
All-in-one trade ticket with Greeks
You can now utilize delta, gamma, and theta directly within the option chain on the trade ticket. Quickly enter trades while viewing position details for seamless options investing.
Option trading is now available in IRAs
Now eligible to trade Level 1 and Level 2 option strategies, which includes long calls and long puts in Traditional IRAs and Roth IRAs.
New and enhanced tools for fixed income investing
Easily find and compare yields and invest in treasuries, bonds or brokered CDs with our new tools in the Chase Mobile® app or at chase.com.
It’s simple to get started with online investing.
Explore our other investing features
Elevate your investment strategy with expert insights, screeners, alerts and more.
Invest with fractional shares—from $5
Now, you can buy fractional shares of S&P 500 and NASDAQ 100 stocks and ETFs in any amount starting with $5.
More investment choices and account types
Margin trading
Margin trading lets you borrow against the securities in your account to purchase additional securities.
Now, you can access margin on options, fixed income, mutual funds and stocks and ETFs.
Trust accounts
Protect your legacy with a trust, an estate planning tool that helps you control how your assets will be distributed.
Leveraged, Inverse, and Volatility (LIV) ETFs
LIV ETFs provide differentiated opportunities for investors seeking complex strategies.
