Your investing journey starts here

Whether you’re new to investing or have a wealth of experience, J.P. Morgan Wealth Management can help you make the most of your investments.

GET READYFund your account to get started

We have 4 easy ways you can contribute to your J.P. Morgan Self-Directed Investing account.

Move cash

Move cash instantly from a Chase checking or savings account to your J.P. Morgan Wealth Management account—as often as you want.

Transfer investments

Move your investments from another financial institution with our simple online tool.

Chase QuickDeposit℠

Deposit checks directly in your general investment account or IRA, right from your phone, in the Chase Mobile® app.

Roll over to an IRA

Explore rolling over your 401(k) from a former employer to a J.P. Morgan IRA.

START INVESTINGPlace your first trade to get invested

It’s important to make sure your money is working toward your goals.

Explore investments

Find stocks, ETFs, mutual funds and more using our screeners. You can easily choose investments that fit your criteria right in the Chase Mobile® app or at

Our insights can help you invest with more confidence

Market overview

Take a deep dive in the markets with today’s news, market movers and events, as well as pre-market, midday and market close briefings.

J.P. Morgan Research

Take advantage of J.P. Morgan’s world-class research, stock ratings and price targets to back up your investments with our expertise.

MANAGE YOUR PORTFOLIOManage your investments to stay on track

Keep an eye on your investments and set up your portfolio to help you reach your goals.

See your full financial picture with Wealth Plan

J.P. Morgan Wealth Plan℠ is our digital money coach that updates your aggregated accounts and goals in real time—so you always know where you stand—and offers personalized guidance to help you track your progress.

Finish setting up your portfolio and stay invested

Schedule transfers

Reach your goals with recurring automatic transfers—from your checking or savings accounts to your investing account.


Create custom watchlists to keep track of potential opportunities and view J.P. Morgan’s price target, rating and upside/downside potential.

Review your beneficiaries

Make sure you know who may be designated to receive the benefits from your investment assets.

Have you invested in an IRA?

A 401(k) may not be enough to help you reach your financial milestones. Contributing to a J.P. Morgan IRA can help bring you closer to your retirement goals.

Traditional IRA

A Traditional IRA is an individual retirement account that allows potentially tax-deductible contributions and tax-deferred earnings, if any, that can help you save for your retirement.

Roth IRA

A Roth IRA is an individual retirement account to which you contribute after-tax dollars. While there are no deductions for contributions, your earnings, if any, are tax-deferred and may be tax-free upon withdrawal if certain conditions are met.

Not sure if you’re on track to retire?

Run your numbers with our calculators to see how your current plan is working toward your goals.

401(k)/403(b) calculator

Use this calculator to see what your retirement savings may look like when you retire.

IRA calculator

Use this calculator to compare a Traditional and Roth IRA to a general investment account to see how your money can potentially grow over time.

Traditional to Roth IRA conversion

Use this calculator to see the potential future value of your Traditional IRA in comparison to a Roth IRA.

Sharpen your knowledge with the latest news and market commentary

Tap into the latest news and subscribe for market commentary and analysis from J.P. Morgan specialists to help you plan your investment strategy and learn about opportunities.