INVESTMENT PRODUCTSDiscover investment opportunities that match your goals
Whether you are investing for your future, preparing for retirement or looking to invest sustainably, J.P. Morgan Wealth Management offers a wide range of investments so you can decide what fits your needs.
Investment accounts
IRA
Available at any career stage, an IRA is for individuals with taxable compensation who are planning for retirement.
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.
Brokerage
Invest in thousands of investments including stocks, ETFs, mutual funds and options.
529 college savings plan
Invest in future education goals for you or your loved ones.
Investment products
Mutual funds
A professionally managed portfolio of securities such as stocks, bonds and other assets.
Stocks
Invest in publicly traded companies and start customizing your investment portfolio today.
ETFs
Structured like mutual funds but traded like stocks, exchange-traded funds (ETFs) can provide market flexibility.
Money market funds
Money market funds are a type of mutual fund that can provide a convenient option for excess cash.
Brokered CDs
Get a set rate of interest over a fixed time period and predictable returns with brokered CDs.
Options
Potentially generate income and hedge your portfolio with options, a flexible tool that can help you invest in any market direction.
Fixed income
From bonds to CDs, fixed income investments can help add steady earnings to your portfolio.
Sustainable investing
Invest based on what matters to you most through sustainable investing.
Sector investing
Gain exposure to specific market sectors including energy, financials, healthcare and more.
Estate and Trust planning
Estate planning
Direct the transfer of your assets in a tax-efficient way to your designated beneficiaries and appoint trusted decision-makers to reduce the possibility of legal intervention upon your death or incapacitation.
Trusts
A trust is an estate planning tool that helps you control the distribution of your assets.
Donor-advised funds
J.P. Morgan Wealth Management lets you determine how your charitable donations are invested so you can give to the causes you care about most.
Annuity & Insurance
Annuities
Check in on your investments with a J.P. Morgan Private Client Advisor to choose the right annuity for you and retire with more confidence.
Life insurance
Extend the benefits of life insurance to your family so you can worry less about the future.
Annuity MAC
The J.P. Morgan Multi-Asset Choice® annuity provides the benefit of tax-deferred investments with professional guidance, long-term flexibility and liquidity when you need it.
Lending products
Securities-based lending
Get access to a line of credit backed by non-retirement, marketable securities such as stocks, bonds and mutual funds.
Here’s how we can work together
Invest on your own
Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay
Invest on your own
Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay
Invest with our advisors
Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.
Invest with our advisors
Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.
Sharpen your knowledge
Investing
It’s never too early—or too late—to begin investing. Find out how to start growing your wealth today.
Retirement
You deserve a great retirement. We’ll help you plan now so you can be ready to face the future.
Investing consciously
We've got your back. Our resource center is your one-stop shop for commentary and news to help you invest with purpose.