You Invest Portfolios
Our robo-advisor will manage your portfolio. And keep it on track.
Designed by us, matched to you
Our robo-advisor is automatic, but we add a personal touch to help keep you on track: a team of specialists who monitor the market and adjust the portfolios as needed.
Answer a few quick questions and get automatically matched to a portfolio based on your risk tolerance and goals.
Our advisory fees are as low as $0.15 a month when you open and fund an account with $500. One price, no hidden management fees.
Here’s how it works
We’ll help keep you on track
Our resources make it simple to monitor your investments.
Let our technology and team of specialists keep your portfolio balanced for you. Our technology automatically adjusts the portfolio based on market trends that could impact your investments.
Monitor your investments as often as you like using our performance-tracking charts.
If you’re thinking of retiring, invest with a glide path strategy that's designed to reduce your exposure to risk as you near your retirement date.
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.
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.
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.
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.
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
Chase Mobile app is ranked best in customer satisfaction for wealth management mobile apps by J.D. Power.
Compare account types
Want to see all the details? Read our full plan comparison (PDF).
General Investment
Individual taxable account
This is a standard individual or joint investment account.
Consider this if:
You want the flexibility to invest as much as you want—and withdraw your money at any time.
$500 minimum
Traditional IRA
Retirement account
You can contribute funds that may be tax-deductible, and plan to pay taxes on your withdrawals in retirement.
Consider this if:
You think your tax rate will be lower once you reach retirement.
$500 minimum.
Roth IRA
Retirement account
If eligible, contribute after-tax dollars now, and get tax-free withdrawals on qualified distributions later.
Consider this if:
You think your tax rate will be the same or higher once you reach retirement.
$500 minimum.
Find more ways to invest
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.