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We’ve enhanced our platform for chase.com. For a better experience, download the Chase app for your iPhone or Android. Or, go to System Requirements from your laptop or desktop.

You Invest Pricing

YOU INVEST SM by J.P. MORGAN

Keep more of your money invested in your goals

You Invest has online investing options for you – whether you want to trade on your own or get a smart portfolio managed for you.

You Invest Trade pricing

unlimited commission-free trades

Open a You Invest Trade account and enjoy unlimited commission-free online stock, ETF and options trades. $0 minimum to start. Options contract and other fees may apply.

You Invest Portfolios pricing

With low advisory fees, You Invest Portfolios makes it easier to stay invested in your goals.

Clear Pricing

One price, no hidden management fees.

Advisory fee: 0.35%

Access to J.P. Morgan expertise at a low price.

Minimum balance: $500

Start investing with low minimums.

Get started investing for less

Open a You Invest Portfolios account with as little as $500 and pay an advisory fee of less than 25¢ a month.

Move the slider to estimate your advisory fee.

You InvestSM Trade Commission Schedule

Please read carefully. This Commission Schedule applies to You Invest Trade accounts. Commissions, fees, expenses and other information are subject to change. For more detailed information around our fees and commissions, see our PDF.

U.S. Listed Stocks & Exchange-Traded Funds

open

Online

$0/trade

Representative-Assisted

$25/trade

Sales of U.S. listed stocks and ETFs are subject to a transaction fee of between $0.01 and $0.03 per $1,000 principal. Transaction fees are intended to offset fees charged by various regulatory bodies and/or exchanges, and change periodically; please refer to your trade confirmation for the current fee. The amount collected may be more or less than the amount ultimately paid to the various regulatory bodies and/or exchanges. In the event of the former, no reimbursement will be distributed back to your account, and, in the event of the latter, there will be no additional charge made to your account. Foreign equity transactions are subject to a commission of 0.20% of the principal amount of the shares purchased or sold.

There are costs associated with owning Exchange-Traded Funds (ETFs). Before investing in ETFs, you should consider the funds’ investment objectives, risks, charges, and expenses. Contact the Client Service Team for a prospectus or, if available, a summary prospectus containing this information. Read it carefully. ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are also subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their net asset value (NAV), and are not individually redeemed from the fund.

Options

open

Online

$0/trade + $0.65/contract

Representative-Assisted

$25/trade + $0.65/contract

$0/exercise or assignment (either early or automatic)

Purchases and sales of options are subject to a transaction fee of between $0.02 and $0.05 per options contract. Transaction fees are intended to offset fees charged by various regulatory bodies and/or exchanges, and change periodically; please refer to your trade confirmation for the current fee. The amount collected may be more or less than the amount ultimately paid to the various regulatory bodies and/or exchanges. In the event of the former, no reimbursement will be distributed back to your account, and, in the event of the latter, there will be no additional charge made to your account.

Options strategies currently available include: covered calls, cash secured puts, protective puts, long equity calls and long equity puts. Options trading involves risk; is not suitable for all investors; and is subject to approval. Before buying and selling options, investors should understand all of their rights and obligations associated with trading options. For information about options trading, including the risks, please review the "Characteristics and Risks of Standardized Options"

Mutual Funds

open

Online

$0/transaction

 

See prospectus for details. Short-term redemption fees may apply. 

Representative-Assisted

$20/transaction

There are costs associated with owning a mutual fund, such as annual operating fees and expenses. This and other important information is included in the prospectus, which should be read carefully before investing. Investors should carefully consider the investment objectives and risks, as well as charges and expenses of the mutual fund before investing. To obtain a prospectus, call the Client Service Team or visit the fund company’s website. The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing.

Fixed Income (1 Bond Equivalent to 1,000 PAR Value)

open

U.S. Treasury Bills, Notes and Bonds (Including Auctions and Secondary)

Online

$0

Representative-Assisted

$0

New Issues: corporate bonds, municipal bonds, government agency bonds, brokered CDs

Online

$0 (selling concession included in price)

Representative-Assisted

$0 (selling concession included in price)

Secondary Market: corporate bonds, municipal bonds, government agency bonds, brokered CDs

Online

$10/trade + $1/bond over 10 bonds
($250 maximum)

Representative-Assisted

$30/trade + $1/bond over 10 bonds
($270 maximum)

Fixed income includes U.S. Treasury bills, notes and bonds, agency discounts, municipal and corporate bonds (including zero coupon bonds) and brokered certificates of deposit. Rates are for U.S. Dollar denominated bonds, additional fees and minimums apply for non-Dollar bond trades. Foreign bonds are subject to additional costs for foreign currency translation, foreign clearing charges and safekeeping fees. Treasury auction trades are not available online at this time.

New issues of Corporate, Municipal, and Government Agency bonds are not available online at this time.

Secondary market of Government Agency bonds is not available online at this time. Municipal bonds could include additional mark-up or mark-down if J.P. Morgan or its affiliate is acting as the market maker on the trade.

Account-related Fees for You Invest Trade & Portfolios

Please read carefully. This schedule contains information about the fees and charges that apply to your You Invest Trade and Portfolios accounts and transactions. Fees and other information are subject to change. For more detailed information around our fees and commissions, see our PDF.

Account Transfers, Terminations, and Wire Transfers

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Brokerage account transfer

$75 – applies when any securities are transferred out of the account

Retirement brokerage account termination

$75 – applies when all assets are distributed or transferred out of the account

Wire transfer

$25 – this fee does not apply to internal wire transfers

Physical Certificates

open

Legal transfers

$25 per certificate. Does not apply to Managed Accounts.

Other

open

Late Payment/Cash Due Interest

JPMS Base Lending Rate + 2.5%

Estate valuation requests

$25 per request + $5 per position – up to a maximum charge of $200

Foreign security surcharge and transfer

Charged as incurred from agent banks. Does not apply to Managed Accounts.

Overnight/Express mail

$10 per item

Check returns

$12 per check

Safekeeping

$10 per position, per month. Does not apply to Managed Accounts.

Stop payment

$30 per item

Pre-payment advance before trade settles

Margin interest

Alternative investment fees

$250 per investment per year. Does not apply to Managed Accounts.

Fund your account simply and securely

It’s easy to move cash, transfer securities or roll over existing retirement assets.

What are the fees and commissions associated with a You Invest Trade account?

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You can learn more about fees and commissions associated with a You Invest Trade account here.

Do I need a minimum amount to open a You Invest account?

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You can open a You Invest Trade account and start trading with as little as $1. Apply now.
 

To open a You Invest Portfolios account, you need to deposit at least $500 so we can create a diversified portfolio that fits your goals. Apply now.

What is the management fee for a You Invest Portfolios account?

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You Invest Portfolios charges 0.35% of the account balance per year.

Once I open my You Invest Portfolios account, what’s the minimum amount I need to keep in it?

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In order for us to be able to continuously manage your portfolio, you need to keep at least $250 in your account at all times.

Questions?

Check out our FAQs to learn more about pricing and funding options.