J.P. Morgan Enhances Self-Directed Investing Experience with New Features

Fractional shares, alerts and performance tools help make it easier to invest on your own

J.P. Morgan Self-Directed Investing continues to roll out enhancements to help clients make informed decisions, build a diversified portfolio and keep a pulse on their performance. With the latest capability, investors can buy a fraction of a stock or exchange-traded fund for as little as $5.

Clients can access J.P. Morgan Self-Directed Investing on the Chase Mobile app or on chase.com and now trade over 800 stocks and ETFs, based on a dollar amount, with no commissions. The online platform offers a seamless banking and investing experience. Clients can trade, access research, and manage investments, bank accounts, credit cards, auto loans and mortgages conveniently from one place. They can also easily transfer money between their bank accounts and J.P. Morgan Self-Directed Investing accounts.

J.D. Power named J.P. Morgan Wealth Management the #1 Digital Experience for Wealth Management Self-Directed Investor Satisfaction.

“We’ve made significant improvements to the client experience in a short amount of time,” said Paul Vienick, Head of J.P. Morgan Online Investing. “This is not about making investing easy. It’s about making investing more accessible, and providing the tools to help investors feel confident and stick to a plan, regardless of the many ups and downs in the market. Fractional shares, for example, helps clients invest the way they typically think – in dollar amounts.”

Here are some of J.P. Morgan Self-Directed Investing’s recent enhancements:

Account Performance. Clients can now better track gains, losses, contributions and withdrawals over time, and compare how their investments are doing versus the market.

Explore Investments. Want to see the most active stocks? Which are outperforming? Which companies pay the highest dividends? Customers can also learn about different investment strategies, how they might align with their goals and access J.P. Morgan’s analyst insights and award-winning research, according to Institutional Investor for the past four years.

Enhanced Screeners. Clients can sort and compare investments to help them decide what’s right for them. They can choose a preset screen for common trading strategies or create their own with filtering options, such as analyst ratings.

Market Alerts. Clients can set personalized alerts for updates like price or volume changes, helping them stay on top of their current portfolio and potential investments.

Simplified Trade Ticket. The enhanced trade ticket provides a guided approach that allows clients to invest in fewer steps, easily see available cash and view order status.

J.P. Morgan Self-Directed Investing customers can open an account in a few quick steps, and invest on-the-go. New customers can earn up to $700 when they open and fund an eligible account with qualifying new money, and all customers have access to thousands of investments.

All Chase clients have free access to Wealth Plan, a digital money coach that gives a full view of finances to help plan, save and invest.

About J.P. Morgan Wealth Management J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $4.1 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,500 advisors and $900+ billion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely, or in person by meeting with an advisor in one of our more than 4,800 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.

For J.P. Morgan Self-Directed Investing accounts, up to $25,000 could be available to invest within 1 business day, while the excess balance will be available to invest after 7 business days.

J.P. Morgan Wealth Management received the highest score in the J.D. Power 2022 and 2023 (among self-directed investors) U.S. Wealth Management Digital Experience Studies, which measures customers’ overall satisfaction with wealth management websites and mobile apps. Visit jdpower.com/awards for more details.

LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR

OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES

• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240529393798/en/

Media Contact Michaela Ross michaela.n.ross@jpmorgan.com

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