Footnote1 Crane Data. The Crane Retail Money Fund Index is a simple average of taxable retail money market funds tracked by Crane Data. The Index takes an average of 7-Day SEC yields from funds in the index. Money market funds are investment products.
Footnote2 Offer eligibility and restrictions: Cash promotion is limited to one per customer and can only be applied to one new J.P. Morgan Self-Directed Investing account (General Investment, Traditional IRA, or Roth IRA). To enroll in the up to $700 offer, you must open an account through this page.This offer does not apply to any account opened with a J.P. Morgan Advisor. To receive the cash bonus: Cash bonus will be credited to the account within 15 days of these requirements being met. You can only participate in one J.P. Morgan Self-Directed Investing new money bonus in a 12 month period from the last bonus coupon enrollment date. Coupon is good for one time use and only one bonus per account. To receive this bonus, the enrolled account must not be closed or restricted at the time of payout. Account types and other restrictions apply. Offer terms are subject to change and/or termination without advance notice. The value of the cash award may be considered income, and we may be required to send you, and file with the IRS, a Form 1099-MISC ("Miscellaneous Information"), or a Form 1042-S ("Foreign Person's U.S. Source Income Subject to Withholding") if applicable. You are responsible for any tax liability associated with the award. Please consult your own tax advisor if you have any questions about your personal tax situation.New money inflows Cash Bonus $5,000 to $24,999 $50 $25,000 to $99,999 $150 $100,000 to $249,999 $325 $250,000 + $700
Footnote3 Commission-free online trades apply to trading in U.S.-listed stocks, exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65 per-contract fee. Sales are subject to a regulatory transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning certain investments, including mutual funds and ETFs. Offer terms and pricing are subject to change and/or termination. Other fees and restrictions (including account types) apply. See chase.com/online-investing-pricing for terms and conditions.
Footnote4 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".
Footnote5 Based on comparison to the National Deposit Rates – Savings ($2,500 Product Tier), as published on the National Rates and Rate Caps – Monthly Update as of January16, 2024. (https://www.fdic.gov/regulations/resources/rates). Savings accounts are FDIC insured to applicable limits.
Footnote6 Stable NAV Money Market Funds - Government and Retail: You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund may impose a fee upon sale of your shares or may temporarily suspend your ability to sell shares if the Fund's liquidity falls below required minimums because of market conditions or other factors. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund's sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.
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 ourJ.P. Morgan Securities LLC Form CRS (PDF)andGuide to Investment Services and Brokerage Products.
Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.
JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.
For information about mutual funds and how to obtain a prospectus read the J.P.Morgan Mutual Funds Disclosures (PDF). https://www.chase.com/content/dam/chaseonline/en/legacy/content/secure/cwm/document/mf-jpmc-disclosure.pdf
Availability of mutual funds (including money market mutual funds) or mutual fund share classes varies by account type. J.P.Morgan Self-Directed Investing Accounts offer load-waived Class A shares and no-load shares (or a similar share class in the case of fund families that do not offer load-waived shares for self-directed investors). Institutional, retirement and certain other share classes of funds may be available through other JPMS and JPMCB accounts.
Asset allocation/diversification does not guarantee a profit or protect against a loss.
Bank deposit accounts, such as checking and savings, may be subject to approval, credit card and home lending products are offered by JP Morgan Chase Bank N.A. Member FDIC.
Chase Mobile® app is available for select mobile devices. Enroll in Chase Online℠ or on the Chase Mobile® app. Message and data rates may apply.
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.
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
Planning and investments
Whether you choose to work with an advisor and develop a financial strategy or invest online, J.P. Morgan offers insights, expertise and tools to help you reach your goals.
J.P. Morgan Private Client Advisor
A J.P.Morgan Private Client Advisor works with you to understand you and your family’s goals to help create a customized strategy to help you plan for tomorrow, today.
J.P. Morgan online investing
Easily research, trade and manage your investments online all conveniently on chase.com and on the Chase Mobile® app. J.P Morgan online investing is the easy, smart and low-cost way to invest online. Check here for the latest J.P.Morgan online investing offers, promotions, and coupons.
J.P. Morgan Personal Advisors
Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice via video or phone.
Retirement planning
Whether you prefer to independently manage your retirement planning or work with an advisor to create a personalized strategy, we can help. Rollover your account from your previous employer and compare the benefits of Brokerage, Traditional IRA and Roth IRA accounts to decide which is right for you.
Education planning
Funding for education can come from any combination of options and a J.P. Morgan Advisor can help you understand the benefits and disadvantages of each one. Compare between 529 Plans, custodial accounts, financial aid and other education options to help meet your goals.
Chase Private Client
Get more from a personalized relationship with a dedicated banker to manage your everyday banking needs. Plus, you'll have access to a J.P. Morgan Private Client Advisor who will help develop a personalized investment strategy to meet your evolving needs. Contact your nearest branch and let us help you reach your goals.
The Know
Get relevant tips and viewpoints to help you make smart investment decisions, powered by the expertise of J.P.Morgan.
