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BROKERAGE AND INVESTMENT ADVISORY PROGRAM PRICING

J.P. Morgan Private Client Advisor pricing

When you open a full-service investment advisory or brokerage account with us, you get the benefit of personalized advice and guidance from your dedicated Private Client Advisor.

Review the types of investment accounts offered and learn about the charges associated with brokerage and advisory accounts.

Investment accounts tailored to your needs

Investment advisory account

 

Your dedicated Private Client Advisor will help you select one of our investment advisory programs—which include ongoing account management and monitoring—based on your investment needs, time horizon and risk tolerance. For these programs and services, you generally pay a fee based on the value of your account assets.

 

Brokerage account

 

Your dedicated Private Client Advisor will assist you with the purchase and sale of securities based on your instructions. These accounts have a transaction-based cost structure and, like all advisory products, you retain final investment decision on all transactions in the account.

Investment advisory program fees

Investment Advisory Program Footnote 1Opens overlay

INVESTMENT ADVISORY PROGRAM Footnote 1Opens overlay MAXIMUM ADVISORY FEE Footnote 2Opens overlay MINIMUM INITIAL INVESTMENT
J.P. MORGAN CORE ADVISORY PORTFOLIO (JMPCAP) 1.45% $10,000
MUTUAL FUND ADVISORY PORTFOLIO (MFAP) 1.45% $50,000
ADVISORY PROGRAM 1.45% $50,000Minimum investment depends on strategy selected
FIXED INCOME ADVISORY PROGRAM (FIAP) 0.70% $100,000
Minimum investment depends on strategy selected
MAXIMUM ADVISORY FEE Footnote 2Opens overlay MINIMUM INITIAL INVESTMENT
J.P. MORGAN CORE ADVISORY PORTFOLIO (JMPCAP)
1.45% $10,000
MUTUAL FUND ADVISORY PORTFOLIO (MFAP)
1.45% $50,000
ADVISORY PROGRAM
1.45% $50,000Minimum investment depends on strategy selected
FIXED INCOME ADVISORY PROGRAM (FIAP)
0.70% $100,000
Minimum investment depends on strategy selected

Brokerage account annual fees and commissions

ACCOUNT FEES AND EXPENSES
AVERAGE ANNUAL BROKERAGE ACCOUNT FEE The $50 annual fee is waived if you satisfy any of the following:
  • you are a Chase Private Client or
  • you have $25,000+ in combined investment balances or
  • you generate $50 in commissions during the calendar year
AVERAGE ANNUAL RETIREMENT BROKERAGE ACCOUNT(IRAS AND SEPS) FEE
MUTUAL FUNDS Footnote 3Opens overlay J.P. Morgan and third party funds are available and expenses vary by fund. Footnote 4Opens overlay
ACCOUNT FEES AND EXPENSES
AVERAGE ANNUAL BROKERAGE ACCOUNT FEE
AVERAGE ANNUAL RETIREMENT BROKERAGE ACCOUNT(IRAS AND SEPS) FEE
The $50 annual fee is waived if you satisfy any of the following:
  • you are a Chase Private Client or
  • you have $25,000+ in combined investment balances or
  • you generate $50 in commissions during the calendar year
MUTUAL FUNDS Footnote 3Opens overlay
J.P. Morgan and third party funds are available and expenses vary by fund. Footnote 4Opens overlay
COMMISSION SCHEDULE FOR BROKERAGE ACCOUNTS
STOCKS & EXCHANGE-TRADED FUNDS: CALL-IN TRADES 1% of principal - minimum commission of $25
STOCKS & EXCHANGE-TRADED FUNDS VIA CHASE.COM Footnote 5Opens overlay $0 per trade.
COMMISSION SCHEDULE FOR BROKERAGE ACCOUNTS
STOCKS & EXCHANGE-TRADED FUNDS: CALL-IN TRADES
1% of principal - minimum commission of $25
STOCKS & EXCHANGE-TRADED FUNDS VIA CHASE.COM Footnote 5Opens overlay
$0 per trade.

Get started with Private Client Advisor today

Partner 1:1 with a dedicated J.P. Morgan Private Client Advisor in your local community who can help create a personalized financial strategy and build a custom investment portfolio.

Get started with Private Client Advisors today