SELF-DIRECTED INVESTING Invest with our new features
Build your portfolio on your terms with powerful tools to help you buy, sell and manage your investments.
New and enhanced tools for fixed income investing
Easily find and compare yields and invest in treasuries, bonds and brokered CDs with our new tools at chase.com and in the Chase Mobile® app.
New investment choices and account types
Margin trading
Margin trading lets you borrow against the securities in your account to purchase additional securities.
Now, you can access margin on options, and fixed income along with stocks and ETFs.
Trust accounts
Protect your legacy with a trust, an estate planning tool that helps you control how your assets will be distributed.
Leveraged, Inverse, and Volatility (LIV) ETFs
LIV ETFs provide differentiated opportunities for investors seeking complex strategies.
Step 1: Toggle between shares and dollars
Use the toggle on the trade ticket to easily switch between investing in shares or dollars on the eligible stock or ETF.
Step 2: Set amount
Enter the amount you’d like to buy.
Step 3: Place your order
Review and confirm the details to place the order.
Track and compare your portfolio’s performance
View your portfolio’s performance relative to major indices, including the Consumer Price Index to measure against inflation.
Track
Track your gains, losses, contributions and withdrawals over time.
Compare
View performance versus indices such as the S&P 500, and even the Consumer Price Index to measure against inflation.
A better way to explore investment ideas
See ideas by J.P. Morgan analysts
Explore the latest J.P. Morgan Research and our analyst’s ideas.
Check out the most active stocks
Discover the most active stocks and ETFs, recent S&P 500 outperformers, dividend stocks and more.
Search for mutual funds and money market funds
View the top rated funds by Morning Star, see the latest money market fund yields or find a target date fund by year.
Set alerts to stay on top of stocks or ETFs
Use the bell to create alerts
You can stay on top of potential investments by clicking the bell icon on the quote page.
Get notified on price changes
Know when there’s a price change for one of the stocks or ETFs you’d like to track.
Set alerts for volume change
You can even set alerts by volume or day change and more.
Find your next trade with new and improved screeners
You can use the screeners to view stocks, ETFs, mutual funds and money market funds.
Explore preset screens
Choose preset screens for common investing strategies, such as value, highly rated, growth stocks or outperformers.
Or create a custom screen
Use any number of filters and quickly sort and compare potential investments.
