J.P. Morgan Self-Directed Investing IRA Fees For 2021


Chase brokerage Roth IRA Fees, Traditional IRA, Rollover IRA, SEP IRA, 401K individual retirement accounts annual, opening/closing, transfer out fees charged. J.P. Morgan Self-Directed Investing IRA costs and investing commissions.

J.P. Morgan Self-Directed Investing IRA Fees

Fee Amount
J.P. Morgan Self-Directed Investing setup fee $0
J.P. Morgan Self-Directed Investing annual IRA fee $0
J.P. Morgan Self-Directed Investing IRA termination fee $0
J.P. Morgan Self-Directed Investing account maintenance fee $0
J.P. Morgan Self-Directed Investing account inactivity fee $0
J.P. Morgan Self-Directed Investing outbound full account transfer (ACAT) fee $75
J.P. Morgan Self-Directed Investing outbound partial account transfer fee $75


J.P. Morgan Self-Directed Investing IRA Trading Fees
InvestmentsCommissions
Stocks and ETFs $0
Options $0.65 per contract
Mutual funds $0
Bonds $1 per bond with $10 minimum, $250 maximum
Treasuries commission-free


J.P. Morgan Annual and Account Inactivity IRA Fees

There is no annual fee for maintaining an IRA at the broker. The inactivity fee J.P. Morgan Chase used to charge has been terminated. Therefore, right now there are absolutely no fees to have a retirement account at Chase.


Competitors

Broker Review Stock/ETF
Commission
Mutual Fund
Commission
Maintenance
Fee
Annual IRA
Fee
Promotion
Offer
WeBull $0 na $0 $0 Grab your last chance to get 2 free stocks valued up to $2,300 and $5 of Bitcoin.
Ally Invest $0 $9.95 $0 $0 Up to $3,000 cash bonus + $0 trades + transfer fee rebate.
TD Ameritrade $0 $49.99 $0 $0 $0 stock/ETF trades and a transfer fee refund.


J.P. Morgan Chase IRA Review

Read full J.P. Morgan Chase Review


Chase Investments Commissions, Fees and Account Requirements

Chase is offering free trades to everyone who opens an account with its new broker-dealer.

Mutual funds at J.P. Morgan Chase Trade have zero transaction fee when traded online. There is a $20 surcharge if you buy or sell a mutual fund with a live rep over the phone. For stocks and ETF’s, this fee is $25.

As you see, the pricing at Chase brokerage account is very low, but Webull goes even lower by offering free trades with no conditions or requirements.

Chase charges $75 for ACAT transfers. This fee is also assessed against partial transfers of any size.

Statements at J.P. Morgan Chase are in electronic format by default. The company charges $6 per hard copy version.

A J.P. Morgan Chase account comes with zero fees. There is no annual fee, no inactivity charges, and no low-balance costs. An account can be opened with zero deposit, and the online application is quick and easy.


JP Morgan Chase Trading Account


IRAs

J.P. Morgan Chase offers Roth and Traditional IRA’s. Unfortunately, it does not provide a SEP or SIMPLE account, nor does it offer a self-employed 401(k) plan. A retirement plan with a former employer can be rolled over into a Chase IRA.

When we logged into our test account, we found a planning section that hosts several articles on retirement saving strategies. These provide several tips and suggestions to make the journey into retirement a little easier. For example, one topic discusses catch-up contributions.

We did not find any IRA calculators or videos in our J.P. Morgan Chase account, and this lapse will subtract another star in this category.


JP Morgan Chase IRA




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