You can place, amend, or cancel open self-directed orders online. Even queue limit orders for U.S.-listed equity trades after market.4 You can also view the order status for advisor-placed and self-directed online trades, as well as account-level performance reporting.

Online Trading is integrated with your J.P. Morgan relationship.

Here’s how to get started:

Contact your J.P. Morgan team to enroll in Online Trading.

  • Once you are enrolled, Sign in to JPMorganOnline.com
  • Select “Trade”
  • Select “stocks & ETFs”
  • Select the account in which you wish to place a trade
  • Enter and select the security you wish to trade 
  • Once you select the security, you will see its current price and other information
  • Under, “Choose an action” select “Buy”, “Sell”, or “Sell all”
  • Make a selection under “Choose order type”
  • Enter how many shares you wish to trade
  • Select “Preview”
  • Review the details of your order
  • Select “Place order”
  • Your order is now confirmed. You can then select “Start new trade” or “Order status” if desired
  • You can also check your order status at any time from the home screen by selecting “Trade” and then selecting “Order Status”

Contact your J.P. Morgan team to enroll in Online Trading.

  • Once you are enrolled, Sign in to JPMorganOnline.com
  • Select “Trade”
  • Select “mutual funds”
  • Select the account in which you wish to place a trade
  • Enter and select the eligible fund you wish to trade 
  • Once you select the fund, you will see its price (as NAV, or net asset value), and other information.
  • Under, “Choose an action” select “Buy”, “Sell”, or “Sell all”
  • Enter the amount you wish to buy or sell
    • If you are buying a fund for the first time, you will need to choose how you want to receive any dividends and capital gains. These selections will be saved for future transactions of this fund
    • Under “Automatic reinvestment” select either “Reinvest” or “Pay in Cash” 
  • Select “Preview”
  • Review the details of your order
  • Select “Place order”
  • Your order is now confirmed. You can then select “Start new trade” or “Order status” if desired
  • You can also check your order status at any time from the home screen by selecting “Trade” and then selecting “Order Status”

Contact your J.P. Morgan team to enroll in Online Trading.

  • Once you are enrolled, Sign in to the J.P. Morgan Mobile app
  • Tap “Investments” from the bottom menu 
  • Tap “Trade”
  • Tap “stocks & ETFs” 
  • Tap the account in which you wish to place a trade
  • Enter and tap the security you wish to trade 
  • Make a selection under “Choose order type”
  • Enter how many shares you wish to trade
    • Note: you can review the current price and other information by selecting the (i) icon at the top
  • Tap “Next”
  • Review the details of your order
  • Tap “Place order”
  • Your order is now confirmed. You can then select “Start new trade” or “Order status” if desired
  • You can also check your order status at any time from the home screen by tapping “Investments”, “Trade”, “Order Status”

Frequently asked questions

Online trading is an optional feature within eligible Private Bank full-service brokerage accounts offering unlimited commission-free online trades for U.S.-listed stocks, ETFs, mutual funds and J.P. Morgan money market funds using J.P. Morgan OnlineSM and the J.P. Morgan Mobile® app.

Online trading is available for personal, trust and entity-owned full-service brokerage accounts, including those that are pledged as collateral.

Online trading is available as an optional feature within full-service brokerage accounts and is not a separate account type. You may choose to open a new account for the sole purpose of online trading if you wish.

Only account owners and full-power authorities are eligible for online trading.

Yes, online trading is available in joint accounts and can be enabled for one or more account owners as required.

Online trading support U.S.-listed stocks, ETFs, mutual funds and J.P. Morgan money market funds.

Online trading offers unlimited commission-free online trades.

Online stock and ETF trades are limited to 100,000 shares or $3 million notional per trade, with no limit to the number of orders. There are no per trade limits for mutual fund trades. Online trading requires sufficient cash to trade.

You cannot trade after hours; however, you can queue limit orders of U.S.-listed equity trades to be executed at the next market open. Queued orders can be cancelled any time before market open.

Investment performance is accessible online but is reported at the holistic account level and does not distinguish between Advisor-initiated and trades you initiate online. If you wish to separately track performance for online self-directed trades, you can open a new brokerage account.

References

1.

Commission-free online trades apply to trading in US-listed stocks, exchange-traded funds (ETFs), mutual funds, and J.P. Morgan Money Market Funds. 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. Contact your J.P. Morgan team for full details.

2.

Mutual funds are no load, load waived.

3.

You can download a J.P. Morgan Mobile® app from the App Store or Google Play. App Store is a trademark of Apple Inc., registered in the United States and other countries. Android and Google Play are trademarks of Google Inc. Use of these trademarks is subject to Google Permissions. J.P. Morgan Mobile® app is available for select mobile devices. Message and data rates may apply.

4.

For eligible U.S.-listed equity trades, you can queue limit orders after markets close (except between 2 AM and 6:30 AM EST).

Feature availability—and the steps to access features—may vary based on profile or account type, client segment, device and/or eligibility requirements.

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. Asset allocation/diversification does not guarantee a profit or protect against loss. Investors should carefully read the mutual funds, money market funds or exchange-traded funds prospectus, which includes information on the investment objectives, risks, charges and expenses, along with other information, before investing. To obtain a prospectus, contact the call center or visit the fund company’s website directly. Please read the prospectus carefully before investing or sending money.

J.P. Morgan Funds and J.P. Morgan ETFs are distributed by JPMorgan Distribution Services, Inc. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. 

Please read the Legal Disclaimer for conflict of interest information.

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 our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

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.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.

Please read additional Important Information in conjunction with these pages.

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