How to use Online Trading
Enjoy commission-free¹ self-directed online trades of U.S.-listed equities, ETFs, Mutual funds² and J.P. Morgan Money Market Funds with J.P. Morgan Online℠ or the J.P. Morgan Mobile® app.³
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 Private Bank 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 U.S.-based personal, trust and entity-owned full-service brokerage accounts. Accounts that are pledged as collateral are not currently eligible for online trading.
Online trading is available as an optional feature within full-service brokerage accounts and is not a separate account type.
Only U.S.-based 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 supports 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 account level and does not distinguish between Advisor-initiated and online self-directed trades.
1Commission-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.
2Mutual funds are no load, load waived.
3You 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.
4For 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.
