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Broker Comparison

ii vs J.P. Morgan Wealth Management

Compare ii and J.P. Morgan Wealth Management side by side: fees, regulation, platforms.

ii

ii

Flat-fee long-term investors

ii is a flat-fee investment platform with ISA, SIPP, Trading Account, funds, ETFs, shares, bonds, managed optโ€ฆ

VS
J.P. Morgan Wealth Management

J.P. Morgan Wealth Management

Chase clients who want investing and banking in one place

J.P. Morgan Wealth Management combines self-directed online investing with advisor services, $0 online stock โ€ฆ

Head-to-head comparison

ii vs J.P. Morgan Wealth Management
Feature ii J.P. Morgan Wealth Management
Minimum deposit โ€” No minimum investment to open a J.P. Morgan Self-Directed Investing account; start trading with as little as $1
Stock trading fee UK and US shares (incl. ETFs & Investment trusts): Core ยฃ3.99 per trade; Plus ยฃ3.99 per trade; Premium ยฃ2.99 per trade U.S.-listed stocks: $0.00/trade online; $25.00/trade call-in
Regulators FCA FINRA
Best for Flat-fee long-term investors Chase clients who want investing and banking in one place
Markets & account
Stocks
ETFs
Bonds
Options
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Funds
Investment Plans
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Ready Made Portfolios
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Multi Currency
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Business Account
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Isa
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Sipp
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Fractional Shares
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Money Market Funds
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Margin
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Pros & cons

ii

ii

Pros

  • Core plan starts at ยฃ5.99 per month
  • Regular investments are Free on every plan
  • No fees for transfers in or out
  • SIPP, ISA and Trading Account sit under one plan
  • Hold up to 9 currencies in SIPP and Trading Account
  • Plus includes 1 free monthly trade; Premium includes 2
  • Funds cost ยฃ1.49 on Plus and Free on Premium
  • Plus gives 5 free family accounts; Premium gives unlimited

Cons

  • Core is limited to portfolios up to ยฃ100,000
  • Junior ISA is not included on the Core plan
  • Same day GBP and EUR withdrawals cost ยฃ15
  • Other currency withdrawals cost ยฃ15
  • Telephone trades cost ยฃ49
  • Non-personal accounts add ยฃ30 per month
  • Premium costs ยฃ39.99 per month
  • Core FX conversion is 0.75%
J.P. Morgan Wealth Management

J.P. Morgan Wealth Management

Pros

  • Unlimited $0 online trades on U.S.-listed stocks and ETFs
  • Self-directed investing can start with as little as $1
  • Fractional shares of S&P 500 and NASDAQ 100 assets from $5
  • Options trade online for $0 plus $0.65 per contract
  • Chase Mobileยฎ app combines banking and investing access
  • Cash transfers into accounts have no J.P. Morgan fee
  • Margin rates are published by balance tier

Cons

  • Call-in stock and ETF trades cost $25.00 per trade
  • Options still carry a $0.65 per-contract fee
  • Full outgoing brokerage account transfers cost $75
  • Wire transfers cost $25 per wire
  • Physical stock certificate safekeeping costs $10 monthly per position
  • Low-priced, block and algorithmic trades are not available
  • Self-directed margin accounts cannot sell cash-secured puts
ii

ii

ii is a flat-fee investment platform with ISA, SIPP, Trading Account, funds, ETFs, shares, bonds, managed options and multi-currency investing.

Your capital is at risk. Other fees apply.

J.P. Morgan Wealth Management

J.P. Morgan Wealth Management

J.P. Morgan Wealth Management combines self-directed online investing with advisor services, $0 online stock and ETF trades, fractional shares and Chase app access.

Your capital is at risk. Other fees apply.

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