J.P. Morgan Unveils New Features, Fixed Income Experience for Retail Investors
J.P. Morgan revealed a wave of new features including a cutting-edge fixed income experience on the J.P. Morgan Self-Directed Investing platform. The enhancements make it easier for investors to explore and invest in corporate bonds, Treasuries and more.
By simply logging into the Chase mobile app or Chase.com, investors can now access user-friendly tools that simplify the process of finding and trading fixed income products. Here's what's new:
- Yield Comparison Table: Investors can quickly see and compare yields across fixed income products and filter them by preferred timeframe.
- Customizable Screeners: New filter options help investors find Treasuries, corporate bonds, municipal bonds and brokered CDs that match their criteria with just a few clicks. The screeners can also be saved to use in the future.
- Streamlined Trade Ticket: Trade faster and more efficiently with fewer steps and a quick view of yields. Investors can also see the smallest and largest number of bonds they can buy at a specific price. Contextual guides are especially helpful for those new to fixed income.
"Fixed income investments are a key part of a diversified portfolio, helping to balance stock market volatility and providing consistent income through regular interest payments," said Paul Vienick, Head of Online Investing at J.P. Morgan Wealth Management. "We have built an easy-to-navigate experience for fixed income that will feel familiar to stock investors. But what really sets us apart is that we are offering it both on desktop and on the Chase mobile app."
Today's rollout is part of J.P. Morgan's ongoing commitment to make J.P. Morgan Self-Directed Investing the best online brokerage experience for Chase customers to grow their wealth. In the past year, the firm has introduced fractional shares for over 3,000 stocks and ETFs, tools to compare portfolio performance against major indices, ideas to help clients identify investing opportunities, trust accounts and new investment choices, including margin trading and leveraged, inverse and volatility ETFs.
Clients considering retirement account rollover options can also connect with J.P. Morgan's retirement desk, which gives them access to a retirement specialist that can answer in-depth questions and walk them through the process of a rollover or funding a retirement brokerage account.
"We are thrilled about the future and the continuous improvements we are making to empower our clients," said Andrea Finan, Head of J.P. Morgan Self-Directed Investing. "These new features are just the beginning. We encourage clients to watch this space as we continue to innovate and elevate the investing experience."
The platform has been recognized as a leader in the industry, ranking #1 in J.D. Power's Wealth Management Digital Experience Study for both Self-Directed and Full-Service investors. It was also named Best-in-Class for Retirement Accounts and Bank Brokerages by StockBrokers.com.
J.P. Morgan Self-Directed Investing customers can open an account in a few quick steps and invest on-the-go. New customers can earn up to $700 when they open and fund an eligible account with qualifying new money. All customers have access to thousands of investments.
For more information about J.P. Morgan Self-Directed Investing and the new features, please visit https://www.chase.com/personal/investments/online-investing/self-directed/investing-features
J.P. Morgan Wealth Management received the highest score in the 2022 U.S. Wealth Management Digital Experience Study and the Self-Directed Investors segment of the J.D. Power 2023 & 2024 studies of customers' overall satisfaction with wealth management websites and mobile apps (Published 11/21/24, data as of 8/23/24). Ratings may not guarantee future success or results. Fee paid to publisher for advertisement materials after ranking announced. Visit jdpower.com/awards for more details.
StockBrokers.com Annual Awards winners (Published 28 January 2025) are selected by StockBrokers.com's editorial team, who evaluated the nominations based on measurable, data-driven criteria. Companies do not pay a fee to be considered for the awards. Study conducted between September 2024 - November 2024. For more information, visit https://www.stockbrokers.com/how-we-test
About J.P. Morgan Wealth Management
J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $4.4 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,800 advisors and $1 trillion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely or in person by meeting with an advisor in one of our nearly 5,000 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.
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.
© 2025 JPMorgan Chase & Co.
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