Fee and Commission Schedule for Self-Directed Investing Accounts

Please Read Carefully
This schedule applies to autonomous Investing Accounts. Please notice that fees and other information are capable to change .

  REPRESENTATIVE-ASSISTED ORDERS
U.S. EXCHANGE-LISTED STOCKS
& EXCHANGE-TRADED FUNDS1
$25.00/trade
U.S. MUTUAL FUNDS2 $20.00/trade
U.S. LISTED OPTIONS3 $25.00/trade + $0.75 per contract
U.S. FIXED INCOME4 $30.00/trade + $1.00 per bond over 10
bonds ($270 maximum)

Other fees and costs, including fees intended to offset fees charged by certain regulatory bodies and costs for foreign currency transactions, foreign clearing charges and safekeeping, may apply.
Certain products and order types, including low-priced securities, block and algorithmic trades, are not available to Self-Directed Investing Accounts. Please speak with the Self-Directed Investing team for more information.
1 There are costs associated with owning ETFs. Sales of U.S. Stocks and ETFs are subject to a transaction fee of between $ 0.01 and $ 0.03 per $ 1,000 principal. transaction fees are intended to offset fees charged by assorted regulative bodies and/or exchanges, and change sporadically ; please refer to your trade confirmation for the stream tip. The amount collected may be more or less than the sum ultimately paid to the respective regulative bodies and/or exchanges. In the event of the early, no reimbursement will be distributed back to your report, and, in the event of the latter, there will be no extra bang made to your account. Before investing in ETFs, you should consider the funds ’ investing objectives, risks, charges, and expenses. Contact the Self- Directed Investing team for a course catalog or, if available, a compendious prospectus containing this information. Read it cautiously. ETFs are subject to grocery store fluctuation and the risks of their underlie investments ; they are besides subject to management fees and early expenses. Unlike common funds, ETF shares are bought and sold at market price, which may be higher or lower than their net asset value ( NAV ), and are not individually redeemed from the investment company. Foreign equity transactions are subject to a commission of 0.20 % of the principal amount of the shares purchased or sold.
2 Investors should carefully consider the investment objectives and risks, as well as charges and expenses, of the mutual fund before investing. To obtain a prospectus, call the Self-Directed Investing team or visit the company’s website. The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing.
3 Options trade is subject to approval. Multi-leg options are charged per leg and contract. The commission for exercised/assigned options is $ 5.00 per trade. Options are not desirable for all investors. There is an Options Regulatory Fee ( ORF ) from $ 0.04 to $ 0.06 per contract, which applies to both choice buy and sell transactions. The ORF is intended to offset fees charged by respective regulative bodies and/or exchanges, and changes sporadically ; please refer to your trade confirmation for the current fee. The come collected may be more or less than the amount ultimately paid to the diverse regulative bodies and/or exchanges. In the event of the former, no reimbursement will be distributed back to your history, and, in the event of the latter, there will be no extra charge made to your history. For additional option risk information, please visit: http://www.optionsclearing.com/about/publications/character-risks.jsp for a copy of “Characteristics and Risks of Standardized Options.”
4 Fixed income includes U.S. Treasury bills, notes and bonds, representation discounts, municipal and corporate bonds ( including zero coupon bonds ) and brokered certificates of depository. Commission for U.S. Treasury bills, notes and bonds is $ 0 per chemical bond. There is no commission for raw issue CDs, but the offer price includes a sell concession. Rates are for U.S. Dollar denominated bonds. Additional fees and minimums apply for non-Dollar bond trades. Please call the autonomous Investing team about specialization products, including commercial newspaper and alien bonds.

Account Fees

Service or Product Standard Fee or Amount
Returned Checks $20 per event
Register and Ship $50 per item5
Legal Transfer $50 per item5
Third-Party Check $20 per check
Third-Party Wire Transfer $20 per wire
ACAT (deliveries only) $95 per account
Transaction Service Charge $5 per transaction
 
Service or Product Standard Fee or Amount
Treasury Auction $50 per transaction
IRA Maintenance $75 per year
IRA Termination $95 per account
Prototype Profit-Sharing/Money Purchase Plans $35 per year
Prototype Termination (all plan types) $50 per account6
Transaction Fee–Listed Equities & ETFs (sells only) $0.0000231 of principal/trade7
Transaction Fee–Options $0.0415 per contract7

5The transfer agent may charge extra fees. Please consult your autonomous Investing team for further information.
6Prototype Termination Fee applies to all prototype plan types, including Individual ( thousand ) Plans. other fees may be account payable to the third-party recordkeeper with regard to the Individual ( kilobyte ) plan and are contained in the “ J.P. Morgan Individual ( kelvin ) plan Establishment Kit, ” which plan clients receive anterior to establishing the prototype plan.
7These fees are intended to offset fees charged by respective regulative bodies and/or exchanges, and change sporadically ; please refer to your trade confirmation for the current tip. The measure collected may be more or less than the measure ultimately paid to the versatile regulative bodies and/or exchanges. In the event of the early, no reimbursement will be distributed back to your report, and, in the event of the latter, there will be no extra charge made to your account.

Please besides review the applicable regulative and other disclosures available on J.P. Morgan ’ s populace web site at : hypertext transfer protocol : //bethelculturalcenter.com/country/US/EN/disclosures .
For more information. Please contact the autonomous Investing team if you require far data on any of the fees and charges set out in this Fee and Commission Schedule, or on any other fees and charges that may be applicable .
“ J.P. Morgan Securities ” is a post name for a wealth management business conducted by JPMorgan Chase & Co. ( “ JPMC ” ) and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates ( jointly “ JPMCB ” ) offer investment products, which may include bank-managed accounts and custody, as function of its believe and fiduciary services. other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ( “ JPMS ” ), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the park control of JPMorgan Chase & Co .

Related Posts