{"id":6344,"date":"2023-01-08T23:46:08","date_gmt":"2023-01-09T04:46:08","guid":{"rendered":"https:\/\/www.bonuscoach.com\/?p=6344"},"modified":"2023-01-16T14:48:43","modified_gmt":"2023-01-16T19:48:43","slug":"jp-morgan-self-directed-investing-bonus","status":"publish","type":"post","link":"https:\/\/www.bonuscoach.com\/investing\/jp-morgan-self-directed-investing-bonus\/","title":{"rendered":"Up to $700 J.P. Morgan Self Directed Investing Bonus"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"6344\" class=\"elementor elementor-6344\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-21056894 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"21056894\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-38ce441d\" data-id=\"38ce441d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-10d79751 uael-heading-align-left elementor-widget elementor-widget-uael-table-of-contents\" data-id=\"10d79751\" data-element_type=\"widget\" data-settings=\"{&quot;heading_bottom_space&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:0,&quot;sizes&quot;:[]},&quot;content_between_space&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:0,&quot;sizes&quot;:[]},&quot;toc_icon_size&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:20,&quot;sizes&quot;:[]},&quot;toc_icon_size_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;toc_icon_size_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;heading_text_align&quot;:&quot;left&quot;,&quot;heading_bottom_space_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;heading_bottom_space_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;separator_bottom_space&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;separator_bottom_space_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;separator_bottom_space_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;content_between_space_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;content_between_space_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"uael-table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"uael-toc-main-wrapper content-show\" data-headings=\"h1,h2,h3,h4,h5\" >\n\t\t\t<div class=\"uael-toc-wrapper\">\n\t\t\t\t<div class=\"uael-toc-header\">\n\t\t\t\t\t<span class=\"uael-toc-heading elementor-inline-editing\" data-elementor-setting-key=\"heading_title\" data-elementor-inline-editing-toolbar=\"basic\" >Contents<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"uael-toc-switch\" data-hideshow=\"yes\" data-is-collapsible=\"yes\">\n\t\t\t\t\t\t\t<span class=\"uael-icon fa\"><\/span>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<div class=\"uael-toc-toggle-content\">\n\t\t\t\t\t<div class=\"uael-toc-content-wrapper\">\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t<ul data-toc-headings=\"headings\" class=\"uael-toc-list uael-toc-list-disc\" data-scroll=\"\" ><\/ul>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"uael-toc-empty-note\">\n\t\t\t\t\t<span>Add a header to begin generating the table of contents<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-e9dd036 e-flex e-con-boxed e-con e-parent\" data-id=\"e9dd036\" data-element_type=\"container\" data-settings=\"{&quot;content_width&quot;:&quot;boxed&quot;}\" data-core-v316-plus=\"true\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7c3d844 elementor-widget elementor-widget-text-editor\" data-id=\"7c3d844\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.18.0 - 20-12-2023 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<h4><strong>J.P. Morgan Investing Bonus Updates<\/strong><\/h4><p><em><strong>Update on January 13, 2023 &#8211; <\/strong>J.P. Morgan is now offering up to $700 bonus and has extended the bonus April 13, 2023. Bonus and funding tier has also changed and the article has been updated to reflect that.\u00a0<\/em><\/p><h4><strong>J.P. Morgan Wealth Management<\/strong><\/h4><p>J.P. Morgan Wealth Management is offering up to $700 bonus when you open a Self-Directed Investing account and fund it with qualifying new money and maintain that fund for 90 days. This is a tiered bonus with the bonus amount dependent on the qualifying new money you deposit.<\/p><ol><li>Get $50 bonus when you fund with $10,000 &#8211; $24,999<\/li><li>Get $150 bonus when you fund with $25,000 &#8211; $99,999<\/li><li>Get $325 bonus when you fund with $100,000 &#8211; $249,999<\/li><li>Get $700 bonus when you fund with $250,000+<\/li><\/ol><p>J.P. Morgan Self Directed Investing offers commission-free online trades for U.S. listed stocks and Exchange-Traded Funds (ETFs). Option trades are subject to a $0.65 per-contract fee.<\/p><p>The bonus is valid for General Investment, Traditional IRA and Roth IRA accounts.<\/p><h4><strong>J.P. Morgan Self Directed Investing Bonus Summary<\/strong><\/h4><p>Bonus \u2013 $50 or $150 or $325 or $700<\/p><p>Funding Requirement \u2013 $10,000 or $25,000 or $100,000 or $250,000<\/p><p>Offer Expiry \u2013 April 13, 2023<\/p><p>Promo Code \u2013 Generated at the Link<\/p><p>Inactivity Fees \u2013 None<\/p><h4><strong><a href=\"https:\/\/account.chase.com\/investing\/self-directedoffer\" target=\"_blank\" rel=\"noopener\">Link for the Offer<\/a><\/strong><\/h4><h4><strong>Brokerage Bonus Requirements<\/strong><\/h4><ol><li>Open a J.P. Morgan Self-Directed Investing account through this page before the bonus expiry date.<\/li><li>Fund the account with either $10,000 for $50 bonus, $25,000 for $125 bonus or $100,000 for $300 bonus or $250,000 for $625 bonus within 45 days of account opening.\u2019<\/li><li>Maintain that fund for the next 90 days.<\/li><li>Bonus will post within 15 days after 90 days has passed.<\/li><\/ol><h4><strong>Inactivity Fee | How to Avoid It?<\/strong><\/h4><ul><li>There is no inactivity fees.<\/li><\/ul><h4 id=\"BonusCoach\u2019s_List_of_Best_Brokerage_Bonus\" class=\"uael-toc-text\"><a href=\"https:\/\/www.bonuscoach.com\/investing\/best-brokerage-account-bonus\/\" target=\"_blank\" rel=\"noopener\">BonusCoach\u2019s List of Best Brokerage Bonus<\/a><\/h4><h4><strong>Early Termination Fees<\/strong><\/h4><p>There is no early termination fees. But you have to hold the fund for 90 days to receive the bonus.<\/p><h4><strong>The Fine Print<\/strong><\/h4><ol><li><strong>Offer eligibility and restrictions:<\/strong> Cash promotion is limited to one per customer and can only be applied to one new J.P. Morgan Self-Directed Investing account (General Investment, Traditional IRA, or Roth IRA). To enroll in the up to $625 offer, you must open an account through this page. This offer does not apply to J.P. Morgan Automated Investing or any account opened with a J.P. Morgan Advisor. You can only participate in one J.P. Morgan Self-Directed Investing new money bonus in a 12 month period from the last bonus coupon enrollment date. Coupon is good for one time use and only one bonus per account.<\/li><\/ol><ol start=\"2\"><li><strong>To receive the cash bonus:<\/strong><ul><li>Customers must open and fund a new J.P. Morgan Self-Directed Investing account with new money of $25,000 or more by moving cash, transferring securities, or rolling over existing retirement assets from another institution. Assets from J.P. Morgan Chase &amp; Co. or its affiliates are not eligible. New money must be transferred within 45 days of enrollment date.<\/li><li>At day 45 from coupon enrollment, the bonus tier will be determined in the following manner.<\/li><\/ul><\/li><\/ol><table style=\"height: 252px;\" width=\"585\"><tbody><tr><td width=\"313\"><strong>New Money Inflows<\/strong><\/td><td width=\"313\"><strong>Cash Bonus<\/strong><\/td><\/tr><tr><td width=\"313\">$10,000-$24,999<\/td><td width=\"313\">$50<\/td><\/tr><tr><td width=\"313\">$25,000-$99,999<\/td><td width=\"313\">$150<\/td><\/tr><tr><td width=\"313\">$100,000-$249,999<\/td><td width=\"313\">$325<\/td><\/tr><tr><td width=\"313\">$250,000+<\/td><td width=\"313\">$700<\/td><\/tr><\/tbody><\/table><ul><li>The new money balance must be maintained in the account at 90 days from the coupon enrollment (losses due to trading or market fluctuation will not be taken into account).<\/li><\/ul><ol start=\"3\"><li>Cash bonus will be credited to the account within 15 days of these requirements being met.<\/li><li>The value of the cash award may be considered income, and we may be required to send you, and file with the IRS, a Form 1099-MISC (&#8220;Miscellaneous Information&#8221;), or a Form 1042-S (&#8220;Foreign Person&#8217;s U.S. Source Income Subject to Withholding&#8221;) if applicable.<\/li><\/ol><h4>Final Thoughts<\/h4><p>J.P. Morgan Wealth Management has now changed the bonus and funding tier but even after the change, this is a below average bonus. The positive change is that they have introduced a lower funding threshold of $10,000 for bonus but it is a measly $50 bonus.\u00a0<\/p><p>Most people will not have $100,000 to deposit, let alone $250,000 to fund the account. They are basically offering $125 for depositing $25,000 within 45 days and holding it for 90 days. Even if you take a 90 day hold, that is a 2% annual return and currently, banks and brokerage are offering 4% return &#8211; so a $25,000 deposit will get you $250 in 90 days. We do not recommend it.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2f0ee2b8 e-flex e-con-boxed e-con e-parent\" data-id=\"2f0ee2b8\" data-element_type=\"container\" data-settings=\"{&quot;content_width&quot;:&quot;boxed&quot;}\" data-core-v316-plus=\"true\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3a9ec42f elementor-widget elementor-widget-text-editor\" data-id=\"3a9ec42f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<script async src=\"https:\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-8747597453118384\"\n     crossorigin=\"anonymous\"><\/script>\n<ins class=\"adsbygoogle\"\n     style=\"display:block; text-align:center;\"\n     data-ad-layout=\"in-article\"\n     data-ad-format=\"fluid\"\n     data-ad-client=\"ca-pub-8747597453118384\"\n     data-ad-slot=\"8592277678\"><\/ins>\n<script>\n     (adsbygoogle = window.adsbygoogle || []).push({});\n<\/script>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>J.P. Morgan Wealth Management is offering up to $700 bonus when you open a Self-Directed Investing account and fund it with qualifying new money and maintain that fund for 90 days.<\/p>\n","protected":false},"author":1,"featured_media":6588,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"categories":[191],"tags":[429,254,430,424],"uagb_featured_image_src":{"full":["https:\/\/www.bonuscoach.com\/wp-content\/uploads\/JP-Morgan-Self-Directed-Investing-Bonus.png",1041,494,false],"thumbnail":["https:\/\/www.bonuscoach.com\/wp-content\/uploads\/JP-Morgan-Self-Directed-Investing-Bonus-150x150.png",150,150,true],"medium":["https:\/\/www.bonuscoach.com\/wp-content\/uploads\/JP-Morgan-Self-Directed-Investing-Bonus-300x142.png",300,142,true],"medium_large":["https:\/\/www.bonuscoach.com\/wp-content\/uploads\/JP-Morgan-Self-Directed-Investing-Bonus-768x364.png",768,364,true],"large":["https:\/\/www.bonuscoach.com\/wp-content\/uploads\/JP-Morgan-Self-Directed-Investing-Bonus-1024x486.png",1024,486,true],"1536x1536":["https:\/\/www.bonuscoach.com\/wp-content\/uploads\/JP-Morgan-Self-Directed-Investing-Bonus.png",1041,494,false],"2048x2048":["https:\/\/www.bonuscoach.com\/wp-content\/uploads\/JP-Morgan-Self-Directed-Investing-Bonus.png",1041,494,false]},"uagb_author_info":{"display_name":"BonusCoach","author_link":"https:\/\/www.bonuscoach.com\/author\/anilbikramshah\/"},"uagb_comment_info":7,"uagb_excerpt":"J.P. Morgan Wealth Management is offering up to $700 bonus when you open a Self-Directed Investing account and fund it with qualifying new money and maintain that fund for 90 days.","_links":{"self":[{"href":"https:\/\/www.bonuscoach.com\/wp-json\/wp\/v2\/posts\/6344"}],"collection":[{"href":"https:\/\/www.bonuscoach.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bonuscoach.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bonuscoach.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bonuscoach.com\/wp-json\/wp\/v2\/comments?post=6344"}],"version-history":[{"count":23,"href":"https:\/\/www.bonuscoach.com\/wp-json\/wp\/v2\/posts\/6344\/revisions"}],"predecessor-version":[{"id":6521,"href":"https:\/\/www.bonuscoach.com\/wp-json\/wp\/v2\/posts\/6344\/revisions\/6521"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bonuscoach.com\/wp-json\/wp\/v2\/media\/6588"}],"wp:attachment":[{"href":"https:\/\/www.bonuscoach.com\/wp-json\/wp\/v2\/media?parent=6344"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bonuscoach.com\/wp-json\/wp\/v2\/categories?post=6344"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bonuscoach.com\/wp-json\/wp\/v2\/tags?post=6344"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}