The J.P. Morgan ISA
The J.P. Morgan Stocks & Shares ISA now offers you more investment choice and flexibility than before to invest your tax-efficient ISA allowance.
As well as being able to invest in our own range of investment trusts and OEIC funds, you can now invest in a limited number of our SICAV managed funds.
These ranges cover
- the world’s major investment regions.
- provides opportunities for long-term capital growth, the chance to generate regular income, or a combination of both
Also, new to our J.P. Morgan ISA, you can invest in managed funds, FTSE All-Share equities, exchange traded funds and bonds, and enjoy wide access to funds from other leading UK fund managers through the online service WealthManager+.
J.P. Morgan ISA facts to know
- £1,000 minimum initial lump sum per investment (e.g. investment trust or OEIC fund)
- £100 minimum for top-ups or our regular savings plan
- Investments can be set up and managed online with WealthManager+
How to invest
Step 1 - Choose the investment that meets your objective
Review our fund ranges
Review our fund ranges and other companies on WealthManager+ (you need to log in or register to access these)
Step 2 – Be informed
Before investing you should always be aware of the risks involved and read all the relevant legal information.
Key Features and Terms and Conditions
Investment Trust Profiles (specific to J.P. Morgan Investment Trusts)
Simplified Prospectus (specific to J.P. Morgan OEICs)
Step 3 – Invest
Invest Online
Buy, sell or transfer investments with a choice of J.P. Morgan investments or the wider UK market.
Invest by post
Download the relevant application packs (and Direct Debit form for monthly savings), ensuring you read all the relevant information
WealthManager+ applications forms
Classic Account Application forms
You should remember, however, that investments can fall as well as rise in value and you may not get back the full amount invested. Stock market linked investments should therefore be treated as a medium-to-long term commitment of at least five years.
