J.P. Morgan Investment Account fees and charges
A J.P. Morgan Investment Account gives you choice and control over your investments. You pay a competitive fee for the investments you make.
The table below gives an illustration of the charges for an Investment Account through J.P. Morgan WealthManager+.
| Account charges | |
|---|---|
| Set up | Free |
| Transfers in | Free |
| Annual account fee | From 0%-0.5% depending on investments held. VAT may apply to Annual account fees in accordance with legislation. Fees for investments from other providers range from 0.25% to 0.5% |
| Transaction charges | |
| Buying | J.P. Morgan Managed funds: No initial charge. From other Fund Managers: May incur an initial charge. |
| Selling | No charge |
| Brokerage | N/A for all managed funds. Up to £10 per transaction may be applied to all other investments – investment trusts, equities, exchange traded funds and bonds. |
| Stamp duty | N/A for all managed funds; 0.5% on investment trusts and other applicable investments |
Suitability
You should, of course, only consider investments that are right for you. If you are in any doubt about the suitability of an investment, please speak to an independent financial adviser - find an IFA at unbiased.co.uk.
Apply for your J.P. Morgan Investment Account online
It’s quick and easy to apply for a J.P. Morgan Investment Account, giving you access to a wide selection of investments ranging from our investment trusts and managed funds, through to FTSE-All Share, equities and ETFs from other fund managers if you invest online.
How to open an Investment Account
Now with no initial charge
No initial charge on J.P. Morgan trusts or funds when you invest on WealthManager+
Essential information
Before investing you should take the time to read all the relevant legal information and make yourself aware of the investment risks involved.
Find out more
Related content
J.P. Morgan Investment Account at a glancePlease remember that the value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.
Past performance is not a guide to the future.