ISA charges
A J.P. Morgan Individual Savings Account (ISA) allows you to invest tax efficiently while maintaining a high level of choice and control over your investments. You simply pay a competitive fee for the investments you make and if you only hold investments from the J.P. Morgan OEIC and SICAV ranges within an ISA there are no annual account management fees.
What you pay for our ISA through J.P. Morgan WealthManager+
The table below gives an illustration of the charges for the J.P. Morgan Stocks and Shares ISA.
| 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. |
| 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. |
Existing Classic Account holders
Different charges apply for Classic Account holders. Relevant charges can be found in the Key Features and Terms and Conditions.
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 ISA online
It’s quick and easy to apply for a J.P. Morgan ISA, providing you with a tax efficient and cost effective way to manage your savings.
How to open an ISA
Sharing our investment views with you
Watch edited highlights of our recent client event, featuring "A Guide to the Markets" from Tom Elliott, Global Strategist, J.P. Morgan and an interview with triple Olympic Gold Medallist, Ben Ainslie.
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
Please remember that the value of investments and the income from them can go down as well as up, and you may not get back the full amount invested. The tax benefits and liabilities will depend on individual circumstances and may change in the future.
Past performance is not a guide to the future.