Investment options
When weighing J.P. Morgan Self-Directed Investing against tastytrade, both platforms shine in areas like stock, options, and margin trading, each earning a commendable four-star rating for investment options. However, J.P. Morgan Self-Directed Investing edges slightly ahead, ranking 9th among 18 brokers according to StockBrokers.com, while tastytrade stands at the 10th spot. The key differentiators include J.P. Morgan's availability of mutual funds and OTC stocks alongside traditional and Roth IRAs, while tastytrade excels with its unique offering of futures and crypto trading, supporting four cryptocurrencies.
J.P. Morgan Self-Directed Investing presents a robust selection for those seeking traditional investment avenues, offering extensive options in mutual funds, OTC stocks, and advisor services, which are not available on tastytrade. Investors can trade fractional shares, and margin trading is facilitated, making it a versatile choice for diversified investment strategies. Despite lacking futures and cryptocurrency options, J.P. Morgan's investment offerings and advisor services cater well to conservative investors or those preferring hands-on financial guidance.
On the other hand, tastytrade distinguishes itself with a more niche market focus, particularly favoring investors interested in futures and the burgeoning crypto market. While the absence of mutual funds and advisor services limits its traditional investment options, tastytrade compensates with innovative trading features. The platform caters to those looking to diversify with alternatives outside typical stock portfolios, providing comprehensive tools for dynamic trading strategies. Tastytrade's forte in futures and crypto, alongside its strong offering in options trading, makes it appealing to an adventurous investor demographic.
Feature |
J.P. Morgan Self-Directed Investing
|
tastytrade
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
info
|
Yes
info |
Yes
|
Fractional Shares
info
|
Yes
|
Yes
info |
OTC Stocks
info
|
Yes
|
No
|
Mutual Funds
info
|
Yes
|
No
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
No
|
Yes
|
Crypto Trading
info
|
No
|
Yes
|
Crypto Trading - Total Coins
info
|
0
|
4
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
Trading platforms and tools
When comparing J.P. Morgan Self-Directed Investing and tastytrade in the realm of trading platforms and tools, tastytrade emerges with a notable edge. Rated at 4 stars compared to J.P. Morgan's 2.5-star rating, tastytrade offers a more comprehensive suite of features that cater to both novice and seasoned traders. This advantage is further reflected in tastytrade's ranking as the 8th top broker for trading platforms and tools by StockBrokers.com, outshining J.P. Morgan's 13th position.
tastytrade distinguishes itself by providing a desktop downloadable trading platform for both Windows and Mac, a feature absent from J.P. Morgan Self-Directed Investing. Both platforms offer browser-based trading, yet tastytrade enhances user experience with capabilities such as adjusting open orders directly on charts and showing historical trades, options not available with J.P. Morgan. tastytrade's offering is further bolstered by a substantial number of 308 technical indicators and 31 drawing tools for charting, compared to J.P. Morgan's 36 technical indicators and 10 drawing tools.
For traders focused on watch list management, tastytrade provides 33 columns for enhanced customization, while J.P. Morgan offers only 20. Furthermore, tastytrade allows traders to save multiple chart profiles and add notes to charts, features that are lacking in J.P. Morgan's platform. Although both brokers offer custom study creation and display corporate events on charts, tastytrade's greater ability to tailor chart analysis solidifies its position as a more robust and flexible option for traders seeking comprehensive trading tools.
Feature |
J.P. Morgan Self-Directed Investing
|
tastytrade
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
No
|
Yes
|
Desktop Platform (Mac)
info
|
No
|
Yes
|
Paper Trading
info
|
No
|
No
|
Watch Lists - Total Fields
info
|
20
|
33
|
Charting - Indicators / Studies
info
|
36
|
308
|
Charting - Drawing Tools
info
|
10
|
31
|
Platforms & Tools
|
|
|
Dive deeper: Best Stock Brokers & Trading Platforms for 2025, Best Paper Trading Platforms for 2025
Open and fund & get up to $1,000.
Beginners and education
J.P. Morgan Self-Directed Investing and tastytrade both provide substantial educational support for novice investors, although they cater to different needs. J.P. Morgan Self-Directed Investing excels with a comprehensive educational framework, covering stock, ETF, options, mutual funds, and bonds. This extensive offering is enhanced by the availability of educational videos and webinars, which contribute to its impressive 4.5-star rating and #7 ranking out of 18 brokers, according to StockBrokers.com. However, it lacks paper trading and features like educational quizzes or learning progress tracking, which may affect hands-on learning preferences.
On the other hand, tastytrade offers robust educational resources with a focus on stock, ETF, and options education, alongside webinars, maintaining a strong 4-star rating and a #10 ranking. Despite missing mutual funds and bonds education, tastytrade provides a distinctive advantage with its learning progress tracking feature, a valuable tool for beginners aiming to monitor their educational journey. However, the absence of paper trading, educational videos, and quizzes may necessitate complementary resources for a more interactive learning experience.
Feature |
J.P. Morgan Self-Directed Investing
|
tastytrade
|
Education (Stocks)
info
|
Yes
|
Yes
|
Education (ETFs)
info
|
Yes
|
Yes
|
Education (Options)
info
|
Yes
|
Yes
|
Education (Mutual Funds)
info
|
Yes
|
No
|
Education (Bonds)
info
|
Yes
|
No
|
Paper Trading
info
|
No
|
No
|
Videos
info
|
Yes
|
No
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
Stock trading apps
When evaluating J.P. Morgan Self-Directed Investing and tastytrade for their stock trading app capabilities, both platforms present numerous advantages, with some key differences that may sway an investor’s choice. Tastytrade edges out J.P. Morgan Self-Directed Investing with a slight edge in ratings, boasting a 4.5-star app experience compared to J.P. Morgan's 4-star rating. Additionally, tastytrade’s stock trading app is ranked 10th out of 18 brokers by StockBrokers.com, slightly ahead of J.P. Morgan's 12th place. These evaluations suggest that tastytrade might offer a more robust user experience for mobile trading enthusiasts.
Both platforms offer compatibility with iPhone and Android devices, supporting the needs of a wide array of users. They allow for mobile options trading and provide tools for viewing charts in landscape mode and across multiple time frames. Tastytrade also enhances its offering with streaming quotes and after-hours charting, which are not available with J.P. Morgan Self-Directed Investing. One area where J.P. Morgan stands out is the availability of stock alerts and a more extensive selection of technical studies for charting, providing 36 options compared to tastytrade’s lack of such studies.
For those particularly keen on integrating comprehensive charting techniques, J.P. Morgan Self-Directed Investing may be appealing due to its technical studies. However, tastytrade may attract users seeking a more seamless trading experience with real-time data streaming and dynamic after-hours charting. Both brokerages offer the ability to customize watch list columns and create custom watch lists, ensuring personalized monitoring of market interests.
Feature |
J.P. Morgan Self-Directed Investing
|
tastytrade
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
No
|
No
|
Stock Alerts
info
|
Yes
|
No
|
Charting - After-Hours
info
|
No
|
Yes
|
Charting - Technical Studies
info
|
36
|
0
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps for 2025
Fees
When weighing the costs and charges of J.P. Morgan Self-Directed Investing against tastytrade, there are notable distinctions that may influence your choice. Both platforms boast a $0 minimum deposit and commission-free regular stock trades, signaling accessibility for all investors. However, tastytrade offers a slightly more competitive rate for options contracts at just $0.50 per contract compared to J.P. Morgan's $0.65. In terms of margin interest rates and other key fees, tastytrade again offers lower charges, notably with a range of 10% to 11% for balances under $100,000, whereas J.P. Morgan Self-Directed Investing ranges from 12.5% to 13.25%.
J.P. Morgan Self-Directed Investing demonstrates cost efficiency with regards to options exercise and assignment fees, maintaining a $0 fee compared to tastytrade's $5 charge for both services. However, IRA closure fees are steeper with J.P. Morgan at $75, while tastytrade sits at $60. Additionally, for account transfers, J.P. Morgan does not charge for partial transfers, while both platforms align with a $75 fee for full account transfers.
Both J.P. Morgan Self-Directed Investing and tastytrade keep IRA annual fees at $0, catering to retirement-focused investors. Ultimately, for those focused on lower options fees and margin rates, tastytrade may prove advantageous, whereas J.P. Morgan Self-Directed Investing excels in handling certain transaction fees in a cost-effective manner, making it an appealing option for a different profile of investor. Each platform presents financial advantages tailored to distinct trading and investment needs, allowing for informed decision-making based on individual priorities.
Feature |
J.P. Morgan Self-Directed Investing
|
tastytrade
|
Minimum Deposit
info
|
$0.00
|
$0.00
|
Stock Trades
info
|
$0.00
|
$0.00
|
Options (Per Contract)
info
|
$0.65
|
$0.50
info |
Options Exercise Fee
info
|
$0.00
|
$5.00
|
Options Assignment Fee
info
|
$0.00
|
$5.00
|
IRA Annual Fee
info
|
$0.00
|
$0.00
|
IRA Closure Fee
info
|
$75.00
|
$60.00
|
Commissions & Fees
|
N/A
|
N/A
|
Dive deeper: Best Free Trading Platforms for 2025
Day Trading
When comparing J.P. Morgan Self-Directed Investing and tastytrade for day trading, there are some key differences in their offerings. J.P. Morgan Self-Directed Investing lacks several features that are critical for active day traders, such as streaming time and sales data, direct market routing, ladder trading, trading hotkeys, and level 2 quotes. The platform also does not provide any form of strategy backtesting or a short locator tool for checking the real-time availability of shares for short-selling. These limitations may hinder day traders who rely on rapid information and advanced tools to make quick and informed trading decisions.
On the other hand, tastytrade provides some functionality that could be beneficial for day traders. While it also does not offer streaming time and sales data, direct market routing, trading hotkeys, or level 2 quotes, tastytrade differentiates itself by offering streaming live TV and ladder trading. Furthermore, tastytrade includes a short locator tool, which allows traders to easily view the real-time availability of shares available for shorting. Like J.P. Morgan Self-Directed Investing, it does not support basic or advanced strategy backtesting or offer order liquidity rebates. Each platform has distinct strengths, so the choice ultimately depends on the specific tools and features a day trader values most.
Feature |
J.P. Morgan Self-Directed Investing
|
tastytrade
|
Streaming Time & Sales
info
|
No
|
No
|
Streaming TV
info
|
No
|
Yes
|
Direct Market Routing - Stocks
info
|
No
|
No
|
Level 2 Quotes - Stocks
info
|
No
|
No
|
Trade Ideas - Backtesting
info
|
No
|
No
|
Trade Ideas - Backtesting Adv
info
|
No
|
No
|
Short Locator
info
|
No
|
Yes
|
Dive deeper: Best Day Trading Platforms for 2025
Market Research
J.P. Morgan Self-Directed Investing stands out as a more comprehensive platform for market research when compared to tastytrade. While both brokers offer stock and ETF research, J.P. Morgan extends its research capabilities to mutual funds, Pink Sheets/OTCBB, and bonds, which tastytrade does not offer. Additionally, J.P. Morgan provides useful tools such as stock, ETF, mutual fund, and bond screeners for finding trade ideas, further enhancing its appeal for investors seeking robust research options. Consequently, J.P. Morgan Self-Directed Investing earns a solid 4-star rating for market research, ranking it #7 among 18 brokers on StockBrokers.com, whereas tastytrade scores just 1.5 stars and is ranked #13.
When taking a closer look at downloadable resources, J.P. Morgan Self-Directed Investing provides two downloadable PDF research reports for stocks, which is two more than what tastytrade offers. In contrast, neither platform supplies downloadable research reports specifically for ETFs or mutual funds. Despite this, J.P. Morgan compensates with stock and ETF screeners that give investors additional functional features for conducting in-depth market analyses.
Both J.P. Morgan Self-Directed Investing and tastytrade provide the ability to view portfolio allocation by asset class, aligning their services in this aspect. However, neither platform includes more modern research methodologies such as leveraging social media sentiment data or offering ESG research, which could be beneficial avenues for future enhancements. Overall, J.P. Morgan's superior range of offerings and tools positions it as the more attractive choice for investors focused on detailed market research.
Feature |
J.P. Morgan Self-Directed Investing
|
tastytrade
|
Research - Stocks
info
|
Yes
|
Yes
|
Screener - Stocks
info
|
Yes
|
No
|
Research - ETFs
info
|
Yes
|
Yes
|
Screener - ETFs
info
|
Yes
|
No
|
Research - Mutual Funds
info
|
Yes
|
No
|
Screener - Mutual Funds
info
|
Yes
|
No
|
Research - Bonds
info
|
Yes
|
No
|
Screener - Bonds
info
|
Yes
|
No
|
Research
|
|
|
Banking
When comparing the banking capabilities of J.P. Morgan Self-Directed Investing and tastytrade, J.P. Morgan Self-Directed Investing offers a comprehensive suite of financial products including checking and savings accounts, debit and credit cards, mortgage loans, and Certificates of Deposit (CDs). In contrast, tastytrade does not provide similar banking services such as checking or savings accounts, debit or credit cards, mortgage loans, or CDs. Therefore, for users seeking a brokerage platform with robust banking options, J.P. Morgan Self-Directed Investing emerges as the more versatile choice.
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
Winner
After opening live accounts and testing 18 of the best online brokers, our research and live account testing finds that J.P. Morgan Self-Directed Investing is better than tastytrade. J.P. Morgan Self-Directed Investing finished with an overall score of 85.4%, while tastytrade finished with a score of 80.1%.
J.P. Morgan Self-Directed Investing makes it easy for Chase Bank customers to invest and allows access to J.P. Morgan research. On the downside, the broker features are sparse compared to industry leaders.
FAQs
Can you trade cryptocurrency with J.P. Morgan Self-Directed Investing or tastytrade?
J.P. Morgan Self-Directed Investing does not offer crypto trading, providing zero coins for crypto enthusiasts, while tastytrade supports crypto trading with four different coins available.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Does J.P. Morgan Self-Directed Investing or tastytrade offer IRAs?
Both J.P. Morgan Self-Directed Investing and tastytrade offer traditional and Roth IRA accounts with no annual fees; however, J.P. Morgan charges a $75 closure fee, while tastytrade charges a $60 closure fee.
Dive deeper: Best IRA Accounts for 2025
Popular trading guides
More trading guides
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Overall Rating
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Overall |
|
|
|
Commissions & Fees |
N/A
|
N/A
|
|
Range of Investments |
|
|
|
Platforms & Tools |
|
|
|
Mobile Trading Apps |
|
|
|
Research |
|
|
|
Customer Service |
N/A
|
|
|
Education |
|
|
|
Ease Of Use |
|
|
|
Winner |
check_circle
|
|
|
Review |
J.P. Morgan Self-Directed Investing Review
|
tastytrade Review
|
|
Broker Screenshots
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Trading Platform & Tools Gallery (click to expand) |
|
|
|
Research Gallery (click to expand) |
|
|
|
Mobile Trading Apps Gallery (click to expand) |
|
|
|
Education Gallery (click to expand) |
|
|
|
Trading Fees
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Minimum Deposit info
|
$0.00
|
$0.00
|
|
Stock Trades info
|
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$0.00
|
N/A
|
|
Mutual Fund Trade Fee info
|
$0
|
N/A
info
|
|
Options (Per Contract) info
|
$0.65
|
$0.50
info
|
|
Futures (Per Contract) info
|
(Not offered)
|
$1.25
|
|
Broker Assisted Trade Fee info
|
Varies
|
$0
|
|
Margin Rates
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Margin Rate Under $25,000 info
|
13.25%
|
11%
|
|
Margin Rate $25,000 to $49,999.99 info
|
13%
|
10.5%
|
|
Margin Rate $50,000 to $99,999.99 info
|
12.5%
|
10%
|
|
Margin Rate $100,000 to $249,999.99 info
|
12.25%
|
9.5%
|
|
Margin Rate $250,000 to $499,999.99 info
|
12.25%
|
9%
|
|
Margin Rate $500,000 to $999,999.99 info
|
11.5%
|
8.5%
|
|
Margin Rate Above $1,000,000 info
|
11%
info
|
8%
|
|
Account Fees
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
IRA Annual Fee info
|
$0.00
|
$0.00
|
|
IRA Closure Fee info
|
$75.00
|
$60.00
|
|
Account Transfer Out (Partial) info
|
$0.00
|
$75.00
|
|
Account Transfer Out (Full) info
|
$75.00
|
$75.00
|
|
Options Exercise Fee info
|
$0.00
|
$5.00
|
|
Options Assignment Fee info
|
$0.00
|
$5.00
|
|
Investment Options
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading info
|
Yes
info
|
Yes
|
|
Fractional Shares info
|
Yes
|
Yes
info
|
|
OTC Stocks info
|
Yes
|
No
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
1
|
4
|
|
Futures Trading info
|
No
|
Yes
|
|
Forex Trading info
|
No
|
No
|
|
Crypto Trading info
|
No
|
Yes
|
|
Crypto Trading - Total Coins info
|
0
|
4
|
|
Mutual Funds (No Load) info
|
3500
|
0
|
|
Mutual Funds (Total) info
|
3500
|
0
|
|
Bonds (US Treasury) info
|
Yes
|
No
info
|
|
Bonds (Corporate) info
|
Yes
|
No
|
|
Bonds (Municipal) info
|
Yes
|
No
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
Advisor Services info
|
Yes
|
No
|
|
International Countries (Stocks) info
|
0
|
0
|
|
Order Types
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Order Type - Market info
|
Yes
|
Yes
|
|
Order Type - Limit info
|
Yes
|
Yes
|
|
Order Type - After Hours info
|
No
|
Yes
|
|
Order Type - Stop info
|
Yes
|
Yes
|
|
Order Type - Trailing Stop info
|
No
|
No
|
|
Order Type - OCO info
|
No
|
Yes
|
|
Order Type - OTO info
|
No
|
Yes
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
Beginners
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Education (Stocks) info
|
Yes
|
Yes
|
|
Education (ETFs) info
|
Yes
|
Yes
|
|
Education (Options) info
|
Yes
|
Yes
|
|
Education (Mutual Funds) info
|
Yes
|
No
|
|
Education (Bonds) info
|
Yes
|
No
|
|
Education (Retirement) info
|
Yes
|
No
|
|
Retirement Calculator info
|
Yes
|
No
|
|
Investor Dictionary info
|
No
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Videos info
|
Yes
|
No
|
|
Webinars info
|
Yes
|
Yes
|
|
Webinars (Archived) info
|
No
|
Yes
|
|
Progress Tracking info
|
No
|
Yes
|
|
Interactive Learning - Quizzes info
|
No
|
No
|
|
Stock Trading Apps
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
iPhone App info
|
Yes
|
Yes
|
|
Android App info
|
Yes
|
Yes
|
|
Apple Watch App info
|
No
|
No
|
|
Trading - Stocks info
|
Yes
|
Yes
|
|
Trading - After-Hours info
|
No
|
Yes
|
|
Trading - Simple Options info
|
Yes
|
Yes
|
|
Trading - Complex Options info
|
No
|
Yes
|
|
Order Ticket RT Quotes info
|
Yes
|
Yes
|
|
Order Ticket SRT Quotes info
|
No
|
Yes
|
|
Stock App Features
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
No
|
No
|
|
Videos on Demand info
|
No
|
No
|
|
Stock Alerts info
|
Yes
|
No
|
|
Option Chains Viewable info
|
Yes
|
Yes
|
|
Watch List (Real-time) info
|
Yes
|
Yes
|
|
Watch List (Streaming) info
|
No
|
Yes
|
|
Watch Lists - Create & Manage info
|
Yes
|
Yes
|
|
Watch Lists - Column Customization info
|
Yes
|
Yes
|
|
Stock App Charting
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Charting - After-Hours info
|
No
|
Yes
|
|
Charting - Can Turn Horizontally info
|
Yes
|
Yes
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
36
|
0
|
|
Charting - Study Customizations info
|
Yes
|
No
|
|
Charting - Stock Comparisons info
|
No
|
No
|
|
Trading Platforms
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Active Trading Platform info
|
No
|
tastytrade
|
|
Desktop Trading Platform info
|
No
|
Yes
|
|
Desktop Platform (Mac) info
|
No
|
Yes
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Trade Journal info
|
No
|
No
|
|
Watch Lists - Total Fields info
|
20
|
33
|
|
Stock Chart Features
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Charting - Adjust Trades on Chart info
|
No
|
Yes
|
|
Charting - Indicators / Studies info
|
36
|
308
|
|
Charting - Drawing Tools info
|
10
|
31
|
|
Charting - Notes info
|
No
|
Yes
|
|
Charting - Index Overlays info
|
Yes
|
Yes
|
|
Charting - Historical Trades info
|
No
|
Yes
|
|
Charting - Corporate Events info
|
Yes
|
Yes
|
|
Charting - Custom Date Range info
|
No
|
No
|
|
Charting - Custom Time Bars info
|
No
|
No
|
|
Charting - Automated Analysis info
|
No
|
No
|
|
Charting - Save Profiles info
|
No
|
Yes
|
|
Trade Ideas - Technical Analysis info
|
No
|
No
|
|
Charting - Study Customizations info
|
3
|
7
|
|
Charting - Custom Studies info
|
Yes
|
Yes
|
|
Day Trading
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Streaming Time & Sales info
|
No
|
No
|
|
Streaming TV info
|
No
|
Yes
|
|
Direct Market Routing - Stocks info
|
No
|
No
|
|
Ladder Trading info
|
No
|
Yes
|
|
Trade Hotkeys info
|
No
|
No
|
|
Level 2 Quotes - Stocks info
|
No
|
No
|
|
Trade Ideas - Backtesting info
|
No
|
No
|
|
Trade Ideas - Backtesting Adv info
|
No
|
No
|
|
Short Locator info
|
No
|
Yes
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
Research Overview
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Research - Stocks info
|
Yes
|
Yes
|
|
Research - ETFs info
|
Yes
|
Yes
|
|
Research - Mutual Funds info
|
Yes
|
No
|
|
Research - Pink Sheets / OTCBB info
|
Yes
|
No
|
|
Research - Bonds info
|
Yes
|
No
|
|
Screener - Stocks info
|
Yes
|
No
|
|
Screener - ETFs info
|
Yes
|
No
|
|
Screener - Mutual Funds info
|
Yes
|
No
|
|
Screener - Bonds info
|
Yes
|
No
|
|
Misc - Portfolio Allocation info
|
Yes
|
Yes
|
|
Stock Research
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Stock Research - PDF Reports info
|
2
|
0
|
|
Stock Research - Earnings info
|
Yes
|
No
|
|
Stock Research - Insiders info
|
No
|
No
|
|
Stock Research - Social info
|
No
|
No
|
|
Stock Research - News info
|
Yes
|
Yes
|
|
Stock Research - ESG info
|
No
|
No
|
|
Stock Research - SEC Filings info
|
No
|
No
|
|
ETF Research
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
ETFs - Strategy Overview info
|
Yes
|
No
|
|
ETF Fund Facts - Inception Date info
|
Yes
|
No
|
|
ETF Fund Facts - Expense Ratio info
|
Yes
|
No
|
|
ETF Fund Facts - Net Assets info
|
Yes
|
No
|
|
ETF Fund Facts - Total Holdings info
|
Yes
|
No
|
|
ETFs - Top 10 Holdings info
|
Yes
|
No
|
|
ETFs - Sector Exposure info
|
Yes
|
No
|
|
ETFs - Risk Analysis info
|
No
|
Yes
|
|
ETFs - Ratings info
|
Yes
|
No
|
|
ETFs - Morningstar StyleMap info
|
Yes
|
No
|
|
ETFs - PDF Reports info
|
No
|
No
|
|
Mutual Fund Research
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Mutual Funds - Strategy Overview info
|
Yes
|
No
|
|
Mutual Funds - Performance Chart info
|
Yes
|
No
|
|
Mutual Funds - Performance Analysis info
|
Yes
|
No
|
|
Mutual Funds - Prospectus info
|
No
|
No
|
|
Mutual Funds - 3rd Party Ratings info
|
Yes
|
No
|
|
Mutual Funds - Fees Breakdown info
|
Yes
|
No
|
|
Mutual Funds - Top 10 Holdings info
|
Yes
|
No
|
|
Mutual Funds - Asset Allocation info
|
Yes
|
No
|
|
Mutual Funds - Sector Allocation info
|
Yes
|
No
|
|
Mutual Funds - Country Allocation info
|
Yes
|
No
|
|
Mutual Funds - StyleMap info
|
Yes
|
No
|
|
Options Trading
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Option Chains - Basic View info
|
Yes
|
Yes
|
|
Option Chains - Strategy View info
|
No
|
Yes
|
|
Option Chains - Streaming info
|
No
|
Yes
|
|
Option Chains - Total Columns info
|
6
|
20
|
|
Option Chains - Greeks info
|
0
|
5
|
|
Option Chains - Quick Analysis info
|
No
|
Yes
|
|
Option Analysis - P&L Charts info
|
No
|
Yes
|
|
Option Probability Analysis info
|
No
|
Yes
|
|
Option Probability Analysis Adv info
|
No
|
Yes
|
|
Option Positions - Greeks info
|
No
|
Yes
|
|
Option Positions - Greeks Streaming info
|
No
|
Yes
|
|
Option Positions - Adv Analysis info
|
No
|
Yes
|
|
Option Positions - Rolling info
|
No
|
Yes
|
|
Option Positions - Grouping info
|
No
|
Yes
|
|
Banking
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Bank (Member FDIC) info
|
Yes
|
No
|
|
Checking Accounts info
|
Yes
|
No
|
|
Savings Accounts info
|
Yes
|
No
|
|
Credit Cards info
|
Yes
|
No
|
|
Debit Cards info
|
Yes
|
No
|
|
Mortgage Loans info
|
Yes
|
No
|
|
Customer Service
|
J.P. Morgan Self-Directed Investing |
tastytrade |
|
Phone Support (Prospect Customers) info
|
No
|
Yes
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
Yes
|
Yes
|
|
Live Chat (Prospect Customers) info
|
No
|
Yes
|
|
Live Chat (Current Customers) info
|
No
|
Yes
|
|
24/7 Support info
|
Yes
|
No
|
|
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