Investment options
When comparing J.P. Morgan Self-Directed Investing and Vanguard based on their investment options and services, each provides a strong offering with unique advantages. J.P. Morgan earns a 4-star rating for its investment options, offering stocks, margin trading, fractional shares, mutual funds, options trading, and OTC stocks. Vanguard slightly edges out with a 4.5-star rating, similarly providing stocks, margin trading, mutual funds, options trading, and OTC stocks, but lacks fractional shares trading. According to StockBrokers.com, Vanguard ranks #9 and J.P. Morgan ranks #10 out of 18 brokers for investment options, showcasing both as competitive choices for investors.
J.P. Morgan Self-Directed Investing and Vanguard each provide various investment options tailored to meet diverse financial goals. Both platforms offer stock trading and margin trading, allowing investors to buy and sell shares and leverage their investments. Although neither supports forex or futures trading, both provide robust options trading, and mutual funds enhance portfolio diversification. One distinct advantage of J.P. Morgan is its fractional shares trading, allowing investors to buy portions of a stock, making it accessible to invest in high-priced stocks without the need for large sums of capital.
Both J.P. Morgan and Vanguard offer traditional and Roth IRA accounts, catering to investors seeking retirement solutions. Both platforms are supported by advisory services, providing expert guidance to optimize portfolio strategies. While neither offers cryptocurrency trading, the firms cover an impressive range of investment products. These comprehensive offerings highlight their commitment to delivering diverse and flexible investment options, ensuring that both novice and seasoned investors have access to a substantial array of financial tools.
Feature |
J.P. Morgan Self-Directed Investing
|
Vanguard
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
|
Yes
info |
Yes
|
Fractional Shares
info
|
Yes
|
No
info |
OTC Stocks
info
|
Yes
|
Yes
|
Mutual Funds
info
|
Yes
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
No
|
No
|
Crypto Trading
info
|
No
|
No
|
Crypto Trading - Total Coins
info
|
0
|
0
|
Investment Options
|
|
|
Dive deeper: Best Options Trading Platforms & Brokers, 5 Best Futures Trading Platforms of 2024
Trading platforms and tools
In a head-to-head comparison of trading platforms and tools, J.P. Morgan Self-Directed Investing slightly outshines Vanguard, earning a rating of three out of five stars compared to Vanguard's 2.5 stars. Ranked at #14 out of 18 brokers by StockBrokers.com, J.P. Morgan Self-Directed Investing offers a more substantial toolkit than Vanguard, which holds the #18 spot. This overall advantage reflects features such as more comprehensive charting capabilities and a more user-friendly trading setup.
Neither J.P. Morgan Self-Directed Investing nor Vanguard provides downloadable trading platforms for Windows or Mac, but they both offer browser-based platforms. In terms of advanced tools, such as paper trading or trading journals, both platforms fall short, failing to offer these features. However, J.P. Morgan Self-Directed Investing provides a more robust selection of charting tools, with 36 technical indicators and 10 drawing tools compared to Vanguard's 9 indicators and no drawing tools.
Both platforms allow the addition of index overlays and the display of corporate events on charts, but do not support features like adjusting open orders directly on charts or adding notes. While Vanguard offers more watchlist columns, J.P. Morgan Self-Directed Investing makes up for this with additional features in technical analysis customization, like more customization fields when editing SMA study. Overall, J.P. Morgan's tools and features make it more favorable for traders seeking a richer charting experience.
Feature |
J.P. Morgan Self-Directed Investing
|
Vanguard
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
No
|
No
|
Desktop Platform (Mac)
info
|
No
|
No
|
Paper Trading
info
|
No
|
No
|
Watch Lists - Total Fields
info
|
4
|
9
|
Charting - Indicators / Studies
info
|
36
|
9
|
Charting - Drawing Tools
info
|
10
|
0
|
Platforms & Tools
|
|
|
Dive deeper: Best Stock Brokers for 2024, Best Paper Trading Platforms of 2024
Open and fund & get up to $1,000.
Beginners and education
J.P. Morgan Self-Directed Investing and Vanguard both offer educational resources for beginner investors, but they vary significantly in depth and breadth. J.P. Morgan Self-Directed Investing covers a wide array of topics, providing comprehensive education on stocks, ETFs, options, mutual funds, and bonds. They complement their educational offerings with webinars and a library of educational videos, helping newcomers gain a solid understanding of investing basics. While J.P. Morgan doesn't provide paper trading, quizzes, or the ability for users to track learning progress, its extensive educational resources earned it a commendable 4.5-star rating in investor education. Furthermore, J.P. Morgan stands out in the industry, ranking sixth out of 18 brokers reviewed by StockBrokers.com.
In contrast, Vanguard's educational scope is relatively limited, focusing predominantly on stock education and offering a selection of educational videos. While webinars and comprehensive information on ETFs, options, mutual funds, and bonds are absent, Vanguard still provides a foundation for beginning investors. However, the lack of more diversified educational resources has impacted its reputation, with a 3.5-star rating in this category. Ranked thirteenth out of 18 brokers by StockBrokers.com for investor education, Vanguard may appeal to those who prioritize a more conservative and straightforward introduction to the investment world.
Feature |
J.P. Morgan Self-Directed Investing
|
Vanguard
|
Education (Stocks)
info
|
Yes
|
Yes
|
Education (ETFs)
info
|
Yes
|
No
|
Education (Options)
info
|
Yes
|
No
|
Education (Mutual Funds)
info
|
Yes
|
No
|
Education (Bonds)
info
|
Yes
|
No
|
Paper Trading
info
|
No
|
No
|
Videos
info
|
Yes
|
Yes
|
Webinars
info
|
Yes
|
No
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2024
Stock trading apps
When comparing the trading app capabilities of J.P. Morgan Self-Directed Investing and Vanguard, J.P. Morgan emerges as a more comprehensive choice for investors seeking robust mobile trading features. Garnering a four-star rating, J.P. Morgan Self-Directed Investing surpasses Vanguard's three-star rating, securing a #12 ranking out of 18 brokers by StockBrokers.com, compared to Vanguard's position at #18. J.P. Morgan's offering caters more effectively to users with essential functionalities like mobile options trading, custom watch lists, and technical studies for charting, positioning it as a strong contender for mobile stock trading.
Both J.P. Morgan Self-Directed Investing and Vanguard provide mobile applications for iPhone and Android, but neither broker offers an app for Apple Watch. In core mobile features, J.P. Morgan stands out by accommodating mobile options trading, a function Vanguard lacks. Additionally, J.P. Morgan enables users to create and customize watch lists, allowing for personalized tracking—features not available through Vanguard's app. These capabilities are complemented by J.P. Morgan's provision of 36 technical studies for charting, whereas Vanguard offers none.
It's worth noting that certain features, such as streaming quotes, live TV, videos on demand, and stock alerts, are absent in both apps, reflecting a common ground. Furthermore, neither app facilitates mobile after-hours stock trading, after-hours charting, or viewing charts in landscape mode. While both brokers allow viewing multiple time frames for charting, J.P. Morgan's broader range of technical studies enhances this functionality, providing a more sophisticated toolset for active traders.
Feature |
J.P. Morgan Self-Directed Investing
|
Vanguard
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
No
|
No
|
Stock Alerts
info
|
No
|
No
|
Charting - After-Hours
info
|
No
|
No
|
Charting - Technical Studies
info
|
36
|
0
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps of 2024
Fees
Choosing between J.P. Morgan Self-Directed Investing and Vanguard comes down to subtle differences in fees and charges. Both offer competitive, commission-free trading for regular stock trades and require no minimum deposits. However, J.P. Morgan shines with lower charges on options contracts and margin balances, particularly for smaller investment amounts. Conversely, Vanguard may be more appealing for investors focusing on simpler account management, given its $0 fee for IRA closures.
When comparing the fees associated with options contracts and margin balances, J.P. Morgan Self-Directed Investing edges ahead. It charges only $0.65 per options contract, while Vanguard’s fee stands at $1.00. Moreover, J.P. Morgan’s rates for margin balances are slightly more favorable across different tiers. For balances below $25,000, J.P. Morgan charges 13.25% versus Vanguard's 13.75%. Likewise, similar tiers in the $25,000 to $49,999 range show J.P. Morgan slightly more affordable with a 13% rate compared to Vanguard's 13.25%.
In terms of other account-related fees, both brokers display distinct advantages. J.P. Morgan eliminates IRA annual fees, which is a consideration for investors managing retirement accounts. However, its $75 charge for IRA closure and full account transfers might present a barrier. Vanguard, on the other hand, imposes a $25 annual IRA fee but allows free IRA closures, aligning with cost-effective account maintenance. For account transfers, Vanguard's $100 fee for full transfers is higher than J.P. Morgan’s $75, making the latter a potentially less expensive choice for investors considering future brokerage changes.
Feature |
J.P. Morgan Self-Directed Investing
|
Vanguard
|
Minimum Deposit
|
$0.00
|
$0.00
|
Stock Trades
|
$0.00
|
$0.00
|
Options (Per Contract)
|
$0.65
|
$1.00
|
Options Exercise Fee
|
$0.00
|
$0.00
|
Options Assignment Fee
|
$0.00
|
$0.00
|
IRA Annual Fee
|
$0.00
|
$25.00
info |
IRA Closure Fee
|
$75.00
|
$0.00
|
Commissions & Fees
|
|
|
Dive deeper: Best Brokers for Free Stock Trading of 2024
Day Trading
When it comes to day trading capabilities, both J.P. Morgan Self-Directed Investing and Vanguard offer a basic set of features that may not meet the needs of active traders looking for a comprehensive toolkit. Neither platform provides streaming time and sales for stocks, streaming live TV, or direct market routing, which are essential for those seeking real-time market insights and execution flexibility. Additionally, day traders will not find ladder trading, trading hotkeys for keyboard trade entry, or level 2 quotes on either platform. These missing elements underscore the platforms' focus on long-term investment rather than rapid, high-frequency trading.
Furthermore, both J.P. Morgan Self-Directed Investing and Vanguard lack essential tools for strategy development and testing. Neither offers basic or advanced strategy backtesting, which can be critical for traders who rely on data-driven decision making. Additionally, the absence of a short locator tool and order liquidity (maker/taker) rebates means that neither platform supports comprehensive short-selling strategies or offers incentives for market-making. Overall, J.P. Morgan Self-Directed Investing and Vanguard may cater better to investors with a focus on portfolio growth and management, rather than active day trading.
Feature |
J.P. Morgan Self-Directed Investing
|
Vanguard
|
Streaming Time & Sales
info
|
No
|
No
|
Streaming TV
info
|
No
|
No
|
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
|
No
|
Dive deeper: Best Day Trading Platforms of 2024
Market Research
When it comes to market research capabilities, both J.P. Morgan Self-Directed Investing and Vanguard offer comprehensive options for equities, ETFs, mutual funds, Pink Sheets, and bonds. They each provide tools like stock and ETF screeners. However, J.P. Morgan edges out with a slightly higher rating of 4 stars compared to Vanguard's 3.5 stars, according to market assessments. This ranking is further reflected as J.P. Morgan Self-Directed Investing holds the #8 spot, while Vanguard is positioned at #9 by StockBrokers.com. The key takeaway is that both platforms offer robust market research resources, though J.P. Morgan Self-Directed Investing may provide a slightly stronger overall package.
J.P. Morgan Self-Directed Investing and Vanguard evaluate asset allocation by asset class, allowing investors insightful views into their portfolios. Although neither platform incorporates social media sentiment data or ESG research into their offerings, they both deliver essential downloadable PDF research reports for stocks—limited to two per platform. Unfortunately, downloadable reports for ETFs and mutual funds are not available from either broker, which could be a limitation for more research-intensive investors.
Despite similar screening tools for trade ideas across various asset classes, distinguishing differences lie in the depth and convenience offered by each broker. While both platforms excel in furnishing fundamental market research across various financial instruments, J.P. Morgan Self-Directed Investing offers an edge with its superior rating and ranking. Investors may consider their individual research needs and preferences when choosing between these two well-regarded platforms.
Feature |
J.P. Morgan Self-Directed Investing
|
Vanguard
|
Research - Stocks
info
|
Yes
|
Yes
|
Screener - Stocks
info
|
Yes
|
Yes
|
Research - ETFs
info
|
Yes
|
Yes
|
Screener - ETFs
info
|
Yes
|
Yes
|
Research - Mutual Funds
info
|
Yes
|
Yes
|
Screener - Mutual Funds
info
|
Yes
|
Yes
|
Research - Bonds
info
|
Yes
|
Yes
|
Screener - Bonds
info
|
Yes
|
Yes
|
Research
|
|
|
Banking
In the financial services landscape, J.P. Morgan Self-Directed Investing stands out for its comprehensive banking capabilities compared to Vanguard. J.P. Morgan Self-Directed Investing offers an array of banking services, including checking and savings accounts, which Vanguard does not provide. Additionally, J.P. Morgan allows customers to access debit and credit cards, as well as mortgage loans, enhancing the convenience of managing both investments and day-to-day banking needs in one place. While both platforms offer Certificates of Deposit (CDs), J.P. Morgan's broader suite of banking services positions it as a more versatile choice for individuals who prefer integrated financial solutions. On the other hand, Vanguard focuses primarily on investment accounts, without the option for checking, savings, or other banking products, which might appeal more to those solely interested in robust investment options.
Dive deeper: Best Bank Brokerages of 2024
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 Vanguard. J.P. Morgan Self-Directed Investing finished with an overall score of 82.2%, while Vanguard finished with a score of 80.3%.
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 Vanguard?
Both J.P. Morgan Self-Directed Investing and Vanguard currently do not offer crypto trading, with neither platform providing any cryptocurrency options to their users.
Dive deeper: Best Crypto Trading Platforms of 2024
Does J.P. Morgan Self-Directed Investing or Vanguard offer IRAs?
J.P. Morgan Self-Directed Investing and Vanguard both provide options for Traditional and Roth IRA accounts, with J.P. Morgan offering a distinct advantage of no annual fees compared to Vanguard's $25.00 fee. However, should you decide to close your account, J.P. Morgan imposes a $75.00 closure fee, whereas Vanguard does not charge any closure fees.
Dive deeper: Best IRA Accounts of 2024
Popular trading guides
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Broker Screenshots
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
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 |
Vanguard |
|
Minimum Deposit |
$0.00
|
$0.00
|
|
Stock Trades |
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$0.00
|
$0.00
|
|
Mutual Fund Trade Fee |
$0
|
Varies
info
|
|
Options (Per Contract) |
$0.65
|
$1.00
|
|
Futures (Per Contract) |
(Not offered)
|
(Not offered)
|
|
Broker Assisted Trade Fee |
Varies
|
$25
info
|
|
Margin Rates
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
Margin Rate Under $25,000 |
13.25%
|
13.75%
info
|
|
Margin Rate $25,000 to $49,999.99 |
13%
|
13.25%
|
|
Margin Rate $50,000 to $99,999.99 |
12.5%
|
12.75%
|
|
Margin Rate $100,000 to $249,999.99 |
12.25%
|
12.25%
|
|
Margin Rate $250,000 to $499,999.99 |
12.25%
|
11.75%
|
|
Margin Rate $500,000 to $999,999.99 |
11.5%
|
10.5%
|
|
Margin Rate Above $1,000,000 |
11%
info
|
Varies
info
|
|
Account Fees
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
IRA Annual Fee |
$0.00
|
$25.00
info
|
|
IRA Closure Fee |
$75.00
|
$0.00
|
|
Account Transfer Out (Partial) info
|
$0.00
|
$0.00
|
|
Account Transfer Out (Full) info
|
$75.00
|
$100.00
info
|
|
Options Exercise Fee |
$0.00
|
$0.00
|
|
Options Assignment Fee |
$0.00
|
$0.00
|
|
Investment Options
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading |
Yes
info
|
Yes
|
|
Fractional Shares info
|
Yes
|
No
info
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
1
|
4
|
|
Futures Trading info
|
No
|
No
|
|
Forex Trading info
|
No
|
No
|
|
Crypto Trading info
|
No
|
No
|
|
Crypto Trading - Total Coins info
|
0
|
0
|
|
Mutual Funds (No Load) info
|
3500
|
N/A
|
|
Mutual Funds (Total) info
|
3500
|
N/A
|
|
Bonds (US Treasury) info
|
Yes
|
Yes
|
|
Bonds (Corporate) info
|
Yes
|
Yes
|
|
Bonds (Municipal) info
|
Yes
|
Yes
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
Advisor Services info
|
Yes
|
Yes
|
|
International Countries (Stocks) info
|
0
|
0
|
|
Order Types
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
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
|
No
|
|
Order Type - OTO info
|
No
|
No
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
Beginners
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
Education (Stocks) info
|
Yes
|
Yes
|
|
Education (ETFs) info
|
Yes
|
No
|
|
Education (Options) info
|
Yes
|
No
|
|
Education (Mutual Funds) info
|
Yes
|
No
|
|
Education (Bonds) info
|
Yes
|
No
|
|
Education (Retirement) info
|
Yes
|
Yes
|
|
Retirement Calculator info
|
Yes
|
Yes
|
|
Investor Dictionary info
|
No
|
No
|
|
Paper Trading info
|
No
|
No
|
|
Videos info
|
Yes
|
Yes
|
|
Webinars info
|
Yes
|
No
|
|
Webinars (Archived) info
|
No
|
No
|
|
Progress Tracking info
|
No
|
No
|
|
Interactive Learning - Quizzes info
|
No
|
No
|
|
Stock Trading Apps
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
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
|
No
|
|
Trading - Simple Options info
|
Yes
|
No
|
|
Trading - Complex Options info
|
No
|
No
|
|
Order Ticket RT Quotes info
|
Yes
|
Yes
|
|
Order Ticket SRT Quotes info
|
No
|
No
|
|
Stock App Features
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
Market Movers (Top Gainers) info
|
Yes
|
No
|
|
Stream Live TV info
|
No
|
No
|
|
Videos on Demand info
|
No
|
No
|
|
Stock Alerts info
|
No
|
No
|
|
Option Chains Viewable info
|
Yes
|
No
|
|
Watch List (Real-time) info
|
Yes
|
No
|
|
Watch List (Streaming) info
|
No
|
No
|
|
Watch Lists - Create & Manage info
|
Yes
|
No
|
|
Watch Lists - Column Customization info
|
Yes
|
No
|
|
Stock App Charting
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
Charting - After-Hours info
|
No
|
No
|
|
Charting - Can Turn Horizontally info
|
No
|
No
|
|
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 |
Vanguard |
|
Active Trading Platform info
|
No
|
N/A
|
|
Desktop Trading Platform info
|
No
|
No
|
|
Desktop Platform (Mac) info
|
No
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Trade Journal info
|
No
|
No
|
|
Watch Lists - Total Fields info
|
4
|
9
|
|
Stock Chart Features
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
Charting - Adjust Trades on Chart info
|
No
|
No
|
|
Charting - Indicators / Studies info
|
36
|
9
|
|
Charting - Drawing Tools info
|
10
|
0
|
|
Charting - Notes info
|
No
|
No
|
|
Charting - Index Overlays info
|
Yes
|
Yes
|
|
Charting - Historical Trades info
|
No
|
No
|
|
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
|
No
|
|
Trade Ideas - Technical Analysis info
|
No
|
No
|
|
Charting - Study Customizations info
|
3
|
1
|
|
Charting - Custom Studies info
|
No
|
No
|
|
Day Trading
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
Streaming Time & Sales info
|
No
|
No
|
|
Streaming TV info
|
No
|
No
|
|
Direct Market Routing - Stocks info
|
No
|
No
|
|
Ladder Trading info
|
No
|
No
|
|
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
|
No
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
Research Overview
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
Research - Stocks info
|
Yes
|
Yes
|
|
Research - ETFs info
|
Yes
|
Yes
|
|
Research - Mutual Funds info
|
Yes
|
Yes
|
|
Research - Pink Sheets / OTCBB info
|
Yes
|
Yes
|
|
Research - Bonds info
|
Yes
|
Yes
|
|
Screener - Stocks info
|
Yes
|
Yes
|
|
Screener - ETFs info
|
Yes
|
Yes
|
|
Screener - Mutual Funds info
|
Yes
|
Yes
|
|
Screener - Bonds info
|
Yes
|
Yes
|
|
Misc - Portfolio Allocation info
|
Yes
|
Yes
|
|
Stock Research
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
Stock Research - PDF Reports info
|
2
|
2
|
|
Stock Research - Earnings info
|
Yes
|
Yes
|
|
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 |
Vanguard |
|
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
|
No
|
|
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 |
Vanguard |
|
Mutual Funds - Strategy Overview info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Chart info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Analysis info
|
Yes
|
Yes
|
|
Mutual Funds - Prospectus info
|
No
|
Yes
|
|
Mutual Funds - 3rd Party Ratings info
|
Yes
|
No
|
|
Mutual Funds - Fees Breakdown info
|
Yes
|
Yes
|
|
Mutual Funds - Top 10 Holdings info
|
Yes
|
Yes
|
|
Mutual Funds - Asset Allocation info
|
Yes
|
No
|
|
Mutual Funds - Sector Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Country Allocation info
|
Yes
|
No
|
|
Mutual Funds - StyleMap info
|
Yes
|
Yes
|
|
Options Trading
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
Option Chains - Basic View info
|
Yes
|
Yes
|
|
Option Chains - Strategy View info
|
No
|
No
|
|
Option Chains - Streaming info
|
No
|
No
|
|
Option Chains - Total Columns info
|
6
|
9
|
|
Option Chains - Greeks info
|
0
|
0
|
|
Option Chains - Quick Analysis info
|
No
|
No
|
|
Option Analysis - P&L Charts info
|
No
|
No
|
|
Option Probability Analysis info
|
No
|
No
|
|
Option Probability Analysis Adv info
|
No
|
No
|
|
Option Positions - Greeks info
|
No
|
No
|
|
Option Positions - Greeks Streaming info
|
No
|
No
|
|
Option Positions - Adv Analysis info
|
No
|
No
|
|
Option Positions - Rolling info
|
No
|
No
|
|
Option Positions - Grouping info
|
No
|
No
|
|
Banking
|
J.P. Morgan Self-Directed Investing |
Vanguard |
|
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 |
Vanguard |
|
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
|
No
|
|
Live Chat (Current Customers) info
|
No
|
No
|
|
24/7 Support info
|
Yes
|
No
|
|
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