Platform Comparison

Axos Invest vs J.P. Morgan Self-Directed Investing

Compare Axos Invest and J.P. Morgan Self-Directed Investing on fees, DRIP, fractional shares and research for dividend investing.

AX

Axos Invest

★3.9

A budget-friendly robo-advisor with automatic rebalancing and tax-loss harvesting at just 0.24% annually—great value but limited customization.

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Higher Rated
JP

J.P. Morgan Self-Directed Investing

★4.3

Chase bank's self-directed investing platform with seamless banking integration, commission-free trading, and access to J.P. Morgan research.

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Axos Invest vs J.P. Morgan Self-Directed Investing: Fees, Minimums & DRIP Compared

FeatureAxos InvestJ.P. Morgan Self-Directed Investing
Our Rating3.9/54.3/5
Trading CommissionsN/A$0
Account Minimum$1$0
Fractional SharesN/AYes
DRIPYesFree
Research ToolsAutomatedGood
Best ForCost-Conscious BeginnersChase Bank Customers

Axos Invest vs J.P. Morgan Self-Directed Investing: Pros and Cons

Axos Invest

Pros

  • + Very low 0.24% annual advisory fee
  • + No account minimum for managed portfolios ($1 to start)
  • + Automatic dividend reinvestment (DRIP) included
  • + Tax-loss harvesting at no extra cost
  • + Automatic portfolio rebalancing

Cons

  • - Limited portfolio customization—can't exclude specific ETFs
  • - Only 5 pre-built portfolios to choose from
  • - No direct indexing or advanced tax strategies
  • - Customer support limited to business hours

J.P. Morgan Self-Directed Investing

Pros

  • + Commission-free trading on stocks, ETFs, and mutual funds
  • + Seamless integration with Chase banking accounts
  • + Fractional shares available for direct purchases
  • + Free dividend reinvestment with fractional share support
  • + Access to J.P. Morgan proprietary research

Cons

  • - Trading interface feels clunky compared to Merrill Edge
  • - Extremely low 0.01% APY on uninvested cash
  • - No cryptocurrency, futures, or forex trading
  • - Limited investment screeners and analysis tools

Which Is Better for Dividend Investors: Axos Invest or J.P. Morgan Self-Directed Investing?

Choose Axos Invest if you...

  • Are in Axos Invest's core audience: cost-conscious beginners
  • Need automatic dividend reinvestment

Choose J.P. Morgan Self-Directed Investing if you...

  • Are in J.P. Morgan Self-Directed Investing's core audience: chase bank customers
  • Prefer a higher-rated overall platform

Want the full breakdown of fees, DRIP, and research tools? Read our Axos Invest review and J.P. Morgan Self-Directed Investing review.

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Investment Disclaimer

Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. This content is for informational purposes only and should not be considered investment advice.