Platform Comparison

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

Detailed side-by-side comparison to help you choose the best platform 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.

Full Review

Feature Comparison

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

Pros & 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 Platform is Right for You?

Choose Axos Invest if you...

  • Want cost-conscious beginners focused features
  • Need automatic dividend reinvestment

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

  • Want chase bank customers focused features
  • Prefer a higher-rated overall platform

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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.