{"slug":"jpmorgan-self-directed-1000","category":"brokerage","institutionSlug":"jpmorgan","product":"Self-Directed Investing","title":"J.P. Morgan Self-Directed Investing — up to $1,000","bonus":"up to $1,000","unit":"cash","amount":1000,"reqShort":"$5,000+ new money, tiered, 45 days","expiresOn":null,"status":"live","verifiedOn":"2026-07-07","reports":1,"openIssues":0,"states":null,"referralGated":false,"hardPull":false,"chex":null,"fee":"No account fee","posts":"Within 15 days of meeting conditions","keep":"Maintain qualifying balance 90 days after opening","yieldNote":"Top tier: $1,000 on $250,000 held ~135 days ≈ 1.1% annualized on top of returns. The $5,000 entry tier pays $50 — do the math per tier before moving money.","applyDomain":"chase.com","applyUrl":"https://www.chase.com/personal/investments/you-invest/self-directed-offer","summary":"A standing tiered transfer bonus from Chase's brokerage arm: deposit or transfer new-to-JPM money or securities within 45 days, hold the balance 90 days, and the day-45 balance sets your tier up to $1,000 at $250,000. The fine print with teeth: funds sourced from Chase or J.P. Morgan accounts don't qualify — the money must genuinely arrive from outside.","reqSteps":["Enroll via the official offer page, then open the Self-Directed account.","Move $5,000+ in new money or securities within 45 days (external sources only — Chase accounts don't count).","Your day-45 balance sets the tier; maintain it for 90 days from opening.","Bonus pays within 15 days of meeting conditions."],"finePrint":["Applies to general investment, traditional IRA, Roth IRA, and trust accounts.","In-kind securities transfers qualify and avoid realizing gains — usually the right move.","Bonus is taxable; expect a 1099."],"memberReports":[{"topic":"Structure","text":"Tiering, 45-day funding window, 90-day hold, and the Chase-sourced-funds exclusion confirmed via Forbes Advisor and The Ways to Wealth on 7/7/26."}],"history":[{"when":"2023–2026","amount":"up to $700–$1,000","note":"standing offer, tiers drift"}],"ruleIds":[],"sources":[{"label":"chase.com Self-Directed offer","url":"https://www.chase.com/personal/investments/you-invest/self-directed-offer","checkedOn":"2026-07-07"},{"label":"Forbes Advisor brokerage bonuses","url":"https://www.forbes.com/advisor/investing/best-brokerage-account-bonuses/","checkedOn":"2026-07-07"}],"needsVerification":true}