# J.P. Morgan Self-Directed Investing — up to $1,000

Canonical: https://dealaka.com/offers/jpmorgan-self-directed-1000

- Status: Limited reports
- Bonus: up to $1,000
- Requirement: $5,000+ new money, tiered, 45 days
- Expires: no published end date
- Availability: Nationwide
- Institution: J.P. Morgan
- Verified: Jul 7, 2026 against chase.com
- Field reports: 1

## 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.

## Requirements
1. Enroll via the official offer page, then open the Self-Directed account.
2. Move $5,000+ in new money or securities within 45 days (external sources only — Chase accounts don't count).
3. Your day-45 balance sets the tier; maintain it for 90 days from opening.
4. Bonus pays within 15 days of meeting conditions.

## Fine print that matters
- 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.

## Field reports
- Structure: 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.

## Offer history
- 2023–2026: up to $700–$1,000 — standing offer, tiers drift

## Sources
- chase.com Self-Directed offer <https://www.chase.com/personal/investments/you-invest/self-directed-offer> (checked Jul 7, 2026)
- Forbes Advisor brokerage bonuses <https://www.forbes.com/advisor/investing/best-brokerage-account-bonuses/> (checked Jul 7, 2026)

_This entry is reference information, not financial advice. Direct links only — Dealaka holds no affiliate relationships._