J.P. Morgan enhances self-directed investing with fixed income tools

Investing.com -- J.P. Morgan has added new features to its Self-Directed Investing platform, focusing on fixed income investments that allow users to more easily explore and trade corporate bonds, Treasuries and other products.

The enhancements, accessible through the Chase mobile app or Chase.com, include several user-friendly tools designed to simplify fixed income trading. Among these new features is a Yield Comparison Table that enables investors to quickly compare yields across different fixed income products and filter them by timeframe.

The platform now offers Customizable Screeners with new filter options to help users find Treasuries, corporate bonds, municipal bonds and brokered CDs matching their specific criteria. These screeners can be saved for future use.

A Streamlined Trade Ticket has been introduced to make trading faster and more efficient with fewer steps. This feature provides a quick view of yields and shows the minimum and maximum number of bonds available at specific prices. Contextual guides are included to assist those new to fixed income investing.

"Fixed income investments are a key part of a diversified portfolio, helping to balance stock market volatility and providing consistent income through regular interest payments," said Paul Vienick, Head of Online Investing at J.P. Morgan Wealth Management. "We have built an easy-to-navigate experience for fixed income that will feel familiar to stock investors. But what really sets us apart is that we are offering it both on desktop and on the Chase mobile app."

This update is part of J.P. Morgan’s broader effort to enhance its Self-Directed Investing platform for Chase customers. Over the past year, the firm has added several features including fractional shares for over 3,000 stocks and ETFs, portfolio performance comparison tools, investment opportunity identification aids, trust accounts, and new investment options such as margin trading and specialized ETFs.

The platform also offers access to retirement specialists who can assist clients with retirement account rollovers and funding retirement brokerage accounts.

Andrea Finan, Head of J.P. Morgan Self-Directed Investing, stated, "We are thrilled about the future and the continuous improvements we are making to empower our clients. These new features are just the beginning. We encourage clients to watch this space as we continue to innovate and elevate the investing experience."

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