What is the J.P. Morgan Self-Directed Investing bonus?

J.P. Morgan Self-Directed Investing offers Up To $1,000 Bonus With $5,000+ Invested. Tiers: $50 on $5,000+; $150 on $25,000+; $325 on $100,000+; $1,000 on $250,000+.

How long is the J.P. Morgan Self-Directed Investing bonus hold period?

You must maintain your transferred balance for 90 days to keep the bonus.

When does the J.P. Morgan Self-Directed Investing bonus expire?

This offer expires on 2026-07-21. Transfers typically take 3-7 business days via ACATS, so initiate before the deadline.

Are brokerage bonuses taxable?

Yes. Brokerage bonuses are reported as ordinary income (1099-MISC). Plan for federal and state income tax on the bonus amount.

J.P. Morgan Self-Directed Investing Deposit Bonus 2026 — Up to $1,000

J.P. Morgan Self-Directed Investing

Up To $1,000 Bonus With $5,000+ Invested

Deposit Expires July 21, 2026

💰 Calculate Your Bonus

Transfer/Deposit Amount:

Your Bonus: $0

Effective APY: 0% APY

📊 Bonus Tiers

Minimum Amount	Maximum Amount	Bonus
$5,000	$24,999	$50
$25,000	$99,999	$150
$100,000	$249,999	$325
$250,000	No limit	$1,000

ℹ️ Key Details

Hold Period (minimum time to keep funds)

90 days

Expires

July 21, 2026

Offer expiration date

⚠️ Terms & Restrictions

Cannot combine with Chase Private Client or Sapphire Checking bonus
Must fund within 45 days of opening

📝 Notes

[Source: Official Chase page, scraped 2026-03-25] Tiers: $5k=$50, $25k=$150, $100k=$325, $250k+=$1,000. 90-day hold. Fund within 45 days. Expires 4/21/26.
[Correction 2026-03-25] Removed $500k/$1,200 and $2M/$2,500 tiers — not shown on official Chase promotion page. Max bonus is $1,000 for $250k+.
[Auto-update 2026-04-08] end_date: "2026-04-21" → "2026-07-21"

📈 Bonus vs Amount Chart

🔗 Links to Offer

📰 View on Doctor of Credit 🏦 Official J.P. Morgan Self-Directed Investing Promotion

Data originally sourced from Doctor of Credit and verified against official sources.