JPMorgan Chase
Reviewed · Nov 2026
J.P. Morgan Private Bank for the private banking desk. Everything below is from the bank's own pages, its regulators or the league table publishers, numbered to the Sources page.
The facts
- JPMorgan Chase states a contract fee of US$0.50 per contract for U.S. equity listed clearing member trade agreement (executed away) trades in its Private Bank full service brokerage accounts (page read 1 November 2026).261
- JPMorgan Chase states a transaction fee of US$8.00 per transaction for U.S. equity listed clearing member trade agreement (executed away) trades in its Private Bank full service brokerage accounts (page read 1 November 2026).262
- JPMorgan Chase states a fee of 0.40% on non-U.S. secondary market cash equities for notional from 500,001 to 1,000,000 in local currency in its Private Bank full service brokerage accounts (page read 1 November 2026).263
- JPMorgan Chase states a fee of 0.30% on non-U.S. secondary market cash equities for notional of 1,000,001 or higher in local currency in its Private Bank full service brokerage accounts (page read 1 November 2026).264
- The FCA's firm-level complaints data for 2026 H1 gives a 'Context (Provision)' figure of 1.27 for JPMorgan Chase (J.P. Morgan Europe Limited, trading name 'Chase' in the FCA file, group JPMORGAN CHASE & CO) in the Banking and credit cards product group between 1 January 2026 and 30 June 2026, which the FCA describes as complaints opened per 1,000 policies, balances, accounts or agreements in force; this is an entity-wide figure that the FCA does not separate for private banking.3
- JPMorgan Chase, as a representative of the underwriters alongside Morgan Stanley, TD Securities (USA) LLC and UBS, shared an underwriting discount of 7% of the offer price with the other underwriters on the ADARx Pharmaceuticals, Inc. IPO in September 2026.36
- JPMorgan Chase, as a global coordinator and representative of the underwriters alongside Bank of America, Citigroup and Goldman Sachs, shared an underwriting discount of 0.972% of the offer price with the other underwriters on the SK hynix Inc. ADS offering in the United States in July 2026.37
- JPMorgan Chase, financial adviser to Dominion Energy, Inc. on its merger with NextEra Energy, Inc., was to receive a fee of $78 million, per the merger proxy filed in July 2026.84
- JPMorgan Chase, financial adviser to Stallion Intermediate Corporation on its merger with Select Medical Holdings Corporation, was to receive a fee of $10 million, per the merger proxy filed in May 2026.85
- LSEG ranked JPMorgan Chase second in its table of global announced M&A for full-year 2025.39
- LSEG ranked JPMorgan Chase first in its table of global investment banking fees in the Global Investment Banking Review for full-year 2025.40
What it publishes
| Desk | Item | Published | As read |
|---|---|---|---|
| capital markets | fee schedule | No | |
| capital markets | minimum investable assets | No | |
| capital markets | eligibility criteria | No | |
| capital markets | indicative fee range | No | |
| capital markets | retainer terms | No | |
| m and a | fee schedule | No | |
| m and a | minimum investable assets | No | |
| m and a | eligibility criteria | No | |
| m and a | indicative fee range | No | |
| m and a | retainer terms | No | |
| private banking | fee schedule | Yes | A. FEE SCHEDULE | J.P. Morgan Private Bank Full Service Brokerage Accounts | United States Full Service Brokerage Accounts |
| private banking | minimum investable assets | No | |
| private banking | eligibility criteria | Partly | We provide brokerage and investment management services to a broad array of clients, including individuals, entities, trusts, endowments and foundations. |
| private banking | indicative fee range | Partly | All transaction fees listed below are indicative only. |
| private banking | retainer terms | No |
The Secret Banker's view
JPMorgan publishes its Private Bank brokerage schedule down to the cent and caps the foreign exchange markup at 1.50% of notional. It publishes no minimum. The figure the search engines offer belongs to a fund share class, not the Private Bank. That reads to me as the tidiest non-answer in the census. LSEG ranked JPMorgan first in global investment banking fees for 2025, at $10,137.9 million. The managed account fee, its own page says, is set client by client.
Opinion, based on the facts above. Corrections through the contact page; a credible one gets a sourced fix within a week.
No firm named here has been consulted, and none should feel left out.