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Account Types

Account Types Account Services Account Setup

Learn more about the different types of accounts, services and account set up. Also check out information on the Fund's advisor, J. P. Morgan Investment Management Inc.

Account types

J.P. Morgan offers a variety of accounts to meet your specific needs.

Regular investment account

In most cases, you may open a J.P. Morgan account with as little as $1,000.

Tax-sheltered retirement plans

You may purchase shares of any of the J.P. Morgan Funds, except the tax-exempt funds, for an Individual Retirement Account including an IRA Rollover or other retirement account.

Individual Retirement Accounts

You may establish an Individual Retirement Account direct with J.P. Morgan. NO FEE IRA! For investors who maintain a balance of $10,000 or more in their J.P. Morgan IRA the annual IRA maintenance fee will be waived. Contact your financial advisor or call J.P. Morgan Funds at 1-800-480-4111 for more information.