JPMorgan Wants to Win More DIY Investors. Here's How. Andrew Welsch – Barron's JPMorgan Chase oversees money on behalf of numerous rich clients. Now, it sees an opportunity to win more business from clients who like to manage at least some of their own investments. The company has been adding new features and products to its self-directed brokerage offering, and plans more such roll-outs next year, including a new fixed-income trading experience on its mobile app. "I'm confident we can be a top five player in the space," says Paul Vienick, head of J.P. Morgan Online Investing. The business has already experienced brisk growth. JPMorgan's brokerage platform for self-directed investors is nearing $100 billion in assets-up 80% over the past two years. Though small by comparison with Charles Schwab or Fidelity, JPMorgan sees opportunities to drum up more business with its millions of existing banking and wealth management customers.