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Jpmorgan Short-intermediate Municipal Bond Fund Class I (JIMIX)

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10.14 0.00 0.00%

03/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 380.86M

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JIMIX Overview

On this page you'll find an in-depth profile of Jpmorgan Short-intermediate Municipal Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of JIMIX among other information.

Contact Information

Address 270 Park Avenue
London,NY EC2V 7EN
United Kingdom

Phone 1-800-480-4111

Fax +1 646 534 2254

Web www.jpmorganfunds.com

Top Executives

Name	Title	Since	Until
Josh Brunner	-	2024	Now
Biography	Brunner, Executive Director and a CFA charterholder, has been an employee at JPMIM since 2001. Mr. Brunner is responsible for managing tax free managed income portfolios including credit customized portfolios.
Curtis White	Portfolio Manager	2024	Now
Biography	White is an Executive Director on the Municipal Strategies team within GFICC. An employee since 1997, Mr. White is responsible for managing mutual funds and separately managed accounts. Previously, Mr. White was responsible for managing municipal money market funds and separately managed accounts within the JPMorgan Global Liquidity team.
Michelle V. Hallam	Executive Director	2023	Now
Biography	Ms. Hallam, CFA charterholder and Executive Director, is a senior portfolio manager within the Global Fixed Income, Currency and Commodities (GFICC) group. An employee of JPMIM since 1999, Ms. Hallam is responsible for managing mutual funds and separately managed accounts. She began her career at JPMIM in July 1999 as an analyst in the Internal Consulting Services program where she worked on projects in Investment Management and Financial Risk Management.
Kevin M. Ellis	Executive Director	2006	2024
Biography	Mr. Ellis, CFA charterholder and Executive Director, is a portfolio manager in the U.S. Fixed Income Group. An employee of JPMIM and/or its affiliates since May 2003, he is responsible for managing separate accounts in the Municipal Bond Group. Previously, Mr. Ellis worked at Alliance Capital/Sanford Bernstein from 1995 through 2003 as a municipal bond trader. Kevin holds a B.S. in business administration from Boston University and is a CFA charterholder
James Ahn	-	2006	2023
Biography	James S. Ahn, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, James is a senior portfolio manager for the Customized Bond Solutions Group and manages actively managed fixed income SMAs for U.S. tax-paying investors. Prior to joining the firm in 1996, he worked at Pricewaterhouse Coopers, LLP. James holds a B.S. in economics from the University of Pennsylvania.
Jennifer Tabak	Managing Director	2006	2006
Biography	Jennifer Tabak, CFA charterholder and Managing Director. Previously, Ms. Tabak was a senior fixed income research analyst responsible for research and analysis of the housing, non-profit and student loan sectors of the tax-exempt market. An employee of JPMIM or a predecessor firm since 1991, Ms. Tabak served in a research analyst role from 1996 to 2005 and has experience in a variety of market sectors, including money market funds and corporate bonds. Ms. Tabak’s employment with JPMIM and/or its affiliates began in 1991 as a financial analyst and included positions as senior financial analyst and, prior to 1996, controller.
David Sivinski	Executive Director	2006	2006
Biography	David Sivinski, CFA charterholder and Executive Director, has also been as portfolio manager with J.P. Morgan Investment Management. In addition to his role as portfolio manager, Mr. Sivinski coordinates municipal management for a number of high net worth clients that focus principally on single state municipal bonds. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation.
Richard D. Taormina	Managing Director	2005	2006
Biography	Richard Taormina, Managing Director, has been an employee of JPMIM and/or its affiliates since 1997. Mr. Taormina is responsible for managing municipal mutual funds, institutional fixed income accounts and quantitative analysis. Previously, Mr. Taormina was a Certified Financial Planner for the Financial Advisory Group, where he was an investment analyst. Prior to joining the firm, Rick was a senior trader for national, high-yield, and state-specific funds at the Vanguard Group, where the team consistently performed in the top-quartile. He has been a municipal bond manager since 1990. Ricks holds a B.A. in economics from the University of Delaware, an M.B.A. in finance from Wilmington College, and is a Certified Financial Planner (CFP).
Management Team	-	2005	2005
Biography	Team Managed
Kimberly Bingle	Executive Director	1999	2005
Biography	Kimberly Bingle has served as Executive Director for JPMIM. An employee since 1998, Ms. Bingle has been in the investment industry since 1986 and has been a member of the Tax Free Bond Team since 1999. Prior to joining JPMorgan Investment Advisors in 1998 as senior portfolio manager, Bingle was a senior securities portfolio manger at Nationwide Insurance Company in Columbus, Ohio. Mr. Bingle holds the Chartered Financial Analyst designation.

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