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Jpmorgan Tax Aware Equity Fund Class I (JPDEX)

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JPMorgan Tax Aware Equity Instl historical data, for real-time data please try another search

41.61 -0.00 0.00%

19/12 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 475.08M

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JPDEX Overview

On this page you'll find an in-depth profile of Jpmorgan Tax Aware Equity Fund Class I. Learn about the key management, total assets, investment strategy and contact information of JPDEX 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
Laura Huang	Portfolio Manager	2020	2023
Biography	Ms. Huang has been a portfolio manager on the U.S. Equity Group since October 2017. An employee of JPMIM since 2005, Ms. Huang spent the prior twelve years as a research analyst, specializing in fintech and payments, as well as a broad range of sub-sectors within healthcare, industrials and financials. Ms. Huang graduated from New York University’s Stern School of Business and is a CFA charterholder.
Susan Bao	Managing Director	2008	2023
Biography	Susan Bao, CFA, managing Director of JPMorgan Investment Management Inc. She is a lead portfolio manager at the firm. Ms. Bao is a senior member of the U.S. Equity Core team, has been a portfolio manager in the U.S. Equity Group since 2002 and has been employed by the firm since 1997. Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation.
Robin B. Chance	Investment Strategies Consultant	1997	2008
Biography	Chance is the Vice President of JPMIM and she has been at the adviser since 1987.
Jonathan N. Golub	Portfolio Manager	2002	2006
Biography	Golub is a portfolio manager at JP Morgan in the U.S. Equity Group. An employee since 2001, he is responsible for product management and client servicing across all equity products. Prior to joining JPMIM, Golub led the consultant relations effort at Scudder Kemper Investment and Chancellor LGT.
Timothy J. Devlin	Client Portfolio Manager	2002	2006
Biography	Devlin is a portfolio manager with J.P. Morgan Investment Management, his employer since July 1996. From 1987 to 1996, he served as a first vice president with Mitchell Hutchins Asset Management.
Frederic (Rick) A. Nelson	-	1997	2002
Biography	Fredric A. Nelson III, managing director, is head of the U.S. Equity Department. An employee since 1994, Rick previously was head of the U.S. Structured Equity Group. Prior to joining the firm, he was with Bankers Trust for fourteen years in their Global Investment Management Group and led the Global Quantitative Investment Group. Fredric received his B.S. in economics from the Wharton School and his M.B.A. in finance from the University of Chicago.

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