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Jpmorgan High Yield Municipal Fund Class I Shares (0P00009NPS)

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JPMorgan Tax Aware High Income Fund Class I Shares historical data, for real-time data please try another search
9.660 +0.030    +0.31%
13/07 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 100.98M
JPMorgan Tax Aware High Income Fund Class I Shares 9.660 +0.030 +0.31%

0P00009NPS Overview

 
On this page you'll find an in-depth profile of Jpmorgan High Yield Municipal Fund Class I Shares. Learn about the key management, total assets, investment strategy and contact information of 0P00009NPS among other information.
Category

High Yield Muni

Total Assets

100.98M

Expenses

0.55%

Inception Date

Sep 17, 2007

Contact Information

Address 270 Park Avenue
London,NY EC2V 7EN
United Kingdom
Phone 1-800-480-4111
Fax +1 646 534 2254

Top Executives

Name Title Since Until
Kevin M. Ellis Executive Director 2018 2023
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
Richard D. Taormina Managing Director 2007 2023
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).
Wayne D. Godlin Senior Portfolio Manager 2018 2023
Biography An employee since 2018, Mr. Godlin, Managing Director, is a senior portfolio manager for the Municipal and Tax Aware Strategies team focusing on high yield municipal bonds. Mr. Godlin has over thirty years of municipal bond market experience in both credit analysis and portfolio management, with a focus on analyzing and managing high yield municipal bond portfolios. Previously, Mr. Godlin was a Consultant, evaluating client municipal bond portfolios, at Herbert J. Sims & Co. from 2017 to 2018 and a Senior Portfolio Manager and a member of the Investment Policy Committee at AllianceBernstein Asset Management from 2009 to 2016.
Jennifer Tabak Managing Director 2007 2020
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.
Chad A. Engelbert Executive Director 2013 2019
Biography Chad A. Engelbert, CFA, Executive Director, has been an employee of JPMM or predecessor firms since 2000. He is a high yield credit analyst who currently covers the retail, consumer products, utility, and textiles industries. He also serves as the backup trader and the assistant CBO portfolio manager. Prior to joining the high yield team, Mr. Engelbert was a tax analyst at Deloitte & Touche in Dayton, Ohio. Mr. Engelbert earned a B.S. in Accounting with a Minor in Finance from the University of Dayton; he is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants as well as, the Cincinnati Society of Financial Analysts.
William J. Morgan Managing Director 2007 2018
Biography William J. Morgan, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Cincinnati, Bill is the team leader and senior portfolio manager for the Cincinnati High Yield team and is responsible for overseeing high yield, loans and distressed strategies. An employee since 1984, he held the same role at Banc One High Yield Partners, LLC and Pacholder Associates, Inc. Bill holds a B.A. in history from Kenyon College and an M.B.A from Xavier University.
Deepa Majmudar Managing Director 2007 2018
Biography Ms. Majmudar, Managing Director, is a portfolio manager in the Global Fixed Income, Currency & Commodities (GFICC) group. An employee since 2003, Ms. Majmudar is a senior portfolio manager and inflation specialist and focuses on strategies and tactics for diversified products and their included asset classes. Previously, she was a quantitative analyst at Alliance Capital Management.
Cory Pollock Vice President/ Portfolio Manager/ Research Analyst 2007 2013
Biography Cory L. Pollock, Vice President and Portfolio Manager of J.P. Morgan Investment Management Inc. Mr. Pollock also is a high yield credit research analyst responsible for identifying investment opportunities in the airline, automotive, industrials, building materials and construction machinery sectors.
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