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Jpmorgan Funds - Us Aggregate Bond Fund C (mth) - Usd (0P0000WD47)

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81.260 -0.200    -0.25%
13/11 - Closed. Currency in USD
Type:  Fund
Market:  Luxembourg
Issuer:  JPMorgan Asset Management (Europe) S.à r.l.
ISIN:  LU0748141230 
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 4.85B
JPMorgan Funds - US Aggregate Bond Fund C mth - US 81.260 -0.200 -0.25%

0P0000WD47 Overview

 
On this page you'll find an in-depth profile of Jpmorgan Funds - Us Aggregate Bond Fund C (mth) - Usd. Learn about the key management, total assets, investment strategy and contact information of 0P0000WD47 among other information.
Category

USD Diversified Bond

Total Assets

4.85B

Expenses

0.60%

Inception Date

Jun 08, 2012

Contact Information

Address European Bank & Business Centre 6, route de Trèves
Luxembourg, L-2633
Luxembourg
Phone +352 34 101

Top Executives

Name Title Since Until
Edward Fitzpatrick Portfolio Manager and a vice president 2023 Now
Biography Edward Fitpatrick III, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Ed is the Head of U.S. Rates Team, responsible for managing government bond portfolios for institutional clients as well as recommending U.S. rates & derivatives strategies across GFICC portfolios. Prior to joining the firm in 2013, Ed was the head of U.S. Short-Intermediate Fixed income and government specialist at Schroders Investment Management NA. Previously, he spent six years as a repo and FX trade at subsidiary of The Bank of New York. Ed holds B.S. degrees in finance and information technology from Boston College, an M.B.A. in finance from New York University and is a CFA charterholder.
Andrew Melchiorre Executive Director 2023 Now
Biography Andy Melchiorre, Managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Andy is a portfolio manager on the Core Bond strategy and is responsible for managing institutional taxable bond portfolios and fund vehicles. Before joining the firm in 2012, he worked at Wells Capital Management in structured products, focused on trading and portfolio management. Prior to this, he worked as an analyst for Summit Investment Partners covering all structured products. Andy holds a B.S. in finance and real estate & urban analysis from The Ohio State University and is a CFA charterholder..
Justin Rucker Executive Director 2019 Now
Biography Executive Director of JPMorgan since 2013, Portfolio Manager of the JPMorgan core bond fund since 2019, Member of GFICC and a portfolio manager responsible for managing other JPMorgan institutional taxable bond portfolios since 2006. He began his investment career in 1999 and has a BS from the University of Dayton, and an MBA from Capital University.
Richard D. Figuly Portfolio Manager 2016 Now
Biography Richard Figuly, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Rick is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional taxable bond portfolios. An employee since 1993, Rick previously served as a fixed income trader trading all taxable fixed income securities while specializing in structured products. Prior to joining the firm, Rick was a fiduciary tax accountant at the Bank One Ohio Trust Company. Rick is also a retired Major of the Ohio Army National Guard. He holds a B.S. in finance from The Ohio State University.
Steven S. Lear Managing Director 2021 2024
Biography Mr. Lear is the U.S. Chief Investment Officer within the GFICC group. An employee since 2008. Mr. Lear is responsible for overseeing fixed income investment strategies in the U.S., including core plus, insurance, liability-driven investing and stable value.
Barbara E. Miller Managing Director 2015 2020
Biography An employee of JPMIM or predecessor firms since 1994 and portfolio manager for the Fund since September 2015, Ms. Miller is currently the head of the U.S. Value Driven Platform within JPMIM’s Global Fixed Income, Currency & Commodities Group (GFICC). She also has served as the manager and a senior portfolio manager for the Fixed Income Mid Institutional Taxable Group since 2007 which provides individually managed fixed income investments for fully discretionary, institutional accounts and personal investment management accounts.
Peter D. Simons Vice President 2015 2018
Biography Managing Director and CFA charterholder, has been a portfolio manager of the Fund since November 2016. An employee of JPMIM or predecessor firms since 2001, Mr. Simons is a member of the GFICC group and a portfolio manager for the U.S. Value Driven team responsible for managing taxable bond portfolios for institutional clients.
Douglas S. Swanson Managing Director 2000 2015
Biography Douglas S. Swanson, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Doug is the team leader and head portfolio manager responsible for overseeing U.S. fixed income strategies including core, intermediate, short duration, long duration, MBS, inflation managed and stable value. In addition to his investment role, Doug also is the Location Head for all Columbus-based employees. An employee since 1983, he previously worked as managing director of the Taxable Bond team for Banc One Investment Advisors. Prior to this, Doug was first vice president and portfolio manager at First Chicago NBD Corporation, where he managed the government/corporate desk and large institutional portfolios. Prior to that position, Doug was a fixed income quantitative research analyst. He holds a B.S. in chemistry from the Massachusetts Institute of Technology and an M.S. in management from the Sloan School at the Massachusetts Institute of Technology.
Timothy N. Neumann Lead Portfolio Manager 2005 2006
Biography Timothy N. Neumann, managing director, is a portfolio manager in the Absolute Return and Opportunistic Fixed Income Team at J.P. Morgan Asset Management. An employee since 1997, Tim previously worked as a portfolio manager at Lehman Brothers Global Asset Management, specializing in mortgage-backed securities accounts. Prior to joining Lehman, he managed fixed income portfolios at Allstate Insurance. Tim holds a B.S. in business administration with a major in accounting from the University of Nebraska and is a CFA charterholder.
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