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Jpmorgan Funds - Us Growth Fund I (dist) - Gbp (0P0000ZR4I)

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445.280 -2.980    -0.66%
04/11 - Delayed Data. Currency in GBP
Type:  Fund
Market:  Luxembourg
ISIN:  LU0973529091 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.05B
JPMorgan Funds - US Growth Fund I dist - GBP 445.280 -2.980 -0.66%

0P0000ZR4I Overview

 
On this page you'll find an in-depth profile of Jpmorgan Funds - Us Growth Fund I (dist) - Gbp. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZR4I among other information.
Category

US Large-Cap Growth Equity

Total Assets

5.05B

Expenses

0.76%

Inception Date

Oct 10, 2013

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
Holly Morris - 2024 Now
Biography Ms. Fleiss is a Managing Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. She has been with the firm since 2012.
Larry H. Lee Managing Director 2024 Now
Biography Larry H. Lee, managing director, is a research analyst and portfolio manager within the U.S. Equity Group. Mr. Lee joined JPMorgan in 2006 and covers the financials and business services sector; he is also a co-portfolio manager of the JPMorgan Large Cap Growth Strategy. He holds a B.A. in Economics from Stanford University and an M.B.A. from University of Chicago.
Robert Maloney - 2024 Now
Biography Robert Maloney, executive director, is a research analyst within the U.S. Equity Group. An employee since 2013, Robert is responsible for the industrials and energy sectors for the J.P. Morgan Large Cap Growth Strategy. Prior to joining the firm, Robert spent ten years as a sell side analyst at Morgan Stanley and Credit Suisse. At Morgan Stanley Robert served as the lead associate on their Large Cap Industrials team and later as the senior analyst covering Small/Mid Cap Industrials. Robert also worked as the industrials trading desk analyst at Morgan Stanley and Credit Suisse covering a broad-range of industrial verticals. Prior to that Robert worked as a consultant to the US Department of Defense and the United Nations. Robert holds a B.A. in International Politics from the Georgetown University School of Foreign Service. He is a member of the CFA Institute and a CFA charterholder.
Joseph Wilson Portfolio Manager 2017 Now
Biography Joseph Wilson, executive director, is a research analyst and portfolio manager within the U.S. Equity group. An employee since 2014, Joe is responsible for the technology sector for JPMorgan’s large cap growth portfolios.He is also a co-portfolio manager on the J.P. Morgan U.S. Technology Strategy. Prior to joining the firm, Joe spent six years as a buy side analyst for UBS Global Asset Management, wherehe covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009. Prior to that, Joe worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software. Joe holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business.
Giri K Devulapally Managing Director 2010 Now
Biography Mr. Devulapally is a Managing Director at J.P. MORGAN INVESTMENT MANAGEMENT INC and a portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2003. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. Giri received a B.S. in electrical engineering from the University of Illinois and an M.B.A. with a concentration in finance from the University of Chicago. He is a CFA charterholder.
Gregory B. Luttrell Vice President 2014 2017
Biography Gregory B. Luttrell, managing director, is a portfolio manager in the U.S. Equity group responsible for managing the Concentrated Large Cap Growth strategy, Equity Focus strategy and Technology strategy. Prior to joining the firm in 2007, Greg worked as a portfolio manager at TIAA-CREF where he ran a $12 billion large cap growth fund. Prior to that, he had started and ran TIAA-CREF’s mid cap growth fund. Greg also has had previous experience as an analyst covering the healthcare, financial services and technology sectors. He holds a B.S. in finance from Indiana University and an M.B.A. in finance and international business from New York University. He is a member of both the New York Society of Security Analysts and The CFA Institute and is a CFA charterholder.
Chris Jones Portfolio Manager 2012 2014
Biography Jones is a member of the New York Management and Research. In 1993 he appointed Chief Investment Officer of US Small Cap Team. In 1990, he assumed responsibility for Flemings' small cap strategy. In 1988, he was appointed as the manager of the micro cap Fleming US Discovery Fund and the Fleming US Discovery Fund II. In 1986, he seconded to New York where he joined the small cap team as an investment analyst.He joined Flemings in US at 1982 as Fund Manager for Global Portfolio Management Group.
Jason Alonzo Portfolio Manager 2000 2011
Biography Mr. Alonzo joined Harbor Capital in 2023 as a Portfolio Manager. Prior to joining Harbor Capital, Mr. Alonzo was a Managing Director, Portfolio Manager at JP Morgan Asset Management. Mr. Alonzo began his investment career in 2000.
Michael S. Rosen President 2000 2011
Biography Rosen is president of the Rochester division of OppenheimerFunds. He had served as president of Rochester Fund Distributors from 1990 to 1995. For the prior seven years, he was a vice president and portfolio manager with Fielding Management Company. He also worked as a project consultant for the market-intelligence division of Eastman Kodak and for the information-systems organization of New York Telephone. Rosen is a Chartered Financial Analyst Mr. Michael Rosen is a Co-Founder and serves as Co-Chairman, Chief Executive Officer and Chief Compliance Officer. He received a B.A. degree in Economics and an M.B.A. in Finance and Marketing from the University of Rochester in 1981 and 1983, respectively.
Christopher T. Blum CIO (Chief Investment Officer) 2000 2011
Biography Christopher T. Blum, managing director, is the CIO of the U.S. Behavioral Finance Group responsible for the Intrepid and Behavioral Small Cap strategies. He rejoined the firm in 2001, as a portfolio manager and headed the U.S. Behavioral Finance Small Cap Equity Group. Before that, Chris spent two years as a research analyst responsible for the valuation and acquisition of private equity assets at Pomona Capital. Prior to that, he spent over three years in the U.S. Structured Equity Group at J.P. Morgan where he focused on structured small-cap core and small-cap value accounts. Christopher earned his B.B.A. in finance at the Bernard M. Baruch School for Business and is a CFA charterholder.
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