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Jpm Us Equity Income Fund X - Net Accumulation (0P0000YZBO)

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3.89 -0.02    -0.54%
04/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  JP Morgan Asset Management (UK) Ltd
ISIN:  GB00B7301B38 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.2B
JPM US Equity Income Fund X Net Accumulation 3.89 -0.02 -0.54%

0P0000YZBO Overview

 
On this page you'll find an in-depth profile of Jpm Us Equity Income Fund X - Net Accumulation. Learn about the key management, total assets, investment strategy and contact information of 0P0000YZBO among other information.
Category

US Equity Income

Total Assets

3.2B

Expenses

0.06%

Inception Date

Jun 11, 2013

Contact Information

Address 60 Victoria Embankment
London, EC4Y 0JP
United Kingdom
Phone +44 1268 44 44 70

Top Executives

Name Title Since Until
Andrew Brandon - 2019 Now
Biography Andrew Brandon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2000, Andrew joined the investment team in 2012 as an investment analyst on the JPMorgan Equity Income and Growth and Income Funds. Prior to joining the team Andrew was a member of our US equity research team covering the financial industry. Andrew has also worked in the JPMorgan Private Bank supporting portfolio managers of both the U.S. large cap core equity product, and the U.S. large cap value product. Andrew obtained a B.A. in economics from the University of Virginia, and an M.B.A. from the University of Florida. He is a CFA charterholder."
David Silberman Managing Director 2019 Now
Biography Dave Silberman, managing director, is a portfolio manager on the JPMorgan Equity Income and the JPMorgan Growth & Income Funds within the U.S. Equity Group. An employee since 1989, David assumed his current role in 2019. Prior to his current role, David was the Head of the Equity Investment Director and Corporate Governance teams globally and the lead U.S. Equity Investment Director since 2008. Previously, he was a portfolio manager in the U.S. Equity Group where he managed equity portfolios for private clients, endowments and foundations. He has also worked in the Emerging Markets Derivatives Group and attended the J.P. Morgan training program. David holds a B.A. in economics and political science from the State University of New York at Binghamton and an M.B.A. from the Stern School of Business at New York University.
Clare A. Hart Portfolio Manager 2008 Now
Biography Clare Hart, managing director, is a portfolio manager in JPMorgan’s U.S. Equity Group. An employee since 1999, Clare is the lead portfolio manager of the JPMorgan Equity Income Strategy and the JPMorgan Growth & Income Strategy. Prior to joining the team, Clare was with Salomon Smith Barney’s equity research division as a research associate covering Real Estate Investment Trusts. Ms. Hart began her career at Arthur Andersen, working as a public accountant.
Jonathan K.L. Simon Managing Director 2008 2019
Biography Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management.
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