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Jpmorgan Small Cap Value Fund Class R6 (JSVUX)
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29.25
+0.36
+1.25%
- Morningstar Rating:
- Total Assets: 934.53M
JPMorgan Small Cap Value R6
29.25
+0.36
+1.25%
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JSVUX Overview
On this page you'll find an in-depth profile of Jpmorgan Small Cap Value Fund Class R6. Learn about the key management, total assets, investment strategy and contact information of JSVUX among other information.
Contact Information
Address
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
Phone
1-800-480-4111
Fax
+1 646 534 2254
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Robert A. Ippolito | - | 2022 | Now |
| Biography | Robert Ippolito, Vice President and CFA charterholder. Prior to becoming a portfolio manager, Mr. Ippolito was a fundamental research analyst within the group. | ||
| Wonseok Choi | Managing Director | 2019 | Now |
| Biography | Wonseok Choi, Managing Director and head of the team since 2006, is responsible for Strategic Quantitative Research. | ||
| Akash Gupta | Managing Director | 2019 | Now |
| Biography | Andrew S. Cupps has 29 years of investment experience and serves as a Managing Director and a Portfolio Manager of ARI. Drew is a member of the Advisory Research Partner Group. Prior to joining Advisory Research in 2016, Drew was the founder and portfolio manager of Cupps Capital Management (CCM). Drew also worked at Strong Capital Management, where he managed hedge fund and mutual fund assets beginning in 1994. At Strong, Drew managed the Strong Enterprise Fund from its inception in October 1998 until October 2000. Before Strong, Drew worked at Driehaus Capital Management beginning in 1992. Drew holds an AB in economics from Harvard. | ||
| Phillip D. Hart | Managing Director | 2010 | Now |
| Biography | Mr. Hart has worked as a portfolio manager for the U.S. Structured Equity Team at JPMIM since 2009 and has been employed by the firm since 2003. Prior to becoming a portfolio manager, he was a qualitative research analyst within this group. Phillip obtained a BA in economics from Cornell University and is a CFA charterholder. | ||
| Jonathan L. Tse | Executive Director | 2019 | 2023 |
| Biography | Mr. Tse is a Executive Director of J.P. Morgan Investment Management and a CFA charterholder. He has been an employee of J.P. Morgan Investment Management since 2004. | ||
| Lindsey J. Houghton | Executive Director | 2019 | 2021 |
| Biography | Lindsey Houghton, executive director, is a portfolio manager in the U.S. Structured Equity Small and Mid-Cap Group. An employee since 2006, Lindsey was previously a senior analyst on the Bear Stearns quantitative equity team. Lindsey has previous experience as a quantitative analyst at BKF Asset Management, Inc. and as a portfolio manager assistant at ING Investment Management. Lindsey graduated from the University of Delaware with a B.S. in business administration with a concentration in finance. | ||
| Dennis S. Ruhl | CIO (Chief Investment Officer) | 2005 | 2019 |
| Biography | Mr. Ruhl, managing director, is the Chief Investment Officer of the U.S. Behavioral Finance Small Cap Equity Group. He joined JPMorgan in 1999. He holds dual bachelor’s degrees in mathematics and computer science and a master’s degree in computer science, all from MIT. | ||
| Christopher T. Blum | CIO (Chief Investment Officer) | 2005 | 2012 |
| 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. | ||
| Larry Baumgartner | - | 1999 | 2004 |
| Biography | Baumgartner is a portfolio manager with Banc One Investment Advisors. | ||
| Michael Bryk | Portfolio Manager, Senior Analyst | 1995 | 2001 |
| Biography | Bryk is a research analyst covering computer services, industrial conglomerates and financials in support of our Large-Cap Growth and Large-Capitalization Core Growth investment disciplines, including the Munder Large-Cap Core Growth Fund. He, also co-manages the Munder Power Plus Fund. | ||
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