JPM America Equity C (dist) USD
This fund can be held in a Dealing accountISALifetime ISAJISASIPP
Before investing please read:
Management
| Name of company | JPMorgan Asset Management (Europe) S.à r.l. |
| Phone | +352 34 101 |
| Website | www.jpmorganassetmanagement.com |
| Address | European Bank & Business Centre 6, route de Trèves - Luxembourg L-2633 Luxembourg |
Fund
| Domicile | LUX |
| Legal structure | SICAV |
| UCITS | Yes |
| Inception date | 26/09/2012 |
Managers
| Fund manager | Daniel Percella |
| Manager start date | 16/08/2022 |
| Biography | Daniel J. Percella, CFA, Managing Director, and Portfolio Manager, joined JPMorgan in 2008. Prior to that, Daniel Percella was executive director and analyst and co-portfolio manager on the Small Cap Active Core Team. Dan was previously a member of Institutional Investor-ranked equity research teams covering the transportation sector at Bear Stearns, Bank of America and Citigroup. Dan holds a B.S. in economics from Georgetown University’s Walsh School of Foreign Service and is a member of both the New York Society of Security Analysts and The CFA Institute. He is also a CFA charterholder. |
| Fund manager | Felise Agranoff |
| Manager start date | 16/08/2022 |
| Biography | Felise L. Agranoff, managing director, is a portfolio manager and research analyst within the U.S. Equity Group. An employee since 2004, Felise is a co-portfolio manager of the Mid Cap Growth, Growth Advantage and Small Cap Growth Strategies. Additionally, she has research responsibility for the small and mid cap industrial sector as well as mid cap financials and business services. Prior to joining the growth team as a research analyst in 2006, Felise previously worked on the J.P. Morgan U.S. Equity Large Cap fundamental research team. Felise obtained a B.S. in Finance and Accounting from the McIntire School of Commerce at the University of Virginia. She is a member of the CFA Institute and a CFA charterholder. |
| Fund manager | Timothy Parton |
| Manager start date | 17/02/2017 |
| Biography | Timothy Parton, managing director of J.P. Morgan Investment Management Inc. (J.P. Morgan), is a portfolio manager within the U.S. Equity Group. An employee since 1986, Tim has managed a variety of Small and Mid-Cap portfolios over his tenure. Tim has been managing the J.P. Morgan Mid Cap Growth Strategy since November 2001 and the J.P. Morgan Growth Advantage Strategy since its inception in September 2005. In addition, Tim is a co-portfolio manager on the J.P. Morgan Equity Focus Strategy and J.P. Morgan Mid Cap Equity Strategy. Tim holds a B.Sc. in Economics and Accounting from the University of Bristol in England. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder. |
| Fund manager | Jonathan Simon |
| Manager start date | 31/01/2014 |
| 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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