Jonathan Simon - Jpmorgan Value Fund Manager
| JGAQX Fund | USD 35.86 0.11 0.31% |
Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, Jonathan manages the JPMorgan Mid Cap Value Fund, the JPMorgan Value Advantage Fund, and the JPMF U.S. Value Fund. In addition, he is a coportfolio manager of the JPMorgan Growth and Income Fund and the JPMorgan Equity Income Fund. Jonathan 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 Flemings U.S. asset management o
| Phone | 800-480-4111 |
Jpmorgan Value Management Performance (%)
Similar Money Managers
| Found 6 records | One Year Return | ||
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| Matthew Pallai | Jpmorgan Income Builder | N/A | |
| Mark Donovan | John Hancock Disciplined | N/A | |
| Timothy Parton | Jpmorgan Growth Advantage | N/A | |
| Clare Hart | Jpmorgan Equity Income | N/A | |
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Jpmorgan Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Jpmorgan Value a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 10.77 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 4.39 % | ||||
| One Year Return | 15.42 % | ||||
| Three Year Return | 6.07 % | ||||
| Five Year Return | 8.37 % | ||||
| Ten Year Return | 9.00 % | ||||
| Net Asset | 11.73 B | ||||
| Cash Position Weight | 2.16 % | ||||
| Equity Positions Weight | 97.83 % |
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