Jonathan Simon - Jpmorgan Equity Fund Manager
| OIEPX Fund | USD 23.35 0.20 0.86% |
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 Equity Management Performance (%)
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Jpmorgan Equity Me Leadership Team
Elected by the shareholders, the Jpmorgan Equity's board of directors comprises two types of representatives: Jpmorgan Equity inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Jpmorgan. The board's role is to monitor Jpmorgan Equity's management team and ensure that shareholders' interests are well served. Jpmorgan Equity's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Jpmorgan Equity's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Jonathan Simon, Fund Manager | ||
| Clare Hart, Fund Manager |
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 Equity 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 | 100.91 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 3.36 % | ||||
| One Year Return | 8.52 % | ||||
| Three Year Return | 5.46 % | ||||
| Five Year Return | 8.78 % | ||||
| Ten Year Return | 11.20 % | ||||
| Net Asset | 18.18 B | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 1.92 % |
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