Jpmorgan Equity Mutual Fund Money Managers
| OINCX Fund | USD 22.96 0.15 0.66% |
Jpmorgan Equity is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing Jpmorgan Equity Me investing strategy and managing its portfolio trading activities. Break down of Jpmorgan Equity's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Jpmorgan Equity's future under-performance.
| Jonathan Simon Executive Fund Manager |
| More |
| Clare Hart Executive Fund Manager |
| More |
Jpmorgan |
Jpmorgan Equity Net Asset Comparison
Jpmorgan Equity Income is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 103.02 Billion. Jpmorgan Equity totals roughly 47.89 Billion in net asset claiming about 46% of funds under Large Value category.
Jpmorgan Equity Me Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Jpmorgan Equity Me Price Series Summation is a cross summation of Jpmorgan Equity price series and its benchmark/peer.
Jpmorgan Equity Notable Stakeholders
A Jpmorgan Equity stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Jpmorgan Equity often face trade-offs trying to please all of them. Jpmorgan Equity's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Jpmorgan Equity's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| Jonathan Simon | Fund Manager | Profile | |
| Clare Hart | Fund Manager | Profile |
About Jpmorgan Equity Management Performance
The success or failure of an entity such as Jpmorgan Equity Me often depends on how effective the management is. Jpmorgan Equity management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Jpmorgan management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Jpmorgan management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal circumstances, at least 80 percent of the funds assets will be invested in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred securities convertible to common stock. Assets means net assets, plus the amount of borrowings for investment purposes. Although the fund invests primarily in securities of large cap companies, it may invest in equity investments of companies across all market capitalizations.
Please note that past performance is not an indicator of the future performance of Jpmorgan Equity, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Jpmorgan Equity Income. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Jpmorgan Equity Me information on this page should be used as a complementary analysis to other Jpmorgan Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.