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23.56
+0.05
+0.21%
- 晨星評級:
- 總資產: 15.89B
JPMorgan US Equity R6
23.56
+0.05
+0.21%
JUEMX綜觀
你可在本頁找到深入的JPMorgan U.S. Equity Fund Class R6公司檔案，包括JUEMX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
電話
1-800-480-4111
傳真
+1 646 534 2254
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Shilpee Raina | - | 2021 | now |
| 自傳 | Shilpee Raina, executive director, is a research analyst on the Equity Income Strategy within the U.S. Equity Group. Shilpee is a generalist analyst whose research coverage spans various industries. An employee since 2005, Shilpee has been a dedicated research analyst on the Equity Income Strategy since 2008 and was previously focused on the Mid Cap Value portfolios where she conducted research within the media sector, while also responsible for daily implementation and portfolio analytics for the broader Value Team. Shilpee holds a B.S. in Commerce with concentrations in Finance and Accounting from University of Virginia’s McIntire School of Commerce. She is a member of both the New York Society of Security Analysts and the CFA Institute and is a CFA charterholder. | ||
| Scott B. Davis | Managing director | 2014 | now |
| 自傳 | Scott B. Davis, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2006, Scott was previously a media and internet analyst in the U.S. Equity Research Group. | ||
| David Small | Managing Director | 2016 | 2023 |
| 自傳 | David Small, managing director, is the Director of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016. | ||
| Susan Bao | Managing Director | 2001 | 2020 |
| 自傳 | Susan Bao, CFA, managing Director of JPMorgan Investment Management Inc. She is a lead portfolio manager at the firm. Ms. Bao is a senior member of the U.S. Equity Core team, has been a portfolio manager in the U.S. Equity Group since 2002 and has been employed by the firm since 1997. Susan manages the Large Cap Tax Aware Equity strategy and co-manages the Large Cap Core and Large Cap Core Plus (130/30) strategies. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team. Susan holds a B.S. from Centenary College and an M.B.A. in finance from New York University. She is also a holder of the CFA designation. | ||
| Thomas Luddy | Managing Director | 2006 | 2017 |
| 自傳 | Thomas Luddy, managing director, is a portfolio manager in the U.S. Equity Group with responsibility for the Large Cap Core and Large Cap Core Plus 130/30 strategies. An employee since 1976, Tom has held numerous key positions in the firm, including global head of equity, head of equity research and chief investment officer. He began his career as an equity research analyst, and became a portfolio manager in 1982. Tom holds a B.S. in economics and mathematics from St. Peter's College and an M.B.A. from the Wharton School of the University of Pennsylvania. He is also a CFA charterholder. | ||
| Helge Skibeli | Managing Director | 2009 | 2016 |
| 自傳 | Helge Skibeli is managing director of J.P. Morgan Investment Management and has been an employee of JPMIM or its affiliates (or one of their predecessors) since 1990. Helge became head of research in March 2002. Prior to his current role, he was head of J.P. Morgan Investment Management (Singapore) and head of Investment for Asia Pacific ex-Japan. Before this, he was head of Pacific Rim ex-Japan research. Previously, Helge was an analyst in the Equity Research department in London where he followed the automobile and steel sectors. Prior to that, he worked in security analysis and equity sales in the Norwegian market. Helge obtained an M.A. in general business from the Norwegian School of Management and earned an M.B.A. from the University of Wisconsin. He is a CFA charterholder. | ||
| Aryeh Glatter | Portfolio Manager | 2012 | 2014 |
| 自傳 | Aryeh Glatter, executive director, is a portfolio manager of the Disciplined Equity and Research 130/30 strategies. An employee since 2011, Aryeh previously managed the Large Cap Value portfolios within the U.S. Equity Group. Prior to joining the firm, Aryeh was a portfolio manager at Alliance Bernstein, where he managed large cap equities from 2000 to 2009. Aryeh began his career at Alliance Capital as an equity analyst in 1992 covering a broad range of industries. He holds a B.S. from Brooklyn College and an M.B.A. from New York University. | ||
| Giri K Devulapally | Managing Director | 2010 | 2014 |
| 自傳 | Mr. Devulapally is a Managing Director at J.P. MORGAN INVESTMENT MANAGEMENT INC and a portfolio manager in the JPMorgan U.S. Equity Group. He has been with the firm since 2003. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications. Giri received a B.S. in electrical engineering from the University of Illinois and an M.B.A. with a concentration in finance from the University of Chicago. He is a CFA charterholder. | ||
| Alan Gutmann | Portfolio Manager | 2010 | 2012 |
| 自傳 | Alan Gutmann, executive director, is a portfolio manager in the Large Cap Value Team within the U.S. Equity Group. Before joining the firm in 2003, Alan was a research analyst and portfolio manager at Oppenheimer Capital, First Manhattan and Neuberger Berman. Alan began his financial career as an analyst in the Merger & Acquisition Group of Citigroup Capital Markets, formerly known as Salomon Brothers. He received a B.S. in economics from the Wharton School of the University of Pennsylvania. | ||
| Jacqueline Flake | Managing Director, Portfolio Manager | 2006 | 2009 |
| 自傳 | Flake is a managing director of JPMIM and has been a portfolio manager since 2006. Prior to her current position, she was an analyst covering the finance and capital market sectors. Flake holds the Chartered Financial Analyst designation. | ||
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