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Νέο χαρακτηριστικό! 💥 Με τα ProPicks βλέπεις τη στρατηγική που νίκησε τον S&P 500 με 1,183%+ Εξαργυρώστε ΕΚΠΤΩΣΗ 40%
JPMorgan Equity Income Fund Class A (OIEIX)
Προσθήκη/Αφαίρεση από το χαρτοφυλάκιο
Προσθήκη στο Χαρτοφυλάκιο
23,64
+0,05
+0,21%
- Βαθμολογία Morningstar:
- Σύν. Ενεργ.: 4,49B
JPMorgan Equity Income A
23,64
+0,05
+0,21%
Επισκόπηση OIEIX
Σε αυτή τη σελίδα θα βρεις ένα εις βάθος προφίλ για το JPMorgan Equity Income Fund Class A. Μάθε μεταξύ άλλων για τα βασικά διοικητικά στελέχη, το σύνολο του ενεργητικού, τη στρατηγική για τις επενδύσεις και τα στοιχεία επικοινωνίας για το OIEIX.
Πληροφορίες Συνδέσμου
Διεύθυνση
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
Τηλέφωνο
1-800-480-4111
Φαξ.
+1 646 534 2254
Διαδίκτυο
www.jpmorganfunds.com
Διοικητικά Στελέχη
| Όνομα | Τίτλος | Από | Μέχρι |
|---|---|---|---|
| Andrew Brandon | - | 2019 | now |
| Βιογραφία | Andrew Brandon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2000, Andrew joined the investment team in 2012 as an investment analyst on the JPMorgan Equity Income and Growth and Income Funds. Prior to joining the team Andrew was a member of our US equity research team covering the financial industry. Andrew has also worked in the JPMorgan Private Bank supporting portfolio managers of both the U.S. large cap core equity product, and the U.S. large cap value product. Andrew obtained a B.A. in economics from the University of Virginia, and an M.B.A. from the University of Florida. He is a CFA charterholder." | ||
| David Silberman | Managing Director | 2019 | now |
| Βιογραφία | Dave Silberman, managing director, is a portfolio manager on the JPMorgan Equity Income and the JPMorgan Growth & Income Funds within the U.S. Equity Group. An employee since 1989, David assumed his current role in 2019. Prior to his current role, David was the Head of the Equity Investment Director and Corporate Governance teams globally and the lead U.S. Equity Investment Director since 2008. Previously, he was a portfolio manager in the U.S. Equity Group where he managed equity portfolios for private clients, endowments and foundations. He has also worked in the Emerging Markets Derivatives Group and attended the J.P. Morgan training program. David holds a B.A. in economics and political science from the State University of New York at Binghamton and an M.B.A. from the Stern School of Business at New York University. | ||
| Clare A. Hart | Portfolio Manager | 2004 | now |
| Βιογραφία | Clare Hart, managing director, is a portfolio manager in JPMorgan’s U.S. Equity Group. An employee since 1999, Clare is the lead portfolio manager of the JPMorgan Equity Income Strategy and the JPMorgan Growth & Income Strategy. Prior to joining the team, Clare was with Salomon Smith Barney’s equity research division as a research associate covering Real Estate Investment Trusts. Ms. Hart began her career at Arthur Andersen, working as a public accountant. | ||
| Jonathan K.L. Simon | Managing Director | 2004 | 2019 |
| Βιογραφία | 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. | ||
| R. Lynn Yturri | Director | 1989 | 2005 |
| Βιογραφία | Yturri joined Banc One Investment Advisors as a director of portfolio management in 1993. Previously, he was associated with Valley Bank, where he worked first as a senior portfolio manager and then as manager of trust investments. Yturri is a member of the asset-management committee of American Bar Association and a past president of the Phoenix chapter of the Association for Investment management and Research. | ||
| Christine Burnett | Portfolio Manager | 1992 | 2001 |
| Βιογραφία | Burnett is a portfolio manager with Banc One Investment Advisors. | ||
| Barbara Walchli | Portfolio Manager | 1996 | 1998 |
| Βιογραφία | Walchli is a portfolio manager with Aquila Management Corporation, her employer since July 1999. She previously served as a portfolio manager with Banc One Advisors. Prior to that, she was a senior vice president and director of First Interstate Capital Management. In addition, she was with Valley Capital Management, now part of Banc One. Walchli holds the Chartered Financial Analyst designation. | ||
| Ralph F. Patek | Vice President, Portfolio Manager | 1987 | 1993 |
| Βιογραφία | Patek joined Ziegler Asset Management Inc. as a vice president and portfolio manager in July 1993. Previously, he spent 32 years managing portfolios at Bank One Wisconsin Trust Company, where he was vice president of investments. Patek is a member of the Milwaukee Society of Investment Analysts and the Milwaukee Bond Club. Patek holds the Chartered Financial Analyst designation. | ||
| Richard R. Jandrain | Managing Director | 1989 | 1989 |
| Βιογραφία | Jandrain is managing director of Growth Equity with FWIA, his employment since 2004 as managing director, vice president and senior portfolio manger. He was chief equity strategist, chief investment officer of equities with Banc One Investment Advisors Corporation from 1992 to 2004. | ||
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