JPM America Equity Fund C Net Accumulation
|Microsoft Corp||5.54 %|
|UnitedHealth Group Inc||4.64 %|
|Alphabet Inc Class C||4.61 %|
|Amazon.com Inc||4.57 %|
|Kinder Morgan Inc P||3.77 %|
|AutoZone Inc||3.63 %|
|Delta Air Lines Inc||3.61 %|
|Ball Corp||3.39 %|
|Capital One Financial Corp||3.37 %|
|Federal Realty Investment Trust||3.33 %|
|United States||97.90 %|
|Financial Services||20.78 %|
|Consumer Cyclical||16.40 %|
|Real Estate||5.73 %|
Timothy Parton, managing director,is a portfolio manager in the U.S. Equity Group. An employee since 1986, Tim has managed a variety of small and mid cap portfolios. He has been managing the U.S. Midcap Growth strategy, which includes the JPMorgan Midcap Growth Fund, since November 2001; and the U.S. Multicap Growth strategy, which includes the JPMorgan Growth Advantage Fund, since its inception in September 2005. Tim holds a B.Sc. in economics and accounting from the University of Bristol in England. He is a member of the New York Society of Security Analysts and is a CFA charterholder.
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 co-portfolio 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 Fleming's U.S. asset management o
Data provided by Morningstar.
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