JPM US Equity Income Fund C - Net Income

JPM US Equity Income Fund C - Net Income
JPMorgan Funds Limited
Open Ended Investment Company
North America
0.78 %
Risk Rating
3 Year Sharpe
3 Year Alpha
2.8 %
S&P 500 TR (Net of 15% withholding tax)
The fund seeks to provide a portfolio designed to achieve income by investing primarily in US Equities in any economic sector whilst participating in long term capital growth.
Holding %
Bank of America Corp 3.23 %
CME Group Inc Class A 2.84 %
Chevron Corp 2.71 %
Bristol-Myers Squibb Company 2.46 %
Johnson & Johnson 2.38 %
PNC Financial Services Group Inc 2.29 %
BlackRock Inc 2.14 %
Comcast Corp Class A 2.06 %
Microsoft Corp 2.05 %
Analog Devices Inc 1.98 %
Region %
United States 99.10 %
Sector %
Financial Services 27.63 %
Healthcare 13.72 %
Industrials 10.58 %
Technology 9.31 %
Consumer Defensive 9.11 %
Consumer Cyclical 6.73 %
Utilities 6.26 %
Energy 5.87 %
JPMorgan Funds Limited
EC4Y 0JP, London, United Kingdom
Legal Structure
Open Ended Investment Company


Andrew Brandon
Joined 11/04/2019

An employee ofJ.P. Morgan Investment Management Inc. since 2000, Mr. Brandon has been an investment analyst in the since 2004 and a portfolio manager since 2018. He is a CFA charterholder.

David Silberman
Joined 11/04/2019

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 Hart
Joined 12/15/2008

Clare Hart, managing director, is a portfolio manager in the 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. She began her career at Arthur Andersen, working as a public accountant while earning both an M.S.A. from DePaul University and a C.P.A. granted by the State of Illinois. Clare also holds a B.A. in political science from the University of Chicago.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.