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JPMorgan Large Cap Growth A  OLGAX
Release date as of 2024-09-30. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2023-11-01  
Maximum Sales Fees
Maximum Sales Charge 5.25%
Maximum Fees
Administrative 0.08%
Management 0.45%
12b-1 ---
Actual Fees
12b-1 0.25%
Management 0.45%
Prospectus Net Expense Ratio 0.94%
Total Annual Operating Expense 1.02%
Waiver Data
Type Date %
ExpenseRatio Contractual 2024-10-31 0.08
  Management
Inception Date: 1994-02-22
Mngr Name Joseph Wilson
Mngr Start Date 2020-11-01
Biography
Joseph Wilson, executive director, is a research analyst and portfolio manager within the U.S. Equity group. An employee since 2014, Joe is responsible for the technology sector for JPMorgan’s large cap growth portfolios.He is also a co-portfolio manager on the J.P. Morgan U.S. Technology Strategy. Prior to joining the firm, Joe spent six years as a buy side analyst for UBS Global Asset Management, wherehe covered the technology sector for the Large Cap Growth team from 2010 to 2014, and the Mid Cap Growth team in 2009. Prior to that, Joe worked at RBC Capital Markets as a sell side research associate covering enterprise, infrastructure, and security software. Joe holds a B.A. in Finance from the University of St. Thomas and an M.B.A. from the University of St. Thomas Opus College of Business.
Mngr Name Holly Morris
Mngr Start Date 2020-11-01
Biography
Ms. Fleiss is a Managing Director at JPMIM and a co-portfolio manager in the JPMorgan U.S. Equity Group. She has been with the firm since 2012.
Mngr Name Larry H. Lee
Mngr Start Date 2020-11-01
Biography
Larry H. Lee, managing director, is a research analyst and portfolio manager within the U.S. Equity Group. Mr. Lee joined JPMorgan in 2006 and covers the financials and business services sector; he is also a co-portfolio manager of the JPMorgan Large Cap Growth Strategy. He holds a B.A. in Economics from Stanford University and an M.B.A. from University of Chicago.
Mngr Name Robert Maloney
Mngr Start Date 2022-11-01
Biography
Robert Maloney, executive director, is a research analyst within the U.S. Equity Group. An employee since 2013, Robert is responsible for the industrials and energy sectors for the J.P. Morgan Large Cap Growth Strategy. Prior to joining the firm, Robert spent ten years as a sell side analyst at Morgan Stanley and Credit Suisse. At Morgan Stanley Robert served as the lead associate on their Large Cap Industrials team and later as the senior analyst covering Small/Mid Cap Industrials. Robert also worked as the industrials trading desk analyst at Morgan Stanley and Credit Suisse covering a broad-range of industrial verticals. Prior to that Robert worked as a consultant to the US Department of Defense and the United Nations. Robert holds a B.A. in International Politics from the Georgetown University School of Foreign Service. He is a member of the CFA Institute and a CFA charterholder.
Mngr Name Giri K Devulapally
Mngr Start Date 2004-08-02
Biography
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.
Investment Advisor(s)
J.P. Morgan Investment Management, Inc.
Web Site
www.jpmorganfunds.com
Issuer
JPMorgan
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