Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
JPMorgan Equity Index I  HLEIX
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 ---
Maximum Fees
Administrative 0.08%
Management 0.04%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.04%
Prospectus Net Expense Ratio 0.20%
Total Annual Operating Expense 0.38%
Waiver Data
Type Date %
ExpenseRatio Contractual 2024-10-31 0.18
  Management
Inception Date: 1991-07-02
Mngr Name Michael Loeffler
Mngr Start Date 2004-01-01
Biography
Michael Loeffler, Vice President of JPMIA and a CFA charterholder. Mr. Loeffler has been employed by JPMIA since 1999 when he joined as an investment operations analyst.
Mngr Name Nicholas W. D'Eramo
Mngr Start Date 2014-11-01
Biography
Nicholas D’Eramo is the portfolio manager responsible for the day-to-day management of the Fund, a position he has held since July 2006. D’Eramo has been employed by JPMIM or one of its affiliates since 2000.
Mngr Name Alex Hamilton
Mngr Start Date 2019-11-01
Biography
Mr. Hamilton has been a portfolio manager for JPMIM since April 2017. Prior to joining JPMIM, he was an assistant portfolio manager at the Ohio Public Employees Retirement System from 2013 until 2017. Before that time, he worked at Huntington National Bank in the corporate treasury and mortgage capital markets departments. Mr. Hamilton is a CFA charterholder.
Investment Advisor(s)
J.P. Morgan Investment Management, Inc.
Web Site
www.jpmorganfunds.com
Issuer
JPMorgan
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