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Jpmorgan Sustainable Municipal Income Fund Class A (OTBAX)
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14/07 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 73.75M
JPMorgan Municipal Income A
8.99
+0.02
+0.22%
- Overview
- Profile
- Historical Data
- Holdings
OTBAX Overview
On this page you'll find an in-depth profile of Jpmorgan Sustainable Municipal Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of OTBAX among other information.
Investment Strategy
The investment seeks current income exempt from federal income taxes. Under normal circumstances, the fund invests at least 80% of its assets in municipal bonds, the income from which is exempt from federal income tax. It also invests in municipal mortgage-backed and asset-backed securities, as well as restricted securities. The fund’s average weighted maturity will range from three to 15 years. It may also invest in zero-coupon securities.
Contact Information
Address
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
Phone
1-800-480-4111
Fax
+1 646 534 2254
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kevin M. Ellis | Executive Director | 2020 | Now |
| Biography | Mr. Ellis, CFA charterholder and Executive Director, is a portfolio manager in the U.S. Fixed Income Group. An employee of JPMIM and/or its affiliates since May 2003, he is responsible for managing separate accounts in the Municipal Bond Group. Previously, Mr. Ellis worked at Alliance Capital/Sanford Bernstein from 1995 through 2003 as a municipal bond trader. Kevin holds a B.S. in business administration from Boston University and is a CFA charterholder | ||
| David Sivinski | Executive Director | 2006 | Now |
| Biography | David Sivinski, CFA charterholder and Executive Director, has also been as portfolio manager with J.P. Morgan Investment Management. In addition to his role as portfolio manager, Mr. Sivinski coordinates municipal management for a number of high net worth clients that focus principally on single state municipal bonds. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation. | ||
| Wayne D. Godlin | Senior Portfolio Manager | 2020 | 2023 |
| Biography | An employee since 2018, Mr. Godlin, Managing Director, is a senior portfolio manager for the Municipal and Tax Aware Strategies team focusing on high yield municipal bonds. Mr. Godlin has over thirty years of municipal bond market experience in both credit analysis and portfolio management, with a focus on analyzing and managing high yield municipal bond portfolios. Previously, Mr. Godlin was a Consultant, evaluating client municipal bond portfolios, at Herbert J. Sims & Co. from 2017 to 2018 and a Senior Portfolio Manager and a member of the Investment Policy Committee at AllianceBernstein Asset Management from 2009 to 2016. | ||
| Jennifer Tabak | Managing Director | 2006 | 2020 |
| Biography | Jennifer Tabak, CFA charterholder and Managing Director. Previously, Ms. Tabak was a senior fixed income research analyst responsible for research and analysis of the housing, non-profit and student loan sectors of the tax-exempt market. An employee of JPMIM or a predecessor firm since 1991, Ms. Tabak served in a research analyst role from 1996 to 2005 and has experience in a variety of market sectors, including money market funds and corporate bonds. Ms. Tabak’s employment with JPMIM and/or its affiliates began in 1991 as a financial analyst and included positions as senior financial analyst and, prior to 1996, controller. | ||
| Richard D. Taormina | Managing Director | 2005 | 2006 |
| Biography | Richard Taormina, Managing Director, has been an employee of JPMIM and/or its affiliates since 1997. Mr. Taormina is responsible for managing municipal mutual funds, institutional fixed income accounts and quantitative analysis. Previously, Mr. Taormina was a Certified Financial Planner for the Financial Advisory Group, where he was an investment analyst. Prior to joining the firm, Rick was a senior trader for national, high-yield, and state-specific funds at the Vanguard Group, where the team consistently performed in the top-quartile. He has been a municipal bond manager since 1990. Ricks holds a B.A. in economics from the University of Delaware, an M.B.A. in finance from Wilmington College, and is a Certified Financial Planner (CFP). | ||
| Management Team | - | 2005 | 2005 |
| Biography | Team Managed | ||
| Kimberly Bingle | Executive Director | 1999 | 2005 |
| Biography | Kimberly Bingle has served as Executive Director for JPMIM. An employee since 1998, Ms. Bingle has been in the investment industry since 1986 and has been a member of the Tax Free Bond Team since 1999. Prior to joining JPMorgan Investment Advisors in 1998 as senior portfolio manager, Bingle was a senior securities portfolio manger at Nationwide Insurance Company in Columbus, Ohio. Mr. Bingle holds the Chartered Financial Analyst designation. | ||
| Gary J. Madich | CIO (Chief Investment Officer) | 1995 | 2005 |
| Biography | Madich is the chief investment officer for the Columbus Fixed Income Securities Group responsible for overseeing all fixed income investment management, . An employee of JPMorgan Investment Advisors Inc. (JPMIA) since 1995, he is a member of JPMorgan Asset Managements Americas Executive Committee and serves as chairman of the Columbus Fixed Income Policy and Asset Allocation Committees. Madich holds the Chartered Financial Analyst designation. | ||
| David Sivinski | Executive Director | 1994 | 2005 |
| Biography | David Sivinski, CFA charterholder and Executive Director, has also been as portfolio manager with J.P. Morgan Investment Management. In addition to his role as portfolio manager, Mr. Sivinski coordinates municipal management for a number of high net worth clients that focus principally on single state municipal bonds. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation. | ||
| Patrick M. Morrissey | Senior Portfolio Manager | 1993 | 2005 |
| Biography | Patrick M. Morrissey is the Head of Fixed Income, a Managing Director and Senior Portfolio Manager whose industry career began in 1985 and includes decades of experience in managing tax-exempt mutual funds. Prior to joining Great Lakes, Patrick served as Managing Director of Tax-Free Investments at Bank One Investment Advisors Corp., now JPMorgan Asset Management. There, he managed 11 tax-exempt mutual funds with $15 billion under management. Most recently, Patrick acted as Managing Director and Head of Tax-Exempt Investments at FSI Capital where he developed, marketed, and managed tax-exempt alternative investment strategies. Patrick holds a BS in Finance from the University of Wisconsin-Oshkosh and is a member of the Chicago Municipal Analysts’ Society. He also holds a FINRA Series 65 License and is one of the Managers of the Great Lakes Bond Fund. | ||
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