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Jpmorgan Small Cap Equity Fund Class R6 (VSENX)
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08/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.74B
JPMorgan Small Cap Equity R6
63.72
+0.36
+0.57%
- Overview
- Profile
- Historical Data
- Holdings
VSENX Overview
On this page you'll find an in-depth profile of Jpmorgan Small Cap Equity Fund Class R6. Learn about the key management, total assets, investment strategy and contact information of VSENX among other information.
Investment Strategy
The investment seeks capital growth over the long term. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Index at the time of purchase.
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 |
|---|---|---|---|
| Daniel J. Percella | Managing Director | 2014 | Now |
| Biography | Daniel J. Percella, CFA, Managing Director, and Portfolio Manager, joined JPMorgan in 2008. Prior to that, Daniel Percella was executive director and analyst and co-portfolio manager on the Small Cap Active Core Team. Dan was previously a member of Institutional Investor-ranked equity research teams covering the transportation sector at Bear Stearns, Bank of America and Citigroup. Dan holds a B.S. in economics from Georgetown University’s Walsh School of Foreign Service and is a member of both the New York Society of Security Analysts and The CFA Institute. He is also a CFA charterholder. | ||
| Don San Jose | Managing Director | 2007 | Now |
| Biography | Don San Jose, CFA, Managing Director, has been an analyst with the U.S. small cap equity group since 2004 and a portfolio manager since 2007. An employee since 2000, Don was an analyst in JPMorgan Securities' equity research department covering capital goods companies before joining the small cap group. Prior to joining the firm, he was an equity research associate at ING Baring Furman Selz. Don holds a B.S. in finance from The Wharton School of the University of Pennsylvania and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder. | ||
| Christopher Mark Jones | Managing Director | 2013 | 2014 |
| Biography | Christopher M.V. Jones, managing director,is the CIO of the Growth and Small Cap U.S. Equity Team. An employee since 1982, Chris has had fund management and analytical responsibilities on the small cap team since 1986. He has served as the team's chief investment officer since 1993 and has headed all of our Growth investments since 2006. He holds an M.A. in history from Cambridge University and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder. | ||
| Glenn Gawronski | vice president/portfolio ManagerJPMIM | 2004 | 2013 |
| Biography | Glenn Gawronski is a portfolio manager in the U.S. Equity Research Group. An employee since 1999. Prior to becoming a portfolio manager, he was responsible for analysis on the JPMorgan Fleming America Microcap Fund. Before joining the firm, he was a high yield research analyst at SG Cowen Securities responsible for covering the energy sector and an equity research associate at Salomon Smith Barney covering international and domestic integrated oil companies. Glenn holds a B.S. in finance from the Wharton School of Business at the University of Pennsylvania and is a CFA charterholder. He is also a member of both the New York Society of Security Analysts and The CFA Institute. | ||
| Christopher Mark Jones | Managing Director | 2004 | 2009 |
| Biography | Christopher M.V. Jones, managing director,is the CIO of the Growth and Small Cap U.S. Equity Team. An employee since 1982, Chris has had fund management and analytical responsibilities on the small cap team since 1986. He has served as the team's chief investment officer since 1993 and has headed all of our Growth investments since 2006. He holds an M.A. in history from Cambridge University and is a member of both the New York Society of Security Analysts and The CFA Institute. He is a CFA charterholder. | ||
| Juliet S. Ellis | Managing Director | 1999 | 2004 |
| Biography | Juliet Ellis is CIO of Invesco’s US Growth Equities team. Ms. Ellis joined Invesco in 2004. Ms. Ellis began her career in 1981 as a financial consultant with Merrill Lynch. She joined JPMorgan in 1987 as a senior equity analyst, where she served as assistant portfolio manager and director of equity research before being promoted to senior portfolio manager in 1993 and managing director in 2000. Ms. Ellis graduated from Indiana University with a Bachelor of Arts degree in economics and political science. She is a CFA charterholder. | ||
| Henry J. Lartigue | investment adviser | 1999 | 2002 |
| Biography | Henry J. Lartigue is a Founding Partner, CEO and Chief Investment Officer at Avalon Advisors and Manager of the Balanced, Core Equity and Tactical Equity Portfolios. His investment experience spans over two decades, including executive level responsibilities and hands-on portfolio management since 1987. Prior to joining Avalon in 2002, Henry was Managing Director at J.P. Morgan Chase & Co., a member of the Executive Management Committee at Chase Manhattan Bank, and Chief Investment Officer of the Chase Private Bank and Chase Global Asset Management, with oversight for $200 billion in assets. Henry entered the investment management business in 1984 at Texas Commerce Bank (now a part of J.P. Morgan Chase & Co). As an equity fund manager from 1987 through 2000, Henry managed both small cap and large cap equity growth funds, which were highlighted as top category performers by Lipper Analytical Services and Morningstar. Prior to entering the investment management business in 1984, Henry was a practicing structural design engineer and a Registered Professional Engineer in the State of Texas. Henry is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society Houston. He has served on the Advisory Board of the Tulane University School of Science and Engineering, as a Trustee and Chair of the Investment Committee of the Kinkaid School, and on the Board of the Juvenile Diabetes Foundation of the Gulf Coast. | ||
| David Klassen | Portfolio Manager | 1994 | 1999 |
| Biography | Klassen is portfolio with Chase Asset Management, his employer since 1992. Previously, he spent twelve years with Dean Witter Reynolds, where he served as a portfolio manager. Klassen holds the Chartered Financial Analyst designation. | ||
| Jill Greenwald | Managing Director | 1994 | 1999 |
| Biography | Jill Greenwald, CFA has been employed by the Manager since 2004. She became a portfolio manager, a Senior Vice President, and a Senior Analyst in 2010. She served as a Vice President and an Analyst from 2007 to 2010. Jill first joined Alger in 1986 and returned to Alger in 2001. She began her career in Alger's analyst program, rising from Research Associate to Senior Analyst. She joined Prudential Equity Investors in 1992 where she was a Director. In 1993, she joined Chase Asset Management where she rose from Analyst to Managing Director and Senior Portfolio Manager of Chase Vista Small Cap Equity Fund and Co-Manager of Chase Vista Small Cap Opportunities Fund. She joined J&W Seligman & Co. as a Senior Vice President, Investment Officer and Co-Manager of Seligman Emerging Growth in 1999. Jill graduated with a B.A. from Yale University and earned her M.B.A. at New York University. Jill is a CFA charterholder and a member of the CFA Institute. | ||
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