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MFWire: J.P. Morgan Funds
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J.P. Morgan Funds
270 Park Avenue
New York, NY  10017
Google Maps

Main Phone: 800-480-4111
Web Site: https://www.jpmorganfunds.com/

Mutual Fund Brand(s)
J.P. Morgan Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    J.P. Morgan Asset Management offers a wide variety of investment products across most asset classes, including alternatives, asset allocation, equities, fixed income and more.

    The J.P. Morgan Funds were distributed primarily through the brokerage giant's private wealth channel until the turn of the century.

    Undiscovered Managers

    The bank purchased Dallas-based Undiscovered Managers LLC and its six mutual funds with about $600 million in AUM in November 2003.

    Chase Vista Funds

    In 2001 the JPMorgan Funds absorbed the Chase Vista Funds as part of the merger between J.P. Morgan & Co and Chase Manhattan Corp. The Vista Funds converted to no-load from load funds at that time. The Vista Funds included rebranded funds that the bank acquired through its April 1996 merger which Chemical Bank's Hanover Funds.

    In 1993 Chase acquired Olympus Funds and merged them into the Vista Funds family.
    J.P. Morgan Funds logo

    Sponsored Opportunities

    Key People:
    George Gatch
    Global Head of Funds and Institutional, J.P. Morgan Asset Management
    Patricia Maleski
    Chief Control and Chief Administrative Officer, J.P.Morgan Asset Management
    Mary Erdoes
    CEO , JPMorgan Asset Management
    Joseph Azelby
    Managing Director, Head of Asset Allocation, J.P. Morgan Asset Management
    Eileen Cohen
    Managing Director, J.P. Morgan Asset Management
    Patrik Jakobson
    Managing Director, PM, J.P. Morgan Asset Management
    David Kelly
    Managing Director, Chief Global Strategist, Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management
    Andrew Goldberg
    Managing Director, Global Market Strategist, J.P. Morgan Asset Management
    Steve Ungerman
    Managing Director, JPMorgan Chase & Co
    Robert Young
    COO, J.P.Morgan Funds and One Group Mutual Funds
    John Galateria
    Head of North America Institutional, Invesco
    Joseph Tanious
    Executive Director, Global Market Strategist, J.P. Morgan Asset Management
    Andres Garcia-Amaya
    Executive Director, Global Market Strategist, J.P. Morgan Asset Management
    Anastasia Amoroso
    Vice President, Global Market Strategist, J.P. Morgan Asset Management
    James Liu
    Vice President, Global Market Strategist, J.P. Morgan Asset Management
    Story Archive for J.P. Morgan Funds
    Published On Story Headline Publication
    12/5/2018 The World's Fifth Most Powerful Woman Runs a Fund Firm MFWire.com
    11/27/2018 Vanguard Simultaneously Won and Lost Last Month MFWire.com
    11/5/2018 Week In Preview, November 5-11 MFWire.com
    10/29/2018 Week In Preview, October 29 - November 4 MFWire.com
    10/19/2018 After Three Years, a Top DC Exec Leaves JPMAM 401kWire.com
    10/15/2018 Week In Preview, October 15-21 MFWire.com
    10/10/2018 Aberdeen Standard's STAR Shines In Chi-Town MFWire.com
    10/8/2018 Week In Preview, October 8-14 MFWire.com
    10/1/2018 Week In Preview, October 1-7 MFWire.com
    9/25/2018 The Five Most Powerful Women In Asset Management MFWire.com
    9/21/2018 JPMAM Powers an RKer's $2.43B TDFs 401kWire.com
    9/14/2018 GSAM Roars, and BlackRock Retakes the Lead MFWire.com
    8/23/2018 A $2T-AUM Firm Slims Down By 100 MFWire.com
    7/26/2018 When FAs Want Portfolio Construction Help, They Turn to ... MFWire.com
    7/16/2018 Week In Preview, July 16-22 MFWire.com
    6/25/2018 Week In Preview, June 25-July 1 401kWire.com
    6/25/2018 Week In Preview, June 25-July 1 MFWire.com
    6/11/2018 Week In Preview, June 11-17 MFWire.com
    6/11/2018 Week In Preview, June 11-17 401kWire.com
    5/29/2018 The Original TDF Tool Is Back For Round Three 401kWire.com
    5/29/2018 Week In Preview, May 29 - June 3 401kWire.com
    5/23/2018 ICI's Diamond GMM, Day Two MFWire.com
    5/18/2018 The Fund Firm With the Best Advisor Rep Is ... MFWire.com
    4/11/2018 Active Share Catches a Regulator's Eye MFWire.com
    4/6/2018 Dimon Shares Some Index Fund and ETF Worries MFWire.com
    3/21/2018 J.P. Morgan's Board Adds an Asset Manager's Prez MFWire.com
    3/19/2018 Week In Preview, March 19-25 MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/20/2018 Week In Preview, February 20-25 MFWire.com
    1/19/2018 An ETF Newcomer Ties BlackRock In an Awards Race MFWire.com
    1/16/2018 Week In Preview January 16-21 MFWire.com
    1/12/2018 T. Rowe, Fido, and Pimco Lead This Awards Race MFWire.com
    1/3/2018 A 30-Year Columbia Vet Helps Launch a Private Wealth Group MFWire.com
    12/4/2017 Week In Preview, December 4-10 MFWire.com
    11/27/2017 Guggenheim Rocks October as Two Titans Keep Gobbling MFWire.com
    10/17/2017 TD's NTF ETF Platform Expands, Minus a Giant MFWire.com
    10/2/2017 Filings For Fundsters - October 2, 2017 MFWire.com
    10/2/2017 Week In Preview, October 2-8 401kWire.com
    10/2/2017 Week In Preview, October 2-8 MFWire.com
    9/26/2017 Five Powerful Female Fundsters MFWire.com
    9/22/2017 Fortune Recognizes the Power of Abby and Two Other Fundsters MFWire.com
    9/7/2017 Filings For Fundsters - September 7, 2017 MFWire.com
    8/31/2017 Filings For Fundsters - August 31, 2017 MFWire.com
    8/25/2017 Filings For Fundsters - August 25, 2017 MFWire.com
    8/21/2017 Vanguard and BlackRock Eclipse the Competition, Again MFWire.com
    8/15/2017 Follow the Fundsters - August 15, 2017 MFWire.com
    7/24/2017 Week In Preview, July 24-30 MFWire.com
    7/13/2017 20 Fund Firms Team Up With LPL For a New Mini-Mart MFWire.com
    7/13/2017 New Fund Fuss - July 13, 2017 MFWire.com
    7/10/2017 Nine Shops Add ETFs to OneSource MFWire.com
    6/30/2017 As a Top Nuveen Vet Retires, Another Expands Her Role MFWire.com
    6/30/2017 Filings for Fundsters - June 30, 2017 MFWire.com
    6/26/2017 Week In Preview, June 26-July 2 MFWire.com
    6/21/2017 Filings for Fundsters - June 21, 2017 MFWire.com
    6/19/2017 Week In Preview, June 19-25 MFWire.com
    6/14/2017 Follow the Fundsters - June 14, 2017 MFWire.com
    5/22/2017 Week In Preview, May 22-28 MFWire.com
    5/17/2017 Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard MFWire.com
    5/15/2017 Week In Preview, May 15-21 MFWire.com
    5/5/2017 Betterment's Co-Founder Talks to Fundsters MFWire.com
    5/5/2017 ICI GMM 2017 Wrap Up MFWire.com
    5/1/2017 Axa Replaces Kraus and Shakes Up AB's Board MFWire.com
    5/1/2017 Week In Preview: ICI GMM and More MFWire.com
    4/24/2017 Week In Preview: Early M* in Chitown, Gemini in the Big Easy MFWire.com
    4/21/2017 ETF Insiders Convene, and SHE Has Another Great Night MFWire.com
    4/17/2017 Week In Preview: Fundsters Gather in NYC and Directors in DC MFWire.com
    4/13/2017 The New Fund Fuss - April 13, 2017 MFWire.com
    4/7/2017 Filings for Fundsters - April 7, 2017 MFWire.com
    4/3/2017 Filings for Fundsters - April 3, 2017 MFWire.com
    4/3/2017 Previewing Tiburon and More in NYC, NICSA in Beantown MFWire.com
    3/31/2017 SSgA's SHE Sweeps MFWire.com
    3/31/2017 M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards MFWire.com
    3/29/2017 A Seven-Year JPMAM DC Vet Departs 401kWire.com
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    1/20/2017 Will You Help Elizabeth Warren Save the Fiduciary Reg? MFWire.com
    12/19/2016 The Next Gig for December 19, 2016 MFWire.com
    12/16/2016 Did Russia Meddle In the Great Financial Services Hack Case? MFWire.com
    12/15/2016 The Great Financial Services Hack of 2014: A Timeline MFWire.com
    12/15/2016 An American Returns, Charged For Hacks of Fido and JPMAM MFWire.com
    12/6/2016 Filings for Fundsters - December 6, 2016 MFWire.com
    11/25/2016 Filings for Fundsters - November 25, 2016 MFWire.com
    11/17/2016 The New Fund Fuss - November 17, 2016 MFWire.com
    11/14/2016 Feds Charge a Floridian Tied to the Great Financial Services Hack of 2014 MFWire.com
    11/8/2016 Filings for Fundsters - November 8, 2016 MFWire.com
    11/7/2016 Fund Marketers in Manhattan, 401k Folks in Florida, and Entrepreneurs In Texas MFWire.com
    11/1/2016 JPMAM's David Kelly Worries About Investors' PTSD MFWire.com
    10/26/2016 JPMAM Pitches RIAs On Solving For the Long Term MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    10/17/2016 Filings for Fundsters - October 17, 2016 MFWire.com
    10/11/2016 Russia Detains a Fidelity Hack Suspect ... For a Visa Violation MFWire.com
    9/22/2016 The Smart Beta Crowd Takes Manhattan MFWire.com
    9/16/2016 Filings for Fundsters - September 16, 2016 MFWire.com
    9/15/2016 The New Fund Fuss - September 15, 2016 MFWire.com
    9/14/2016 Filings for Fundsters - September 14, 2016 MFWire.com
    9/12/2016 Filings for Fundsters - September 12, 2016 MFWire.com
    8/26/2016 Filings for Fundsters - August 26, 2016 MFWire.com
    8/19/2016 Preview of LPL Focus 2016 MFWire.com
    8/18/2016 Filings For Fundsters - August 18, 2016 MFWire.com
    7/19/2016 Stork and Reaper -- July 19, 2016 MFWire.com
    7/19/2016 Only One Category of Active Funds Won In June MFWire.com
    7/12/2016 Fundsters Embrace Meta Smart Beta MFWire.com
    5/17/2016 ICI GMM 2016 Is About to Begin MFWire.com
    5/13/2016 Fink and Four Other Fundsters Are Money Masters MFWire.com
    4/18/2016 A Bank Completes the Next Step In Its ETF Distro Buildout MFWire.com
    4/14/2016 JPMAM Buys a Slice of an ETF Shop MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    3/18/2016 DoubleLine and AB Crush It MFWire.com
    3/11/2016 Prepare For ICI's MFIM 2016! MFWire.com
    1/27/2016 More Than 300 Fundsters Make Headlines For Charity In the Big Apple MFWire.com
    12/22/2015 The J.P. Morgan Whistleblower Will Receive How Much? MFWire.com
    12/21/2015 A Whistleblower Cried Foul; Now JPM Is Paying $307MM MFWire.com
    12/18/2015 Will JPMAM Settle For $200MM? MFWire.com
    11/5/2015 Sullivan Brings ICIers and Reporters to Legg Mason MFWire.com
    10/19/2015 For the First Time In 2015, Somebody Beat Vanguard MFWire.com
    9/24/2015 The Mutual Fund Dark Pool Is Almost Here MFWire.com
    8/24/2015 Stark Puts a Merrill Vet Into a Key JPMAM Role MFWire.com
    8/19/2015 For $150MM, JPMAM May Soon Put That SEC Investigation to Rest MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    8/10/2015 Gatch and Reynolds Will Stand By Active Through the Tough Times MFWire.com
    8/7/2015 Who Rakes In the Most Flows Per Fund? The Answer Won't Surprise You MFWire.com
    7/20/2015 WisdomTree, JPMAM, and DoubleLine Had a Big June MFWire.com
    7/17/2015 Who Else Should Be Losing Sleep Over the SEC's Sub-TA Sweep? MFWire.com
    4/17/2015 7 Titans Swallow 88 Percent of Inflows MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    4/1/2015 The SEC Rejuvenates Its Investigation Into JPMAM's "Guided Architecture" MFWire.com
    3/27/2015 And the Winners Are ... Empower, Vanguard, and Many More MFWire.com
    3/26/2015 Will Hodge Wear Sunglasses For M*? MFWire.com
    2/17/2015 Vanguard, TCW, and DoubleLine Win January MFWire.com
    1/21/2015 Dodge and Cox, JPMAM, Legg Mason, Robeco, and Vanguard Win Big MFWire.com
    1/21/2015 Google, Space, a Dark Pool: What's Fidelity Up to? MFWire.com
    1/14/2015 MetWest and Vanguard Had 2014's Hottest Funds MFWire.com
    1/5/2015 Which PMs Will Win? Here's M*'s 2014 Short List MFWire.com
    11/21/2014 The Ten Biggest Fund Shops Now Control 58 Percent of the Assets MFWire.com
    11/20/2014 Funds From MetWest, Dodge & Cox, BlackRock, DoubleLine and Baird Rake It In MFWire.com
    11/12/2014 Porcelli Splits BlackRock's B-D Distro, With the Help of a JPMAM Bigwig MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    10/8/2014 JPMAM's Retirement Chief Is Moving On But Not Out MFWire.com
    10/3/2014 Gatch Expands His Global Reach at JPMAM MFWire.com
    5/5/2014 JPAM Assets Grow by 11 Percent, as Alt Funds Double in Size MFWire.com
    3/14/2014 Would You Buy J.P. Morgan Funds? MFWire.com
    12/31/2013 Zack Ranks Five Real Estate Funds MFWire.com
    12/30/2013 The 13 Fund Firms that Got the Most Ink in 2013 MFWire.com
    12/3/2013 Sims Brings a Top J.P. Morgan Vet to Schroders MFWire.com
    12/3/2013 Unconstrained Bond Funds Catch WSJ's Eye MFWire.com
    12/2/2013 Vanguard, Fido, T. Rowe, J.P. Morgan, DFA and OpFunds Take Bigger Slices of the Growing Pie MFWire.com
    11/26/2013 Advisors Love Their DFA and J.P. Morgan Wholesalers MFWire.com
    11/22/2013 JP Morgan Hitches a Ride on a Canadian Canoe MFWire.com
    10/30/2013 Manufacturer Drops Suit Fighting Copper ETFs MFWire.com
    10/28/2013 A Conviction Could Force J.P. Morgan Out of the Fund Biz MFWire.com
    10/22/2013 JP Morgan Jumps on the Smart-Beta Train MFWire.com
     News Archives
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