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MFWire: J.P. Morgan Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

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

Contact
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
    Mary Erdoes
    CEO , JPMorgan Asset Management
    Patricia Maleski
    Chief Control and Chief Administrative Officer, J.P.Morgan Asset Management
    Steve Ungerman
    Managing Director, JPMorgan
    Robert Young
    COO, J.P.Morgan Funds and One Group Mutual Funds
    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
    Andres Garcia-Amaya
    Executive Director, Global Market Strategist, J.P. Morgan Asset Management
    John Galateria
    Managing Director, DCIO, J.P. Morgan
    Joseph Tanious
    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
    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
    10/21/2013 J.P. Morgan Goes to China MFWire.com
    10/16/2013 MMI Fall 2013: J.P. Morgan Strategist Says Fed Needs to Act Now MFWire.com
    10/11/2013 Dimon Faces the Analysts MFWire.com
    10/11/2013 Vanguard Kicks More Ass MFWire.com
    10/7/2013 Financial Times Agrees with MFWire Regarding JPMorgan MFWire.com
    10/4/2013 Who Will Buy J.P. Morgan Funds from Jamie Dimon? MFWire.com
    9/20/2013 These Fundsters Are Among Finance's Top Women MFWire.com
    9/18/2013 The "Powerful" Mary Erdoes Gets Profiled, Twice MFWire.com
    9/17/2013 PACE Select Advisors Trust is Changing its Key Players MFWire.com
    9/17/2013 Morningstar Reports Fund Flows for August MFWire.com
    9/17/2013 Fundsters: Investors Don't Believe the Fed MFWire.com
    9/5/2013 J.P. Morgan and Pioneer Win a Growth Mandate MFWire.com
    9/4/2013 Great-West Replaces Janus With Two Sub-Advisors MFWire.com
    9/3/2013 UBS Swaps Subadvisors for an Equity Fund MFWire.com
    8/26/2013 J.P. Morgan Adjusts Distributions For an EM Fund MFWire.com
    8/26/2013 J.P. Morgan Plans to Liquidate a Global Fund MFWire.com
    8/23/2013 US News: Funds of Funds Ain't Worth It MFWire.com
    8/22/2013 Retail Investors Flee Emerging Markets, Yet Institutional Investors Stay In MFWire.com
    8/16/2013 Have You Gotten Over Correlation? MFWire.com
    8/14/2013 The Next Gig for the Week of August 12 MFWire.com
    8/14/2013 Fund Firms Mostly on Board With Floating NAV MFWire.com
    8/13/2013 Edward Jones Prefers This Asset Manager MFWire.com
    8/13/2013 Neuberger Lures a J.P. Morgan Exec MFWire.com
    7/31/2013 Morgan Stanley Is Accused of Manipulating New Jerseyans MFWire.com
    7/25/2013 Transamerica Updates a PM List MFWire.com
    7/15/2013 WSJ Shows Thornburg and Four Other Bond Funds Love MFWire.com
    7/10/2013 OCC Warned J.P. Morgan Over Retirement Plan Issues MFWire.com
    7/8/2013 J.P. Morgan's Quinsee Shares His Bullish Views MFWire.com
    7/8/2013 WSJ: It's The Rise of The NonTraditional Bond Fund MFWire.com
    6/19/2013 A PM Joins Two Currency Funds MFWire.com
    6/19/2013 Target-Date Funds Soar MFWire.com
    6/13/2013 ING Hires Lazard and J.P. Morgan MFWire.com
    6/12/2013 Did J.P. Morgan Withhold Commissions On Outside Funds? MFWire.com
    6/5/2013 Cash Fund Reform is "More Likely If Far From a Sure Bet" MFWire.com
    5/22/2013 Barron's Delves into MLP Funds MFWire.com
    5/21/2013 PMs Weigh In as Investors Ignore the Bond Warnings MFWire.com
    5/16/2013 Vanguard Wins the Month, Again MFWire.com
    5/8/2013 The Next Gig For the Week of May 8, 2013 MFWire.com
    5/3/2013 Seen and Heard at the ICI GMM MFWire.com
    5/1/2013 The Next Gig for the Week of May 1, 2013 MFWire.com
    4/24/2013 The Next Gig for the Week of April 24, 2013 MFWire.com
    4/17/2013 Wells Removes Hundreds From List of Approved Investments MFWire.com
    4/10/2013 The Next Gig for the Week of April 10, 2013 MFWire.com
    3/26/2013 M* Analysts Target Another Category MFWire.com
    3/15/2013 Who Cleaned Up At the 2013 Lipper Awards? MFWire.com
    3/6/2013 A Fund Giant Wants a Sub-Advisory Sales Exec MFWire.com
    3/1/2013 Pioneer Hires a J.P. Morgan Fixed Income Bigwig MFWire.com
    2/14/2013 Another Headache Emerges for Copper ETF MFWire.com
    2/12/2013 JP Morgan Wants a Strategic Fund Initiatives Head MFWire.com
    2/11/2013 Putnam, Pimco and Hartford Top a 2012 List MFWire.com
    2/8/2013 Stork and Reaper for The Week of February 4, 2013 MFWire.com
    2/6/2013 Jamie Dimon Pays His Fundsters More MFWire.com
    1/17/2013 Three Things to Know from JP Morganís Earnings MFWire.com
    1/11/2013 J.P. Morgan and Fidelity Join a Money Fund Bandwagon. What About Vanguard? MFWire.com
    1/8/2013 M* Pulls Back the Curtain on J.P. Morgan MFWire.com
    1/7/2013 Active Bond ETFs, EM Bond Funds and Low-Volatility-Stock ETFs are Hot MFWire.com
    12/27/2012 M* Unveils 38 Fundster Medalists MFWire.com
    12/19/2012 M* Likes T. Rowe Twice MFWire.com
    12/18/2012 WSJ Sees Impeccable Timing in a J.P. Morgan ETF Launch MFWire.com
    12/17/2012 Mutual Fund Coppers Approve a Controversial ETF MFWire.com
    12/13/2012 JPMorgan Erects Fire Wall Around An ETF MFWire.com
    12/10/2012 Seven Mutual Fund Shops Win Service Awards MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    12/4/2012 Big Banks Give Funds Another Shot, But Will They Fail Again? MFWire.com
    11/15/2012 On Money Fund Reform, Fido's Disappointed, BlackRock's Not Enamored and BNY Mellon Sees Some Merit MFWire.com
    11/14/2012 A JPMorgan Fund Is in the "Danger Zone" MFWire.com
    10/30/2012 How Asset Managers Weathered Sandy MFWire.com
    10/24/2012 JPMorgan Launches Part-Passive TDFs MFWire.com
    10/24/2012 SEC Delays Ruling on JPMorgan Copper ETF, Again MFWire.com
    9/6/2012 J.P. Morgan Defends Its Copper ETF Plans MFWire.com
    8/30/2012 London Whale Blows for PMs Holding JPM Stock MFWire.com
    8/27/2012 Stork and Reaper for August 27, 2012 MFWire.com
    8/8/2012 Stork and Reaper for August 8, 2012 MFWire.com
    7/27/2012 JP Morgan Will Offer TDFs With ETFs MFWire.com
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