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MFWire: J.P. Morgan Funds, Six Circles 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, Six Circles 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
    11/28/2022 Goldman Leads With $22B MFWire.com
    10/26/2022 With $17B, Schwab Leads Again MFWire.com
    10/6/2022 2022's Seven Most Powerful Women In Asset Management MFWire.com
    10/5/2022 20 Fund Firms Win Big With FAs MFWire.com
    9/28/2022 Schwab Leads With $19.9B MFWire.com
    9/27/2022 11 Fund Firms Close In On These Awards MFWire.com
    9/26/2022 Net Active Flows Improve By $26B MFWire.com
    9/13/2022 19 Years In, a JPMAM Exec Switches to PE 401kWire.com
    8/30/2022 The 7 Most Trusted Fund Firms of 2022 MFWire.com
    8/29/2022 17 of the Best Employers For Women Fundsters MFWire.com
    8/24/2022 Money Funds Rake In $29B MFWire.com
    8/22/2022 A $2.5T-AUM Firm Adds a Retirement Chief, And ... 401kWire.com
    7/27/2022 Passive Inflows Fall By $42B; Active Outflows Fall By $19B MFWire.com
    7/11/2022 Week In Preview, July 11 - July 17 MFWire.com
    6/30/2022 From AB, to BlackRock, to JPMAM 401kWire.com
    6/29/2022 Fund Firms React to Roe v. Wade's Demise MFWire.com
    6/24/2022 In One Month, an $80B Reversal MFWire.com
    6/23/2022 Passive Funds Bounce Back By $74B MFWire.com
    5/5/2022 A $2.6T-AUM Firm Debuts Its 41st ETF MFWire.com
    5/5/2022 The 17 Best Fund Firms For Diversity MFWire.com
    4/26/2022 These Funds' $159B Pain Dominated Q1 MFWire.com
    4/25/2022 A $113B Active Flows Collapse MFWire.com
    4/13/2022 Industry Flows Fall 36 Percent, Despite a 21-Percent Jump For Titans MFWire.com
    3/22/2022 Inflows Fall $97B, Mostly Due to Active Funds MFWire.com
    3/1/2022 A $1.5T-AUM Asset Manager Adds a DC Solutions Chief 401kWire.com
    2/25/2022 Passive Inflows Plunge By $74B, And ... MFWire.com
    2/9/2022 The 16 Most Admired Fund Firms Are ... MFWire.com
    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    1/27/2022 SSGA Leads As Passive Inflows Rise 60 percent MFWire.com
    1/13/2022 An 11-Year JPMAM Vet Joins Custodia 401kWire.com
    12/7/2021 The Three Most Powerful Female Fundsters of 2021 MFWire.com
    11/11/2021 Franklin, JPMAM, Clark, and Horizon Win Big MFWire.com
    10/20/2021 Harbor Hires a 15-Year JPM Vet MFWire.com
    9/9/2021 A $2.6T-AUM Titan Teams Up On Retirement Income 401kWire.com
    8/27/2021 Active Inflows Fall 40 Percent, and Passive Falls, Too, But ... MFWire.com
    8/11/2021 A Titan Preps a $9.7B-AUM MF-to-ETF Conversion MFWire.com
    7/15/2021 Participants Want Advice On Deferral Rates 401kWire.com
    6/23/2021 Gatch Weighs In On ESG Disclosures and DE&I MFWire.com
    4/19/2021 Passive Inflows Rise 25 Percent, But ... MFWire.com
    3/23/2021 Fidelity and Vanguard Led the Way In February MFWire.com
    3/15/2021 MF and ETF Inflows Quintuple MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    2/17/2021 Despite a January Dip, Inflows Rise YOY MFWire.com
    1/19/2021 2020 Inflows Fell, But Giants' Dominance Grew MFWire.com
    12/10/2020 Three Fundsters Are Among the Most Powerful Women MFWire.com
    12/9/2020 Is This Wall Street Titan Hunting Fund Firms? MFWire.com
    11/5/2020 ICMA-RC's New Sales Chief Hires a JPMAM Alum 401kWire.com
    10/16/2020 Dimon Targets 401k 401kWire.com
    9/18/2020 With a DC I-O's Help, KPAs Can Analyze a Core Menu "In Minutes" 401kWire.com
    9/15/2020 An Ex JPM and Invesco Leader Joins American Century MFWire.com
    9/15/2020 JPMAM Takes the Lead As Titans' Inflows Slip Again MFWire.com
    9/4/2020 $1T Versus $13.94B MFWire.com
    8/31/2020 A Brand Experience Chief Joins a Big Apple Fund Firm MFWire.com
    8/25/2020 Money Fund Outflows Fall 64 Percent MFWire.com
    8/21/2020 Active Inflows Fall 58 Percent MFWire.com
    8/14/2020 Inflows Fall 41 Percent MFWire.com
    8/6/2020 After 21 Years, a Managing Director Exits JPMAM MFWire.com
    7/16/2020 Titans' Inflows Climb Another 85 Percent MFWire.com
    6/26/2020 Money Fund Flows Plunge 88 Percent, But ... MFWire.com
    5/29/2020 The Money Fund Inflows Flood Slows a Bit MFWire.com
    4/23/2020 15 Percent of Money Funds' AUM Arrived Last Month MFWire.com
    3/16/2020 Inflows Plunge By 69 Percent MFWire.com
    3/10/2020 The 33 Most Influential Women In the U.S. Fund Biz MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    3/5/2020 28 Years In, a Gotham TDF Leader Will Retire 401kWire.com
    1/23/2020 JPMAM Keeps Its Lead MFWire.com
    1/23/2020 The 16 Most-Admired Fund Firms MFWire.com
    1/22/2020 Industry Inflows Proportionately Doubled In 2019 MFWire.com
    1/16/2020 Midsize Firms' Outflows Fell 78 Percent In 2019 MFWire.com
    1/15/2020 The $183B Year MFWire.com
    12/19/2019 A Bank's Active Funds Lead MFWire.com
    12/13/2019 The World's Most Powerful Women Include Two Fundsters, Again MFWire.com
    12/12/2019 While Active Outflows Vanish, BlackRock Three-Peats MFWire.com
    11/12/2019 Passive Inflows and Active Outflows Both Fall MFWire.com
    10/29/2019 Will a Giant AM's Parent Lean Away From Gotham? MFWire.com
    10/22/2019 Four Fund Firms Win Big In Atlanta MFWire.com
    10/14/2019 Week In Preview, October 14-20 MFWire.com
    10/2/2019 A 17-Year JPM Back-Office Vet Departs MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    9/26/2019 Principal Leads an Awards Pack 401kWire.com
    9/26/2019 Four Fundsters Are Among the Most Powerful Women In Business MFWire.com
    9/25/2019 The Six Most Powerful Women In Asset Management MFWire.com
    9/17/2019 14 Asset Managers Win Big In Gotham MFWire.com
    9/10/2019 Miller Upgrades JPMAM's KPA Support. Expansion Is Next 401kWire.com
    9/10/2019 Gatch Doubles Down On a Fintech MFWire.com
    9/3/2019 JPMAM Hires an Allianz GI Legal Vet MFWire.com
    7/3/2019 An NYC Fund Firm Lays Off Dozens MFWire.com
    6/20/2019 A Money Center Bank's AM Chief Retires MFWire.com
    5/9/2019 Will This U.S. Multinational Open the MF Door to China? MFWire.com
    4/23/2019 A Midwestern Shop Leads the Active Pack MFWire.com
    3/29/2019 BlackRock and a Top BlackRock Alum Both Win Big MFWire.com
    3/28/2019 A $2T Titan Trims Hundreds MFWire.com
    3/25/2019 Week In Preview, March 25-31 401kWire.com
    3/11/2019 Week In Preview, March 11-17 401kWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    2/21/2019 Flows Rebound, and Vanguard Retakes the Lead MFWire.com
    2/12/2019 The $57B ETF Shop Deal That Wasn't MFWire.com
    2/1/2019 ETF Titans Lead an Award Race MFWire.com
    1/25/2019 Expect Miracles Takes Manhattan For a Fifth Time MFWire.com
    1/18/2019 Only Five Behemoths Netted December Inflows MFWire.com
    1/3/2019 Only Three Heads of State Beat This Fundster MFWire.com
    12/26/2018 The Five Most Successful ETF Launchers of 2018 MFWire.com
    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
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