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Jpmorgan Market Expansion Enhanced Index Fund Class A (OMEAX)
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06/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 103.73M
JPMorgan Market Expansion Enh Idx A
10.09
-0.12
-1.18%
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OMEAX Overview
On this page you'll find an in-depth profile of Jpmorgan Market Expansion Enhanced Index Fund Class A. Learn about the key management, total assets, investment strategy and contact information of OMEAX among other information.
Investment Strategy
The investment seeks to provide investment results that correspond to or incrementally exceed the total return performance of an index that tracks the performance of the small- and mid-capitalization equity markets. Under normal circumstances, the fund will hold at least 80% of its assets in stocks in the S&P 1000 Index. "Assets" means net assets, plus the amount of borrowings for investment purposes. The S&P 1000 Index is an index which includes stocks of small- and mid-capitalization companies. These securities trade on national exchanges, as well as over-the-counter as part of the National Market System.
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 |
|---|---|---|---|
| Wonseok Choi | Managing Director | 2019 | 2022 |
| Biography | Mr. Choi, Managing Director and head of the team since 2006, is responsible for Strategic Quantitative Research. | ||
| Jonathan L. Tse | Executive Director | 2019 | 2022 |
| Biography | Mr. Tse is a Executive Director of J.P. Morgan Investment Management and a CFA charterholder. He has been an employee of J.P. Morgan Investment Management since 2004. | ||
| Akash Gupta | Executive Director | 2019 | 2022 |
| Biography | Mr. Gupta, Executive Director, is a research analyst and portfolio manager on the U.S. Behavioral Finance Equity team. An employee since 2004, Mr. Gupta previously spent over three years in the sell-side Equity Research Group, focusing on the electronics manufacturing supply chain sector. He is also a CFA charterholder and a certified Financial Risk Manager (FRM). | ||
| Phillip D. Hart | Managing Director | 2013 | 2022 |
| Biography | Mr. Hart, managing director, is a portfolio manager and is head of the U.S. Behavioral Finance Small Cap Equity Group at JPMorgan . He joined JPMorgan in 2003. Phillip obtained a BA in economics from Cornell University and is a CFA charterholder. | ||
| Lindsey J. Houghton | Executive Director | 2019 | 2021 |
| Biography | Lindsey Houghton, executive director, is a portfolio manager in the U.S. Structured Equity Small and Mid-Cap Group. An employee since 2006, Lindsey was previously a senior analyst on the Bear Stearns quantitative equity team. Lindsey has previous experience as a quantitative analyst at BKF Asset Management, Inc. and as a portfolio manager assistant at ING Investment Management. Lindsey graduated from the University of Delaware with a B.S. in business administration with a concentration in finance. | ||
| Dennis S. Ruhl | CIO (Chief Investment Officer) | 2013 | 2019 |
| Biography | Mr. Ruhl, managing director, is the Chief Investment Officer of the U.S. Behavioral Finance Small Cap Equity Group. He joined JPMorgan in 1999. He holds dual bachelor’s degrees in mathematics and computer science and a master’s degree in computer science, all from MIT. | ||
| Michael Loeffler | Vice President | 2004 | 2013 |
| Biography | Michael Loeffler, Vice President of JPMIA and a CFA charterholder. Mr. Loeffler has been employed by JPMIA since 1999 when he joined as an investment operations analyst. | ||
| Bala S. Iyer | Managing Director | 2000 | 2013 |
| Biography | Bala S. Iyer is the CIO of the Columbus-based Quantitative Team. An employee since 1995, Bala joined the firm as the director of quantitative research. Currently, he oversees both the research and portfolio management functions within the team. Bala is the lead portfolio manager for the JPMorgan Multi-Cap Market Neutral Fund, Market Expansion Index Fund, and International Equity Index Fund, as well as the four Investor Funds that track various asset allocation models. In addition, his team manages the Large-Cap Enhanced Equity Index, Institutional Market Neutral and Equitized Long/Short Portfolios for high net worth and institutional clients. He is also responsible for strategic and tactical research on various asset allocation models. Previously, he served as portfolio manager and analyst at Zaske, Sarafa & Associates and prior to that, as an equity analyst at NBD Bank. Dr. Iyer was also an assistant professor of finance and economics at Albion College in Michigan. Bala obtained a B.S. in commerce at Podar College in India and an M.B.A. in finance and accounting from the Indian Institute of Management. Bala also earned a Ph.D. in money and financial markets from Columbia University. He is a CFA charterholder and member of The CFA Institute, the CFA Society of Columbus, and Chicago Quantitative Alliance. | ||
| Richard R. Jandrain | Managing Director | 1998 | 2004 |
| Biography | Jandrain is managing director of Growth Equity with FWIA, his employment since 2004 as managing director, vice president and senior portfolio manger. He was chief equity strategist, chief investment officer of equities with Banc One Investment Advisors Corporation from 1992 to 2004. | ||
| Fred Karimian | Portfolio Manager | 1999 | 2001 |
| Biography | Mr. Karimian serves as Director of Quantitative Research at GCM and is the lead portfolio manager for the Enhanced U.S. Large Equity, Enhanced U.S. Equity Market and Dividend Income strategies. He joined GCM in March 2005 with over 15 years of experience in quantitative equity research, optimization, and econometric modeling. Prior to that date he was the Senior Quantitative Research Analyst at American Express Financial Corporation in Minneapolis, Minnesota. In that role, he developed quantitative stock selection strategies for blue chip and hedge fund portfolios and served as the lead quantitative researcher in the area of statistical, econometric, optimization and research strategies. Prior to that, Mr. Karimian served as Vice President and Senior Quantitative Research Analyst at Banc of America Capital Management in St. Louis, Missouri, where he managed the quantitative equity research team and comanaged the equity research portfolio. In addition, from 1989 – 2001 he served as Vice President and Senior Quantitative Research Analyst and acted as an Associate Manager of Quantitative Equity Research with Banc One Investment Advisors in Columbus, Ohio. There he co-managed market neutral and long/short portfolios, and managed equity index funds and equity index products. Mr. Karimian earned a B.S. in Finance from Franklin University and an MBA from the University of Phoenix in Columbus, Ohio. He is a member of the Chicago Quantitative Alliance. | ||
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