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Jpmorgan Equity Premium Income Fund Class I (JEPIX)
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20/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 4.37B
JPMorgan Equity Premium Income Fund Class I
14.440
+0.130
+0.91%
- Overview
- Profile
- Historical Data
- Holdings
JEPIX Overview
On this page you'll find an in-depth profile of Jpmorgan Equity Premium Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of JEPIX among other information.
Investment Strategy
The investment seeks current income while maintaining prospects for capital appreciation. The investment objective of the fund is to seek current income while maintaining prospects for capital appreciation. The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Standard & Poor’s Total Return Index (S&P 500 Index) and (2) through equity-linked notes (ELNs), selling call options with exposure to the S&P 500.
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 |
|---|---|---|---|
| Judy Jansen | Portfolio Manager | 2024 | Now |
| Biography | Judy Jansen, vice president, is a member of the portfolio management team for equity options-based strategies in the U.S. Equity group. An employee since 2015, Judy helps manage the U.S. Equity derivatives strategies, including Hedged Equity, Equity Premium Income, and International Hedged Equity. Prior to assuming this role, Judy was a U.S. Equity Investment Specialist, co-leading the equity options-based portfolios and responsible for the U.S. Equity Core strategies. She began her career at J.P. Morgan as an analyst for the U.S. Equity Value portfolio management team. Judy holds a B.A. from Princeton University. She holds Series 7 and 63 licenses as well as the NFA Series 3 license. She is also a CFA charterholder. | ||
| Matthew P Bensen | Portfolio Manager | 2024 | Now |
| Biography | Matthew Bensen, vice president, is a member of the portfolio management team for derivatives-based strategies in the U.S. Equity group. An employee since 2015, Matt is responsible for helping lead portfolio manager Hamilton Reiner manage the derivatives portfolios of Hedged Equity, Equity Premium Income, and International Hedged Equity on a day-to-day basis. Prior to assuming this role, Matt worked as an analyst for J.P. Morgan's U.S. Equity Value portfolio management team, where he conducted daily portfolio implementation and analytics. Matt holds a B.B.A. in Finance from the University of Notre Dame. He is a CFA charterholder and has his Series 3 license. | ||
| Hamilton Reiner | Managing Director | 2018 | Now |
| Biography | Hamilton Reiner, Managing Director, is a portfolio manager and head of U.S. Equity Derivatives at J.P. Morgan Asset Management. He has been managing U.S. equities and U.S. equity derivatives since 1987, at firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. He started his career at the options investing firm O'Connor and Associates, where he developed his passion for derivatives investing. Hamilton obtained a B.S.E. in Finance from the Wharton School of the University of Pennsylvania. | ||
| Raffaele Zingone | Managing Director | 2018 | Now |
| Biography | Ralph Zingone, Managing Director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University. | ||
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