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Jpmorgan U.s. Applied Data Science Value Fund Class R5 (JIVRX)
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30.33
-0.07
-0.23%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 3.91M
JPMorgan Intrepid Value R5
30.33
-0.07
-0.23%
- Overview
- Profile
- Historical Data
- Holdings
Jpmorgan U.s. Applied Data Science Value Fund Class R5 Overview
On this page you'll find an in-depth profile of Jpmorgan U.s. Applied Data Science Value Fund Class R5. Learn about the key management, total assets, investment strategy and contact information of JIVRX among other information.
Investment Strategy
The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. “Assets” means net assets, plus the amount of borrowings for investment purposes. Although it invests primarily in equity securities of U.S. large and mid-capitalization companies, it may invest in equity investments of U.S. companies across all market capitalizations. The fund may also invest in real estate investment trusts (REITs).
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 |
|---|---|---|---|
| Eric Moreau | - | 2021 | Now |
| Biography | Eric Moreau, executive director, is a data scientist on the Equity Data Science team. An employee since 2014, Eric focuses on alternative data and machine learning research. Eric previously worked on data initiatives as a member of the U.S. Structured Equity Quant Research and Core Research teams. Eric obtained a B.A. in Statistical Science and a B.A. in Economics from Cornell University. | ||
| Andrew Stern | Executive Director | 2019 | Now |
| Biography | Mr. Stern, an Executive Director and a CFA charterholder, is a research analyst and portfolio manager on the U.S. Structured Equity Team. Mr. Stern is a generalist analyst whose coverage spans various industries including financial and healthcare. An employee since 2008, Mr. Stern has been a research analyst since 2011 | ||
| Wonseok Choi | Managing Director | 2019 | 2024 |
| Biography | Wonseok Choi, Managing Director and head of the team since 2006, is responsible for Strategic Quantitative Research. | ||
| Lindsey J. Houghton | Executive Director | 2021 | 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. | ||
| Jonathan L. Tse | Executive Director | 2019 | 2021 |
| 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. | ||
| Jason Alonzo | Portfolio Manager | 2005 | 2021 |
| Biography | Mr. Alonzo joined Harbor Capital in 2023 as a Portfolio Manager. Prior to joining Harbor Capital, Mr. Alonzo was a Managing Director, Portfolio Manager at JP Morgan Asset Management. Mr. Alonzo began his investment career in 2000. | ||
| Dennis S. Ruhl | CIO (Chief Investment Officer) | 2012 | 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. | ||
| Pavel R. Vaynshtok | Director | 2012 | 2019 |
| Biography | Pavel Vaynshtok is a Managing Director and Senior Portfolio Manager of the U.S. Behavioral Finance Equity group. Previously Pavel was a portfolio manager and the head of quantitative research at ING Investment Management. From 1999 to 2002, Pavel was a portfolio manager and a quantitative research analyst in J.P. Morgan’s U.S. Behavioral Finance Small Cap Equity group. Pavel earned his MBA in Finance from the University of Michigan Business School and a BS in Operations Research and Economics from the Columbia University School of Engineering and Applied Science. Pavel is a CFA charterholder. | ||
| Christopher T. Blum | CIO (Chief Investment Officer) | 2008 | 2012 |
| Biography | Christopher T. Blum, managing director, is the CIO of the U.S. Behavioral Finance Group responsible for the Intrepid and Behavioral Small Cap strategies. He rejoined the firm in 2001, as a portfolio manager and headed the U.S. Behavioral Finance Small Cap Equity Group. Before that, Chris spent two years as a research analyst responsible for the valuation and acquisition of private equity assets at Pomona Capital. Prior to that, he spent over three years in the U.S. Structured Equity Group at J.P. Morgan where he focused on structured small-cap core and small-cap value accounts. Christopher earned his B.B.A. in finance at the Bernard M. Baruch School for Business and is a CFA charterholder. | ||
| Robert O. Weller | Vice President | 2004 | 2010 |
| Biography | Robert O. Weller, CFA®, Executive Director, joined Sterling Capital Management in 2012 and has investment experience since 1996. Rob is an equity portfolio manager and co-head of the Factor Investing/Behavioral Finance team. Prior to joining Sterling, he was one of the founding members of the U.S. based Large Cap, Mid Cap and Multi Cap Behavioral Finance strategies in 2003 at J.P. Morgan Investment Management. He was responsible for the initial research on and implementation of the strategies. His day-to-day duties included portfolio management as well as ongoing behavioral, quantitative and qualitative research. During his tenure, the funds were listed multiple times in the Wall Street Journal as "Category Kings" for top-ranked performance and were all top quintile performers relative to their peer groups since inception. He helped grow an initial $4 million in seed capital to over $21 billion in assets under management. Rob joined J.P. Morgan in 1997. He left Investment Management in 2010 to return to the private bank to manage multi-asset class portfolios and subsequently head equities globally for the private bank's discretionary platform. He started his career at Legg Mason Wood Walker in 1996. Rob received his B.B.A. in Finance from Loyola University Maryland. He is a CFA® charterholder. | ||
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