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U.S. Research Equity Plus Fund - R5 (JEPRX)

U.S. Research Equity Plus Fund - R5 (JEPRX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Terance Chen
Terance Chen| Managing Director Biography

Terance Chen, CFA, is a portfolio manager in the U.S. Equity Group. An employee of J.P. Morgan since 1994, he was a quantitative equity research analyst prior to his current position. In his current role, he is responsible for the management of the Research Enhanced Index strategies and is also the portfolio manager of several long/short strategies, including Research Market Neutral and Research Enhanced Index 130/30.

Education
  • B.S., Finance, New York University's Stern School of Business
Experience
  • Industry Experience, 20 Years
  • Firm Experience, 20 Years
  • Fund Experience, 4 Years
Other funds managed by Terance Chen:
Aryeh Glatter
Aryeh Glatter| Executive Director Biography

Aryeh Glatter, executive director, is a portfolio manager on the Large Cap Value Team within the U.S. Equity Group. Prior to joining the firm in 2011, Aryeh was a portfolio manager at AllianceBernstien, where he managed large cap equities from 2000 to 2009. Aryeh began his career at Alliance Capital as an equity analyst in 1992 covering a broad range of consumer industries. Prior to completing his M.B.A., Aryeh worked from 1988 to 1990 as an associate in the Public Finance Dept. of Citicorp Investment Bank.

Education
  • B.S. from Brooklyn College
  • M.B.A. from New York University
Experience
  • Industry Experience, 26 Years
  • Firm Experience, 3 Years
  • Fund Experience, less than 1 year
Other funds managed by Aryeh Glatter:
Raffaele Zingone
Raffaele Zingone| Vice President Biography

Raffaele Zingone, CFA, is head of the U.S. Structured Equity Group. An employee since 1991, Ralph is responsible for the management of a range of large cap structured equity portfolios. Prior to his role in structured equity, 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.

Education
  • B.A., Mathematics/Economics, College of the Holy Cross
  • M.B.A., Finance, New York University
Experience
  • Industry Experience, 23 Years
  • Firm Experience, 23 Years
  • Fund Experience, less than 1 year
Other funds managed by Raffaele Zingone:

The price of equity securities may rise or fall because of changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. There is no guarantee that the use of short positions will succeed in limiting the Fund's exposure to domestic stock market movements, capitalization, sector-swings or other risk factors. Investment in a portfolio involved in sort selling may have higher portfolio turnover rates. This will likely result in additional tax consequences. Short selling involves certain risks, including additional costs associated with covering short positions and a possibility of unlimited loss on certain short sale positions. As part of its strategy, the Fund may invest in derivatives. Derivatives may be riskier than other types of investments because they may be more sensitive to changes in economic or market conditions than other types of investments and could result in losses that significantly exceed the Fund's original investment. The Fund's investments in real estate securities, including REITs, are subject to the same risks as direct investments in real estate and mortgages, and their value will depend on the value of the underlying real estate interests.