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Tax Aware Equity Fund - A (JPEAX)

Tax Aware Equity Fund - A (JPEAX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Susan Bao
Susan Bao| Managing Director Biography

Susan Bao, CFA, is a portfolio manager in the U.S. Equity Group. An employee of JPMorgan since 1997, Susan manages Large Cap Core mandates and co-manages, with Tom Luddy, the Large Cap Core Plus (130/30) strategy. Previously, she was responsible for the implementation of U.S. equity analyst portfolios and a member of the Structured Equity team.

Education
  • B.S., Centenary College
  • M.B.A., Finance, New York University's Stern School of Business
Experience
  • Industry Experience, 17 Years
  • Firm Experience, 17 Years
  • Fund Experience, 6 Years
Other funds managed by Susan Bao:

The Fund's tax aware strategies may reduce the amount of taxable income that you recognize as a result of your investment in the Fund but will not eliminate it. These strategies may require trade-offs that reduce pre-tax income.