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U.S. Equity Fund - Select (JUESX)

U.S. Equity Fund - Select (JUESX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Tom Luddy
Thomas Luddy| Managing Director Biography

Thomas Luddy, CFA, has been an employee since 1976. He is a portfolio manager in the U.S. Equity Group with responsibility for the Large Cap Core and Large Cap Core Plus 130/30 strategies. Tom has held numerous key positions in the firm, including global head of equity, head of equity research, and chief investment officer. He began his career as an equity research analyst, and became a portfolio manager in 1982.

Education
  • B.S., Economics and Mathematics, St. Peter's College
  • M.B.A., Wharton School of the University of Pennsylvania
Experience
  • Industry Experience, 39 Years
  • Firm Experience, 39 Years
  • Fund Experience, 9 Years
Other funds managed by Thomas Luddy:
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, 18 Years
  • Firm Experience, 18 Years
  • Fund Experience, 14 Years
Other funds managed by Susan Bao:
Helge Skibeli
Helge Skibeli| Managing Director Biography

Helge Skibeli, CFA, is the head of the U.S. Equity Research Group. An employee since 1990, Helge became head of research in March 2002. Prior to his current role, he was head of J.P. Morgan Investment Management (Singapore) and head of Investment for Asia Pacific ex-Japan. Before this, he was head of Pacific Rim ex-Japan research. Previously, Helge was an analyst in the Equity Research department in London where he followed the automobile and steel sectors. Prior to that, he worked in security analysis and equity sales in the Norwegian market.

Education
  • M.A., Norwegian School of Management
  • M.B.A., University of Wisconsin
Experience
  • Industry Experience, 29 Years
  • Firm Experience, 25 Years
  • Fund Experience, 6 Years
Other funds managed by Helge Skibeli:
Scott B. Davis
Scott Davis| Managing Director Biography

Scott B. Davis, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 2006, Scott was previously a media and internet analyst in the U.S. Equity Research Group. Prior to joining J.P. Morgan, Scott was an analyst at Jennison Associates and First Union/Wachovia. He holds a B.S. in business administration with a concentration in finance from Drexel University and an M.B.A. in finance and accounting from Columbia Business School.

Experience
  • Industry Experience, 18 Years
  • Firm Experience, 9 Years
  • Fund Experience, 1 Year

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. These price movements may result from factors affecting individual companies, sectors or industries selected for the Fund's portfolio or the securities market as a whole, such as changes in economic or political conditions. Equity securities are subject to "stock market risk," meaning that stock prices in general (or in particular, the prices of the types of securities in which a fund invests) may decline over short or extended periods of time. When the value of a Fund's securities goes down, an investment in a Fund decreases in value.