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U.S. Equity Fund - R2 (JUEZX)

U.S. Equity Fund - R2 (JUEZX)
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.

  • B.S., Economics and Mathematics, St. Peter's College
  • M.B.A., Wharton School of the University of Pennsylvania
  • Industry Experience, 38 Years
  • Firm Experience, 38 Years
  • Fund Experience, 8 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.

  • B.S., Centenary College
  • M.B.A., Finance, New York University's Stern School of Business
  • Industry Experience, 17 Years
  • Firm Experience, 17 Years
  • Fund Experience, 13 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.

  • M.A., Norwegian School of Management
  • M.B.A., University of Wisconsin
  • Industry Experience, 28 Years
  • Firm Experience, 24 Years
  • Fund Experience, 5 Years
Other funds managed by Helge Skibeli:
Giri Devulapally
Giri Devulapally| Managing Director Biography

Giri Devulapally, CFA, is a portfolio manager in the U.S. Equity Group. An employee of J.P. Morgan since 2003, he is responsible for managing the large cap growth portfolio. Prior to joining the firm, he worked for T. Rowe Price for six years, where he was an analyst specializing in technology and telecommunications.

  • B.S., Electrical Engineering, University of Illinois
  • M.B.A., Concentration in Finance, University of Chicago
  • Industry Experience, 22 Years
  • Firm Experience, 11 Years
  • Fund Experience, 4 Years
Other funds managed by Giri Devulapally:
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.

  • B.S. from Brooklyn College
  • M.B.A. from New York University
  • Industry Experience, 26 Years
  • Firm Experience, 3 Years
  • Fund Experience, 2 Years
Other funds managed by Aryeh Glatter:

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.