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James S. Ahn , executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, James is a senior portfolio manager for the Tax Aware Strategies team and manages tax aware mutual funds with the additional responsibility of strategy development & coordination for various products managed within the team. He is the lead portfolio manager on separately-managed short-duration accounts for U.S. tax-paying corporate investors, as well as clients of the JP Morgan Private Bank. Prior to joining the firm in 1996, he worked at Pricewaterhouse Coopers, LLP. James holds a B.S. in economics from the University of Pennsylvania.Education
Kevin M. Ellis, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Kevin is a portfolio manager for the Tax Aware Strategies team and is responsible for managing tax aware separate accounts. Before joining the firm in 2003, Kevin worked at Alliance Capital/Sanford Bernstein as a municipal bond trader. Kevin holds a B.S. in business administration from Boston University and is a CFA charterholder.Education
The Fund's fixed income securities are subject to interest rate risk. If rates increase, the value of the Fund's investments generally declines. For some investors, income may be subject to the Alternative Minimum Tax. Capital gains, if any, are federally taxable. Income may be subject to state and local taxes. The Fund may invest in futures contracts and derivatives. Many derivatives create leverage that can cause the Fund to be more volatile than it would be if it had not used derivatives.
For some investors, income may be subject to the Alternative Minimum Tax. Capital gains, if any, are federally taxable. Income may be subject to state and local taxes.
Investors should carefully consider the investment objectives, risks, charges and expenses of the J.P. Morgan Funds. This and other important information is contained in the prospectus, which can be obtained from your financial professional and should be read carefully before investing.
Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.
J.P. Morgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRA/SIPC.
J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE