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MFWire: J.P. Morgan Funds, Six Circles Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

J.P. Morgan Funds
270 Park Avenue
New York, NY  10017
Google Maps

Contact
Main Phone: 800-480-4111
Web Site: https://www.jpmorganfunds.com/

Mutual Fund Brand(s)
J.P. Morgan Funds, Six Circles Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    J.P. Morgan Asset Management offers a wide variety of investment products across most asset classes, including alternatives, asset allocation, equities, fixed income and more.

    The J.P. Morgan Funds were distributed primarily through the brokerage giant's private wealth channel until the turn of the century.

    Undiscovered Managers

    The bank purchased Dallas-based Undiscovered Managers LLC and its six mutual funds with about $600 million in AUM in November 2003.

    Chase Vista Funds

    In 2001 the JPMorgan Funds absorbed the Chase Vista Funds as part of the merger between J.P. Morgan & Co and Chase Manhattan Corp. The Vista Funds converted to no-load from load funds at that time. The Vista Funds included rebranded funds that the bank acquired through its April 1996 merger which Chemical Bank's Hanover Funds.

    In 1993 Chase acquired Olympus Funds and merged them into the Vista Funds family.
    J.P. Morgan Funds logo

    Sponsored Opportunities



    Key People:
    George Gatch
    Global Head of Funds and Institutional, J.P. Morgan Asset Management
    Patricia Maleski
    Chief Control and Chief Administrative Officer, J.P.Morgan Asset Management
    Mary Erdoes
    CEO , JPMorgan Asset Management
    Joseph Azelby
    Managing Director, Head of Asset Allocation, J.P. Morgan Asset Management
    Eileen Cohen
    Managing Director, J.P. Morgan Asset Management
    Patrik Jakobson
    Managing Director, PM, J.P. Morgan Asset Management
    David Kelly
    Managing Director, Chief Global Strategist, Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management
    Andrew Goldberg
    Managing Director, Global Market Strategist, J.P. Morgan Asset Management
    Steve Ungerman
    Managing Director, JPMorgan Chase & Co
    Robert Young
    COO, J.P.Morgan Funds and One Group Mutual Funds
    John Galateria
    Head of North America Institutional, Invesco
    Joseph Tanious
    Executive Director, Global Market Strategist, J.P. Morgan Asset Management
    Andres Garcia-Amaya
    Executive Director, Global Market Strategist, J.P. Morgan Asset Management
    Anastasia Amoroso
    Vice President, Global Market Strategist, J.P. Morgan Asset Management
    James Liu
    Vice President, Global Market Strategist, J.P. Morgan Asset Management
    Story Archive for J.P. Morgan Funds
    Published On Story Headline Publication
    2/9/2024 Flows Sour By $66B MFWire.com
    1/30/2024 These Funds Made a $1.025T 2023 Comeback MFWire.com
    1/26/2024 December Was a $118B Passive Month MFWire.com
    1/22/2024 The $443.748B Comeback MFWire.com
    1/17/2024 Nine of the Most Responsible Fund Firms Are ... MFWire.com
    12/19/2023 Money Funds Bounce Back With $185B MFWire.com
    12/18/2023 Passive Inflows Jump Fivefold MFWire.com
    12/13/2023 With $29.98B, BlackRock Dominated In November MFWire.com
    11/29/2023 $31.6B In Outflows Break a 12-Month Streak MFWire.com
    11/28/2023 Active Outflows Grow By $23.4B, But ... MFWire.com
    11/17/2023 BlackRock Takes the Lead With $4.33B MFWire.com
    10/31/2023 $1.126T In a Year MFWire.com
    10/26/2023 Vanguard and JPM Repeat Their Flows Victories MFWire.com
    10/20/2023 JPM Leads With $47B MFWire.com
    10/11/2023 17 of the Best Large Workplaces For Fundsters In 2023 MFWire.com
    9/28/2023 These Inflows Jumped $94B In a Month MFWire.com
    9/28/2023 Six of 2023's Most Powerful Women In Asset Management MFWire.com
    9/27/2023 Active Outflows Climb 41 Percent In a Month, And ... MFWire.com
    9/19/2023 Fido Wins With $8B As Passive Flows Fall 83 percent MFWire.com
    8/31/2023 15 of the Best Employers For Women Fundsters In 2023 MFWire.com
    8/25/2023 Money Fund Outflows Return As Stock Fund Outflows Quintuple MFWire.com
    8/24/2023 JPMAM Flows Jump $27B MFWire.com
    8/23/2023 JPMAM Threepeats, and BlackRock Repeats MFWire.com
    8/15/2023 BlackRock Repeats, Netting $17B MFWire.com
    8/4/2023 Net Flows Fall $36B, And ... MFWire.com
    7/28/2023 The $597B Half-Year MFWire.com
    7/27/2023 90 Percent of Passive June Inflows Went to Five Firms MFWire.com
    7/25/2023 Katie Adds a JPMAM Vet to TCW's Leadership Team MFWire.com
    7/19/2023 Vanguard Leads With $43B MFWire.com
    6/29/2023 JPMAM Leads a $145B Rebound MFWire.com
    6/28/2023 JPMAM Takes the Active Inflows Lead With $5.5B MFWire.com
    6/20/2023 SSGA Takes the Lead With $15.6B MFWire.com
    5/25/2023 Six Influential Fundster Allies In Washington MFWire.com
    5/24/2023 These Flows Fell By $354B In April MFWire.com
    5/23/2023 With $1.4B, Fido Takes the Active Inflows Lead MFWire.com
    5/19/2023 Inflows Fall $8.8B In a Week MFWire.com
    5/15/2023 Vanguard Leads a $20.5B Recovery MFWire.com
    5/11/2023 J.P. Morgan Teams With a NY RKer 401kWire.com
    5/4/2023 BondBloxx and DFA Win Big In Gotham MFWire.com
    4/28/2023 One Month, $362B In Inflows MFWire.com
    4/27/2023 Active Outflows Jump By $51B, But ... MFWire.com
    4/19/2023 With $7B, BlackRock Regains the Lead MFWire.com
    4/14/2023 JPMAM Preps a Four-Fund, $1.9B-AUM Transformation MFWire.com
    3/28/2023 Fidelity Repeats With $31B MFWire.com
    3/27/2023 Passive Inflows Drop $76B, and ... MFWire.com
    3/22/2023 31 of the Most Influential Female Fundsters In 2023 MFWire.com
    3/16/2023 Titans' Flows Fall By $38B MFWire.com
    3/3/2023 Long-Term Outflows Jump to $16B, But ... MFWire.com
    2/28/2023 Fidelity's Inflows Rise to $27B MFWire.com
    2/28/2023 15 of the Best Fund Firms to Work For In 2023 MFWire.com
    2/27/2023 JPMAM Threepeats With $6B MFWire.com
    2/24/2023 Net Flows Worsen By $7.7B MFWire.com
    2/15/2023 A $1.434-Trillion Month MFWire.com
    2/3/2023 Equity Funds Are the Sole, $637MM Bright Spot MFWire.com
    2/1/2023 Oldroyd Picks Roy's JPMAM Successor 401kWire.com
    1/31/2023 A $151B Quarter Almost Reverses a Rough Year MFWire.com
    1/30/2023 Vanguard Leads an Inflows Pack and an Outflows Pack. Wait, What? MFWire.com
    1/27/2023 Nondomestic Equity ETFs Rake In a Record $6.7B MFWire.com
    1/18/2023 Titans' Inflows Fell By $793B MFWire.com
    12/28/2022 With $18B, a Fund Firm Repeats Its Money Fund Win MFWire.com
    12/27/2022 Passive Inflows Fall $40B As Active Outflows Rise 47-Fold MFWire.com
    12/16/2022 Net Flows Sour By $30B In a Week MFWire.com
    12/7/2022 Eight of the Most Responsible Fund Firms Are ... MFWire.com
    11/28/2022 Goldman Leads With $22B MFWire.com
    10/26/2022 With $17B, Schwab Leads Again MFWire.com
    10/6/2022 2022's Seven Most Powerful Women In Asset Management MFWire.com
    10/5/2022 20 Fund Firms Win Big With FAs MFWire.com
    9/28/2022 Schwab Leads With $19.9B MFWire.com
    9/27/2022 11 Fund Firms Close In On These Awards MFWire.com
    9/26/2022 Net Active Flows Improve By $26B MFWire.com
    9/13/2022 19 Years In, a JPMAM Exec Switches to PE 401kWire.com
    8/30/2022 The 7 Most Trusted Fund Firms of 2022 MFWire.com
    8/29/2022 17 of the Best Employers For Women Fundsters MFWire.com
    8/24/2022 Money Funds Rake In $29B MFWire.com
    8/22/2022 A $2.5T-AUM Firm Adds a Retirement Chief, And ... 401kWire.com
    7/27/2022 Passive Inflows Fall By $42B; Active Outflows Fall By $19B MFWire.com
    7/11/2022 Week In Preview, July 11 - July 17 MFWire.com
    6/30/2022 From AB, to BlackRock, to JPMAM 401kWire.com
    6/29/2022 Fund Firms React to Roe v. Wade's Demise MFWire.com
    6/24/2022 In One Month, an $80B Reversal MFWire.com
    6/23/2022 Passive Funds Bounce Back By $74B MFWire.com
    5/5/2022 A $2.6T-AUM Firm Debuts Its 41st ETF MFWire.com
    5/5/2022 The 17 Best Fund Firms For Diversity MFWire.com
    4/26/2022 These Funds' $159B Pain Dominated Q1 MFWire.com
    4/25/2022 A $113B Active Flows Collapse MFWire.com
    4/13/2022 Industry Flows Fall 36 Percent, Despite a 21-Percent Jump For Titans MFWire.com
    3/22/2022 Inflows Fall $97B, Mostly Due to Active Funds MFWire.com
    3/1/2022 A $1.5T-AUM Asset Manager Adds a DC Solutions Chief 401kWire.com
    2/25/2022 Passive Inflows Plunge By $74B, And ... MFWire.com
    2/9/2022 The 16 Most Admired Fund Firms Are ... MFWire.com
    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    1/27/2022 SSGA Leads As Passive Inflows Rise 60 percent MFWire.com
    1/13/2022 An 11-Year JPMAM Vet Joins Custodia 401kWire.com
    12/7/2021 The Three Most Powerful Female Fundsters of 2021 MFWire.com
    11/11/2021 Franklin, JPMAM, Clark, and Horizon Win Big MFWire.com
    10/20/2021 Harbor Hires a 15-Year JPM Vet MFWire.com
    9/9/2021 A $2.6T-AUM Titan Teams Up On Retirement Income 401kWire.com
    8/27/2021 Active Inflows Fall 40 Percent, and Passive Falls, Too, But ... MFWire.com
    8/11/2021 A Titan Preps a $9.7B-AUM MF-to-ETF Conversion MFWire.com
    7/15/2021 Participants Want Advice On Deferral Rates 401kWire.com
    6/23/2021 Gatch Weighs In On ESG Disclosures and DE&I MFWire.com
    4/19/2021 Passive Inflows Rise 25 Percent, But ... MFWire.com
    3/23/2021 Fidelity and Vanguard Led the Way In February MFWire.com
    3/15/2021 MF and ETF Inflows Quintuple MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    2/17/2021 Despite a January Dip, Inflows Rise YOY MFWire.com
    1/19/2021 2020 Inflows Fell, But Giants' Dominance Grew MFWire.com
    12/10/2020 Three Fundsters Are Among the Most Powerful Women MFWire.com
    12/9/2020 Is This Wall Street Titan Hunting Fund Firms? MFWire.com
    11/5/2020 ICMA-RC's New Sales Chief Hires a JPMAM Alum 401kWire.com
    10/16/2020 Dimon Targets 401k 401kWire.com
    9/18/2020 With a DC I-O's Help, KPAs Can Analyze a Core Menu "In Minutes" 401kWire.com
    9/15/2020 An Ex JPM and Invesco Leader Joins American Century MFWire.com
    9/15/2020 JPMAM Takes the Lead As Titans' Inflows Slip Again MFWire.com
    9/4/2020 $1T Versus $13.94B MFWire.com
    8/31/2020 A Brand Experience Chief Joins a Big Apple Fund Firm MFWire.com
    8/25/2020 Money Fund Outflows Fall 64 Percent MFWire.com
    8/21/2020 Active Inflows Fall 58 Percent MFWire.com
    8/14/2020 Inflows Fall 41 Percent MFWire.com
    8/6/2020 After 21 Years, a Managing Director Exits JPMAM MFWire.com
    7/16/2020 Titans' Inflows Climb Another 85 Percent MFWire.com
    6/26/2020 Money Fund Flows Plunge 88 Percent, But ... MFWire.com
    5/29/2020 The Money Fund Inflows Flood Slows a Bit MFWire.com
    4/23/2020 15 Percent of Money Funds' AUM Arrived Last Month MFWire.com
    3/16/2020 Inflows Plunge By 69 Percent MFWire.com
    3/10/2020 The 33 Most Influential Women In the U.S. Fund Biz MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    3/5/2020 28 Years In, a Gotham TDF Leader Will Retire 401kWire.com
    1/23/2020 JPMAM Keeps Its Lead MFWire.com
    1/23/2020 The 16 Most-Admired Fund Firms MFWire.com
    1/22/2020 Industry Inflows Proportionately Doubled In 2019 MFWire.com
    1/16/2020 Midsize Firms' Outflows Fell 78 Percent In 2019 MFWire.com
    1/15/2020 The $183B Year MFWire.com
    12/19/2019 A Bank's Active Funds Lead MFWire.com
    12/13/2019 The World's Most Powerful Women Include Two Fundsters, Again MFWire.com
    12/12/2019 While Active Outflows Vanish, BlackRock Three-Peats MFWire.com
    11/12/2019 Passive Inflows and Active Outflows Both Fall MFWire.com
    10/29/2019 Will a Giant AM's Parent Lean Away From Gotham? MFWire.com
    10/22/2019 Four Fund Firms Win Big In Atlanta MFWire.com
    10/14/2019 Week In Preview, October 14-20 MFWire.com
    10/2/2019 A 17-Year JPM Back-Office Vet Departs MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    9/26/2019 Principal Leads an Awards Pack 401kWire.com
    9/26/2019 Four Fundsters Are Among the Most Powerful Women In Business MFWire.com
    9/25/2019 The Six Most Powerful Women In Asset Management MFWire.com
    9/17/2019 14 Asset Managers Win Big In Gotham MFWire.com
    9/10/2019 Miller Upgrades JPMAM's KPA Support. Expansion Is Next 401kWire.com
    9/10/2019 Gatch Doubles Down On a Fintech MFWire.com
    9/3/2019 JPMAM Hires an Allianz GI Legal Vet MFWire.com
    7/3/2019 An NYC Fund Firm Lays Off Dozens MFWire.com
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