Published 11 days ago • loading... • Updated 11 days ago

JPMorgan American investment trust manager to retire

Summary by Portfolio Adviser

Jonathan Simon, one of JPMorgan American investment trust’s large-cap portfolio managers, will retire on 3 March 2025. Following the news, which was first announced in March last year although no date was given, co-portfolio manager Jack Caffrey will be joined by Graham Spence as a co-portfolio manager of the trust’s large-cap value stocks, while Felise Agranoff and Eric Ghernati will continue to work on the company’s growth stocks. Originally f…

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Portfolio Adviser

JPMorgan American investment trust manager to retire

11 days ago

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QuotedData

Graham Spence to replace Jonathan Simon on JPMorgan American - QuotedData

Following its announcement on 20 March 2024 that Jonathan Simon, one of its large cap portfolio managers responsible for value stocks, would retire in early 2025, JPMorgan American (JAM) says that it has now been advised that Mr Simon’s retirement will be effective 3rd March 2025. Following Jonathan’s retirement, Graham Spence will join Jack Caffery …

11 days ago

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