JPMorgan National Municipal Income Fund
Name
As of 04/25/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
-0.8%
1 yr return
2.2%
3 Yr Avg Return
-1.2%
5 Yr Avg Return
0.8%
Net Assets
$2.25 B
Holdings in Top 10
13.7%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.66%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 12.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000,000
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 04/25/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
JITIX - Profile
Distributions
- YTD Total Return -0.8%
- 3 Yr Annualized Total Return -1.2%
- 5 Yr Annualized Total Return 0.8%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.31%
- Dividend Yield 3.6%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameJPMorgan National Municipal Income Fund
-
Fund Family NameJPMorgan Funds
-
Inception DateSep 10, 2001
-
Shares Outstanding69795963
-
Share ClassI
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerDavid Sivinski
Fund Description
JITIX - Performance
Return Ranking - Trailing
Period | JITIX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -0.8% | -5.5% | 7.2% | 22.78% |
1 Yr | 2.2% | -5.8% | 31.1% | 53.57% |
3 Yr | -1.2%* | -11.6% | 2.6% | 33.69% |
5 Yr | 0.8%* | -6.4% | 1101.7% | 39.29% |
10 Yr | 1.6%* | -0.5% | 248.1% | 55.57% |
* Annualized
Return Ranking - Calendar
Period | JITIX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 1.6% | -1.4% | 41.0% | 85.17% |
2022 | -10.5% | -39.7% | 0.3% | 39.91% |
2021 | -2.1% | -5.6% | 6.9% | 98.14% |
2020 | 2.5% | -2.6% | 310.0% | 15.61% |
2019 | 3.9% | 0.0% | 26.0% | 45.26% |
Total Return Ranking - Trailing
Period | JITIX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -0.8% | -5.5% | 7.2% | 22.78% |
1 Yr | 2.2% | -5.8% | 31.1% | 53.57% |
3 Yr | -1.2%* | -11.6% | 2.6% | 33.69% |
5 Yr | 0.8%* | -6.4% | 1101.7% | 39.29% |
10 Yr | 1.6%* | -0.5% | 248.1% | 55.57% |
* Annualized
Total Return Ranking - Calendar
Period | JITIX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 5.0% | -1.3% | 41.0% | 65.00% |
2022 | -7.9% | -39.7% | 1.1% | 35.75% |
2021 | 1.0% | -4.8% | 23761504.0% | 65.47% |
2020 | 4.8% | -1.5% | 17057.9% | 19.42% |
2019 | 5.2% | 0.2% | 3514.6% | 77.58% |
NAV & Total Return History
JITIX - Holdings
Concentration Analysis
JITIX | Category Low | Category High | JITIX % Rank | |
---|---|---|---|---|
Net Assets | 2.25 B | 3.22 M | 71.9 B | 15.09% |
Number of Holdings | 1150 | 2 | 13067 | 8.16% |
Net Assets in Top 10 | 382 M | -317 M | 3.56 B | 8.09% |
Weighting of Top 10 | 13.73% | 2.0% | 100.4% | 68.59% |
Top 10 Holdings
- JPMorgan Institutional Tax Free Money Market Fund, Class IM 3.94%
- Tennessee Energy Acquisition Corp., Gas Project, Series 2018 2.04%
- California Community Choice Financing Authority, Clean Energy Project, Series 2021B-1 1.38%
- Southeast Alabama Gas Supply District (The), Project No. 1, Series 2018A 1.22%
- Main Street Natural Gas, Inc., Gas Supply, Series 2022B 1.05%
- Sales Tax Securitization Corp., Series 2018C 0.90%
- Metropolitan Government of Nashville and Davidson County 0.89%
- Southeast Energy Authority A Cooperative District, Project No. 2, Series 2021B 0.77%
- State of Mississippi, Series 2018A 0.77%
- State of Washington, Various Purpose, Series 2015B 0.76%
Asset Allocation
Weighting | Return Low | Return High | JITIX % Rank | |
---|---|---|---|---|
Bonds | 94.32% | 0.00% | 150.86% | 91.59% |
Cash | 5.77% | -50.86% | 50.09% | 6.15% |
Stocks | 0.00% | 0.00% | 99.81% | 83.38% |
Preferred Stocks | 0.00% | 0.00% | 0.52% | 81.94% |
Convertible Bonds | 0.00% | 0.00% | 0.93% | 81.87% |
Other | -0.09% | -3.18% | 33.35% | 96.83% |
Bond Sector Breakdown
Weighting | Return Low | Return High | JITIX % Rank | |
---|---|---|---|---|
Municipal | 98.07% | 44.39% | 100.00% | 54.84% |
Cash & Equivalents | 4.01% | 0.00% | 48.02% | 9.06% |
Securitized | 0.00% | 0.00% | 5.93% | 82.59% |
Corporate | 0.00% | 0.00% | 9.41% | 83.82% |
Government | 0.00% | 0.00% | 52.02% | 82.91% |
Derivative | -0.09% | -3.18% | 23.38% | 96.63% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | JITIX % Rank | |
---|---|---|---|---|
US | 94.32% | 0.00% | 142.23% | 88.93% |
Non US | 0.00% | 0.00% | 23.89% | 84.34% |
JITIX - Expenses
Operational Fees
JITIX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.66% | 0.01% | 20.65% | 59.30% |
Management Fee | 0.30% | 0.00% | 1.20% | 17.08% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | 0.08% | 0.01% | 0.44% | 22.11% |
Sales Fees
JITIX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 0.50% | 4.75% | N/A |
Deferred Load | N/A | 0.25% | 5.00% | N/A |
Trading Fees
JITIX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 1.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
JITIX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 12.00% | 0.00% | 283.00% | 32.02% |
JITIX - Distributions
Dividend Yield Analysis
JITIX | Category Low | Category High | JITIX % Rank | |
---|---|---|---|---|
Dividend Yield | 3.63% | 0.00% | 14.58% | 27.23% |
Dividend Distribution Analysis
JITIX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annual | Monthly | Monthly |
Net Income Ratio Analysis
JITIX | Category Low | Category High | JITIX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.31% | -0.53% | 5.33% | 30.06% |
Capital Gain Distribution Analysis
JITIX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Mar 27, 2024 | $0.030 | OrdinaryDividend |
Feb 28, 2024 | $0.033 | OrdinaryDividend |
Jan 30, 2024 | $0.030 | OrdinaryDividend |
Dec 28, 2023 | $0.029 | OrdinaryDividend |
Nov 29, 2023 | $0.030 | OrdinaryDividend |
Oct 30, 2023 | $0.031 | OrdinaryDividend |
Sep 28, 2023 | $0.028 | OrdinaryDividend |
Aug 30, 2023 | $0.027 | OrdinaryDividend |
Jul 28, 2023 | $0.027 | OrdinaryDividend |
Jun 29, 2023 | $0.026 | OrdinaryDividend |
May 30, 2023 | $0.026 | OrdinaryDividend |
Apr 27, 2023 | $0.029 | OrdinaryDividend |
Mar 30, 2023 | $0.026 | OrdinaryDividend |
Feb 27, 2023 | $0.025 | OrdinaryDividend |
Jan 30, 2023 | $0.026 | OrdinaryDividend |
Dec 29, 2022 | $0.025 | OrdinaryDividend |
Nov 29, 2022 | $0.026 | OrdinaryDividend |
Oct 28, 2022 | $0.025 | OrdinaryDividend |
Sep 29, 2022 | $0.024 | OrdinaryDividend |
Aug 30, 2022 | $0.023 | OrdinaryDividend |
Jul 28, 2022 | $0.022 | OrdinaryDividend |
Jun 29, 2022 | $0.023 | OrdinaryDividend |
May 27, 2022 | $0.022 | OrdinaryDividend |
Apr 28, 2022 | $0.023 | OrdinaryDividend |
Mar 30, 2022 | $0.021 | OrdinaryDividend |
Feb 25, 2022 | $0.022 | OrdinaryDividend |
Jan 28, 2022 | $0.021 | OrdinaryDividend |
Dec 30, 2021 | $0.021 | OrdinaryDividend |
Nov 29, 2021 | $0.022 | OrdinaryDividend |
Oct 28, 2021 | $0.021 | OrdinaryDividend |
Sep 29, 2021 | $0.022 | OrdinaryDividend |
Aug 30, 2021 | $0.021 | OrdinaryDividend |
Jul 29, 2021 | $0.022 | OrdinaryDividend |
Jun 29, 2021 | $0.022 | OrdinaryDividend |
May 27, 2021 | $0.022 | OrdinaryDividend |
Apr 29, 2021 | $0.024 | OrdinaryDividend |
Mar 30, 2021 | $0.021 | OrdinaryDividend |
Feb 25, 2021 | $0.021 | OrdinaryDividend |
Jan 28, 2021 | $0.020 | OrdinaryDividend |
Dec 30, 2020 | $0.020 | OrdinaryDividend |
Nov 27, 2020 | $0.019 | OrdinaryDividend |
Oct 29, 2020 | $0.021 | OrdinaryDividend |
Sep 29, 2020 | $0.021 | OrdinaryDividend |
Aug 28, 2020 | $0.020 | OrdinaryDividend |
Jul 30, 2020 | $0.019 | OrdinaryDividend |
Jun 29, 2020 | $0.020 | OrdinaryDividend |
May 28, 2020 | $0.019 | OrdinaryDividend |
Apr 29, 2020 | $0.021 | OrdinaryDividend |
Mar 30, 2020 | $0.020 | OrdinaryDividend |
Feb 27, 2020 | $0.021 | OrdinaryDividend |
Jan 30, 2020 | $0.021 | OrdinaryDividend |
Dec 30, 2019 | $0.000 | OrdinaryDividend |
Nov 27, 2019 | $0.022 | OrdinaryDividend |
Oct 30, 2019 | $0.000 | OrdinaryDividend |
Sep 27, 2019 | $0.023 | OrdinaryDividend |
Aug 29, 2019 | $0.000 | OrdinaryDividend |
Jul 30, 2019 | $0.000 | OrdinaryDividend |
Jun 27, 2019 | $0.024 | OrdinaryDividend |
May 30, 2019 | $0.023 | OrdinaryDividend |
Apr 29, 2019 | $0.024 | OrdinaryDividend |
Mar 28, 2019 | $0.022 | OrdinaryDividend |
Feb 27, 2019 | $0.022 | OrdinaryDividend |
Jan 30, 2019 | $0.022 | OrdinaryDividend |
Dec 28, 2018 | $0.026 | OrdinaryDividend |
Nov 29, 2018 | $0.024 | OrdinaryDividend |
Oct 30, 2018 | $0.023 | OrdinaryDividend |
Sep 27, 2018 | $0.023 | OrdinaryDividend |
Aug 30, 2018 | $0.023 | OrdinaryDividend |
Jul 30, 2018 | $0.021 | OrdinaryDividend |
Jun 28, 2018 | $0.023 | OrdinaryDividend |
May 30, 2018 | $0.022 | OrdinaryDividend |
Apr 27, 2018 | $0.024 | OrdinaryDividend |
Mar 28, 2018 | $0.020 | OrdinaryDividend |
Feb 27, 2018 | $0.022 | OrdinaryDividend |
Jan 30, 2018 | $0.023 | OrdinaryDividend |
Dec 28, 2017 | $0.022 | OrdinaryDividend |
Nov 29, 2017 | $0.022 | OrdinaryDividend |
Oct 30, 2017 | $0.022 | OrdinaryDividend |
Sep 28, 2017 | $0.022 | OrdinaryDividend |
Aug 30, 2017 | $0.022 | OrdinaryDividend |
Jul 28, 2017 | $0.023 | OrdinaryDividend |
Jun 29, 2017 | $0.022 | OrdinaryDividend |
May 30, 2017 | $0.022 | OrdinaryDividend |
Apr 27, 2017 | $0.022 | OrdinaryDividend |
Mar 30, 2017 | $0.023 | OrdinaryDividend |
Feb 27, 2017 | $0.024 | OrdinaryDividend |
Jan 30, 2017 | $0.023 | OrdinaryDividend |
Dec 29, 2016 | $0.026 | OrdinaryDividend |
Nov 29, 2016 | $0.022 | OrdinaryDividend |
Oct 28, 2016 | $0.023 | OrdinaryDividend |
Sep 29, 2016 | $0.023 | OrdinaryDividend |
Aug 30, 2016 | $0.021 | OrdinaryDividend |
Jul 28, 2016 | $0.024 | OrdinaryDividend |
Jun 29, 2016 | $0.021 | OrdinaryDividend |
May 27, 2016 | $0.022 | OrdinaryDividend |
Apr 28, 2016 | $0.022 | OrdinaryDividend |
Mar 30, 2016 | $0.023 | OrdinaryDividend |
Feb 26, 2016 | $0.020 | OrdinaryDividend |
Jan 28, 2016 | $0.022 | OrdinaryDividend |
Dec 30, 2015 | $0.024 | OrdinaryDividend |
Nov 27, 2015 | $0.026 | OrdinaryDividend |
Oct 29, 2015 | $0.028 | OrdinaryDividend |
Sep 29, 2015 | $0.027 | OrdinaryDividend |
Aug 28, 2015 | $0.030 | OrdinaryDividend |
Jul 30, 2015 | $0.028 | OrdinaryDividend |
Jun 29, 2015 | $0.027 | OrdinaryDividend |
May 28, 2015 | $0.025 | OrdinaryDividend |
Apr 29, 2015 | $0.025 | OrdinaryDividend |
Mar 30, 2015 | $0.026 | OrdinaryDividend |
Feb 26, 2015 | $0.024 | OrdinaryDividend |
Jan 30, 2015 | $0.027 | OrdinaryDividend |
Dec 31, 2014 | $0.026 | OrdinaryDividend |
Dec 01, 2014 | $0.026 | OrdinaryDividend |
Nov 03, 2014 | $0.027 | OrdinaryDividend |
Oct 01, 2014 | $0.026 | OrdinaryDividend |
Sep 02, 2014 | $0.027 | OrdinaryDividend |
Aug 01, 2014 | $0.027 | OrdinaryDividend |
Jul 01, 2014 | $0.027 | OrdinaryDividend |
Jun 02, 2014 | $0.027 | OrdinaryDividend |
May 01, 2014 | $0.026 | OrdinaryDividend |
Apr 01, 2014 | $0.028 | OrdinaryDividend |
Mar 03, 2014 | $0.026 | OrdinaryDividend |
Feb 03, 2014 | $0.027 | OrdinaryDividend |
Jan 02, 2014 | $0.029 | OrdinaryDividend |
Dec 02, 2013 | $0.028 | OrdinaryDividend |
Nov 01, 2013 | $0.028 | OrdinaryDividend |
Oct 01, 2013 | $0.028 | OrdinaryDividend |
Sep 03, 2013 | $0.029 | OrdinaryDividend |
Aug 01, 2013 | $0.027 | OrdinaryDividend |
Jul 01, 2013 | $0.027 | OrdinaryDividend |
Jun 03, 2013 | $0.025 | OrdinaryDividend |
May 01, 2013 | $0.025 | OrdinaryDividend |
Apr 01, 2013 | $0.024 | OrdinaryDividend |
Mar 01, 2013 | $0.024 | OrdinaryDividend |
Feb 01, 2013 | $0.024 | OrdinaryDividend |
Jan 02, 2013 | $0.024 | OrdinaryDividend |
Dec 03, 2012 | $0.024 | OrdinaryDividend |
Nov 01, 2012 | $0.025 | OrdinaryDividend |
Oct 01, 2012 | $0.025 | OrdinaryDividend |
Sep 04, 2012 | $0.026 | OrdinaryDividend |
Aug 01, 2012 | $0.027 | OrdinaryDividend |
Jul 02, 2012 | $0.026 | OrdinaryDividend |
Jun 01, 2012 | $0.026 | OrdinaryDividend |
May 01, 2012 | $0.027 | OrdinaryDividend |
Apr 02, 2012 | $0.028 | OrdinaryDividend |
Mar 01, 2012 | $0.027 | OrdinaryDividend |
Feb 01, 2012 | $0.028 | OrdinaryDividend |
Jan 03, 2012 | $0.029 | OrdinaryDividend |
Dec 01, 2011 | $0.027 | OrdinaryDividend |
Nov 01, 2011 | $0.028 | OrdinaryDividend |
Oct 03, 2011 | $0.029 | OrdinaryDividend |
Sep 01, 2011 | $0.030 | OrdinaryDividend |
Aug 01, 2011 | $0.029 | OrdinaryDividend |
Jul 01, 2011 | $0.028 | OrdinaryDividend |
Jun 01, 2011 | $0.030 | OrdinaryDividend |
May 02, 2011 | $0.028 | OrdinaryDividend |
Apr 01, 2011 | $0.029 | OrdinaryDividend |
Mar 01, 2011 | $0.027 | OrdinaryDividend |
Feb 01, 2011 | $0.029 | OrdinaryDividend |
Jan 03, 2011 | $0.031 | OrdinaryDividend |
Dec 01, 2010 | $0.025 | OrdinaryDividend |
Nov 01, 2010 | $0.027 | OrdinaryDividend |
Oct 01, 2010 | $0.027 | OrdinaryDividend |
Sep 01, 2010 | $0.028 | OrdinaryDividend |
Aug 02, 2010 | $0.029 | OrdinaryDividend |
Jul 01, 2010 | $0.028 | OrdinaryDividend |
Jun 01, 2010 | $0.030 | OrdinaryDividend |
May 03, 2010 | $0.029 | OrdinaryDividend |
Apr 01, 2010 | $0.029 | OrdinaryDividend |
Mar 01, 2010 | $0.028 | OrdinaryDividend |
Feb 01, 2010 | $0.030 | OrdinaryDividend |
Jan 04, 2010 | $0.030 | OrdinaryDividend |
Dec 01, 2009 | $0.029 | OrdinaryDividend |
Nov 02, 2009 | $0.030 | OrdinaryDividend |
Oct 01, 2009 | $0.029 | OrdinaryDividend |
Sep 01, 2009 | $0.030 | OrdinaryDividend |
Aug 03, 2009 | $0.030 | OrdinaryDividend |
Jun 24, 2009 | $0.031 | OrdinaryDividend |
Jun 01, 2009 | $0.031 | OrdinaryDividend |
May 01, 2009 | $0.035 | OrdinaryDividend |
Apr 01, 2009 | $0.031 | OrdinaryDividend |
Mar 02, 2009 | $0.027 | OrdinaryDividend |
Feb 02, 2009 | $0.030 | OrdinaryDividend |
Jan 02, 2009 | $0.034 | OrdinaryDividend |
Dec 01, 2008 | $0.031 | OrdinaryDividend |
Nov 03, 2008 | $0.034 | OrdinaryDividend |
Oct 01, 2008 | $0.032 | OrdinaryDividend |
Sep 02, 2008 | $0.033 | OrdinaryDividend |
Aug 01, 2008 | $0.033 | OrdinaryDividend |
Jul 01, 2008 | $0.032 | OrdinaryDividend |
Jun 02, 2008 | $0.034 | OrdinaryDividend |
May 01, 2008 | $0.031 | OrdinaryDividend |
Apr 01, 2008 | $0.033 | OrdinaryDividend |
Mar 03, 2008 | $0.032 | OrdinaryDividend |
Feb 01, 2008 | $0.033 | OrdinaryDividend |
Jan 02, 2008 | $0.034 | OrdinaryDividend |
Dec 03, 2007 | $0.035 | OrdinaryDividend |
Nov 01, 2007 | $0.034 | OrdinaryDividend |
Oct 01, 2007 | $0.033 | OrdinaryDividend |
Sep 04, 2007 | $0.034 | OrdinaryDividend |
Aug 01, 2007 | $0.035 | OrdinaryDividend |
Jul 02, 2007 | $0.034 | OrdinaryDividend |
Jun 01, 2007 | $0.035 | OrdinaryDividend |
May 01, 2007 | $0.034 | OrdinaryDividend |
Apr 02, 2007 | $0.035 | OrdinaryDividend |
Mar 01, 2007 | $0.032 | OrdinaryDividend |
Feb 01, 2007 | $0.034 | OrdinaryDividend |
Jan 02, 2007 | $0.035 | OrdinaryDividend |
Dec 01, 2006 | $0.034 | OrdinaryDividend |
Nov 01, 2006 | $0.036 | OrdinaryDividend |
Oct 02, 2006 | $0.034 | OrdinaryDividend |
Sep 01, 2006 | $0.037 | OrdinaryDividend |
Aug 01, 2006 | $0.036 | OrdinaryDividend |
Jul 03, 2006 | $0.035 | OrdinaryDividend |
Jun 01, 2006 | $0.035 | OrdinaryDividend |
May 01, 2006 | $0.034 | OrdinaryDividend |
Apr 03, 2006 | $0.036 | OrdinaryDividend |
Mar 01, 2006 | $0.030 | OrdinaryDividend |
Feb 01, 2006 | $0.037 | OrdinaryDividend |
Jan 03, 2006 | $0.035 | OrdinaryDividend |
Dec 01, 2005 | $0.034 | OrdinaryDividend |
Nov 01, 2005 | $0.035 | OrdinaryDividend |
Oct 03, 2005 | $0.034 | OrdinaryDividend |
Sep 01, 2005 | $0.035 | OrdinaryDividend |
Aug 01, 2005 | $0.036 | OrdinaryDividend |
Jul 01, 2005 | $0.036 | OrdinaryDividend |
Jun 01, 2005 | $0.037 | OrdinaryDividend |
May 02, 2005 | $0.034 | OrdinaryDividend |
Apr 01, 2005 | $0.036 | OrdinaryDividend |
Mar 01, 2005 | $0.012 | OrdinaryDividend |
Feb 16, 2005 | $0.017 | OrdinaryDividend |
Feb 01, 2005 | $0.035 | OrdinaryDividend |
Dec 31, 2004 | $0.035 | OrdinaryDividend |
JITIX - Fund Manager Analysis
Managers
David Sivinski
Start Date
Tenure
Tenure Rank
Jun 30, 2005
16.93
16.9%
David Sivinski, CFA charterholder and Executive Director, has also been as portfolio manager with J.P. Morgan Investment Management. In addition to his role as portfolio manager, Mr. Sivinski coordinates municipal management for a number of high net worth clients that focus principally on single state municipal bonds. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation.
Richard Taormina
Start Date
Tenure
Tenure Rank
Feb 28, 2006
16.26
16.3%
Richard Taormina, Managing Director, has been an employee of JPMIM and/or its affiliates since 1997. Mr. Taormina is responsible for managing municipal mutual funds, institutional fixed income accounts and quantitative analysis. Previously, Mr. Taormina was a Certified Financial Planner for the Financial Advisory Group, where he was an investment analyst. Prior to joining the firm, Rick was a senior trader for national, high-yield, and state-specific funds at the Vanguard Group, where the team consistently performed in the top-quartile. He has been a municipal bond manager since 1990. Ricks holds a B.A. in economics from the University of Delaware, an M.B.A. in finance from Wilmington College, and is a Certified Financial Planner (CFP).
Kevin Ellis
Start Date
Tenure
Tenure Rank
Jul 01, 2014
7.92
7.9%
Mr. Ellis, CFA charterholder and Executive Director, is a portfolio manager in the U.S. Fixed Income Group. An employee of JPMIM and/or its affiliates since May 2003, he is responsible for managing separate accounts in the Municipal Bond Group. Previously, Mr. Ellis worked at Alliance Capital/Sanford Bernstein from 1995 through 2003 as a municipal bond trader. Kevin holds a B.S. in business administration from Boston University and is a CFA charterholder
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.08 | 35.05 | 7.37 | 1.58 |