David Small
Portfolio Manager
18
years with J.P. Morgan
23
years in the Industry
David Small, Managing Director, is the Head of U.S. Equity Research. He was the Associate Director of U.S. Equity Research from July 2015 to July 2016 and was an insurance analyst on the Fundamental Research Team from 2008 to 2016. Prior to that time, David was the insurance analyst in Equity Research at Bear Stearns and an analyst in equity research at Goldman Sachs. David has been in the investment industry since 2000 and has a B.A. from Northwestern University and an M.B.A. from Columbia University. He also holds Series 7, 63, 86, and 87 licenses.
Funds Managed
- JPMCB Global Select Equity Fund-Investment Class
- JPMCB U.S. Active Core Equity Fund- CF Class
- JPMCB U.S. Active Core Equity Fund- CF-C Class
- JPMCB U.S. Active Core Equity Fund-CF-A Class
- JPMCB U.S. Active Core Equity Fund-Investment Class
- JPMCB U.S. Analyst Fund-CF Class
- JPMCB U.S. Analyst Fund-CF-A Class
- JPMorgan U.S. Equity Fund-A
- JPMorgan U.S. Equity Fund-C
- JPMorgan U.S. Equity Fund-I
- JPMorgan U.S. Equity Fund-L
- JPMorgan U.S. Equity Fund-R2
- JPMorgan U.S. Equity Fund-R3
- JPMorgan U.S. Equity Fund-R4
- JPMorgan U.S. Equity Fund-R5
- JPMorgan U.S. Equity Fund-R6