Don San Jose
Portfolio Manager
24
years with J.P. Morgan
27
years in the Industry
Don San Jose, CFA, managing director, is the Chief Investment Officer of the U.S. Value Team and a portfolio manager within the U.S. Equity Group. An employee since 2000, Don is responsible for managing the J.P. Morgan Small Cap Active Core and SMID Cap Core Strategies. Prior to joining the Small Cap Team, Don was an analyst in the JPMorgan Securities' equity research department covering capital goods companies. Prior to joining the firm, Don was an equity research associate at ING Baring Furman Selz. Don holds a B.S. in Finance from The Wharton School of the University of Pennsylvania. He is a member of both the New York Society of Security Analysts and The CFA Institute, and a CFA charterholder.
Funds Managed
- JPMCB U.S. Small Cap Equity Blend Fund-Investment Class
- JPMorgan SMID Cap Core Strategy
- JPMorgan SMID Cap Equity Fund-A
- JPMorgan SMID Cap Equity Fund-C
- JPMorgan SMID Cap Equity Fund-I
- JPMorgan SMID Cap Equity Fund-R3
- JPMorgan SMID Cap Equity Fund-R4
- JPMorgan SMID Cap Equity Fund-R6
- JPMorgan Small Cap Equity Fund-A
- JPMorgan Small Cap Equity Fund-C
- JPMorgan Small Cap Equity Fund-I
- JPMorgan Small Cap Equity Fund-R2
- JPMorgan Small Cap Equity Fund-R3
- JPMorgan Small Cap Equity Fund-R4
- JPMorgan Small Cap Equity Fund-R5
- JPMorgan Small Cap Equity Fund-R6