Jonathan Simon
Portfolio Manager
44
years with J.P. Morgan
44
years in the Industry
Jonathan K.L. Simon, Managing Director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, Jonathan is the lead portfolio manager of the JPMorgan Mid Cap Value Fund, the JPMorgan Value Advantage Fund, and the JPMorgan Equity Focus Fund. Jonathan joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management operations and chief investment officer of U.S. Value Equity. Jonathan holds an M.A. in mathematics from Oxford University.
Funds Managed
- JPMCB Mid Cap Core Fund-Investment Class
- JPMCB Value Advantage Fund-Investment Class
- JPMorgan Equity Focus ETF-ETF Shares
- JPMorgan Mid Cap Equity Fund-A
- JPMorgan Mid Cap Equity Fund-C
- JPMorgan Mid Cap Equity Fund-I
- JPMorgan Mid Cap Equity Fund-R2
- JPMorgan Mid Cap Equity Fund-R5
- JPMorgan Mid Cap Equity Fund-R6
- JPMorgan Mid Cap Value Fund-A
- JPMorgan Mid Cap Value Fund-C
- JPMorgan Mid Cap Value Fund-I
- JPMorgan Mid Cap Value Fund-L
- JPMorgan Mid Cap Value Fund-R2
- JPMorgan Mid Cap Value Fund-R3
- JPMorgan Mid Cap Value Fund-R4
- JPMorgan Mid Cap Value Fund-R5
- JPMorgan Mid Cap Value Fund-R6
- JPMorgan Mid Cap Value Strategy
- JPMorgan Value Advantage Fund-A
- JPMorgan Value Advantage Fund-C
- JPMorgan Value Advantage Fund-I
- JPMorgan Value Advantage Fund-L
- JPMorgan Value Advantage Fund-R2
- JPMorgan Value Advantage Fund-R3
- JPMorgan Value Advantage Fund-R4
- JPMorgan Value Advantage Fund-R5
- JPMorgan Value Advantage Fund-R6
- JPMorgan Value Advantage Strategy