# Product Facts - JPMorgan Equity Index Fund

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-08T23:35:09.678712545Z.

## Identity

- **Fund Name**: JPMorgan Equity Index Fund
- **Share Class Name**: JPMorgan Equity Index Fund-A
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-equity-index-fund-a-4812c1520)
- **Ticker**: OGEAX
- **CUSIP**: 4812C1520
- **Fund Type**: MUTUAL FUND
- **Asset Class**: U.S. Equity
- **Fund Inception Date**: 07/02/1991
- **Share Class Inception Date**: 02/18/1992
- **Investment Objective**: The Fund seeks investment results that correspond to the aggregate price and dividend performance of securities in the Standard & Poor's 500 Composite Stock Price Index (S&P 500 Index).

## Fund Facts

- **Ticker**: OGEAX
- **CUSIP**: 4812C1520
- **Share Class Number**: 3159
- **Asset Class**: U.S. Equity
- **Fund Inception Date**: 07/02/1991
- **Share Class Inception Date**: 02/18/1992

## Fund Stats

- **NAV  As of 10/08/2026**: $116.18
- **NAV Change ($) As of 10/08/2026**: $-0.54
- **NAV Change (%) As of 10/08/2026**: -0.46%
- **Fund Assets As of 10/08/2026**: $14.50bn
- **Number of Holdings As of 08/31/2026**: 506
- **YTD  As of 10/07/2026**: 14.58%
- **YTD (Total Return w/Load) As of 10/07/2026**: 8.57%

## Portfolio Managers

### Michael Loeffler

- **In the industry**: 29 years
- **With J.P. Morgan**: 27 years
- **Managing this fund**: 22 years

### Nicholas D'Eramo

- **In the industry**: 29 years
- **With J.P. Morgan**: 26 years
- **Managing this fund**: 11 years

### Todd McEwen

- **In the industry**: 21 years
- **With J.P. Morgan**: 16 years
- **Managing this fund**: 1 year

### David Robinson

- **In the industry**: 15 years
- **With J.P. Morgan**: 9 years
- **Managing this fund**: Less than one year

## Documents

- [Factsheet: JPMorgan Equity Index Fund (A)](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/literature/fact-sheet/us-equity/FS-EIND-A.PDF)
- [Section 19a Notice - December 2025](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/section-19-notices/section-19a-notice-aa-funds-12-2025.pdf)
- [Supplemental Data Sheet - Equity Index fund (Quarterly)](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/supplemental/mfdp/MFDP-EIND-1.PDF)
- [Summary Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/4812C1520/SP?site=JPMorganv3)
- [Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/4812C1520/P?site=JPMorganv3)
- [Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/4812C1520/AR?site=JPMorganv3)
- [Annual Financial Statements and Other Information](https://am.jpmorgan.com/JPMorgan/TVT/4812C1520/NCSR?site=JPMorganv3)
- [Semi-Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/4812C1520/SAR?site=JPMorganv3)
- [Semi-Annual Financial Statements and Other Information](https://am.jpmorgan.com/JPMorgan/TVT/4812C1520/NCSRS?site=JPMorganv3)
- [First Quarter Holding](https://am.jpmorgan.com/JPMorgan/TVT/4812C1520/QH1?site=JPMorganv3)
- [Third Quarter Holding](https://am.jpmorgan.com/JPMorgan/TVT/4812C1520/QH3?site=JPMorganv3)
- [Statement of Additional Information](https://am.jpmorgan.com/JPMorgan/TVT/4812C1520/S?site=JPMorganv3)
- [Annual Report Of Proxy Voting](https://am.jpmorgan.com/JPMorgan/TVT/4812C1520/NPX?site=JPMorganv3)