# Product Facts - JPMorgan SMID Cap Core Strategy

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-02T15:01:01.829580014Z.

## Identity

- **Fund Name**: JPMorgan SMID Cap Core Strategy
- **Share Class Name**: JPMorgan SMID Cap Core Strategy
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-smid-cap-core-strategy-0399c4f775e59933e06351f366a9f226)
- **Fund Type**: SMA
- **Asset Class**: Equity
- **Strategy Inception Date**: 08/25/2023
- **Investment Objective**: not applicable

## Strategy Facts

- **Asset Class**: Equity
- **Strategy Inception Date**: 08/25/2023

## Strategy Stats

- **Number of Holdings**: 103

## Portfolio Managers

### Don San Jose

- **In the industry**: 29 years
- **With J.P. Morgan**: 26 years

### Daniel Percella

- **In the industry**: 24 years
- **With J.P. Morgan**: 18 years

## Documents

- [Factsheet: SMID Cap Core Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/FS-WWSMIDCORE-MA.PDF)