# Product Facts - JPMorgan Tax-Smart - Equity Income Strategy

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-02T14:08:30.064469672Z.

## Identity

- **Fund Name**: JPMorgan Tax-Smart - Equity Income Strategy
- **Share Class Name**: JPMorgan Tax-Smart - Equity Income Strategy
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-tax-smart-equity-income-strategy-410fc886e9194adce0630100007fc479)
- **Fund Type**: SMA
- **Asset Class**: Equity
- **Strategy Inception Date**: 10/29/2025
- **Investment Objective**: not applicable

## Strategy Facts

- **Asset Class**: Equity
- **Strategy Inception Date**: 10/29/2025

## Portfolio Managers

### David Silberman

- **In the industry**: 37 years
- **With J.P. Morgan**: 37 years

### Andrew Brandon

- **In the industry**: 28 years
- **With J.P. Morgan**: 26 years

## Documents

- [Brochure: Tax-Smart Platform - SMAs](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/bro-tax-smart-sma.pdf)