# Product Snapshot - JPMorgan Tax-Smart - Large Cap Growth Strategy

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-20T01:14:29.148437108Z.

## Identity

- **Fund Name**: JPMorgan Tax-Smart - Large Cap Growth Strategy
- **Share Class Name**: JPMorgan Tax-Smart - Large Cap Growth Strategy
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-tax-smart-large-cap-growth-strategy-410fca12a12744ebe0630100007fcc9f)
- **Fund Type**: SMA
- **Asset Class**: Equity

## Overview

### Designed to provide long-term capital appreciation primarily through a portfolio of underappreciated growth stocks, enhanced by active tax management

Invests in a portfolio that is diversified across a range of holdings and sectors, while also offering customization and tax management ~~ Primarily invests in large, well-established companies ~~ Seeks companies with attractive fundamentals, potential to exceed market expectations and positive price momentum



## Strategy Facts

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

## Strategy Stats

- **Number of Holdings**: -

## Portfolio Managers

### Giri Devulapally

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/giri-devulapally/)
- **In the industry**: 34 years
- **With J.P. Morgan**: 23 years

### Holly Morris

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/holly-morris/)
- **In the industry**: 22 years
- **With J.P. Morgan**: 14 years

### Larry Lee

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/larry-lee/)
- **In the industry**: 33 years
- **With J.P. Morgan**: 20 years

### Joseph Wilson

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/joseph-wilson/)
- **In the industry**: 21 years
- **With J.P. Morgan**: 12 years

### Robert Maloney

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/robert-maloney/)
- **In the industry**: 26 years
- **With J.P. Morgan**: 13 years

## Portfolio

### Risk Measures

_As of 06/30/2026_

| Risk Measures | Portfolio | Index |
| --- | ---: | ---: |
| Beta | 0.96 | 1.00 |
| Information Ratio | -0.10 | N/A |
| Sharpe Ratio | 1.08 | 1.08 |
| Standard Deviation | 16.17 | 16.44 |
| Tracking Error | 3.73 | N/A |
 [Disclosure 1]

## Documents

- [Factsheet: Tax-Smart - Large Cap Growth Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/fs-tslcg-ma.pdf)
- [Brochure: Tax-Smart Platform - SMAs](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/bro-tax-smart-sma.pdf)

## Disclosures

1. Risk measures are calculated based upon the broad-based index as stated in the prospectus.