# Product Snapshot - JPMorgan Tax-Smart - Mid Cap Value Strategy

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-26T12:32:52.585921610Z.

## Identity

- **Fund Name**: JPMorgan Tax-Smart - Mid Cap Value Strategy
- **Share Class Name**: JPMorgan Tax-Smart - Mid Cap Value Strategy
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-tax-smart-mid-cap-value-strategy-410fcebb87a6497fe0630100007f7436)
- **Fund Type**: SMA
- **Asset Class**: Equity

## Overview

### Designed to provide capital appreciation primarily through a portfolio of high-quality U.S. mid-cap value equity securities, enhanced by active tax management

Employs a bottom-up approach to invest in mid-cap stocks with attractive fundamentals ~~ Looks for companies with a competitive advantage, low cyclicality, significant free cash flow, strong management and attractive valuation, while also offering customization and tax management ~~ Seeks to identify high quality companies that appear to be undervalued and have the potential for capital appreciation



## Strategy Facts

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

## Strategy Stats

- **Number of Holdings**: -

## Portfolio Managers

### Lawrence Playford

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

### Ryan Jones

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/ryan-jones/)
- **In the industry**: 20 years
- **With J.P. Morgan**: 10 years

### Jeremy Miller

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/jeremy-miller/)
- **In the industry**: 26 years
- **With J.P. Morgan**: 10 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)