# Product Snapshot - JPMorgan Tax-Smart - U.S. Equity Strategy

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-27T01:59:10.731036670Z.

## Identity

- **Fund Name**: JPMorgan Tax-Smart - U.S. Equity Strategy
- **Share Class Name**: JPMorgan Tax-Smart - U.S. Equity Strategy
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-tax-smart-u-s-equity-strategy-410fcba0cbef668ce0630100007f5eae)
- **Fund Type**: SMA
- **Asset Class**: Equity

## Overview

### Designed to provide high total return primarily through a portfolio of U.S. large cap stocks, enhanced by active tax management

Employs fundamental analysis to identify companies with growth potential and construct a high-conviction portfolio of best ideas ~~ Research-driven approach that focuses on identifying the most attractively valued stocks in each sector ~~ Maintains sector weightings similar to the S&P 500 Index, seeking to outperform with similar volatility, while also offering customization and tax management



## Strategy Facts

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

## Strategy Stats

- **Number of Holdings**: -

## Portfolio Managers

### Scott Davis

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/scott-davis/)
- **In the industry**: 31 years
- **With J.P. Morgan**: 20 years

### David Maccarrone

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/david-maccarrone/)
- **In the industry**: 31 years
- **With J.P. Morgan**: 16 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)