# Product Facts - JPMorgan Tax-Smart - U.S. Large Cap Leaders Strategy

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-03T22:50:20.856165793Z.

## Identity

- **Fund Name**: JPMorgan Tax-Smart - U.S. Large Cap Leaders Strategy
- **Share Class Name**: JPMorgan Tax-Smart - U.S. Large Cap Leaders Strategy
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-tax-smart-u-s-large-cap-leaders-strategy-e5fca8cbb781174be0534e8862a97936)
- **Fund Type**: SMA
- **Asset Class**: Equity
- **Strategy Inception Date**: 07/01/2008
- **Investment Objective**: not applicable

## Strategy Facts

- **Asset Class**: Equity
- **Strategy Inception Date**: 07/01/2008

## Strategy Stats

- **Number of Holdings**: 54

## Portfolio Managers

### Susan Bao

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

### Timothy Woodhouse

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

### Andrew Stern

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

## Documents

- [Fact Sheet: Tax-Smart - U.S. Large Cap Leaders Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/fs-txlcl-ma.pdf)
- [Commentary: Tax-Smart - U.S. Large Cap Leaders Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/QC-TXLCL-MA.pdf)
- [SMA Story: Tax-Smart - U.S. Large Cap Leaders Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/sto-tm-uslcl-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)
- [Presentation: Tax-Smart Large Cap Leaders](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/presentation-tax-managed-us-large-cap-leaders.pdf)
- [Monthly Holdings: Tax-Smart - U.S. Large Cap Leaders Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/tax-smart-us-large-cap-leaders-strategy.pdf)