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

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-02T19:33:39.069656504Z.

## Identity

- **Fund Name**: JPMorgan Tax-Smart - U.S. Large-Mid Cap Index Strategy
- **Share Class Name**: JPMorgan Tax-Smart - U.S. Large-Mid Cap Index Strategy
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-tax-smart-u-s-large-mid-cap-index-strategy-031fb79dbf21d2e5e06352f366a992c3)
- **Fund Type**: SMA
- **Asset Class**: Multi-Asset Solutions
- **Strategy Inception Date**: 09/20/2023
- **Investment Objective**: not applicable

## Strategy Facts

- **Asset Class**: Multi-Asset Solutions
- **Strategy Inception Date**: 09/20/2023

## Strategy Stats

- **Number of Holdings**: 401

## Portfolio Managers

### Christopher Meredith

- **In the industry**: 22 years
- **With J.P. Morgan**: 2 years

### Alex Hamilton

- **In the industry**: 19 years
- **With J.P. Morgan**: 9 years

### Patrick Lenihan

- **In the industry**: 13 years
- **With J.P. Morgan**: 13 years

### Tian Xie

- **In the industry**: 12 years
- **With J.P. Morgan**: 4 years

### Anselm Liu

- **In the industry**: 9 years
- **With J.P. Morgan**: 2 years

## Documents

- [Factsheet: Tax-Smart - U.S. Large-Mid Cap Index Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/fs-55tsuslmc-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)
- [SMA Story: Tax-Smart Index-based Strategies](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/jpm-sma-story-tax-smart-index-based-strategies.pdf)