# Product Facts - JPMorgan Tax-Smart - U.S. Value Strategy

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-02T07:31:03.518184645Z.

## Identity

- **Fund Name**: JPMorgan Tax-Smart - U.S. Value Strategy
- **Share Class Name**: JPMorgan Tax-Smart - U.S. Value Strategy
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-tax-smart-u-s-value-strategy-02e4261ba6064e29e06351f366a99daf)
- **Fund Type**: SMA
- **Asset Class**: Equity
- **Strategy Inception Date**: 09/20/2023
- **Investment Objective**: not applicable

## Strategy Facts

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

## Portfolio Managers

### David Silberman

- **In the industry**: 37 years
- **With J.P. Morgan**: 37 years

### Andrew Brandon

- **In the industry**: 28 years
- **With J.P. Morgan**: 26 years

## Documents

- [SMA Story: Tax-Smart - U.S. Value Strategy ](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/jpm-sma-story-tax-smart-us-value-strategy.pdf)
- [Brochure: Tax-Smart Platform - SMAs](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/bro-tax-smart-sma.pdf)