# Product Facts - JPMorgan U.S. Equity Strategy

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-02T19:07:40.348597001Z.

## Identity

- **Fund Name**: JPMorgan U.S. Equity Strategy
- **Share Class Name**: JPMorgan U.S. Equity Strategy
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-u-s-equity-strategy-e5fca8cbb782174be0534e8862a97936)
- **Fund Type**: SMA
- **Asset Class**: Equity
- **Strategy Inception Date**: 01/01/1986
- **Investment Objective**: not applicable

## Strategy Facts

- **Asset Class**: Equity
- **Strategy Inception Date**: 01/01/1986

## Strategy Stats

- **Number of Holdings**: 64

## Portfolio Managers

### Scott Davis

- **In the industry**: 29 years
- **With J.P. Morgan**: 20 years

## Documents

- [Factsheet: U.S. Equity Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/FS-USEQ-MA.PDF)
- [Commentary: U.S. Equity Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/QC-USEQ-MA.pdf)
- [SMA Story: U.S. Equity Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/sto-use-sma.pdf)
- [Monthly Holdings : US Equity Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/US-Equity-Holdings.pdf)