# Product Facts - JPMorgan U.S. Value Strategy

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-02T11:41:50.462469293Z.

## Identity

- **Fund Name**: JPMorgan U.S. Value Strategy
- **Share Class Name**: JPMorgan U.S. Value Strategy
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-u-s-value-strategy-c08031c068df76ade0534e8862a9d040)
- **Fund Type**: SMA
- **Asset Class**: Equity
- **Strategy Inception Date**: 01/01/2002
- **Investment Objective**: not applicable

## Strategy Facts

- **Asset Class**: Equity
- **Strategy Inception Date**: 01/01/2002

## Strategy Stats

- **Number of Holdings**: 88

## 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

- [Fact Sheet: U.S. Value SMA](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/fs-usval-ma.pdf)
- [Commentary: U.S. Value SMA](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/QC-USVAL-MA.PDF)
- [Monthly Holdings: U.S. Value Strategy](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/smas/U.S-Value-Holdings.pdf)