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J.P. Morgan U.S. Large Cap Leaders Strategy

Designed to provide high total return through a portfolio of U.S. large cap stocks, enhanced by active tax management.

  • Employs a fundamental research-driven approach that focuses on identifying attractively valued stocks with earnings growth potential within each sector

  • Invest in companies with robust business models, strong management teams, and sustainable earnings

  • Seeks to outperform the S&P 500 index through bottom-up selection process, while also implementing investor-directed customization and enhanced tax management

Tax Smart JPM US Large Cap Leaders - Quarterly Commentary

Tax Smart JPM US Large Cap Leaders - Fact Card

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