Advisor Information for ONCFX

Fund Inception12/10/1996
Name of IssuerJPMorgan
Fund Advisor(s)J.P. Morgan Investment Management, Inc.

Fund Managers for ONCFX

Michael Loeffler
Portfolio Manager since 01/01/2005
Michael Loeffler, Vice President of JPMIA and a CFA charterholder. Mr. Loeffler has been employed by JPMIA since 1999 when he joined as an investment operations analyst.
Ove Fladberg
Portfolio Manager since 11/01/2010
Ove Fladberg, managing director, is head of the Columbus, OH-based Multi-Asset Solutions investment team, and serves as its Chief Investment Officer within Multi-Asset Solutions, with overall responsibility for the JPMorgan Investor Funds as well as other multi-asset strategies and market-cap weighted equity investment strategies. Ove is the lead portfolio manager for the Investor Funds, a series of multi-asset funds, and a member of the Investor Funds Asset Allocation Committee. As such, he is responsible for asset allocation optimization, portfolio analytics, asset allocation research and manager due diligence for the Funds. In addition to his role as CIO of the Columbus Multi-Asset Solutions Team, Ove also serves as Head of Market Cap Weighted Equity Beta Strategies. Ove previously held various positions within the firm including senior portfolio analyst for the Investment Strategies Team, vice president and wholesaler, and vice president of Personal Financial Services at JPMorgan Chase Bank. Prior to joining the firm in 2003, he was an investment specialist at Charles Schwab & Co. and an investment representative at Edward Jones. Ove earned a Masters of Business and Economics from BI Norwegian School of Management. He maintains Series 7 and 63 licenses.
Nicholas D’Eramo
Portfolio Manager since 02/28/2014
Nicholas D’Eramo, Executive Director, has been a portfolio manager for J.P. Morgan Investment Management Inc. since 2005 and an employee of J.P. Morgan Investment Management Inc. or one of its predecessors since 1999.
Anshul Mohan
Portfolio Manager since 11/01/2016
Anshul Mohan, executive director, is a portfolio manager on J.P. Morgan Asset Management's Multi-Asset Solutions team based in Columbus. He is a member of the team managing the JPMorgan Investor Funds, a series of multi-asset funds. Anshul focuses on multi-asset strategy and is a member of the Investor Funds Asset Allocation Committee. In his role, he is responsible for asset allocation research, portfolio construction and optimization, and manager due-diligence for the funds. Anshul previously worked as an Investment Specialist in the J.P. Morgan Private Bank in Managed Solutions & Strategy team responsible for investing client assets in multi-assets discretionary portfolios. He joined JPMorgan in 2010 and worked in Asset Management and Investment Bank as a Research Analyst and a Market Strategist before joining the Private Bank. Prior to JPMorgan, Anshul worked at Ernst & Young LLP as a Product Manager. Anshul holds a Bachelor of Engineering degree from Indian Institute of Technology and a Master in Finance degree from Princeton University. He maintains Series 7 license.
Luying Wei
Portfolio Manager since 11/01/2022
Luying Wei has been an employee of JPMIM or its predecessors since 2003. She is responsible for on-going research related to fixed income, equity and alternative asset class investments for the Fund in addition to implementing tactical investment options.