Change in Portfolio Management Team

Summary by AI BETAClose X

JPMorgan American Investment Trust announced that co-portfolio manager Graham Spence, who joined the large-cap value portfolio in 2025, will depart the Manager in Q1 2027; large-cap value will continue to be managed by Jack Caffrey (24 years' experience) and large-cap growth by Felise Agranoff (22 years' experience), supported by a well-resourced Value team, and the Board confirmed there will be no changes to the investment strategy or process as a result of the departure.

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