Money Makers | Jonathan Simon

Profile: JPMorgan American

17th May 2023

UPDATE (Sep 2026): JAM returned 25% in 2023, versus 19% for the S&P 500, 31% in 2024 versus 27%, and 5% in 2025 versus 10%. It returned 11% in the first half of 2026, versus 12% for the S&P. The manager of its Value portfolio, Jonathan Simon, retired in March 2025, with Jack Caffrey and Graham Spence now looking after this part of the strategy.

JPMorgan American (ticker: JAM) can trace its origins back to 1881. It was a generalist trust up until 1982 before deciding to concentrate on North American equities. JAM runs a main portfolio of large-cap shares, which has been divided into s...

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