JPMorgan SMID Cap Equity Fund
ODMCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 277 Park Avenue New York NY United States of America 10172
- IPO Date
- Aug 16, 2000
- CIK
- 0000763852
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan SMID Cap Equity Fund (C Shares: ODMCX) is an open-end mutual fund that seeks long-term capital growth primarily through a diversified portfolio of U.S. small- to mid-cap equity securities with market capitalizations similar to those in the Russell 2500 Index; it employs a fundamental bottom-up investment process focused on companies exhibiting leading competitive advantages, predictable and durable business models, sustainable free cash flow, high returns on invested capital, and skilled management teams as capital allocators, often concentrating on firms dominant in narrow industry niches. The fund offers multiple share classes including A Shares (PECAX), I Shares (WOOPX), R3 Shares (WOOOX), R4 Shares (WOOQX), R6 Shares (WOOSX), and C Shares (ODMCX), with the C class featuring a 1.00% contingent deferred sales charge on redemptions within one year and net annual expenses of 1.590%; it typically holds approximately 100-105 stocks across sectors such as industrials (around 27-29%), financials (around 18-20%), consumer discretionary (around 10%), and others, with top holdings including Hayward Holdings Inc., MSA Safety Inc., Performance Food Group Co., First Horizon Corp., and TransUnion as of mid-2025. Launched on March 22, 1999, with a predecessor strategy dating to December 31, 1983, the fund is managed by J.P. Morgan Investment Management Inc., a division of JPMorgan Chase & Co., and is domiciled in the United States with operations centered in the U.S. equity markets targeting institutional and retail investors seeking mid-cap blend exposure. In a significant strategic shift effective November 1, 2020, the fund—previously known as the JPMorgan Intrepid Mid Cap Fund—rebranded to JPMorgan SMID Cap Equity Fund and adopted its current quality-oriented investment strategy under lead managers Don San Jose (28 years of experience) and Daniel Percella (23 years), who have overseen the separate account composite since April 2016 and assumed mutual fund duties in late 2020; this change marked a transition from prior approaches, with performance prior to November 2020 not fully indicative of current results. Recent portfolio adjustments include reintroducing a modest energy sector allocation (around 3.5-3.6% as of early 2025) by adding positions in DT Midstream, SM Energy, Cactus, and Flowco after fully exiting energy in 2020 amid pandemic-related volatility, alongside increasing small-cap exposure to approximately 67% of assets by March 2025 through names like WSFS Financial Corporation and Utz Brands following the 2022 market selloff. The fund maintained a Morningstar Medalist Rating of Silver for its R6 shares as of May 2025, reflecting strong People, Process, and Parent Pillars despite trailing the Russell 2500 benchmark over 2023-2024 due to regional bank exposures and select industrials/consumer picks, with recovery noted in 2025.