JPMorgan SMID Cap Equity Fund Class I
WOOPX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
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
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 277 Park Avenue New York NY United States of America 10172
- IPO Date
- May 31, 1991
- CIK
- 0000763852
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan SMID Cap Equity Fund Class I (WOOPX) is an open-end mutual fund that seeks long-term capital growth primarily through a diversified portfolio of U.S. small- to mid-cap stocks 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, and sustainable free cash flow. The fund offers multiple share classes, including Class I (WOOPX) with a net expense ratio of 0.84%, a minimum initial investment of $1 million, and daily pricing; its portfolio typically comprises 80-120 holdings, with top sectors including industrials (29.0%), financials (18.5%), and consumer discretionary (10.4%), and leading holdings such as MSA Safety Inc., Hayward Holdings Inc., and Performance Food Group Co. Managed by Daniel Percella (since November 2020) and Don San Jose (since November 2020), the fund maintains total net assets of approximately $334.63 million and is domiciled in the United States, available for sale primarily to U.S. investors. Launched on June 1, 1991 (with predecessor performance dating to December 31, 1983), the fund is part of the JPMorgan Funds complex managed by J.P. Morgan Asset Management, a division of JPMorgan Chase & Co., headquartered in New York, New York; it falls within the Morningstar Mid-Cap Blend category and carries a Bronze Morningstar Medalist Rating as of May 2025. Effective November 1, 2020, the fund underwent a significant strategic shift by changing its investment strategies, which may impact the relevance of pre-2020 performance; this reorganization aligned it more closely with a quality-oriented SMID cap core approach, emphasizing high-return companies with competitive moats run by skilled management. No major acquisitions, funding rounds, partnerships, or new product launches specific to WOOPX have been reported in the last 1-2 years, though the broader J.P. Morgan Asset Management continues to operate within the U.S. equity mid-cap blend segment targeting institutional and high-net-worth investors seeking blend-style exposure.