They try to capture about 80% of the S&P 500’s fluctuations, or a market beta of 0.8. They leverage earnings forecasts from the broader team of J.P. Morgan analysts to build the stock portfolio.

JPMorgan announced that Jeff Geller, co-CIO of the firm’s multi-asset group and named manager on JPMorgan Income Builder, plans to relinquish his management duties in the first quarter of 2026 ...

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