Goodman v. J.P. Morgan Investment Management, Inc.

U.S. Court of Appeals for the Sixth Circuit

Tab Group

Merits Stage

Sixth Circuit holds mutual-fund advisor did not breach its fiduciary duty under Section 36(b) of the Investment Company Act by charging excessive fees

April 2, 2020

Click here to view the opinion.

U.S. Chamber files amicus brief arguing Sixth Circuit should affirm summary judgment in Section 36(b) fees case

July 27, 2018

Click here to view the Chamber’s brief.

Matthew A. Fitzgerald of McGuireWoods LLP served as co-cousel for the U.S. Chamber of Commerce on behalf of the U.S. Chamber Litigation Center in this case.

Case Documents

District Court Decision -- Goodman v. J.P. Morgan Investment Management, Inc. (USDC - Southern District of Ohio).pdf

U.S. Chamber Amicus Brief -- Goodman v. J.P. Morgan Investment Management, Inc. (Sixth Circuit).pdf

Reply Brief of Plaintiffs-Appellants -- Goodman v. J.P. Morgan Investment Management, Inc. (Sixth Circuit).pdf

Opinion -- Goodman v. J.P. Morgan Investment Management, Inc. (Sixth Circuit).pdf