EX-99.(E)(4) 4 d553960dex99e4.htm AMENDMENT TO THE DISTRIBUTION AGREEMENT, INCLUDING SCHEDULES A, B, C, D AND F Amendment to the Distribution Agreement, including Schedules A, B, C, D and F

AMENDMENT TO

DISTRIBUTION AGREEMENT

THIS AMENDMENT is made as of August 10, 2023, by and between JPMorgan Distribution Services, Inc., and the entities who are currently parties to the Distribution Agreement in place for the open-end investment companies in the J.P. Morgan Funds (the “Agreement”).

WHEREAS, the parties hereto wish to amend the Agreement to reflect the removal of JPMorgan Insurance Trust as a party to the Agreement, effective retroactively as of May 31, 2023, as well as to update the Agreement’s schedules.

NOW, THEREFORE, in consideration of the mutual premises and covenants herein set forth, the parties agree as follows:

 

1.

Capitalized terms not otherwise defined herein shall have the same meaning as are set forth in the Agreement.

 

2.

As of the date of the Amendment, Schedules A, B, C D and F are replaced with new Schedules.

 

3.

This Amendment shall inure to the benefit of and be binding upon the parties hereto and their respective successors and permitted assigns.

 

4.

This Amendment may be executed in one or more counterparts, each of which will be deemed an original, but all of which together shall constitute one and the same instrument.

* * * *

IN WITNESS WHEREOF, the parties have caused this Agreement to be executed by their duly authorized officers as of the day and year first above written.

 

JPMorgan Distribution Services, Inc.
By:  

/s/ Brian S. Shlissel

  Name: Brian S. Shlissel
  Title: Managing Director
J.P. Morgan Fleming Mutual Fund Group, Inc
J.P. Morgan Mutual Fund Investment Trust
JPMorgan Trust I
JPMorgan Trust II
JPMorgan Trust IV
Undiscovered Managers Funds
By:  

/s/ Timothy J. Clemens

  Name: Timothy J. Clemens
  Title: Treasurer

 

2

SCHEDULE A

TO THE DISTRIBUTION AGREEMENT

(Effective as of August 10, 2023)

Name of Trust

 

Name of Entity

   

State and Form of Organization

J.P. Morgan Fleming Mutual Fund Group, Inc    Maryland corporation
J.P. Morgan Mutual Fund Investment Trust    Massachusetts business trust
JPMorgan Trust I    Delaware statutory trust
JPMorgan Trust II    Delaware statutory trust
JPMorgan Trust IV    Delaware statutory trust
Undiscovered Managers Funds    Massachusetts business trust

 

3

SCHEDULE B

TO THE DISTRIBUTION AGREEMENT

(Amended as of August 10, 2023)

Money Market Funds

 

Current Name

   

Prior Name

JPMorgan 100% U.S. Treasury Securities Money Market Fund    JPMorgan 100% U.S. Treasury Securities Money Market Fund
JPMorgan California Municipal Money Market Fund    JPMorgan California Tax Free Money Market Fund
JPMorgan Federal Money Market Fund    JPMorgan Federal Money Market Fund
JPMorgan Institutional Tax Free Money Market Fund    N/A
JPMorgan Liquid Assets Money Market Fund    One Group Prime Money Market Fund
JPMorgan Municipal Money Market Fund    One Group Municipal Money Market Fund
JPMorgan New York Municipal Market Fund    JPMorgan New York Tax Free Money Market Fund
JPMorgan Prime Money Market Fund    JPMorgan Prime Money Market Fund
JPMorgan Securities Lending Money Market Fund    N/A
JPMorgan Tax Free Money Market Fund    JPMorgan Tax Free Money Market Fund
JPMorgan U.S. Government Money Market Fund    One Group Government Money Market Fund
JPMorgan U.S. Treasury Plus Money Market Fund    One Group U.S. Treasury Securities Money Market Fund

Equity Funds

 

Current Name

   

Prior Name

JPMorgan Access Balanced Fund    N/A
JPMorgan Access Growth Fund    N/A
JPMorgan Diversified Fund    JPMorgan Diversified Fund
JPMorgan Emerging Markets Equity Fund    JPMorgan Fleming Emerging Markets Equity Fund
JPMorgan Emerging Markets Research Enhanced Equity Fund    N/A
JPMorgan Europe Dynamic Fund    JPMorgan Intrepid European Fund and JPMorgan Fleming Intrepid European Fund
JPMorgan Equity Income Fund    One Group Equity Income Fund
JPMorgan Equity Index Fund    One Group Equity Index Fund
JPMorgan Equity Premium Income Fund    N/A
JPMorgan Growth Advantage Fund    JPMorgan Mid Cap Growth Fund
JPMorgan Hedged Equity Fund    N/A
JPMorgan Hedged Equity 2 Fund    N/A
JPMorgan Hedged Equity 3 Fund    N/A
JPMorgan International Equity Fund    JPMorgan Fleming International Equity Fund
JPMorgan International Hedged Equity Fund    N/A
JPMorgan International Focus Fund    JPMorgan International Unconstrained Equity Fund (name effective until 4/20/20)
JPMorgan International Value Fund1    JPMorgan Fleming International Value Fund
JPMorgan Large Cap Growth Fund    One Group Large Cap Growth Fund
JPMorgan Large Cap Value Fund    One Group Large Cap Value Fund
JPMorgan Mid Cap Equity Fund    JPMorgan Mid Cap Equity Fund

 

1 

To be renamed JPMorgan Developed International Value Fund September 2023.

 

4

Current Name

   

Prior Name

JPMorgan Mid Cap Growth Fund    One Group Mid Cap Growth Fund and JPMorgan Diversified Mid Cap Growth Fund (name effective until 6/27/09)
JPMorgan Mid Cap Value Fund    JPMorgan Mid Cap Value Fund
JPMorgan Opportunistic Equity Long/Short Fund2    N/A
JPMorgan Preferred and Income Securities Fund    N/A
JPMorgan Research Market Neutral Fund    JPMorgan Market Neutral Fund (name effective until 2/28/10)
JPMorgan Small Cap Blend Fund    JPMorgan Dynamic Small Cap Growth Fund and JPMorgan Dynamic Small Cap Fund (name effective until 6/29/07)
JPMorgan Small Cap Equity Fund    JPMorgan Small Cap Equity Fund
JPMorgan Small Cap Growth Fund    One Group Small Cap Growth Fund
JPMorgan Small Cap Sustainable Leaders Fund    JPMorgan Trust Small Cap Equity Fund, JPMorgan Small Cap Core Fund (name effective until 6/30/21)
JPMorgan Small Cap Value Fund    One Group Small Cap Value Fund
JPMorgan SMID Cap Equity Fund    JPMorgan Intrepid Mid Cap Fund (name effective until 11/1/20), One Group Diversified Mid Cap Fund and JPMorgan Diversified Mid Cap Fund
JPMorgan Tax Aware Equity Fund    JPMorgan Tax Aware Disciplined Equity Fund (name effective until 12/10/10)
JPMorgan U.S. Applied Data Science Value Fund    JPMorgan Intrepid Value Fund (name effective until 6/30/21)
JPMorgan U.S. Equity Fund    JPMorgan U.S. Equity Fund
JPMorgan U.S. GARP Equity Fund    JPMorgan Intrepid Growth Fund
JPMorgan U.S. Large Cap Core Plus Fund    N/A
JPMorgan U.S. Research Enhanced Equity Fund    JPMorgan Disciplined Equity Fund (name effective until 11/1/17)
JPMorgan U.S. Small Company Fund    JPMorgan U.S. Small Company Fund
JPMorgan U.S. Sustainable Leaders Fund    JPMorgan Intrepid Sustainable Equity Fund, JPMorgan Intrepid Advantage Fund, JPMorgan Intrepid Investor Fund, JPMorgan Intrepid Contrarian Fund (name effective until 4/10/06) and JPMorgan Intrepid Multi Cap Fund (name effective until 4/30/13)
JPMorgan U.S. Value Fund    JPMorgan Growth and Income Fund (name effective until 11/1/20)
JPMorgan Value Advantage Fund    N/A
Undiscovered Managers Behavioral Value Fund    Undiscovered Managers Behavioral Value Fund

Fixed Income Funds

 

Current Name

   

Prior Name

JPMorgan California Tax Free Bond Fund    JPMorgan California Bond Fund
JPMorgan Commodities Strategy Fund    N/A
JPMorgan Core Bond Fund    One Group Bond Fund
JPMorgan Core Plus Bond Fund    One Group Income Bond Fund
JPMorgan Corporate Bond Fund    N/A

 

 

2 

To liquidate on or about October 31, 2023.

 

5

Current Name

   

Prior Name

JPMorgan Emerging Markets Debt Fund    JPMorgan Fleming Emerging Markets Debt Fund
JPMorgan Floating Rate Income Fund    N/A
JPMorgan Global Bond Opportunities Fund    N/A
JPMorgan Government Bond Fund    One Group Government Bond Fund
JPMorgan High Yield Fund    One Group High Yield Bond Fund and JPMorgan High Yield Bond Fund (name effective until 9/14/09)
JPMorgan Income Builder Fund    JPMorgan World Income Builder Fund
JPMorgan Income Fund    N/A
JPMorgan Managed Income Fund    N/A
JPMorgan Mortgage-Backed Securities Fund    One Group Mortgage-Backed Securities Fund
JPMorgan Municipal SMA Fund    N/A
JPMorgan National Municipal Income Fund    JPMorgan Intermediate Tax Free Income Fund, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22)
JPMorgan New York Tax Free Bond Fund    JPMorgan New York Intermediate Tax Free Income Fund
JPMorgan Short Duration Bond Fund    One Group Short-Term Bond Fund
JPMorgan Short Duration Core Plus Fund    JPMorgan Short Duration High Yield Fund
JPMorgan Short-Intermediate Municipal Bond Fund    One Group Short-Term Municipal Bond Fund and JPMorgan Short Term Municipal Bond Fund (name effective until 4/30/09)
JPMorgan Strategic Income Opportunities Fund    N/A
JPMorgan Tax Aware Income Opportunities Fund    N/A
JPMorgan Tax Aware Real Return Fund    N/A
JPMorgan Tax Free Bond Fund    One Group Tax-Free Bond Fund
JPMorgan Total Return Fund    N/A
JPMorgan Ultra-Short Municipal Fund    N/A
JPMorgan Unconstrained Debt Fund    JPMorgan Multi-Sector Income Fund (name effective until 10/22/14)

Investor Funds

 

Current Name

   

Prior Name

JPMorgan Investor Balanced Fund    One Group Investor Balanced Fund
JPMorgan Investor Conservative Growth Fund    One Group Investor Conservative Growth Fund
JPMorgan Investor Growth & Income Fund    One Group Investor Growth & Income Fund
JPMorgan Investor Growth Fund    One Group Investor Growth Fund

JPMorgan SmartRetirement Funds

 

Current Name

   

Prior Name

JPMorgan SmartRetirement Income Fund    N/A
JPMorgan SmartRetirement 2020 Fund    N/A
JPMorgan SmartRetirement 2025 Fund    N/A
JPMorgan SmartRetirement 2030 Fund    N/A
JPMorgan SmartRetirement 2035 Fund    N/A
JPMorgan SmartRetirement 2040 Fund    N/A
JPMorgan SmartRetirement 2045 Fund    N/A

 

6

JPMorgan SmartRetirement 2050 Fund    N/A
JPMorgan SmartRetirement 2055 Fund    N/A
JPMorgan SmartRetirement 2060 Fund    N/A
JPMorgan SmartRetirement 2065 Fund    N/A
JPMorgan SmartRetirement Blend Income Fund    N/A
JPMorgan SmartRetirement Blend 2015 Fund3    JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20)
JPMorgan SmartRetirement Blend 2020 Fund    N/A
JPMorgan SmartRetirement Blend 2025 Fund    N/A
JPMorgan SmartRetirement Blend 2030 Fund    N/A
JPMorgan SmartRetirement Blend 2035 Fund    N/A
JPMorgan SmartRetirement Blend 2040 Fund    N/A
JPMorgan SmartRetirement Blend 2045 Fund    N/A
JPMorgan SmartRetirement Blend 2050 Fund    N/A
JPMorgan SmartRetirement Blend 2055 Fund    N/A
JPMorgan SmartRetirement Blend 2060 Fund    N/A
JPMorgan SmartRetirement Blend 2065 Fund    N/A

Other Funds

 

Current Name

   

Prior Name

JPMorgan Global Allocation Fund    JPMorgan Global Flexible Fund (name effective until 2/17/11)

 

3 

To liquidate on or about October 25, 2023.

 

7

SCHEDULE C

TO THE DISTRIBUTION AGREEMENT

Shares Subject to Front-End Sales Load

(Amended as of August 10, 2023)

Equity Funds

 

Current Name

   

Prior Name

JPMorgan Access Balanced Fund    N/A
JPMorgan Access Growth Fund    N/A
JPMorgan Diversified Fund    JPMorgan Diversified Fund
JPMorgan Emerging Markets Equity Fund    JPMorgan Fleming Emerging Markets Equity Fund
JPMorgan Europe Dynamic Fund    N/A
JPMorgan Equity Income Fund    One Group Equity Income Fund
JPMorgan Equity Index Fund    One Group Equity Index Fund
JPMorgan Equity Premium Income Fund    N/A
JPMorgan Growth Advantage Fund    JPMorgan Mid Cap Growth Fund
JPMorgan Hedged Equity Fund    N/A
JPMorgan Hedged Equity 2 Fund    N/A
JPMorgan Hedged Equity 3 Fund    N/A
JPMorgan International Equity Fund    JPMorgan Fleming International Equity Fund
JPMorgan International Focus Fund    N/A
JPMorgan International Hedged Equity Fund    N/A
JPMorgan International Value Fund4    JPMorgan Fleming International Value Fund
JPMorgan Large Cap Growth Fund    One Group Large Cap Growth Fund
JPMorgan Large Cap Value Fund    One Group Large Cap Value Fund
JPMorgan Mid Cap Equity Fund    JPMorgan Mid Cap Equity Fund
JPMorgan Mid Cap Growth Fund    One Group Mid Cap Growth Fund and JPMorgan Diversified Mid Cap Growth Fund (name effective until 6/27/09)
JPMorgan Mid Cap Value Fund    JPMorgan Mid Cap Value Fund
JPMorgan Opportunistic Equity Long/Short Fund5    N/A
JPMorgan Preferred and Income Securities Fund    N/A
JPMorgan Research Market Neutral Fund    JPMorgan Market Neutral Fund (name effective until 2/28/10)
JPMorgan Small Cap Blend Fund    N/A
JPMorgan Small Cap Equity Fund    JPMorgan Small Cap Equity Fund
JPMorgan Small Cap Growth Fund    One Group Small Cap Growth Fund
JPMorgan Small Cap Sustainable Leaders Fund    JPMorgan Small Cap Core Fund (name effective until 6/30/21)
JPMorgan Small Cap Value Fund    One Group Small Cap Value Fund
JPMorgan SMID Cap Equity Fund    N/A
JPMorgan Tax Aware Equity Fund    JPMorgan Tax Aware Disciplined Equity Fund (name effective until 12/10/10)
JPMorgan U.S. Applied Data Science Value Fund    JPMorgan Intrepid Value Fund (name effective until 6/30/21)
JPMorgan U.S. Equity Fund    JPMorgan U.S. Equity Fund
JPMorgan U.S. GARP Equity Fund    JPMorgan Intrepid Growth Fund
JPMorgan U.S. Large Cap Core Plus Fund    N/A
JPMorgan U.S. Research Enhanced Equity Fund    N/A

 

4 

To be renamed JPMorgan Developed International Value Fund September 2023.

5 

To liquidate on or about October 31, 2023.

 

8

JPMorgan U.S. Small Company Fund    N/A
JPMorgan U.S. Sustainable Leaders Fund    N/A
JPMorgan U.S. Value Fund    N/A
Undiscovered Managers Behavioral Value Fund    Undiscovered Managers Behavioral Value Fund
JPMorgan Value Advantage Fund    N/A

Fixed Income Funds

 

Current Name

   

Prior Name

JPMorgan California Tax Free Bond Fund    JPMorgan California Bond Fund
JPMorgan Core Bond Fund    One Group Bond Fund
JPMorgan Core Plus Bond Fund    One Group Income Bond Fund
JPMorgan Corporate Bond Fund    N/A
JPMorgan Emerging Markets Debt Fund    JPMorgan Fleming Emerging Markets Debt Fund
JPMorgan Floating Rate Income Fund    N/A
JPMorgan Global Bond Opportunities Fund    N/A
JPMorgan Government Bond Fund    One Group Government Bond Fund
JPMorgan High Yield Fund    One Group High Yield Bond Fund and JPMorgan High Yield Bond Fund (name effective until 9/14/09)
JPMorgan Income Fund    N/A
JPMorgan Income Builder Fund    JPMorgan World Income Builder Fund
JPMorgan Mortgage-Backed Securities Fund    One Group Mortgage-Backed Securities Fund
JPMorgan National Municipal Income Fund    JPMorgan Intermediate Tax Free Income Fund, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22)
JPMorgan New York Tax Free Bond Fund    JPMorgan New York Intermediate Tax Free Income Fund
JPMorgan Short Duration Bond Fund    One Group Short-Term Bond Fund
JPMorgan Short Duration Core Plus Fund    N/A
JPMorgan Short-Intermediate Municipal Bond Fund    One Group Short-Term Municipal Bond Fund and JPMorgan Short Term Municipal Bond Fund (name effective until 4/30/09)
JPMorgan Strategic Income Opportunities Fund    N/A
JPMorgan Tax Aware Real Return Fund    N/A
JPMorgan Tax Free Bond Fund    One Group Tax-Free Bond Fund
JPMorgan Total Return Fund    N/A
JPMorgan Ultra-Short Municipal Fund    N/A
JPMorgan Unconstrained Debt Fund    JPMorgan Multi-Sector Income Fund (name effective until 10/22/14)

Investor Funds

 

Current Name

   

Prior Name

JPMorgan Investor Balanced Fund    One Group Investor Balanced Fund
JPMorgan Investor Conservative Growth Fund    One Group Investor Conservative Growth Fund
JPMorgan Investor Growth & Income Fund    One Group Investor Growth & Income Fund
JPMorgan Investor Growth Fund    One Group Investor Growth Fund

 

9

JPMorgan SmartRetirement Funds

 

Current Name

   

Prior Name

JPMorgan SmartRetirement Income Fund    N/A
JPMorgan SmartRetirement 2020 Fund    N/A
JPMorgan SmartRetirement 2025 Fund    N/A
JPMorgan SmartRetirement 2030 Fund    N/A
JPMorgan SmartRetirement 2035 Fund    N/A
JPMorgan SmartRetirement 2040 Fund    N/A
JPMorgan SmartRetirement 2045 Fund    N/A
JPMorgan SmartRetirement 2050 Fund    N/A
JPMorgan SmartRetirement 2055 Fund    N/A
JPMorgan SmartRetirement 2060 Fund    N/A
JPMorgan SmartRetirement 2065 Fund    N/A

Other Funds

 

Current Name

   

Prior Name

JPMorgan Global Allocation Fund

   

JPMorgan Global Flexible Fund (name effective until 2/17/11)

 

1

SCHEDULE D

TO THE DISTRIBUTION AGREEMENT

Distribution Plan Classes

(Amended as of August 10, 2023)

Name of the Fund

Money Market Funds

 

Current Name

   

Prior Name

JPMorgan 100% U.S. Treasury Securities Money Market Fund – Morgan Class Shares

   

JPMorgan 100% U.S. Treasury Securities Money Market Fund – Morgan Class Shares

JPMorgan 100% U.S. Treasury Securities Money Market Fund – Reserve Class Shares

   

JPMorgan 100% U.S. Treasury Securities Money Market Fund – Reserve Class Shares

JPMorgan California Municipal Money Market Fund – Morgan Class Shares

   

JPMorgan California Tax Free Money Market Fund – Morgan Class Shares

JPMorgan California Municipal Money Market Fund – E*TRADE Class Shares6

   

N/A

JPMorgan California Municipal Money Market Fund – Service Shares

   

N/A

JPMorgan Federal Money Market Fund – Morgan Class Shares

   

JPMorgan Federal Money Market Fund – Morgan Class Shares

JPMorgan Liquid Assets Money Market Fund – Reserve Class Shares

   

One Group Prime Money Market Fund – Class A Shares

JPMorgan Liquid Assets Money Market Fund – Morgan Class Shares

   

One Group Prime Money Market Fund – Morgan Class Shares

JPMorgan Liquid Assets Money Market Fund – E*TRADE Class Shares1

   

N/A

JPMorgan Municipal Money Market Fund – Service Shares

   

N/A

JPMorgan Municipal Money Market Fund – Morgan Class Shares

   

One Group Municipal Money Market Fund – Morgan Class Shares

JPMorgan Municipal Money Market Fund – E*TRADE Class Shares1

   

N/A

JPMorgan New York Municipal Market Fund – Morgan Class Shares

   

JPMorgan New York Tax Free Money Market Fund – Morgan Class Shares

JPMorgan New York Municipal Market Fund – Reserve Class Shares

   

JPMorgan New York Tax Free Money Market Fund – Reserve Class Shares

JPMorgan New York Municipal Money Market Fund – E*TRADE Class Shares1

   

N/A

JPMorgan New York Municipal Money Market Fund – Service Shares

   

N/A

JPMorgan Prime Money Market Fund – Reserve Class Shares

   

JPMorgan Prime Money Market Fund – Reserve Class Shares

JPMorgan Tax Free Money Market Fund – Morgan Class Shares

   

JPMorgan Tax Free Money Market Fund – Morgan Class Shares

JPMorgan Tax Free Money Market Fund – Reserve Class Shares

   

JPMorgan Tax Free Money Market Fund – Reserve Class Shares

 

 

6 

E*TRADE Class Shares to liquidate on or about September 29, 2023.

 

1

Current Name

   

Prior Name

JPMorgan U.S. Government Money Market Fund – Morgan Class Shares

   

One Group Government Money Market Fund – Morgan Class Shares

JPMorgan U.S. Government Money Market Fund – Reserve Class Shares

   

One Group Government Money Market Fund – Class A Shares

JPMorgan U.S. Government Money Market Fund –-Service Shares

   

N/A

JPMorgan U.S. Government Money Market Fund – E*TRADE Shares1

   

N/A

JPMorgan U.S. Treasury Plus Money Market Fund – Reserve Class Shares

   

One Group U.S. Treasury Securities Money Market Fund – Class A Shares

JPMorgan U.S. Treasury Plus Money Market Fund – Morgan Class Shares

   

One Group U.S. Treasury Securities Money Market Fund – Morgan Class Shares

Equity Funds

 

Current Name

   

Prior Name

JPMorgan Access Balanced Fund – Class A Shares    N/A
JPMorgan Access Growth Fund – Class A Shares    N/A
JPMorgan Diversified Fund – Class A Shares    JPMorgan Diversified Fund – Class A Shares
JPMorgan Emerging Markets Equity Fund – Class A Shares   

JPMorgan Fleming Emerging Markets Equity Fund – Class A Shares

JPMorgan Emerging Markets Equity Fund – Class R2 Shares    N/A
JPMorgan Emerging Markets Equity Fund – Class R3 Shares    N/A
JPMorgan Equity Income Fund – Class A Shares    One Group Equity Income Fund – Class A Shares
JPMorgan Equity Income Fund – Class R2 Shares    N/A
JPMorgan Equity Income Fund – Class R3 Shares    N/A
JPMorgan Equity Index Fund – Class A Shares    One Group Equity Index Fund – Class A Shares
JPMorgan Equity Premium Income Fund    N/A
JPMorgan Europe Dynamic Fund – Class A Shares   

JPMorgan Intrepid European Fund and JPMorgan Fleming Intrepid European Fund – Class A Shares

JPMorgan Growth Advantage Fund – Class A Shares    JPMorgan Mid Cap Growth Fund – Class A Shares
JPMorgan Growth Advantage Fund – Class R2 Shares    N/A
JPMorgan Growth Advantage Fund – Class R3 Shares    N/A
JPMorgan Hedged Equity Fund – Class A Shares    N/A
JPMorgan Hedged Equity 2 Fund – Class A Shares    N/A
JPMorgan Hedged Equity 3 Fund – Class A Shares    N/A
JPMorgan International Advantage Fund – Class R2 Shares    N/A
JPMorgan International Equity Fund – Class A Shares   

JPMorgan Fleming International Equity Fund – Class A Shares

JPMorgan International Equity Fund – Class R2 Shares   

N/A

JPMorgan International Focus Fund – Class A Shares   

JPMorgan International Unconstrained Equity Fund – Class A Shares (name effective until 4/20/20)

JPMorgan International Focus Fund – Class R2 Shares   

JPMorgan International Unconstrained Equity Fund – Class R2 Shares (name effective until 4/20/20)

 

1

Current Name

   

Prior Name

JPMorgan International Hedged Equity Fund – Class A Shares

    N/A
JPMorgan International Value Fund – Class A Shares7   

JPMorgan Fleming International Value Fund – Class A Shares

JPMorgan International Value Fund – Class R2 Shares    N/A
JPMorgan Large Cap Growth Fund – Class A Shares    One Group Large Cap Growth Fund – Class A Shares
JPMorgan Large Cap Growth Fund – Class R2 Shares    N/A
JPMorgan Large Cap Growth Fund – Class R3 Shares    N/A
JPMorgan Large Cap Value Fund – Class A Shares    One Group Large Cap Value Fund – Class A Shares
JPMorgan Large Cap Value Fund – Class R2 Shares    N/A
JPMorgan Large Cap Value Fund – Class R3 Shares    N/A
JPMorgan Mid Cap Equity Fund – Class A Shares    JPMorgan Mid Cap Equity Fund – Class A Shares
JPMorgan Mid Cap Equity Fund – Class R2 Shares    N/A
JPMorgan Mid Cap Growth Fund – Class A Shares    One Group Mid Cap Growth Fund – Class A Shares and JPMorgan Diversified Mid Cap Growth Fund – Class A Shares (name effective until 6/27/09)
JPMorgan Mid Cap Growth Fund– Class R2 Shares   

JPMorgan Diversified Mid Cap Growth Fund – Class R2 Shares (name effective until 6/27/09)

JPMorgan Mid Cap Growth Fund – Class R3 Shares    N/A
JPMorgan Mid Cap Value Fund – Class A Shares    JPMorgan Mid Cap Value Fund – Class A Shares
JPMorgan Mid Cap Value Fund – Class R2 Shares    N/A
JPMorgan Mid Cap Value Fund – Class R3 Shares    N/A

JPMorgan Opportunistic Equity Long/Short Fund – Class A Shares8

    N/A

JPMorgan Research Market Neutral Fund – Class A Shares

   

JPMorgan Market Neutral Fund – Class A Shares (name effective until 2/28/10)

JPMorgan Small Cap Blend Fund – Class A Shares    JPMorgan Dynamic Small Cap Growth Fund – Class A Shares and JPMorgan Dynamic Small Cap Fund – Class A Shares (name effective until 6/29/07)
JPMorgan Small Cap Equity Fund – Class A Shares    JPMorgan Small Cap Equity Fund – Class A Shares
JPMorgan Small Cap Equity Fund – Class R2 Shares    N/A
JPMorgan Small Cap Equity Fund – Class R3 Shares    N/A
JPMorgan Small Cap Growth Fund – Class A Shares    One Group Small Cap Growth Fund – Class A Shares
JPMorgan Small Cap Growth Fund – Class R2 Shares    N/A
JPMorgan Small Cap Growth Fund – Class R3 Shares    N/A

JPMorgan Small Cap Sustainable Leaders Fund – Class A Shares

    JPMorgan Small Cap Core Fund – Class A Shares (name effective until 6/30/21)

JPMorgan Small Sustainable Leaders Fund – Class R2 Shares

    JPMorgan Small Cap Core Fund – Class R2 Shares (name effective until 6/30/21)

JPMorgan Small Cap Sustainable Leaders Fund – Class R3 Shares

    JPMorgan Small Cap Core Fund – Class R3 Shares (name effective until 6/30/21)

 

 

 

7 

To be renamed JPMorgan Developed International Value Fund September 2023.

8 

To liquidate on or about October 31, 2023.

 

2

Current Name

   

Prior Name

JPMorgan Small Cap Value Fund – Class A Shares

   

One Group Small Cap Value Fund – Class A Shares

JPMorgan Small Cap Value Fund – Class R2 Shares

   

N/A

JPMorgan Small Cap Value Fund – Class R3 Shares

   

N/A

JPMorgan SMID Cap Equity Fund – Class A Shares

   

JPMorgan Intrepid Mid Cap Fund – Class A Shares, One Group Diversified Mid Cap Fund – Class A Shares and JPMorgan Diversified Mid Cap Fund – Class A Shares

JPMorgan SMID Cap Equity Fund – Class R3 Shares

   

JPMorgan Intrepid Mid Cap Fund – Class R3 Shares

JPMorgan Tax Aware Equity Fund – Class A Shares

   

JPMorgan Tax Aware Disciplined Equity Fund – Class A Shares (name effective until 12/10/10)

Undiscovered Managers Behavioral Value Fund – Class A Shares

   

Undiscovered Managers Behavioral Value Fund – Class A Shares

Undiscovered Managers Behavioral Value Fund – Class R2 Shares

   

N/A

JPMorgan U.S. Applied Data Science Value Fund – Class A Shares

   

JPMorgan Intrepid Value Fund – Class A Shares (name effective until 6/30/21)

JPMorgan U.S. Applied Data Science Value Fund – Class R2 Shares

   

JPMorgan Intrepid Value Fund2 – Class R2 Shares (name effective until 6/30/21)

JPMorgan U.S. Equity Fund – Class A Shares

   

JPMorgan U.S. Equity Fund – Class A Shares

JPMorgan U.S. Equity Fund – Class R2 Shares

   

N/A

JPMorgan U.S. Equity Fund – Class R3 Shares

   

N/A

JPMorgan U.S. GARP Equity Fund – Class A Shares

   

JPMorgan Intrepid Growth Fund – Class A Shares

JPMorgan U.S. GARP Equity Fund – Class R2 Shares

   

JPMorgan Intrepid Growth Fund – Class R2 Shares

JPMorgan U.S. Large Cap Core Plus Fund – Class A Shares

   

N/A

JPMorgan U.S. Large Cap Core Plus Fund – Class R2 Shares

   

N/A

JPMorgan U.S. Research Enhanced Equity Fund – Class A Shares

   

JPMorgan Disciplined Equity Fund – Class A Shares

JPMorgan U.S. Small Company Fund – Class A Shares

   

N/A

JPMorgan U.S. Small Company Fund – Class R2 Shares

   

N/A

JPMorgan U.S. Small Company Fund – Class R3 Shares

   

N/A

JPMorgan U.S. Sustainable Leaders Fund – Class A Shares

   

JPMorgan Intrepid Sustainable Equity Fund – Class A Shares (name effective until 11/1/20), JPMorgan Intrepid Advantage Fund – Class A Shares (name effective until 3/31/17), JPMorgan Intrepid Investor Fund – Class A Shares, JPMorgan Intrepid Contrarian Fund – Class A (name effective until 4/10/06) and JPMorgan Intrepid Multi Cap Fund – Class A Shares (name effective until 2/28/13)

JPMorgan U.S. Value Fund – Class A Shares

   

JPMorgan Growth and Income Fund – Class A Shares

JPMorgan U.S. Value Fund – Class R2 Shares

   

JPMorgan Growth and Income Fund – Class R2 Shares

JPMorgan U.S. Value Fund – Class R3 Shares

   

JPMorgan Growth and Income Fund – Class R3 Shares

JPMorgan Value Advantage Fund – Class A Shares

   

N/A

JPMorgan Value Advantage Fund – Class R2 Shares

   

N/A

JPMorgan Value Advantage Fund – Class R3 Shares

   

N/A

 

3

Fixed Income Funds

 

Current Name

   

Prior Name

JPMorgan California Tax Free Bond Fund – Class A Shares

   

JPMorgan California Bond Fund – Class A Shares

JPMorgan Core Bond Fund – Class A Shares

   

One Group Bond Fund – Class A Shares

JPMorgan Core Bond Fund – Class R2 Shares

   

N/A

JPMorgan Core Bond Fund – Class R3 Shares

   

N/A

JPMorgan Core Plus Bond Fund – Class A Shares

   

One Group Income Bond Fund – Class A Shares

JPMorgan Core Plus Bond Fund – Class R2 Shares

   

N/A

JPMorgan Core Plus Bond Fund – Class R3 Shares

   

N/A

JPMorgan Corporate Bond Fund – Class A Shares

   

N/A

JPMorgan Emerging Markets Debt Fund – Class A Shares

   

JPMorgan Fleming Emerging Markets Debt Fund – Class A Shares

JPMorgan Floating Rate Income Fund – Class A Shares

   

N/A

JPMorgan Global Bond Opportunities Fund – Class A Shares

   

N/A

JPMorgan Government Bond Fund – Class A Shares

   

One Group Government Bond Fund – Class A Shares

JPMorgan Government Bond Fund – Class R2 Shares

   

N/A

JPMorgan Government Bond Fund – Class R3 Shares

   

N/A

JPMorgan High Yield Fund – Class A Shares

   

One Group High Yield Bond Fund – Class A Shares and JPMorgan High Yield Bond Fund – Class A Shares (name effective until 9/14/09)

JPMorgan High Yield Fund – Class R2 Shares

   

JPMorgan High Yield Bond Fund – Class R2 Shares (name effective until 9/14/09)

JPMorgan High Yield Fund – Class R3 Shares

   

N/A

JPMorgan Income Fund – Class A Shares

   

N/A

JPMorgan Income Builder Fund – Class A Shares

   

JPMorgan World Income Builder Fund – Class A Shares

JPMorgan Mortgage-Backed Securities Fund – Class A Shares

   

One Group Mortgage Backed Securities Fund – Class A Shares

JPMorgan National Municipal Income Fund – Class A Shares

   

JPMorgan Intermediate Tax Free Income Fund – Class A Shares, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22) – Class A Shares

JPMorgan New York Tax Free Bond Fund – Class A Shares

   

JPMorgan New York Intermediate Tax Free Income Fund – Class A Shares

JPMorgan Preferred and Income Securities Fund – Class A Shares

   

N/A

JPMorgan Short Duration Bond Fund – Class A Shares

   

One Group Short-Term Bond Fund – Class A Shares

JPMorgan Short Duration Core Plus Fund – Class A Shares

   

JPMorgan Short Duration High Yield Fund – Class A Shares

JPMorgan Short-Intermediate Municipal Bond Fund – Class A Shares

   

One Group Short-Term Municipal Bond Fund – Class A Shares and JPMorgan Short Term Municipal Bond Fund – Class A Shares (name effective until 4/30/09)

JPMorgan Strategic Income Opportunities Fund – Class A Shares    N/A
JPMorgan Tax Aware Real Return Fund – Class A Shares    N/A
JPMorgan Tax Free Bond Fund – Class A Shares    One Group Tax-Free Bond Fund – Class A Shares
JPMorgan Total Return Fund – Class A Shares    N/A

 

4

Current Name

   

Prior Name

JPMorgan Total Return Fund – Class R2 Shares    N/A
JPMorgan Ultra-Short Municipal Fund – Class A Shares    N/A

JPMorgan Unconstrained Debt Fund – Class A Shares

   

JPMorgan Multi-Sector Income Fund – Class A Shares (name effective until 10/22/15)

JPMorgan Unconstrained Debt Fund – Class R2 Shares

   

JPMorgan Multi-Sector Income Fund – Class R2 Shares (name effective until 10/22/15)

Investor Funds

 

Current Name

   

Prior Name

JPMorgan Investor Balanced Fund – Class A Shares

   

One Group Investor Balanced Fund – Class A Shares

JPMorgan Investor Balanced Fund – Class R2 Shares

   

N/A

JPMorgan Investor Balanced Fund – Class R3 Shares

   

N/A

JP Morgan Investor Conservative Growth Fund – Class A Shares

   

One Group Investor Conservative Growth Fund – Class A Shares

JP Morgan Investor Conservative Growth Fund – Class R2 Shares

   

N/A

JP Morgan Investor Conservative Growth Fund – Class R3 Shares

   

N/A

JPMorgan Investor Growth & Income Fund – Class A Shares

   

One Group Investor Growth & Income Fund – Class A Shares

JPMorgan Investor Growth & Income Fund – Class R2 Shares

   

N/A

JPMorgan Investor Growth & Income Fund – Class R3 Shares

   

N/A

JPMorgan Investor Growth Fund – Class A Shares

   

One Group Investor Growth Fund – Class A Shares

JPMorgan Investor Growth Fund – Class R2 Shares

   

N/A

JPMorgan Investor Growth Fund – Class R3 Shares

   

N/A

JPMorgan SmartRetirement Funds

 

Current Name

   

Prior Name

JPMorgan SmartRetirement Income Fund – Class A Shares

    N/A

JPMorgan SmartRetirement Income Fund – Class R2 Shares

    N/A

JPMorgan SmartRetirement Income Fund – Class R3 Shares

    N/A
JPMorgan SmartRetirement 2020 Fund – Class A Shares    N/A
JPMorgan SmartRetirement 2020 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement 2020 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement 2025 Fund – Class A Shares    N/A
JPMorgan SmartRetirement 2025 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement 2025 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement 2030 Fund – Class A Shares    N/A
JPMorgan SmartRetirement 2030 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement 2030 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement 2035 Fund – Class A Shares    N/A
JPMorgan SmartRetirement 2035 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement 2035 Fund – Class R3 Shares    N/A

 

5

Current Name

   

Prior Name

JPMorgan SmartRetirement 2040 Fund – Class A Shares    N/A
JPMorgan SmartRetirement 2040 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement 2040 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement 2045 Fund – Class A Shares    N/A
JPMorgan SmartRetirement 2045 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement 2045 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement 2050 Fund – Class A Shares    N/A
JPMorgan SmartRetirement 2050 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement 2050 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement 2055 Fund – Class A Shares    N/A
JPMorgan SmartRetirement 2055 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement 2055 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement 2060 Fund – Class A Shares    N/A
JPMorgan SmartRetirement 2060 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement 2060 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement 2065 Fund – Class A Shares    N/A
JPMorgan SmartRetirement 2065 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement 2065 Fund – Class R3 Shares    N/A

JPMorgan SmartRetirement Blend Income Fund – Class R2 Shares

   

N/A

JPMorgan SmartRetirement Blend Income Fund – Class R3 Shares

   

N/A

JPMorgan SmartRetirement Blend 2015 Fund – Class R2 Shares9

   

JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20)

JPMorgan SmartRetirement Blend 2015 Fund – Class R3 Shares8

   

JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20)

JPMorgan SmartRetirement Blend 2020 Fund – Class R2 Shares

   

N/A

JPMorgan SmartRetirement Blend 2020 Fund – Class R3 Shares

   

N/A

JPMorgan SmartRetirement Blend 2025 Fund – Class R2 Shares

   

N/A

JPMorgan SmartRetirement Blend 2025 Fund – Class R3 Shares

   

N/A

JPMorgan SmartRetirement Blend 2030 Fund – Class R2 Shares

   

N/A

JPMorgan SmartRetirement Blend 2030 Fund – Class R3 Shares

   

N/A

JPMorgan SmartRetirement Blend 2035 Fund – Class R2 Shares

   

N/A

JPMorgan SmartRetirement Blend 2035 Fund – Class R3 Shares

   

N/A

JPMorgan SmartRetirement Blend 2040 Fund – Class R2 Shares

   

N/A

JPMorgan SmartRetirement Blend 2040 Fund – Class R3 Shares

   

N/A

 

9 

To liquidate on or about October 25, 2023.

 

6

Current Name

   

Prior Name

JPMorgan SmartRetirement Blend 2045 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement Blend 2045 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement Blend 2050 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement Blend 2050 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement Blend 2055 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement Blend 2055 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement Blend 2060 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement Blend 2060 Fund – Class R3 Shares    N/A
JPMorgan SmartRetirement Blend 2065 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement Blend 2065 Fund – Class R3 Shares    N/A

Other Funds

 

Current Name

   

Prior Name

JPMorgan Global Allocation Fund – Class A Shares   

JPMorgan Global Flexible Fund – Class A Shares (name effective until 2/17/11)

JPMorgan Global Allocation Fund – Class R2 Shares   

JPMorgan Global Flexible Fund – Class R2 Shares (name effective until 2/17/11)

JPMorgan Global Allocation Fund – Class R3 Shares    N/A

 

7

SCHEDULE F

TO THE DISTRIBUTION AGREEMENT

CDSC Classes

(Class C Shares)

(Amended as of August 10, 2023)

Name of the Fund

Equity Funds

 

Current Name

   

Prior Name

JPMorgan Diversified Fund – Class C Shares

   

JPMorgan Diversified Fund – Class C Shares

JPMorgan Emerging Markets Equity Fund – Class C Shares

   

N/A

JPMorgan International Equity Fund – Class C Shares

   

JPMorgan Fleming International Equity Fund – Class C Shares

JPMorgan Growth Advantage Fund – Class C Shares

   

JPMorgan Mid Cap Growth Fund – Class C Shares

JPMorgan International Value Fund – Class C Shares10

   

N/A

JPMorgan U.S. GARP Equity Fund – Class C Shares

   

JPMorgan Intrepid Growth Fund – Class C Shares

JPMorgan U.S. Applied Data Science Value Fund – Class C Shares

   

JPMorgan Intrepid Value Fund – Class C Shares (name effective until 6/30/21)

JPMorgan Mid Cap Value Fund – Class C Shares

   

JPMorgan Mid Cap Value Fund – Class C Shares

JPMorgan Small Cap Equity Fund – Class C Shares

   

JPMorgan Small Cap Equity Fund – Class C Shares

JPMorgan U.S. Equity Fund – Class C Shares

   

JPMorgan U.S. Equity Fund – Class C Shares

Undiscovered Managers Behavioral Value Fund – Class C Shares

   

Undiscovered Managers Behavioral Value Fund – Class C Shares

JPMorgan Equity Index Fund – Class C Shares

   

One Group Equity Index Fund – Class C Shares

 

Current Name

   

Prior Name

JPMorgan Large Cap Growth Fund – Class C Shares   

One Group Large Cap Growth Fund – Class C Shares

JPMorgan Large Cap Value Fund – Class C Shares   

One Group Large Cap Value Fund – Class C Shares

JPMorgan Research Market Neutral Fund – Class C Shares   

JPMorgan Market Neutral Fund – Class C Shares (name effective until 2/28/10)

JPMorgan Mid Cap Equity Fund – Class C Shares   

N/A

JPMorgan Mid Cap Growth Fund – Class C Shares   

One Group Mid Cap Growth Fund – Class C Shares and JPMorgan Diversified Mid Cap Growth Fund – Class C Shares (name effective until 6/27/09)

JPMorgan Small Cap Growth Fund – Class C Shares   

One Group Small Cap Growth Fund – Class C Shares

JPMorgan Small Cap Value Fund – Class C Shares   

One Group Small Cap Value Fund – Class C Shares

JPMorgan Value Advantage Fund – Class C Shares   

N/A

JPMorgan U.S. Large Cap Core Plus Fund – Class C Shares   

N/A

JPMorgan U.S. Small Company Fund – Class C Shares   

N/A

JPMorgan Access Balanced Fund – Class C Shares   

N/A

JPMorgan Access Growth Fund – Class C Shares   

N/A

JPMorgan Tax Aware Equity Fund – Class C Shares   

JPMorgan Tax Aware Equity Fund – Class C Shares (name effective until 12/10/10)

JPMorgan Hedged Equity Fund – Class C Shares    N/A

 

10 

To be renamed JPMorgan Developed International Value Fund September 2023.

 

8

JPMorgan Opportunistic Equity Long/Short Fund – Class C Shares11

   

N/A

JPMorgan Small Cap Sustainable Leaders Fund—Class C Shares

   

JPMorgan Small Cap Core Fund —Class C Shares (name effective until 6/30/21)

JPMorgan Equity Premium Income Fund – Class C Shares

   

N/A

JPMorgan U.S. Value Fund – Class C Shares    N/A
JPMorgan Hedged Equity 2 Fund – Class C Shares    N/A
JPMorgan Hedged Equity 3 Fund – Class C Shares    N/A

JPMorgan International Hedged Equity Fund – Class C Shares

   

N/A

JPMorgan International Focus Fund – Class C Shares    N/A
JPMorgan Europe Dynamic Fund – Class C Shares    N/A
JPMorgan SMID Cap Equity Fund – Class C Shares    N/A

JPMorgan U.S. Sustainable Leaders Fund – Class C Shares

    N/A
JPMorgan Small Cap Blend Fund – Class C Shares    N/A

Fixed Income Funds

 

Current Name

   

Prior Name

JPMorgan California Tax Free Bond Fund – Class C Shares

   

JPMorgan California Bond Fund – Class C Shares

JPMorgan Core Bond Fund – Class C Shares

   

One Group Bond Fund – Class C Shares

JPMorgan Core Plus Bond Fund – Class C Shares

   

One Group Income Bond Fund – Class C Shares

JPMorgan Corporate Bond Fund – Class C Shares

   

N/A

JPMorgan Emerging Markets Debt Fund – Class C Shares

   

JPMorgan Fleming Emerging Markets Debt Fund – Class C Shares

JPMorgan Floating Rate Income Fund – Class C Shares

   

N/A

JPMorgan Global Bond Opportunities Fund – Class C Shares

   

N/A

JPMorgan Government Bond Fund – Class C Shares

   

One Group Government Bond Fund – Class C Shares

JPMorgan High Yield Fund – Class C Shares

   

One Group High Yield Bond Fund – Class C Shares and JPMorgan High Yield Bond Fund – Class C Shares (name effective until 8/30/09)

JPMorgan Income Fund – Class C Shares

   

N/A

JPMorgan Income Builder Fund – Class C Shares

   

JPMorgan World Income Builder Fund – Class C Shares

JPMorgan Mortgage-Backed Securities Fund – Class C Shares

   

N/A

JPMorgan National Municipal Income Fund – Class C Shares

   

JPMorgan Intermediate Tax Free Income Fund – Class C Shares, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22) – Class C Shares.

JPMorgan New York Tax Free Bond Fund – Class C Shares

   

JPMorgan New York Intermediate Tax Free Income Fund – Class C Shares

JPMorgan Preferred and Income Securities Fund – Class C Shares

    N/A

JPMorgan Short Duration Bond Fund – Class C Shares

   

One Group Short-Term Bond Fund – Class C Shares

JPMorgan Short Duration Core Plus Fund – Class C Shares

   

N/A

 

 

11 

To liquidate on or about October 31, 2023.

 

9

JPMorgan Short-Intermediate Municipal Bond Fund – Class C Shares

   

One Group Short-Term Municipal Bond Fund – Class C Shares and JPMorgan Short Term Municipal Bond Fund – Class C Shares (name effective until 4/30/09)

JPMorgan Strategic Income Opportunities Fund – Class C Shares

   

N/A

JPMorgan Tax Aware Real Return Fund – Class C Shares

   

N/A

JPMorgan Tax Free Bond Fund – Class C Shares

   

One Group Tax-Free Bond Fund – Class C Shares

JPMorgan Total Return Fund – Class C Shares

   

N/A

JPMorgan Unconstrained Debt Fund – Class C Shares

   

JPMorgan Multi-Sector Income Fund – Class C Shares (name effective until 10/22/14)

Investor Funds

 

Current Name

   

Prior Name

JPMorgan Investor Balanced Fund – Class C Shares

   

One Group Investor Balanced Fund – Class C Shares

JPMorgan Investor Conservative Growth Fund – Class C Shares

   

One Group Investor Conservative Growth Fund – Class C Shares

JPMorgan Investor Growth & Income Fund – Class C Shares

   

One Group Investor Growth & Income Fund – Class C Shares

JPMorgan Investor Growth Fund – Class C Shares

   

One Group Investor Growth Fund – Class C Shares

JPMorgan SmartRetirement Funds

 

Current Name

   

Prior Name

JPMorgan SmartRetirement Income Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2020 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2025 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2030 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2035 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2040 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2045 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2050 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2055 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2060 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2065 Fund – Class C Shares    N/A

Other Funds

 

Current Name

   

Prior Name

JPMorgan Global Allocation Fund – Class C Shares   

JPMorgan Global Flexible Fund – Class C Shares (name effective until 2/17/11)

 

10