Series and Classes/Contracts Information:
Existing | |||
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000001447 | JPMorgan U.S. Equity Fund | ||
Class/Contract C000003854 | Class A | JUEAX | |
Class/Contract C000007404 | Class I | JUESX | |
Class/Contract C000007405 | Class L | JMUEX | |
Class/Contract C000007566 | Class C | JUECX | |
Class/Contract C000033526 | Class R5 | JUSRX | |
Class/Contract C000070617 | Class R2 | JUEZX | |
Class/Contract C000093771 | Class R6 | JUEMX | |
Class/Contract C000173553 | Class R3 | JUEPX | |
Class/Contract C000173554 | Class R4 | JUEQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002765 | JPMorgan U.S. Research Enhanced Equity Fund | ||
Class/Contract C000007571 | Class I | JDESX | |
Class/Contract C000007573 | Class A | JDEAX | |
Class/Contract C000007982 | Class R6 | JDEUX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002766 | JPMorgan Diversified Fund | ||
Class/Contract C000007574 | Class I | JDVSX | |
Class/Contract C000007575 | Class L | JPDVX | |
Class/Contract C000007576 | Class A | JDVAX | |
Class/Contract C000007578 | Class C | JDVCX | |
Class/Contract C000195232 | Class R6 | JDVZX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002767 | JPMorgan Small Cap Blend Fund | ||
Class/Contract C000007579 | Class I | JDSCX | |
Class/Contract C000007580 | Class A | VSCOX | |
Class/Contract C000007582 | Class C | VSCCX | |
Class/Contract C000200708 | Class R2 | ||
Class/Contract C000200709 | Class R3 | ||
Class/Contract C000200710 | Class R5 | ||
Class/Contract C000200711 | Class R6 | JSCHX | |
Class/Contract C000200712 | Class R4 | ||
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002768 | JPMorgan U.S. Value Fund | ||
Class/Contract C000007583 | Class I | VGIIX | |
Class/Contract C000007584 | Class A | VGRIX | |
Class/Contract C000007586 | Class C | VGICX | |
Class/Contract C000162364 | Class R2 | VGRTX | |
Class/Contract C000162365 | Class R5 | VGIFX | |
Class/Contract C000162366 | Class R6 | VGINX | |
Class/Contract C000190876 | Class R3 | JGAVX | |
Class/Contract C000190877 | Class R4 | JGRUX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002790 | JPMorgan U.S. GARP Equity Fund | ||
Class/Contract C000007641 | Class I | JPGSX | |
Class/Contract C000007642 | Class A | JIGAX | |
Class/Contract C000007643 | Class C | JCICX | |
Class/Contract C000033529 | Class R5 | JGIRX | |
Class/Contract C000070623 | Class R2 | JIGZX | |
Class/Contract C000162368 | Class R6 | JGISX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002791 | JPMorgan U.S. Sustainable Leaders Fund | ||
Class/Contract C000007644 | Class I | JIISX | |
Class/Contract C000007645 | Class A | JICAX | |
Class/Contract C000007646 | Class C | JICCX | |
Class/Contract C000222263 | Class R6 | JIIGX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002792 | JPMorgan U.S. Applied Data Science Value Fund | ||
Class/Contract C000007647 | Class I | JPIVX | |
Class/Contract C000007648 | Class A | JIVAX | |
Class/Contract C000007649 | Class C | JIVCX | |
Class/Contract C000033530 | Class R5 | JIVRX | |
Class/Contract C000070624 | Class R2 | JIVZX | |
Class/Contract C000093775 | Class R6 | JIVMX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002793 | JPMorgan Mid Cap Equity Fund | ||
Class/Contract C000007650 | Class I | VSNGX | |
Class/Contract C000007895 | Class A | JCMAX | |
Class/Contract C000081076 | Class C | JMCCX | |
Class/Contract C000136840 | Class R2 | JMCEX | |
Class/Contract C000136841 | Class R5 | JMEEX | |
Class/Contract C000136842 | Class R6 | JPPEX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002794 | JPMorgan Small Cap Equity Fund | ||
Class/Contract C000007651 | Class I | VSEIX | |
Class/Contract C000007653 | Class A | VSEAX | |
Class/Contract C000007655 | Class C | JSECX | |
Class/Contract C000033531 | Class R5 | JSERX | |
Class/Contract C000070625 | Class R2 | JSEZX | |
Class/Contract C000169974 | Class R6 | VSENX | |
Class/Contract C000173555 | Class R3 | JSEPX | |
Class/Contract C000173556 | Class R4 | JSEQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002795 | JPMorgan U.S. Small Company Fund | ||
Class/Contract C000007656 | Class I | JSCSX | |
Class/Contract C000007657 | Class L | JUSSX | |
Class/Contract C000054337 | Class A | JTUAX | |
Class/Contract C000054338 | Class C | JTUCX | |
Class/Contract C000106052 | Class R2 | JSCZX | |
Class/Contract C000106053 | Class R6 | JUSMX | |
Class/Contract C000173220 | Class R5 | JUSYX | |
Class/Contract C000173557 | Class R3 | JUSPX | |
Class/Contract C000173558 | Class R4 | JUSQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002796 | JPMorgan Value Advantage Fund | ||
Class/Contract C000007658 | Class I | JVASX | |
Class/Contract C000007659 | Class L | JVAIX | |
Class/Contract C000007660 | Class A | JVAAX | |
Class/Contract C000007661 | Class C | JVACX | |
Class/Contract C000173221 | Class R3 | JVAPX | |
Class/Contract C000173222 | Class R4 | JVAQX | |
Class/Contract C000173223 | Class R5 | JVARX | |
Class/Contract C000173224 | Class R6 | JVAYX | |
Class/Contract C000190878 | Class R2 | JGAQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000002849 | JPMorgan U.S. Large Cap Core Plus Fund | ||
Class/Contract C000007809 | Class I | JLPSX | |
Class/Contract C000007811 | Class A | JLCAX | |
Class/Contract C000007812 | Class C | JLPCX | |
Class/Contract C000033532 | Class R5 | JCPRX | |
Class/Contract C000070626 | Class R2 | JLPZX | |
Class/Contract C000195233 | Class R6 | JLPYX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000011871 | JPMorgan SmartRetirement Income Fund | ||
Class/Contract C000032433 | Class A | JSRAX | |
Class/Contract C000032434 | Class C | JSRCX | |
Class/Contract C000032435 | Class I | JSRSX | |
Class/Contract C000032436 | Class R5 | JSIIX | |
Class/Contract C000070627 | Class R2 | JSIZX | |
Class/Contract C000148425 | Class R6 | JSIYX | |
Class/Contract C000169479 | Class R3 | JSIPX | |
Class/Contract C000169480 | Class R4 | JSIQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000011874 | JPMorgan SmartRetirement 2020 Fund | ||
Class/Contract C000032445 | Class A | JTTAX | |
Class/Contract C000032446 | Class C | JTTCX | |
Class/Contract C000032447 | Class I | JTTSX | |
Class/Contract C000032448 | Class R5 | JTTIX | |
Class/Contract C000070630 | Class R2 | JTTZX | |
Class/Contract C000148427 | Class R6 | JTTYX | |
Class/Contract C000169483 | Class R3 | JTTPX | |
Class/Contract C000169484 | Class R4 | JTTQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000011875 | JPMorgan SmartRetirement 2030 Fund | ||
Class/Contract C000032449 | Class A | JSMAX | |
Class/Contract C000032450 | Class C | JSMCX | |
Class/Contract C000032451 | Class I | JSMSX | |
Class/Contract C000032452 | Class R5 | JSMIX | |
Class/Contract C000070631 | Class R2 | JSMZX | |
Class/Contract C000148428 | Class R6 | JSMYX | |
Class/Contract C000169485 | Class R3 | JSMNX | |
Class/Contract C000169486 | Class R4 | JSMQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000011876 | JPMorgan SmartRetirement 2040 Fund | ||
Class/Contract C000032453 | Class A | SMTAX | |
Class/Contract C000032454 | Class C | SMTCX | |
Class/Contract C000032455 | Class I | SMTSX | |
Class/Contract C000032456 | Class R5 | SMTIX | |
Class/Contract C000070632 | Class R2 | SMTZX | |
Class/Contract C000148429 | Class R6 | SMTYX | |
Class/Contract C000169487 | Class R4 | SMTQX | |
Class/Contract C000169488 | Class R3 | SMTPX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000018065 | JPMorgan SmartRetirement 2025 Fund | ||
Class/Contract C000050048 | Class A | JNSAX | |
Class/Contract C000050049 | Class C | JNSCX | |
Class/Contract C000050050 | Class I | JNSSX | |
Class/Contract C000050051 | Class R5 | JNSIX | |
Class/Contract C000070633 | Class R2 | JNSZX | |
Class/Contract C000148430 | Class R6 | JNSYX | |
Class/Contract C000169489 | Class R3 | JNSPX | |
Class/Contract C000169490 | Class R4 | JNSQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000018066 | JPMorgan SmartRetirement 2035 Fund | ||
Class/Contract C000050052 | Class A | SRJAX | |
Class/Contract C000050053 | Class C | SRJCX | |
Class/Contract C000050054 | Class I | SRJSX | |
Class/Contract C000050055 | Class R5 | SRJIX | |
Class/Contract C000070634 | Class R2 | SRJZX | |
Class/Contract C000148431 | Class R6 | SRJYX | |
Class/Contract C000169491 | Class R3 | SRJPX | |
Class/Contract C000169492 | Class R4 | SRJQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000018067 | JPMorgan SmartRetirement 2045 Fund | ||
Class/Contract C000050056 | Class C | JSACX | |
Class/Contract C000050057 | Class I | JSASX | |
Class/Contract C000050058 | Class R5 | JSAIX | |
Class/Contract C000050059 | Class A | JSAAX | |
Class/Contract C000070635 | Class R2 | JSAZX | |
Class/Contract C000148432 | Class R6 | JSAYX | |
Class/Contract C000169493 | Class R3 | JSAPX | |
Class/Contract C000169494 | Class R4 | JSAQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000018068 | JPMorgan SmartRetirement 2050 Fund | ||
Class/Contract C000050060 | Class A | JTSAX | |
Class/Contract C000050061 | Class C | JTSCX | |
Class/Contract C000050062 | Class I | JTSSX | |
Class/Contract C000050063 | Class R5 | JTSIX | |
Class/Contract C000070636 | Class R2 | JTSZX | |
Class/Contract C000148433 | Class R6 | JTSYX | |
Class/Contract C000169495 | Class R3 | JTSPX | |
Class/Contract C000169496 | Class R4 | JTSQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000035832 | JPMorgan SmartRetirement 2055 Fund | ||
Class/Contract C000109814 | Class A | JFFAX | |
Class/Contract C000109815 | Class C | JFFCX | |
Class/Contract C000109816 | Class I | JFFSX | |
Class/Contract C000109817 | Class R2 | JFFRX | |
Class/Contract C000109818 | Class R5 | JFFIX | |
Class/Contract C000148434 | Class R6 | JFFYX | |
Class/Contract C000169497 | Class R3 | JFFPX | |
Class/Contract C000169498 | Class R4 | JFFQX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000037359 | JPMorgan SmartRetirement* Blend Income Fund | ||
Class/Contract C000115298 | Class I | JIJSX | |
Class/Contract C000115299 | Class R2 | JIRBX | |
Class/Contract C000115300 | Class R5 | JIBBX | |
Class/Contract C000115301 | Class R6 | JIYBX | |
Class/Contract C000186783 | Class R3 | JITLX | |
Class/Contract C000186784 | Class R4 | JITKX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000037360 | JPMorgan SmartRetirement* Blend 2055 Fund | ||
Class/Contract C000115304 | Class I | JPTBX | |
Class/Contract C000115305 | Class R2 | JTRBX | |
Class/Contract C000115306 | Class R5 | JTBBX | |
Class/Contract C000115307 | Class R6 | JTYBX | |
Class/Contract C000186785 | Class R3 | JTTUX | |
Class/Contract C000186786 | Class R4 | JTTLX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000037364 | JPMorgan SmartRetirement* Blend 2020 Fund | ||
Class/Contract C000115328 | Class I | JSSRX | |
Class/Contract C000115329 | Class R2 | JIORX | |
Class/Contract C000115330 | Class R5 | JBSRX | |
Class/Contract C000115331 | Class R6 | JSYRX | |
Class/Contract C000186787 | Class R3 | JSTKX | |
Class/Contract C000186788 | Class R4 | JSTLX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000037365 | JPMorgan SmartRetirement* Blend 2025 Fund | ||
Class/Contract C000115334 | Class I | JBSSX | |
Class/Contract C000115335 | Class R2 | JBRSX | |
Class/Contract C000115336 | Class R5 | JBBSX | |
Class/Contract C000115337 | Class R6 | JBYSX | |
Class/Contract C000186789 | Class R3 | JBTUX | |
Class/Contract C000186790 | Class R4 | JBTBX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000037366 | JPMorgan SmartRetirement* Blend 2030 Fund | ||
Class/Contract C000115340 | Class I | JRBEX | |
Class/Contract C000115341 | Class R2 | JRBRX | |
Class/Contract C000115342 | Class R5 | JRBBX | |
Class/Contract C000115343 | Class R6 | JRBYX | |
Class/Contract C000186791 | Class R3 | JUTPX | |
Class/Contract C000186792 | Class R4 | JUTUX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000037367 | JPMorgan SmartRetirement* Blend 2035 Fund | ||
Class/Contract C000115346 | Class I | JPSRX | |
Class/Contract C000115347 | Class R2 | JPRRX | |
Class/Contract C000115348 | Class R5 | JPBRX | |
Class/Contract C000115349 | Class R6 | JPYRX | |
Class/Contract C000186793 | Class R4 | JPTKX | |
Class/Contract C000186794 | Class R3 | JPTLX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000037368 | JPMorgan SmartRetirement* Blend 2040 Fund | ||
Class/Contract C000115352 | Class I | JOBEX | |
Class/Contract C000115353 | Class R2 | JOBRX | |
Class/Contract C000115354 | Class R5 | JOBBX | |
Class/Contract C000115355 | Class R6 | JOBYX | |
Class/Contract C000186795 | Class R3 | JNTEX | |
Class/Contract C000186796 | Class R4 | JNTNX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000037369 | JPMorgan SmartRetirement* Blend 2045 Fund | ||
Class/Contract C000115358 | Class I | JMSSX | |
Class/Contract C000115359 | Class R2 | JNARX | |
Class/Contract C000115360 | Class R5 | JMBRX | |
Class/Contract C000115361 | Class R6 | JMYAX | |
Class/Contract C000186797 | Class R3 | JNTOX | |
Class/Contract C000186798 | Class R4 | JNTLX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000037370 | JPMorgan SmartRetirement* Blend 2050 Fund | ||
Class/Contract C000115364 | Class I | JNEAX | |
Class/Contract C000115365 | Class R2 | JNNRX | |
Class/Contract C000115366 | Class R5 | JNABX | |
Class/Contract C000115367 | Class R6 | JNYAX | |
Class/Contract C000186799 | Class R3 | JNTKX | |
Class/Contract C000186800 | Class R4 | JNTPX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000043249 | JPMorgan Hedged Equity Fund | ||
Class/Contract C000133811 | Class A | JHQAX | |
Class/Contract C000133812 | Class C | JHQCX | |
Class/Contract C000133813 | Class I | JHEQX | |
Class/Contract C000133814 | Class R5 | JHQPX | |
Class/Contract C000133815 | Class R6 | JHQRX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000054775 | JPMorgan SmartRetirement 2060 Fund | ||
Class/Contract C000172118 | Class A | JAKAX | |
Class/Contract C000172119 | Class C | JAKCX | |
Class/Contract C000172120 | Class I | JAKSX | |
Class/Contract C000172121 | Class R5 | JAKIX | |
Class/Contract C000172122 | Class R2 | JAKZX | |
Class/Contract C000172123 | Class R3 | JAKPX | |
Class/Contract C000172124 | Class R4 | JAKQX | |
Class/Contract C000172125 | Class R6 | JAKYX | |
Status | Name | Ticker Symbol | |
CIK 0001217286 | |||
Series S000054776 | JPMorgan SmartRetirement Blend 2060 Fund | ||
Class/Contract C000172127 | Class I | JACSX | |
Class/Contract C000172128 | Class R2 | JATPX | |
Class/Contract C000172129 | Class R5 | JAABX | |
Class/Contract C000172130 | Class R6 | JAAYX | |
Class/Contract C000186801 | Class R3 | JATQX | |
Class/Contract C000186802 | Class R4 | JATUX |
IRS No.: 331043149 | State of Incorp.: DE
Type: N-CEN | Act: 40 | File No.: 811-21295 | Film No.: 241297332