<SEC-DOCUMENT>0001193125-24-060493-index.html : 20240306 <SEC-HEADER>0001193125-24-060493.hdr.sgml : 20240306 <ACCEPTANCE-DATETIME>20240306134057 ACCESSION NUMBER: 0001193125-24-060493 CONFORMED SUBMISSION TYPE: 40-17G PUBLIC DOCUMENT COUNT: 7 FILED AS OF DATE: 20240306 DATE AS OF CHANGE: 20240306 EFFECTIVENESS DATE: 20240306 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMorgan Trust I CENTRAL INDEX KEY: 0001217286 ORGANIZATION NAME: IRS NUMBER: 331043149 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 40-17G SEC ACT: 1940 Act SEC FILE NUMBER: 811-21295 FILM NUMBER: 24725222 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FORMER COMPANY: FORMER CONFORMED NAME: JP MORGAN MUTUAL FUND SERIES DATE OF NAME CHANGE: 20030204 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JP MORGAN MUTUAL FUND INVESTMENT TRUST CENTRAL INDEX KEY: 0000803747 ORGANIZATION NAME: IRS NUMBER: 311574186 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 40-17G SEC ACT: 1940 Act SEC FILE NUMBER: 811-05526 FILM NUMBER: 24725227 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FORMER COMPANY: FORMER CONFORMED NAME: MUTUAL FUND INVESTMENT TRUST DATE OF NAME CHANGE: 19980828 FORMER COMPANY: FORMER CONFORMED NAME: AVESTA TRUST DATE OF NAME CHANGE: 19940504 FORMER COMPANY: FORMER CONFORMED NAME: RETIREMENT INVESTMENT TRUST DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JP MORGAN FLEMING MUTUAL FUND GROUP INC CENTRAL INDEX KEY: 0001037897 ORGANIZATION NAME: IRS NUMBER: 133963293 STATE OF INCORPORATION: MD FILING VALUES: FORM TYPE: 40-17G SEC ACT: 1940 Act SEC FILE NUMBER: 811-08189 FILM NUMBER: 24725226 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FORMER COMPANY: FORMER CONFORMED NAME: FLEMING MUTUAL FUND GROUP INC DATE OF NAME CHANGE: 20000128 FORMER COMPANY: FORMER CONFORMED NAME: FLEMING CAPITAL MUTUAL FUND GROUP INC DATE OF NAME CHANGE: 19970930 FORMER COMPANY: FORMER CONFORMED NAME: FLEMING CAPITAL MUTUAL FUND GROUP DATE OF NAME CHANGE: 19970416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMORGAN TRUST IV CENTRAL INDEX KEY: 0001659326 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 40-17G SEC ACT: 1940 Act SEC FILE NUMBER: 811-23117 FILM NUMBER: 24725224 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FORMER COMPANY: FORMER CONFORMED NAME: JPMorgan Trust IV DATE OF NAME CHANGE: 20151124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMorgan Institutional Trust CENTRAL INDEX KEY: 0001303608 ORGANIZATION NAME: IRS NUMBER: 201491791 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 40-17G SEC ACT: 1940 Act SEC FILE NUMBER: 811-21638 FILM NUMBER: 24725225 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FILER: COMPANY DATA: COMPANY CONFORMED NAME: J.P. Morgan Exchange-Traded Fund Trust CENTRAL INDEX KEY: 0001485894 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 40-17G SEC ACT: 1940 Act SEC FILE NUMBER: 811-22903 FILM NUMBER: 24725229 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: (800) 480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMORGAN TRUST II CENTRAL INDEX KEY: 0000763852 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 40-17G SEC ACT: 1940 Act SEC FILE NUMBER: 811-04236 FILM NUMBER: 24725223 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FORMER COMPANY: FORMER CONFORMED NAME: ONE GROUP MUTUAL FUNDS DATE OF NAME CHANGE: 20000721 FORMER COMPANY: FORMER CONFORMED NAME: ONE GROUP DATE OF NAME CHANGE: 19931105 FORMER COMPANY: FORMER CONFORMED NAME: HELMSMAN FUND DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: UNDISCOVERED MANAGERS FUNDS CENTRAL INDEX KEY: 0001047712 ORGANIZATION NAME: IRS NUMBER: 043400483 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 40-17G SEC ACT: 1940 Act SEC FILE NUMBER: 811-08437 FILM NUMBER: 24725228 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 </SEC-HEADER> <DOCUMENT> <TYPE>40-17G <SEQUENCE>1 <FILENAME>d771796d4017g.htm <DESCRIPTION>40-17G <TEXT> Document 1 - file: d771796d4017g.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.1 <SEQUENCE>2 <FILENAME>d771796dex991.htm <DESCRIPTION>SECRETARY'S CERTIFICATE <TEXT> Document 2 - file: d771796dex991.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.2 <SEQUENCE>3 <FILENAME>d771796dex992.htm <DESCRIPTION>RESOLUTIONS <TEXT> Document 3 - file: d771796dex992.htm
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>5 <FILENAME>g771796page001a.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 5 - file: g771796page001a.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>6 <FILENAME>g771796page001b.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 6 - file: g771796page001b.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>7 <FILENAME>g771796page002a.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 7 - file: g771796page002a.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>8 <FILENAME>g771796page002b.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 8 - file: g771796page002b.jpg
</DOCUMENT> </SEC-DOCUMENT>