0001193125-14-225021.txt : 20140623 0001193125-14-225021.hdr.sgml : 20140623 20140604111653 ACCESSION NUMBER: 0001193125-14-225021 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20140604 DATE AS OF CHANGE: 20140604 EFFECTIVENESS DATE: 20140604 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMORGAN TRUST II CENTRAL INDEX KEY: 0000763852 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-04236 FILM NUMBER: 14889668 BUSINESS ADDRESS: STREET 1: C/O JPMORGAN DISTRIBUTION SERVICES, INC. STREET 2: 270 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: C/O JPMORGAN DISTRIBUTION SERVICES, INC. STREET 2: 270 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10017 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 0000763852 S000003477 JPMorgan Core Bond Fund C000009615 Select Class WOBDX C000009616 Class A PGBOX C000009617 Class B OBOBX C000009618 Class C OBOCX C000009619 Class R6 JCBUX C000033520 Class R5 JCBRX C000070638 Class R2 JCBZX 0000763852 S000003478 JPMorgan Core Plus Bond Fund C000009620 Select Class HLIPX C000009621 Class A ONIAX C000009622 Class B OINBX C000009623 Class C OBDCX C000009624 Class R6 JCPUX C000070639 Class R2 JCPZX C000077257 Institutional Class JCBIX 0000763852 S000003485 JPMorgan Government Bond Fund C000009631 Class R6 C000009632 Select Class HLGAX C000009633 Class A OGGAX C000009634 Class B OGGBX C000009635 Class C OGVCX C000070640 Class R2 JGBZX 0000763852 S000003486 JPMorgan High Yield Fund C000009636 Select Class OHYFX C000009637 Class A OHYAX C000009638 Class B OGHBX C000009639 Class C OGHCX C000009640 Class R6 JHYUX C000033521 Class R5 JYHRX C000070641 Class R2 JHYZX 0000763852 S000003488 JPMorgan Mortgage-Backed Securities Fund C000009646 Select Class OMBIX C000009647 Class A OMBAX C000009648 Class R6 JMBUX C000116212 Class C OBBCX 0000763852 S000003490 JPMorgan Short Duration Bond Fund C000009653 Select Class HLLVX C000009654 Class A OGLVX C000009655 Class B OVBBX C000009656 Class C OSTCX C000009657 Class R6 JSDUX 0000763852 S000003491 JPMorgan Treasury & Agency Fund C000009658 Class C C000009659 Select Class OGTFX C000009660 Class A OTABX C000009661 Class B ONTBX 0000763852 S000003492 JPMorgan Limited Duration Bond Fund C000009662 Select Class HLGFX C000009663 Class A ONUAX C000009664 Class B ONUBX C000009665 Class C OGUCX C000009666 Class R6 JUSUX 0000763852 S000003493 JPMorgan Arizona Municipal Bond Fund C000009667 Select Class OGAFX C000009668 Class A OAMAX C000009669 Class B OAMBX C000009670 Class C JCAMX 0000763852 S000003496 JPMorgan Michigan Municipal Bond Fund C000009679 Select Class WOMBX C000009680 Class A PEIAX C000009681 Class B OMIBX C000009682 Class C JMMCX 0000763852 S000003497 JPMorgan Municipal Income Fund C000009683 Select Class HLTAX C000009684 Class A OTBAX C000009685 Class B OTBBX C000009686 Class C OMICX 0000763852 S000003498 JPMorgan Ohio Municipal Bond Fund C000009687 Select Class HLOMX C000009688 Class A ONOHX C000009689 Class B OOHBX C000009690 Class C JOMCX 0000763852 S000003499 JPMorgan Short-Intermediate Municipal Bond Fund C000009691 Select Class PGUIX C000009692 Class A OSTAX C000009693 Class B OSTBX C000009694 Class C STMCX C000077258 Institutional Class JIMIX 0000763852 S000003500 JPMorgan Tax Free Bond Fund C000009695 Class C JTFCX C000009696 Select Class PRBIX C000009697 Class A PMBAX C000009698 Class B PUBBX 0000763852 S000003650 JPMorgan Multi-Cap Market Neutral Fund C000010141 Select Class OGNIX C000010142 Class A OGNAX C000010143 Class B OGNBX C000010144 Class C OGNCX 0000763852 S000003653 JPMorgan International Equity Index Fund C000010153 Select Class OIEAX C000010154 Class A OEIAX C000010155 Class B OGEBX C000010156 Class C OIICX C000070643 Class R2 JEIZX 0000763852 S000003654 JPMorgan Mid Cap Growth Fund C000010157 Select Class HLGEX C000010158 Class A OSGIX C000010159 Class B OGOBX C000010160 Class C OMGCX C000077259 Class R2 JMGZX C000106055 Class R5 JMGFX C000106056 Class R6 JMGMX 0000763852 S000003846 JPMorgan Equity Income Fund C000010743 Select Class HLIEX C000010744 Class A OIEIX C000010745 Class B OGIBX C000010746 Class C OINCX C000098140 Class R2 OIEFX C000098141 Class R5 OIERX C000109963 Class R6 OIEJX 0000763852 S000003847 JPMorgan Equity Index Fund C000010747 Select Class HLEIX C000010748 Class A OGEAX C000010749 Class B OGEIX C000010750 Class C OEICX 0000763852 S000003855 JPMorgan Intrepid Mid Cap Fund C000010792 Select Class WOOPX C000010793 Class A PECAX C000010794 Class B ODMBX C000010795 Class C ODMCX 0000763852 S000003856 JPMorgan Large Cap Growth Fund C000010797 Select Class SEEGX C000010798 Class A OLGAX C000010799 Class B OGLGX C000010800 Class C OLGCX C000070644 Class R2 JLGZX C000076449 Class R5 JLGRX C000093777 Class R6 JLGMX 0000763852 S000003857 JPMorgan Large Cap Value Fund C000010802 Select Class HLQVX C000010803 Class A OLVAX C000010804 Class B OLVBX C000010805 Class C OLVCX C000033523 Class R5 JLVRX C000070645 Class R2 JLVZX C000093778 Class R6 JLVMX 0000763852 S000003858 JPMorgan Market Expansion Enhanced Index Fund C000010807 Select Class PGMIX C000010808 Class A OMEAX C000010809 Class B OMEBX C000010810 Class C OMECX C000070646 Class R2 JMEZX 0000763852 S000003859 JPMorgan Small Cap Growth Fund C000010811 Select Class OGGFX C000010812 Institutional Class JISGX C000010813 Class A PGSGX C000010814 Class B OGFBX C000010815 Class C OSGCX C000070647 Class R2 JSGZX C000093779 Class R6 JGSMX 0000763852 S000003899 JPMorgan Small Cap Value Fund C000010893 Select Class PSOPX C000010894 Class A PSOAX C000010895 Class B PSOBX C000010896 Class C OSVCX C000010897 Class R6 JSVUX C000033524 Class R5 JSVRX C000070648 Class R2 JSVZX 0000763852 S000003901 JPMorgan Investor Growth Fund C000010902 Select Class ONIFX C000010903 Class A ONGAX C000010904 Class B OGIGX C000010905 Class C OGGCX 0000763852 S000003902 JPMorgan Investor Growth & Income Fund C000010906 Select Class ONGFX C000010907 Class A ONGIX C000010908 Class B ONEBX C000010909 Class C ONECX 0000763852 S000003903 JPMorgan Investor Balanced Fund C000010910 Select Class OIBFX C000010911 Class A OGIAX C000010912 Class B OGBBX C000010913 Class C OGBCX 0000763852 S000003904 JPMorgan Investor Conservative Growth Fund C000010914 Select Class ONCFX C000010915 Class A OICAX C000010916 Class B OICGX C000010917 Class C OCGCX 0000763852 S000003905 JPMorgan Liquid Assets Money Market Fund C000010918 Institutional Class IJLXX C000010919 Service OPSXX C000010920 Class B OPBXX C000010921 Class C OPCXX C000010922 Capital CJLXX C000010923 Morgan MJLXX C000010924 Premier PJLXX C000010925 Reserve HPIXX C000010926 Agency AJLXX C000010927 Investor HLPXX C000070649 E*Trade Class JLEXX 0000763852 S000003906 JPMorgan Municipal Money Market Fund C000010928 Institutional Class IJMXX C000010929 Morgan MJMXX C000010930 Premier HTOXX C000010931 Reserve OGIXX C000010932 Agency JMAXX C000010933 Service SJMXX C000017366 E*TRADE Class JMEXX 0000763852 S000003907 JPMorgan Michigan Municipal Money Market Fund C000010934 Morgan MMJXX C000010935 Premier WMIXX C000010936 Reserve PEMXX 0000763852 S000003908 JPMorgan Ohio Municipal Money Market Fund C000010937 Morgan JOMXX C000010938 Premier OGOXX C000010939 Reserve HOIXX C000078416 Service JOSXX 0000763852 S000003909 JPMorgan U.S. Government Money Market Fund C000010940 Institutional Class IJGXX C000010941 Capital OGVXX C000010942 Morgan MJGXX C000010943 Premier OGSXX C000010944 Reserve RJGXX C000010945 Agency OGAXX C000010946 Service SJGXX C000078417 Investor JGMXX C000078597 Direct JGDXX C000111395 Eagle Class JJGXX C000115393 IM MGMXX 0000763852 S000003910 JPMorgan U.S. Treasury Plus Money Market Fund C000010947 Institutional Class IJTXX C000010948 Class B OTBXX C000010949 Class C OTCXX C000010950 Morgan MJTXX C000010951 Premier PJTXX C000010952 Reserve HTIXX C000010953 Agency AJTXX C000010954 Investor HGOXX C000073384 Service JPVXX C000078598 Direct JUDXX C000111396 Eagle Class JRTXX C000115394 IM MJPXX DEFA14A 1 d736380ddefa14a.htm JPMORGAN TRUST II JPMorgan Trust II

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

SCHEDULE 14A INFORMATION

Proxy Statement Pursuant to Section 14(a) of the

Securities Exchange Act of 1934

Filed by the Registrant  x

Filed by a Party other than the Registrant  ¨

Check the appropriate box:

 

¨ Preliminary Proxy Statement

 

¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))

 

¨ Definitive Proxy Statement

 

x Definitive Additional Materials

 

¨ Soliciting Material Pursuant to Rule 14a-12

JPMorgan Trust II

 

(Name of Registrant as Specified In Its Charter)

 

 

(Name of Person(s) Filing Proxy Statement, if other than the Registrant)

Payment of Filing Fee (Check the appropriate box):

 

x No fee required.

 

¨ Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11.

 

  1) Title of each class of securities to which transaction applies:

 

 

 

 

  2) Aggregate number of securities to which transaction applies:

 

 

 

 

  3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (Set forth the amount on which the filing fee is calculated and state how it was determined):

 

 

 

 

  4) Proposed maximum aggregate value of transaction:

 

 

 

 

  5) Total fee paid:

 

 

 

 

¨ Fee paid with preliminary materials.

 

¨ Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing.

 

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  2) Form, Schedule or Registration Statement No.:

 

 

 

 

  3) Filing Party:

 

 

 

 

  4) Date Filed:

 

 

 

JPMorgan Trust I

JPMorgan Trust II

JPMorgan Insurance Trust

J.P. Morgan Fleming Mutual Fund Group, Inc.

J.P. Morgan Mutual Fund Investment Trust

Undiscovered Managers Funds

(Each, a “Trust”; Collectively, the “Trusts”)

June 4, 2014

Additional Information Concerning Special Shareholder Meetings to be held on June 10, 2014. In connection with the Special Shareholder Meetings to be held on June 10, 2014 to elect Trustees of each Trust, the following information is being provided in response to questions we have received concerning the reasons that Robert J. Higgins, one of the current Trustees and nominee for election by the shareholders of each of the Trusts, did not attend at least 75% of the Board and Committee meetings during calendar year 2013. Mr. Higgins did not attend the meetings early in the year including the February and May 2013 board meetings due to an isolated health issue. After his full recovery, Mr. Higgins attended the remainder of the meetings for calendar year 2013 and has attended all of the Board and Committee meetings during calendar year 2014.