0001193125-21-325781.txt : 20211110 0001193125-21-325781.hdr.sgml : 20211110 20211110144305 ACCESSION NUMBER: 0001193125-21-325781 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20211110 DATE AS OF CHANGE: 20211110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMorgan Trust I CENTRAL INDEX KEY: 0001217286 IRS NUMBER: 331043149 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-21295 FILM NUMBER: 211396077 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: JPMORGAN TRUST II CENTRAL INDEX KEY: 0000763852 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-04236 FILM NUMBER: 211396078 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 0000763852 S000003477 JPMorgan Core Bond Fund C000009615 Class I WOBDX C000009616 Class A PGBOX C000009618 Class C OBOCX C000009619 Class R6 JCBUX C000033520 Class R5 JCBRX C000070638 Class R2 JCBZX C000173234 Class R3 JCBPX C000173235 Class R4 JCBQX 0000763852 S000003478 JPMorgan Core Plus Bond Fund C000009620 Class I HLIPX C000009621 Class A ONIAX C000009623 Class C OBDCX C000009624 Class R6 JCPUX C000070639 Class R2 JCPZX C000173236 Class R3 JCPPX C000173237 Class R4 JCPQX C000173238 Class R5 JCPYX 0000763852 S000003485 JPMorgan Government Bond Fund C000009631 Class R6 OGGYX C000009632 Class I HLGAX C000009633 Class A OGGAX C000009635 Class C OGVCX C000070640 Class R2 JGBZX C000171356 Class R3 OGGPX C000171357 Class R4 OGGQX 0000763852 S000003486 JPMorgan High Yield Fund C000009636 Class I OHYFX C000009637 Class A OHYAX C000009639 Class C OGHCX C000009640 Class R6 JHYUX C000033521 Class R5 JYHRX C000070641 Class R2 JHYZX C000192734 Class R3 JRJYX C000192735 Class R4 JRJKX 0000763852 S000003488 JPMorgan Mortgage-Backed Securities Fund C000009646 Class I OMBIX C000009647 Class A OMBAX C000009648 Class R6 JMBUX C000116212 Class C OBBCX 0000763852 S000003490 JPMorgan Short Duration Bond Fund C000009653 Class I HLLVX C000009654 Class A OGLVX C000009656 Class C OSTCX C000009657 Class R6 JSDUX 0000763852 S000003492 JPMorgan Limited Duration Bond Fund C000009662 Class I HLGFX C000009663 Class A ONUAX C000009665 Class C OGUCX C000009666 Class R6 JUSUX 0000763852 S000003497 JPMorgan Sustainable Municipal Income Fund C000009683 Class I HLTAX C000009684 Class A OTBAX C000009686 Class C OMICX C000195051 Class R6 HLTZX 0000763852 S000003499 JPMorgan Short-Intermediate Municipal Bond Fund C000009692 Class A OSTAX C000009694 Class C STMCX C000077258 Class I JIMIX C000205207 Class R6 OSTSX 0000763852 S000003500 JPMorgan Tax Free Bond Fund C000009695 Class C JTFCX C000009696 Class I PRBIX C000009697 Class A PMBAX C000205208 Class R6 RUNFX 0000763852 S000003653 JPMorgan International Research Enhanced Equity Fund C000010153 Class I OIEAX C000010154 Class A OEIAX C000195052 Class R6 JEIQX 0000763852 S000003654 JPMorgan Mid Cap Growth Fund C000010157 Class I HLGEX C000010158 Class A OSGIX C000010160 Class C OMGCX C000077259 Class R2 JMGZX C000106055 Class R5 JMGFX C000106056 Class R6 JMGMX C000173559 Class R3 JMGPX C000173560 Class R4 JMGQX 0000763852 S000003846 JPMorgan Equity Income Fund C000010743 Class I HLIEX C000010744 Class A OIEIX C000010746 Class C OINCX C000098140 Class R2 OIEFX C000098141 Class R5 OIERX C000109963 Class R6 OIEJX C000173561 Class R3 OIEPX C000173562 Class R4 OIEQX 0000763852 S000003847 JPMorgan Equity Index Fund C000010747 Class I HLEIX C000010748 Class A OGEAX C000010750 Class C OEICX C000173239 Class R6 OGFAX 0000763852 S000003855 JPMorgan SMID Cap Equity Fund C000010792 Class I WOOPX C000010793 Class A PECAX C000010795 Class C ODMCX C000162349 Class R6 WOOSX C000173563 Class R3 WOOOX C000173564 Class R4 WOOQX 0000763852 S000003856 JPMorgan Large Cap Growth Fund C000010797 Class I SEEGX C000010798 Class A OLGAX C000010800 Class C OLGCX C000070644 Class R2 JLGZX C000076449 Class R5 JLGRX C000093777 Class R6 JLGMX C000173565 Class R3 JLGPX C000173566 Class R4 JLGQX 0000763852 S000003857 JPMorgan Large Cap Value Fund C000010802 Class I HLQVX C000010803 Class A OLVAX C000010805 Class C OLVCX C000033523 Class R5 JLVRX C000070645 Class R2 JLVZX C000093778 Class R6 JLVMX C000205209 Class R4 OLVRX C000205210 Class R3 OLVTX 0000763852 S000003858 JPMorgan Market 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C000010906 Class I ONGFX C000010907 Class A ONGIX C000010909 Class C ONECX C000191460 Class R6 JFBUX C000191461 Class R2 C000191462 Class R3 C000191463 Class R4 C000191464 Class R5 0000763852 S000003903 JPMorgan Investor Balanced Fund C000010910 Class I OIBFX C000010911 Class A OGIAX C000010913 Class C OGBCX C000191465 Class R2 C000191466 Class R3 C000191467 Class R4 C000191468 Class R5 C000191469 Class R6 JFQUX 0000763852 S000003904 JPMorgan Investor Conservative Growth Fund C000010914 Class I ONCFX C000010915 Class A OICAX C000010917 Class C OCGCX C000191470 Class R2 C000191471 Class R3 C000191472 Class R4 C000191473 Class R5 C000191474 Class R6 JFLJX 0000763852 S000003905 JPMorgan Liquid Assets Money Market Fund C000010918 Institutional Class IJLXX 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 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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  ☒

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

☒ Definitive Additional Materials

☐ Soliciting Material Pursuant to Rule 14a-12

JPMorgan Trust I

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):

☒ 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.

  

1)  Amount Previously Paid:

  

 

  

2)  Form, Schedule or Registration Statement No.:

  

 

  

3)  Filing Party:

  

 

  

4)  Date Filed:

  

 

     LOGO

 

 

November 9, 2021

URGENT

Dear Shareholder:

We have attempted to contact you regarding an important matter pertaining to JP Morgan Funds.

Please contact us immediately at 1- 855-737-3175 Monday through Friday between the hours of 9:00 a.m. and 10:00 p.m. Eastern Time and Saturday through Sunday between the hours of 10:00 a.m. to 6:00 p.m. Eastern Time.

This matter is very important and will take only a moment of your time.

Broadridge Financial Solutions has been engaged by JP Morgan to contact you.

Thank you in advance for your assistance with this matter.

Sincerely,

Michael Collins

Vice President and General Manager

JPMORGAN TRUST I

JPMorgan Access Funds

JPMorgan Access Balanced Fund

JPMorgan Access Growth Fund

J.P. Morgan Income Funds

JPMorgan Corporate Bond Fund

JPMorgan Emerging Markets Debt Fund

JPMorgan Emerging Markets Strategic Debt Fund

JPMorgan Floating Rate Income Fund

JPMorgan Global Bond Opportunities Fund

JPMorgan Income Fund

JPMorgan Inflation Managed Bond Fund

JPMorgan Managed Income Fund

JPMorgan Short Duration Core Plus Fund

JPMorgan Strategic Income Opportunities Fund

JPMorgan Total Return Fund

JPMorgan Unconstrained Debt Fund

J.P. Morgan International Equity Funds

JPMorgan Emerging Markets Equity Fund

JPMorgan Europe Dynamic Fund

JPMorgan International Equity Fund

JPMorgan International Focus Fund

JPMorgan International Value Fund

J.P. Morgan Funds

JPMorgan Global Allocation Fund

JPMorgan Income Builder Fund

J.P. Morgan Money Market Funds

JPMorgan 100% U.S. Treasury Securities Money Market Fund

JPMorgan California Municipal Money Market Fund

JPMorgan Federal Money Market Fund

JPMorgan New York Municipal Money Market Fund

JPMorgan Prime Money Market Fund

JPMorgan Tax Free Money Market Fund

J.P. Morgan Municipal Bond Funds

JPMorgan California Tax Free Bond Fund

JPMorgan High Yield Municipal Fund

JPMorgan Intermediate Tax Free Bond Fund

JPMorgan New York Tax Free Bond Fund

J.P. Morgan Tax Aware Funds

JPMorgan Tax Aware Equity Fund

JPMorgan Tax Aware Real Return Fund

JPMorgan SmartRetirement Funds

JPMorgan SmartRetirement® Income Fund

JPMorgan SmartRetirement® 2020 Fund

JPMorgan SmartRetirement® 2025 Fund

JPMorgan SmartRetirement® 2030 Fund

JPMorgan SmartRetirement® 2035 Fund

JPMorgan SmartRetirement® 2040 Fund

JPMorgan SmartRetirement® 2045 Fund

JPMorgan SmartRetirement® 2050 Fund

JPMorgan SmartRetirement® 2055 Fund

JPMorgan SmartRetirement® 2060 Fund

JPMorgan SmartRetirement Blend Funds

JPMorgan SmartRetirement® Blend Income Fund

JPMorgan SmartRetirement® Blend 2020 Fund

JPMorgan SmartRetirement® Blend 2025 Fund

JPMorgan SmartRetirement® Blend 2030 Fund

JPMorgan SmartRetirement® Blend 2035 Fund

JPMorgan SmartRetirement® Blend 2040 Fund

JPMorgan SmartRetirement® Blend 2045 Fund

JPMorgan SmartRetirement® Blend 2050 Fund

JPMorgan SmartRetirement® Blend 2055 Fund

JPMorgan SmartRetirement® Blend 2060 Fund

J.P. Morgan U.S. Equity Funds

JPMorgan Diversified Fund

JPMorgan Equity Focus Fund

JPMorgan Hedged Equity Fund

JPMorgan Mid Cap Equity Fund

JPMorgan Small Cap Blend Fund

JPMorgan Small Cap Equity Fund

JPMorgan Small Cap Sustainable Leaders Fund (formerly JPMorgan Small Cap Core Fund)

JPMorgan U.S. Applied Data Science Value Fund (formerly JPMorgan Intrepid Value Fund)

JPMorgan U.S. Equity Fund

JPMorgan U.S. GARP Equity Fund

(formerly JPMorgan Intrepid Growth Fund)

JPMorgan U.S. Large Cap Core Plus Fund

JPMorgan U.S. Research Enhanced Equity Fund

JPMorgan U.S. Small Company Fund

JPMorgan U.S. Sustainable Leaders Fund

JPMorgan U.S. Value Fund

JPMorgan Value Advantage Fund

J.P. Morgan Specialty Funds

JPMorgan Opportunistic Equity Long/Short Fund

JPMorgan Research Market Neutral Fund

 

 

SUP-MFSAI-TRUSTEE-1121

JPMORGAN TRUST II

J.P. Morgan Income Funds

JPMorgan Core Bond Fund

JPMorgan Core Plus Bond Fund

JPMorgan Government Bond Fund

JPMorgan High Yield Fund

JPMorgan Limited Duration Bond Fund

JPMorgan Mortgage-Backed Securities Fund

JPMorgan Short Duration Bond Fund

J.P. Morgan International Equity Funds

JPMorgan International Research Enhanced Equity Fund

J.P. Morgan Investor Funds

JPMorgan Investor Balanced Fund

JPMorgan Investor Conservative Growth Fund

JPMorgan Investor Growth Fund

JPMorgan Investor Growth & Income Fund

J.P. Morgan Money Market Funds

JPMorgan Liquid Assets Money Market Fund

JPMorgan Municipal Money Market Fund

JPMorgan U.S. Government Money Market Fund

JPMorgan U.S. Treasury Plus Money Market Fund

J.P. Morgan Municipal Bond Funds

JPMorgan Short-Intermediate Municipal Bond Fund

JPMorgan Tax Free Bond Fund

JPMorgan Sustainable Municipal Income Fund

J.P. Morgan U.S. Equity Funds

JPMorgan Equity Income Fund

JPMorgan Equity Index Fund

JPMorgan Large Cap Growth Fund

JPMorgan Large Cap Value Fund

JPMorgan Market Expansion Enhanced Index Fund

JPMorgan Mid Cap Growth Fund

JPMorgan Small Cap Growth Fund

JPMorgan Small Cap Value Fund

JPMorgan SMID Cap Equity Fund

JPMORGAN TRUST IV

J.P. Morgan International Equity Funds

JPMorgan Emerging Markets Research Enhanced Equity Fund

JPMorgan International Equity Plus Fund

JPMorgan International Hedged Equity Fund

J.P. Morgan Funds

JPMorgan SmartSpending 2015SM Fund

JPMorgan SmartSpending 2020SM Fund

J.P. Morgan Money Market Funds

JPMorgan Institutional Tax Free Money Market Fund

JPMorgan Securities Lending Money Market Fund

J.P. Morgan Municipal Bond Funds

JPMorgan Ultra-Short Municipal Fund

J.P. Morgan SMA Funds

JPMorgan Core Focus SMA Fund

JPMorgan Municipal SMA Fund

J.P. Morgan Specialty Funds

JPMorgan Macro Opportunities Fund

J.P. Morgan U.S. Equity Funds

JPMorgan Equity Premium Income Fund

JPMorgan Hedged Equity 2 Fund

JPMorgan Hedged Equity 3 Fund

J.P. MORGAN FLEMING MUTUAL FUND GROUP, INC.

J.P. Morgan U.S. Equity Funds

JPMorgan Mid Cap Value Fund

J.P. MORGAN MUTUAL FUND INVESTMENT TRUST

J.P. Morgan U.S. Equity Funds

JPMorgan Growth Advantage Fund

JPMORGAN INSURANCE TRUST

J.P. Morgan Insurance Trust Portfolios

JPMorgan Insurance Trust Core Bond Portfolio

JPMorgan Insurance Trust Global Allocation Portfolio

 

JPMorgan Insurance Trust Income Builder Portfolio

JPMorgan Insurance Trust Mid Cap Value Portfolio

JPMorgan Insurance Trust Small Cap Core Portfolio

JPMorgan Insurance Trust U.S. Equity Portfolio

JPMORGAN INSTITUTIONAL TRUST

JPMorgan Intermediate Bond Trust

JPMorgan Core Bond Trust

UNDISCOVERED MANAGERS FUNDS

JPMorgan Realty Income Fund

Undiscovered Managers Behavioral Value Fund

 

(All Share Classes)

(each, a “Fund” and together, the “Funds”)

Supplement dated November 10, 2021,

to the current Statements of Additional Information

The purpose of this supplement is to announce the results of the recent special meeting of the shareholders held on October 27, 2021 (the “Meeting”), at which the shareholders considered the election of a unified board with common membership across the Funds and the following open-end registered investment company also advised by J.P. Morgan Investment Management Inc. (the “Proposal”):

J.P. Morgan Exchange-Traded Fund Trust (the “ETF Trust”)

On October 27, 2021, the shareholders and their designated proxies convened for the Meeting. The Proposal was passed with regard to every Fund and the ETF Trust, with the exception of JPMorgan Trust I and JPMorgan Trust II, which lacked quorum for the Proposal. Solely with respect to JPMorgan Trust I and JPMorgan Trust II, the Meeting was adjourned and will reconvene on November 23, 2021 to permit shareholders of those two trusts, as of the record date of August 20, 2021, additional time to vote on the Proposal. Shareholders of JPMorgan Trust I and JPMorgan Trust II as of the record date may vote by visiting www.proxyvote.com, returning the proxy card that was included in the proxy materials previously sent to you, or by calling 1-855-737-3175. It is anticipated that, for the ETF Trust and each of the Funds that pass the Proposal, the unified board will be seated on January 1, 2022.

Information regarding the Proposal is contained in the proxy materials as filed with the Securities and Exchange Commission (“SEC”). The proxy statement was mailed to shareholders of record, and you are also able to access the proxy statement from the EDGAR Database on the SEC’s website at http://www.sec.gov.

 

INVESTORS SHOULD RETAIN THIS SUPPLEMENT WITH THE

STATEMENTS OF ADDITIONAL INFORMATION FOR FUTURE REFERENCE

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