SCHEDULE D
TO THE DISTRIBUTION AGREEMENT
Distribution Plan Classes
(Amended as of November 14, 2017)
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 100% U.S. Treasury Securities Money Market Fund – Service Shares | N/A | |
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 Shares | N/A | |
JPMorgan California Municipal Money Market Fund – Reserve Class Shares | N/A | |
JPMorgan California Municipal Money Market Fund – Service Shares | N/A | |
JPMorgan California Municipal Money Market Fund – Eagle Class Shares | N/A | |
JPMorgan Federal Money Market Fund – Morgan Class Shares | JPMorgan Federal Money Market Fund – Morgan Class Shares | |
JPMorgan Federal Money Market Fund – Reserve Class Shares | JPMorgan Federal Money Market Fund – Reserve Class Shares | |
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 Shares | N/A | |
JPMorgan New York Municipal Money Market Fund – Service Shares | N/A | |
JPMorgan New York Municipal Money Market Fund – Eagle Class Shares | N/A | |
JPMorgan Prime Money Market Fund – Reserve Class Shares | JPMorgan Prime Money Market Fund – Reserve Class Shares | |
JPMorgan Prime Money Market Fund – Service Shares (to be removed as of 11/21/16) | N/A | |
JPMorgan Prime Money Market Fund – Eagle Class Shares (to be removed as of 11/21/16) | N/A | |
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 | |
JPMorgan U.S. Government Money Market Fund – Morgan Class Shares | One Group Government Money Market Fund – Morgan Class Shares |
D-1
Current Name | Prior Name | |
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 – Eagle Class Shares | N/A | |
JPMorgan U.S. Government Money Market Fund – E*TRADE Shares | N/A | |
JPMorgan Municipal Money Market Fund – Service Shares | N/A | |
JPMorgan Municipal Money Market Fund – Reserve Class Shares | One Group Municipal Money Market Fund – Class A Shares | |
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 Shares | N/A | |
JPMorgan Municipal Money Market Fund – Eagle Class Shares | N/A | |
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 Shares | 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 | |
JPMorgan U.S. Treasury Plus Money Market Fund – Service Shares | N/A | |
JPMorgan U.S. Treasury Plus Money Market Fund – Eagle Class Shares | N/A |
Equity Funds
Current Name | Prior Name | |
JPMorgan Disciplined Equity Fund – Class A Shares | JPMorgan Disciplined Equity Fund – Class A Shares | |
JPMorgan Diversified Fund – Class A Shares | JPMorgan Diversified Fund – Class A Shares | |
JPMorgan Dynamic Small Cap Growth Fund – Class A Shares | JPMorgan Dynamic Small Cap Fund – Class A Shares (name effective until 6/29/07) | |
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 Emerging Markets Equity Fund – Class T Shares | N/A | |
JPMorgan International Equity Fund – Class A Shares | JPMorgan Fleming International Equity Fund – Class A Shares |
D-2
Current Name | Prior Name | |
JPMorgan International Equity Fund – Class R2 Shares | N/A | |
JPMorgan International Opportunities Fund – Class A Shares | JPMorgan Fleming International Opportunities Fund – Class A Shares | |
JPMorgan International Value Fund – Class A Shares | JPMorgan Fleming International Value Fund – Class A Shares | |
JPMorgan International Value Fund – Class R2 Shares | N/A | |
JPMorgan International Value Fund – Class T Shares | N/A | |
JPMorgan Intrepid European Fund – Class A Shares | JPMorgan Fleming Intrepid European Fund – Class A Shares | |
JPMorgan Intrepid International Fund – Class A Shares | JPMorgan Fleming Tax Aware International Opportunities Fund – Class A Shares and JPMorgan Tax Aware International Opportunities Fund – Class A Shares | |
JPMorgan Intrepid International Fund – Class R2 Shares | N/A | |
JPMorgan Growth and Income Fund – Class A Shares | JPMorgan Growth and Income Fund – Class A Shares | |
JPMorgan Growth and Income Fund – Class R2 Shares | N/A | |
JPMorgan Growth and Income Fund – Class R3 Shares | N/A | |
JPMorgan Intrepid America Fund – Class A Shares | JPMorgan Intrepid America Fund – Class A Shares | |
JPMorgan Intrepid America Fund – Class R2 Shares | N/A | |
JPMorgan Intrepid Growth Fund – Class A Shares | JPMorgan Intrepid Growth Fund – Class A Shares | |
JPMorgan Intrepid Growth Fund – Class R2 Shares | N/A | |
JPMorgan Intrepid Advantage Fund – Class A Shares (to be renamed JPMorgan Intrepid Sustainable Equity Fund on or about 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 Intrepid Value Fund – Class A Shares | JPMorgan Intrepid Value Fund – Class A Shares | |
JPMorgan Intrepid Value Fund – Class R2 Shares | N/A | |
JPMorgan Intrepid Value Fund – Class T Shares | N/A | |
JPMorgan Research Market Neutral Fund – Class A Shares | JPMorgan Market Neutral Fund – Class A Shares (name effective until 2/28/10) | |
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 Equity Fund – Class T Shares | N/A | |
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 Growth Advantage Fund – Class T 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 Mid Cap Value Fund -= Class T Shares | N/A | |
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 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. Equity Fund – Class T Shares | N/A | |
Undiscovered Managers Behavioral Value Fund – Class A Shares | Undiscovered Managers Behavioral Value Fund – Class A Shares |
D-3
Current Name | Prior Name | |
Undiscovered Managers Behavioral Value Fund – Class R2 Shares | N/A | |
Undiscovered Managers Behavioral Value Fund – Class T Shares | N/A | |
JPMorgan Realty Income Fund – Class A Shares | Undiscovered Managers REIT 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 Intrepid Mid Cap 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 Income Fund – Class T Shares | N/A | |
JPMorgan Equity Index Fund – Class A Shares | One Group Equity Index Fund – Class A Shares | |
JPMorgan International Research Enhanced Equity Fund – Class A Shares | One Group International Equity Index Fund – Class A Shares and JPMorgan International Equity Index Fund – Class A Shares (name effective until 6/30/14) | |
JPMorgan International Research Enhanced Equity Fund – Class R2 Shares | JPMorgan International Equity Index Fund – Class R2 Shares (name effective until 6/30/14) | |
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 Growth Fund – Class T 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 Market Expansion Enhanced Index Fund – Class A Shares | One Group Market Expansion Index Fund – Class A Shares and JPMorgan Market Expansion Index Fund – Class A Shares (name effective until 4/30/13) | |
JPMorgan Market Expansion Enhanced Index Fund – Class R2 Shares | JPMorgan Market Expansion Index Fund – Class R2 Shares (name effective until 4/30/13) | |
JPMorgan Multi-Cap Market Neutral Fund – Class A Shares | One Group Market Neutral Fund – Class A Shares | |
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 Growth Fund – Class T 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 Growth Fund – Class T Shares | N/A | |
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 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 | |
JPMorgan Value Advantage Fund – Class T Shares | N/A |
D-4
Current Name | Prior Name | |
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. Large Cap Core Plus Fund – Class T Shares | N/A | |
JPMorgan U.S. Dynamic Plus Fund – Class A Shares | JPMorgan Intrepid Long/Short Fund – Class A Shares (name effective until 11/1/07) and JPMorgan Intrepid Plus Fund – Class A Shares (name effective until 5/3/10) | |
JPMorgan Insurance Trust U.S. Equity Portfolio – Class 2 | JPMorgan Insurance Trust Diversified Equity Portfolio – Class 2 Shares (name effective until 4/24/09) | |
JPMorgan Insurance Trust Intrepid Mid Cap Portfolio – Class 2 (to be liquidated on or about 4/20/17) | N/A | |
JPMorgan Insurance Trust Small Cap Core Portfolio – Class 2 | JPMorgan Insurance Trust Small Cap Equity Portfolio – Class 2 Shares (name effective until 4/24/09) | |
JPMorgan China Region Fund – Class A Shares | N/A | |
JPMorgan Latin America Fund – Class A Shares | N/A | |
JPMorgan Dynamic Growth Fund – Class A Shares | N/A | |
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 Emerging Economies Fund – Class A Shares | N/A | |
JPMorgan Access Balanced Fund – Class A Shares | N/A | |
JPMorgan Access Growth Fund – Class A Shares | N/A | |
JPMorgan Tax Aware Equity Fund – Class A Shares | JPMorgan Tax Aware Disciplined Equity Fund – Class A Shares (name effective until 12/10/10) | |
JPMorgan International Equity Income Fund – Class A Shares | JPMorgan Global Equity Income Fund – Class A Shares (name effective until 1/30/15) | |
JPMorgan International Equity Income Fund – Class R2 Shares | JPMorgan Global Equity Income Fund – Class R2 Shares (name effective until 1/30/15) | |
JPMorgan International Equity Income Fund – Class T Shares | N/A | |
JPMorgan Equity Focus Fund – Class A Shares | N/A | |
Security Capital U.S. Core Real Estate Securities Fund – Class A Shares | N/A | |
Security Capital U.S. Core Real Estate Securities Fund – Class R2 Shares | N/A | |
JPMorgan Global Unconstrained Equity Fund – Class A Shares | N/A | |
JPMorgan Global Unconstrained Equity Fund – Class R2 Shares | N/A | |
JPMorgan International Unconstrained Equity Fund – Class A Shares | N/A | |
JPMorgan International Unconstrained Equity Fund – Class R2 Shares | N/A | |
JPMorgan International Unconstrained Equity Fund – Class T Shares | N/A | |
JPMorgan SmartAllocation Equity Fund – Class A Shares | N/A | |
JPMorgan SmartAllocation Equity Fund – Class R2 Shares | N/A |
D-5
Current Name | Prior Name | |
JPMorgan Global Research Enhanced Index Fund – Class A Shares | N/A | |
JPMorgan Global Research Enhanced Index Fund – Class R2 Shares | N/A | |
JPMorgan Emerging Markets Equity Income Fund – Class A Shares | N/A | |
JPMorgan Hedged Equity Fund – Class A Shares | N/A | |
JPMorgan Hedged Equity Fund – Class T Shares | N/A | |
JPMorgan Equity Low Volatility Income Fund – Class A Shares | N/A | |
JPMorgan Equity Low Volatility Income Fund – Class R2 Shares | N/A | |
JPMorgan Opportunistic Equity Long/Short Fund – Class A Shares | N/A | |
JPMorgan Opportunistic Equity Long/Short Fund – Class R2 Shares | N/A | |
JPMorgan International Discovery Fund – Class A Shares | N/A | |
JPMorgan International Discovery Fund – Class R2 Shares | N/A | |
JPMorgan Value Plus Fund – Class A Shares | N/A | |
JPMorgan Small Cap Core Fund – Class A Shares | N/A | |
JPMorgan Small Cap Core Fund – Class R2 Shares | N/A | |
JPMorgan Small Cap Core Fund – Class R3 Shares | N/A | |
JPMorgan Multi-Manager Long/Short Fund – Class A Shares (effective upon the effectiveness of the Fund’s registration statement) | N/A |
Fixed Income Funds
Current Name | Prior Name | |
JPMorgan California Tax Free Bond Fund – Class A Shares | JPMorgan California Bond Fund – Class A Shares | |
JPMorgan Emerging Markets Debt Fund – Class A Shares | JPMorgan Fleming Emerging Markets Debt Fund – Class A Shares | |
JPMorgan Intermediate Tax Free Bond Fund – Class A Shares | JPMorgan Intermediate Tax Free Income Fund – Class A Shares | |
JPMorgan Intermediate Tax Free Bond Fund – Class T Shares | N/A | |
JPMorgan New York Tax Free Bond Fund – Class A Shares | JPMorgan New York Intermediate Tax Free Income 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 Bond Fund – Class T 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) |
D-6
Current Name | Prior Name | |
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 High Yield Fund – Class T 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 Core Plus Bond Fund – Class T Shares | N/A | |
JPMorgan Mortgage-Backed Securities Fund – Class A Shares | One Group Mortgage Backed Securities Fund – Class A Shares | |
JPMorgan Mortgage-Backed Securities Fund – Class T Shares | N/A | |
JPMorgan Municipal Income Fund – Class A Shares | One Group Municipal Income Fund – Class A Shares | |
JPMorgan Municipal Income Fund – Class T Shares | N/A | |
JPMorgan Ohio Municipal Bond Fund – Class A Shares | One Group Ohio Municipal Bond Fund – Class A Shares | |
JPMorgan Short Duration Bond Fund – Class A Shares | One Group Short-Term Bond 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 Tax Free Bond Fund – Class A Shares | One Group Tax-Free Bond Fund – Class A Shares | |
JPMorgan Tax Free Bond Fund – Class T Shares | N/A | |
JP Morgan Treasury & Agency Fund – Class A Shares | One Group Treasury & Agency Fund – Class A Shares | |
JP Morgan Limited Duration Bond Fund – Class A Shares | One Group Ultra Short-Term Bond Fund – Class A Shares and JP Morgan Ultra Short Term Bond Fund – Class A Shares (name effective until 7/1/06) and JPMorgan Ultra Short Duration Bond Fund – Class A Shares (name effective until 8/31/09) | |
JPMorgan Tax Aware Real Return Fund – Class A Shares | N/A | |
JPMorgan Insurance Trust Core Bond Portfolio – Class 2 | N/A | |
JPMorgan Income Builder Fund – Class A Shares | JPMorgan World Income Builder Fund – Class A Shares | |
JPMorgan Income Builder Fund – Class T Shares | N/A | |
JPMorgan Tax Aware High Income Fund – Class A Shares | N/A | |
JPMorgan Strategic Income Opportunities Fund – Class A Shares | N/A | |
JPMorgan Strategic Income Opportunities Fund – Class T Shares | N/A | |
JPMorgan Total Return Fund – Class A Shares | N/A | |
JPMorgan Total Return Fund – Class R2 Shares | N/A | |
JPMorgan Total Return Fund – Class T Shares | N/A | |
JPMorgan Inflation Managed Bond Fund – Class A Shares | N/A | |
JPMorgan Inflation Managed Bond Fund – Class R2 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) | |
JPMorgan Unconstrained Debt Fund – Class T Shares | N/A | |
JPMorgan Diversified Real Return Fund – Class A Shares | N/A |
D-7
Current Name | Prior Name | |
JPMorgan Diversified Real Return Fund – Class R2 Shares | N/A | |
JPMorgan Tax Aware Income Opportunities Fund – Class A Shares | N/A | |
JPMorgan Floating Rate Income Fund – Class A Shares | N/A | |
JPMorgan Floating Rate Income Fund – Class T Shares | N/A | |
JPMorgan Emerging Markets Strategic Debt Fund – Class A Shares | JPMorgan Emerging Markets Local Currency Debt Fund – Class A Shares (name effective until 9/30/16) | |
JPMorgan Emerging Markets Strategic Debt Fund – Class R2 Shares | JPMorgan Emerging Markets Local Currency Debt Fund – Class R2 Shares (name effective until 9/30/16) | |
JPMorgan SmartAllocation Income Fund – Class A Shares | N/A | |
JPMorgan SmartAllocation Income Fund – Class R2 Shares | N/A | |
JPMorgan Global Bond Opportunities Fund – Class A Shares | N/A | |
JPMorgan Global Bond Opportunities Fund – Class T Shares | N/A | |
JPMorgan Commodities Strategy Fund – Class A Shares | N/A | |
JPMorgan Corporate Bond Fund – Class A Shares | N/A | |
JPMorgan Short Duration High Yield Fund – Class A Shares | N/A | |
JPMorgan Emerging Markets Corporate Debt Fund – Class A Shares | N/A | |
JPMorgan Income Fund – Class A Shares | N/A | |
JPMorgan Insurance Trust Income Builder Portfolio – Class 2 Shares | N/A | |
JPMorgan Flexible Long/Short Fund – Class A Shares | JPMorgan Flexible Credit Long/Short Fund (name effective until 5/18/16) | |
JPMorgan Ultra-Short Municipal Fund – Class A Shares | N/A | |
JPMorgan High Yield Opportunities Fund – Class A Shares | N/A |
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 | |
JPMorgan Investor Balanced Fund – Class T 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 Conservative Growth Fund – Class T Shares | N/A | |
JPMorgan Investor Growth & Income Fund – Class A Shares | One Group Investor Growth & Income Fund – Class A Shares |
D-8
Current Name | Prior Name | |
JPMorgan Investor Growth & Income Fund – Class R2 Shares | N/A | |
JPMorgan Investor Growth & Income Fund – Class R3 Shares | N/A | |
JPMorgan Investor Growth & Income Fund – Class T 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 Investor Growth Fund – Class T 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 Income Fund – Class T Shares | N/A | |
JPMorgan SmartRetirement 2015 Fund – Class A Shares | N/A | |
JPMorgan SmartRetirement 2015 Fund – Class R2 Shares | N/A | |
JPMorgan SmartRetirement 2015 Fund – Class R3 Shares | N/A | |
JPMorgan SmartRetirement 2015 Fund – Class T 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 2020 Fund – Class T 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 2025 Fund – Class T 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 2030 Fund – Class T 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 | |
JPMorgan SmartRetirement 2035 Fund – Class T Shares | N/A | |
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 2040 Fund – Class T 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 2045 Fund – Class T Shares | N/A |
D-9
Current Name | Prior Name | |
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 2050 Fund – Class T 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 2055 Fund – Class T 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 2060 Fund – Class T Shares | N/A | |
JPMorgan SmartRetirement Blend Income Fund – Class A 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 A Shares | N/A | |
JPMorgan SmartRetirement Blend 2015 Fund – Class R2 Shares | N/A | |
JPMorgan SmartRetirement Blend 2020 Fund – Class A Shares | N/A | |
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 A 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 A 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 A 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 A Shares | N/A | |
JPMorgan SmartRetirement Blend 2040 Fund – Class R2 Shares | N/A |
D-10
Current Name | Prior Name | |
JPMorgan SmartRetirement Blend 2040 Fund – Class R3 Shares | N/A | |
JPMorgan SmartRetirement Blend 2045 Fund – Class A Shares | N/A | |
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 A 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 A 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 A Shares | N/A | |
JPMorgan SmartRetirement Blend 2060 Fund – Class R2 Shares | N/A | |
JPMorgan SmartRetirement Blend 2060 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 T Shares | N/A | |
JPMorgan Systematic Alpha Fund – Class A Shares | JPMorgan Diversified Risk Fund – Class A Shares (name effective until 5/14/14) | |
JPMorgan Multi-Manager Alternatives Fund – Class A Shares | N/A | |
JPMorgan Insurance Trust Global Allocation Portfolio – Class 2 Shares | N/A | |
JPMorgan SmartSpending 2050 Fund – Class A Shares | N/A | |
JPMorgan SmartSpending 2050 Fund – Class R2 Shares | N/A | |
JPMorgan SmartSpending 2050 Fund – Class R3 Shares | N/A |
D-11
* * * *
J.P. Morgan Fleming Mutual Fund Group, Inc. | JPMORGAN DISTRIBUTION SERVICES, INC. | |
J.P. Morgan Mutual Fund Investment Trust | ||
Undiscovered Managers Funds | ||
JPMorgan Trust I | ||
JPMorgan Trust II | ||
JPMorgan Trust III | ||
JPMorgan Trust IV | ||
JPMorgan Insurance Trust | ||
Each on behalf of itself and each of its Funds |
By: |
| By: |
| |||||
Name: |
| Name: |
| |||||
Title: |
| Title: |
|
D-12