EX-99.(E)(4) 4 d311359dex99e4.htm FORM OF AMENDED SCHEDULE C TO THE DISTRIBUTION AGREEMENT, AMENDED AS OF 11/16/16 Form of Amended Schedule C to the Distribution Agreement, amended as of 11/16/16

SCHEDULE C

TO THE DISTRIBUTION AGREEMENT

Shares Subject to Front-End Sales Load

(Amended as of November 16, 2016)

Equity Funds

 

Current Name

  

Prior Name

JPMorgan Disciplined Equity Fund

   JPMorgan Disciplined Equity Fund

JPMorgan Diversified Fund

   JPMorgan Diversified Fund

JPMorgan Dynamic Small Cap Growth Fund

  

JPMorgan Dynamic Small Cap Fund (name effective until 6/29/07)

JPMorgan Emerging Markets Equity Fund

   JPMorgan Fleming Emerging Markets Equity Fund

JPMorgan International Equity Fund

   JPMorgan Fleming International Equity Fund

JPMorgan International Opportunities Fund

   JPMorgan Fleming International Opportunities Fund

JPMorgan International Value Fund

   JPMorgan Fleming International Value Fund

JPMorgan Intrepid European Fund

   JPMorgan Fleming Intrepid European Fund

JPMorgan Intrepid International Fund

  

JPMorgan Fleming Tax Aware International Opportunities Fund and JPMorgan Tax Aware International Opportunities Fund (this name change effective 12/15/2005)

JPMorgan Growth and Income Fund

   JPMorgan Growth and Income Fund

JPMorgan Intrepid America Fund

   JPMorgan Intrepid America Fund

JPMorgan Intrepid Growth Fund

   JPMorgan Intrepid Growth Fund

JPMorgan Intrepid Advantage Fund

  

JPMorgan Intrepid Investor Fund, JPMorgan Intrepid Contrarian Fund (name effective until 4/10/06) and JPMorgan Intrepid Multi Cap Fund (name effective until 4/30/13)

JPMorgan Intrepid Value Fund

   JPMorgan Intrepid Value Fund

JPMorgan Research Market Neutral Fund

  

JPMorgan Market Neutral Fund (name effective until 2/28/10)

JPMorgan Mid Cap Equity Fund

   JPMorgan Mid Cap Equity Fund

JPMorgan Growth Advantage Fund

   JPMorgan Mid Cap Growth Fund

JPMorgan Mid Cap Value Fund

   JPMorgan Mid Cap Value Fund

JPMorgan Small Cap Equity Fund

   JPMorgan Small Cap Equity Fund

JPMorgan U.S. Equity Fund

   JPMorgan U.S. Equity Fund

Undiscovered Managers Behavioral Value Fund

   Undiscovered Managers Behavioral Value Fund

JPMorgan Realty Income Fund

   Undiscovered Managers REIT Fund

JPMorgan Intrepid Mid Cap Fund

  

One Group Diversified Mid Cap Fund and JPMorgan Diversified Mid Cap Fund

JPMorgan Equity Income Fund

   One Group Equity Income Fund

JPMorgan Equity Index Fund

   One Group Equity Index Fund

JPMorgan International Research Enhanced Equity Fund

  

One Group International Equity Index Fund and JPMorgan International Equity Index Fund (name effective until 6/30/14)

JPMorgan Large Cap Growth Fund

   One Group Large Cap Growth Fund

JPMorgan Large Cap Value Fund

   One Group Large Cap Value Fund

JPMorgan Market Expansion Enhanced Index Fund

  

One Group Market Expansion Index Fund and JPMorgan Market Expansion Index Fund (name effective until 4/30/13)

JPMorgan Multi-Cap Market Neutral Fund

   One Group Market Neutral Fund

 

C-1


Current Name

  

Prior Name

JPMorgan Mid Cap Growth Fund

  

One Group Mid Cap Growth Fund and JPMorgan Diversified Mid Cap Growth Fund (name effective until 6/27/09)

JPMorgan Small Cap Growth Fund

   One Group Small Cap Growth Fund

JPMorgan Small Cap Value Fund

   One Group Small Cap Value Fund

JPMorgan Value Advantage Fund

   N/A

JPMorgan U.S. Large Cap Core Plus Fund

   N/A

JPMorgan U.S. Dynamic Plus Fund

  

JPMorgan Intrepid Long/Short Fund (name effective until 11/1/07) and JPMorgan Intrepid Plus Fund (name effective until 5/3/10)

JPMorgan China Region Fund

   N/A

JPMorgan Latin America Fund

   N/A

JPMorgan Dynamic Growth Fund

   N/A

JPMorgan U.S. Small Company Fund

   N/A

JPMorgan Emerging Economies Fund

   N/A

JPMorgan Access Balanced Fund

   N/A

JPMorgan Access Growth Fund

   N/A

JPMorgan International Equity Income Fund

  

JPMorgan Global Equity Income Fund (name effective until 1/30/15)

JPMorgan Tax Aware Equity Fund

  

JPMorgan Tax Aware Disciplined Equity Fund (name effective until 12/10/10)

JPMorgan Equity Focus Fund

   N/A

Security Capital U.S. Core Real Estate Securities Fund

   N/A

JPMorgan Global Unconstrained Equity Fund

   N/A

JPMorgan International Unconstrained Equity Fund

   N/A

JPMorgan SmartAllocation Equity Fund

   N/A

JPMorgan Global Research Enhanced Index Fund

   N/A

JPMorgan Emerging Markets Equity Income Fund

   N/A

JPMorgan Hedged Equity Fund

   N/A

JPMorgan Equity Low Volatility Income Fund

   N/A

JPMorgan Opportunistic Equity Long/Short Fund

   N/A

JPMorgan International Discovery Fund

   N/A

JPMorgan Value Plus Fund

   N/A

JPMorgan Multi-Manager Long/Short Fund (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

   JPMorgan California Bond Fund

JPMorgan Emerging Markets Debt Fund

   JPMorgan Fleming Emerging Markets Debt Fund

JPMorgan Intermediate Tax Free Bond Fund

   JPMorgan Intermediate Tax Free Income Fund

JPMorgan New York Tax Free Bond Fund

   JPMorgan New York Intermediate Tax Free Income Fund

JPMorgan Core Bond Fund

   One Group Bond Fund

JPMorgan Government Bond Fund

   One Group Government Bond Fund

JPMorgan High Yield Fund

  

One Group High Yield Bond Fund and JPMorgan High Yield Bond Fund (name effective until 9/14/09)

JPMorgan Core Plus Bond Fund

   One Group Income Bond Fund

JPMorgan Mortgage-Backed Securities Fund

   One Group Mortgage-Backed Securities Fund

JPMorgan Municipal Income Fund

   One Group Municipal Income Fund

 

C-2


Current Name

  

Prior Name

JPMorgan Ohio Municipal Bond Fund

   One Group Ohio Municipal Bond Fund

JPMorgan Short Duration Bond Fund

   One Group Short-Term Bond Fund

JPMorgan Short-Intermediate Municipal Bond Fund

  

One Group Short-Term Municipal Bond Fund and JPMorgan Short Term Municipal Bond Fund (name effective until 4/30/09)

JPMorgan Tax Free Bond Fund

   One Group Tax-Free Bond Fund

JPMorgan Treasury & Agency Fund

   One Group Treasury & Agency Fund

JPMorgan Limited Duration Bond Fund

  

One Group Ultra Short-Term Bond Fund and JPMorgan Ultra Short Term Bond Fund (name effective until 7/1/06) and JPMorgan Ultra Short Duration Bond Fund (name effective until 8/31/09)

JPMorgan Tax Aware Real Return Fund

   N/A

JPMorgan Income Builder Fund

   JPMorgan World Income Builder Fund

JPMorgan Tax Aware High Income Fund

   N/A

JPMorgan Strategic Income Opportunities Fund

   N/A

JPMorgan Total Return Fund

   N/A

JPMorgan Inflation Managed Bond Fund

   N/A

JPMorgan Unconstrained Debt Fund

  

JPMorgan Multi-Sector Income Fund (name effective until 10/22/14)

JPMorgan Diversified Real Return Fund

   N/A

JPMorgan Tax Aware Income Opportunities Fund

   N/A

JPMorgan Floating Rate Income Fund

   N/A

JPMorgan Emerging Markets Strategic Debt Fund

  

JPMorgan Emerging Markets Local Currency Debt Fund (name effective until 9/30/16)

JPMorgan SmartAllocation Income Fund

   N/A

JPMorgan Global Bond Opportunities Fund

   N/A

JPMorgan Commodities Strategy Fund

   N/A

JPMorgan Corporate Bond Fund

   N/A

JPMorgan Short Duration High Yield Fund

   N/A

JPMorgan Emerging Markets Corporate Debt Fund

   N/A

JPMorgan Income Fund

   N/A

JPMorgan Flexible Long/Short Fund

  

JPMorgan Flexible Credit Long/Short Fund (name effective until 5/18/16)

JPMorgan Ultra-Short Municipal Fund

   N/A

JPMorgan High Yield Opportunities Fund

   N/A

Investor Funds

 

Current Name

  

Prior Name

JPMorgan Investor Balanced Fund

   One Group Investor Balanced Fund

JPMorgan Investor Conservative Growth Fund

   One Group Investor Conservative Growth Fund

JPMorgan Investor Growth & Income Fund

   One Group Investor Growth & Income Fund

JPMorgan Investor Growth Fund

   One Group Investor Growth Fund

 

C-3


JPMorgan SmartRetirement Funds

 

Current Name

  

Prior Name

JPMorgan SmartRetirement Income Fund

   N/A

JPMorgan SmartRetirement 2015 Fund

   N/A

JPMorgan SmartRetirement 2020 Fund

   N/A

JPMorgan SmartRetirement 2025 Fund

   N/A

JPMorgan SmartRetirement 2030 Fund

   N/A

JPMorgan SmartRetirement 2035 Fund

   N/A

JPMorgan SmartRetirement 2040 Fund

   N/A

JPMorgan SmartRetirement 2045 Fund

   N/A

JPMorgan SmartRetirement 2050 Fund

   N/A

JPMorgan SmartRetirement 2055 Fund

   N/A

JPMorgan SmartRetirement 2060 Fund

   N/A

JPMorgan SmartRetirement Blend Income Fund

   N/A

JPMorgan SmartRetirement Blend 2015 Fund

   N/A

JPMorgan SmartRetirement Blend 2020 Fund

   N/A

JPMorgan SmartRetirement Blend 2025 Fund

   N/A

JPMorgan SmartRetirement Blend 2030 Fund

   N/A

JPMorgan SmartRetirement Blend 2035 Fund

   N/A

JPMorgan SmartRetirement Blend 2040 Fund

   N/A

JPMorgan SmartRetirement Blend 2045 Fund

   N/A

JPMorgan SmartRetirement Blend 2050 Fund

   N/A

JPMorgan SmartRetirement Blend 2055 Fund

   N/A

JPMorgan SmartRetirement Blend 2060 Fund

   N/A

Other Funds

 

Current Name

  

Prior Name

JPMorgan Global Allocation Fund

  

JPMorgan Global Flexible Fund (name effective until 2/17/11)

JPMorgan Systematic Alpha Fund

  

JPMorgan Diversified Risk Fund (name effective until 5/14/14)

JPMorgan Multi-Manager Alternatives Fund

   N/A

JPMorgan SmartSpending 2050 Fund (effective upon the effectiveness of the Fund’s registration statement)

   N/A

*        *        *         *        *        *        *

 

C-4


J.P. Morgan Fleming Mutual Fund Group, 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

   JPMORGAN DISTRIBUTION SERVICES, INC.
Each on behalf of itself and each of its Funds   

 

By:   

 

                      By:  

 

Name:   

 

                      Name:  

 

Title:   

 

                      Title:  

 

 

C-5