EX-99.(A)(4) 2 d920003dex99a4.htm AMENDED SCHEDULE B, DATED AUGUST 11, 2020, TO THE DECLARATION OF TRUST, Amended Schedule B, dated August 11, 2020, to the Declaration of Trust,

SCHEDULE B

TO THE JPMORGAN TRUST I DECLARATION OF TRUST

SERIES AND CLASSES

As of August 11, 2020

 

SERIES

   

CLASS

Non-Money Market Funds

   

JPMorgan Access Balanced Fund

   

A, C, I (formerly Select until 4/3/17)

JPMorgan Access Growth Fund

   

A, C, I (formerly Select until 4/3/17)

JPMorgan California Tax Free Bond Fund

   

A, C, I (formerly Institutional until 4/3/17), R6

JPMorgan Corporate Bond Fund

   

A, C, I (formerly Select until 4/3/17), R6

JPMorgan U.S. Research Enhanced Equity Fund (renamed from JPMorgan Disciplined Equity Fund effective 11/1/17)

   

A, I (formerly Select until 4/3/17), R6 (formerly Ultra Shares until 11/30/10)

JPMorgan Diversified Fund

   

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R6

JPMorgan Small Cap Blend Fund (renamed from JPMorgan Dynamic Small Cap Growth Fund effective 5/31/18, previous name change from JPMorgan Dynamic Small Cap Fund effective 6/29/07)

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Emerging Markets Debt Fund

   

A, C, I (formerly Select until 4/3/17), R5, R6

JPMorgan Emerging Markets Equity Fund

   

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6, T

JPMorgan Emerging Markets Strategic Debt Fund (renamed from JPMorgan Emerging Markets Local Currency Debt Fund effective 9/30/16)

   

A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan Equity Focus Fund

   

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Floating Rate Income Fund

   

A, C, I (formerly Select until 4/3/17), R6, T

JPMorgan Global Allocation Fund (name change from JPMorgan Global Flexible Fund effective 2/17/11)

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6, T

JPMorgan Global Bond Opportunities Fund

   

A, C, I (formerly Select until 4/3/17), R6, T

JPMorgan Growth and Income Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Hedged Equity Fund

   

A, C, I (formerly Select until 4/3/17), R5, R6, T

 

B-1

SERIES

   

CLASS

JPMorgan Income Fund

   

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Income Builder Fund

   

A, C, I (formerly Select until 4/3/17), R6, T

JPMorgan Inflation Managed Bond Fund

   

A, C, I (formerly Select until 4/3/17), R5, R6

JPMorgan Intermediate Tax Free Bond Fund

   

A, C, I (formerly Institutional until 4/3/17), R6, T

JPMorgan International Equity Fund

   

A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan International Focus Fund (name change from JPMorgan International Unconstrained Equity Fund effective 4/20/20)

   

A, C, I (formerly Select until 4/3/17), R2, R5, R6, T

JPMorgan International Value Fund

   

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R5, R6, T

JPMorgan International Advantage Fund (name change from JPMorgan Intrepid International Fund effective 7/31/18) (JPMorgan Tax Aware International Opportunities Fund effective 12/15/05)

   

A, C, I (formerly Select until 4/3/17), R2, R6

JPMorgan Intrepid Sustainable Equity Fund (name change from JPMorgan Intrepid Contrarian Fund effective 4/10/06) (name change from JPMorgan Intrepid Multi Cap Fund effective 2/28/13) (renamed from JPMorgan Intrepid Advantage Fund effective 3/31/17)1

   

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Europe Dynamic Fund (name change from JPMorgan Intrepid European Fund effective 7/31/18)

   

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R6

JPMorgan Intrepid Growth Fund

   

A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan Intrepid Value Fund

   

A, C, I (formerly Select until 4/3/17), R2, R5, R6, T

JPMorgan Managed Income Fund

   

I (formerly Select until 4/3/17), L (formerly Institutional until 4/3/17)

JPMorgan Mid Cap Equity Fund

   

A, C, I (formerly Select until 4/3/17), R2, R5, R6, T

JPMorgan New York Tax Free Bond Fund

   

A, C, I, (formerly Institutional until 4/3/17), R6

JPMorgan Opportunistic Equity Long/Short Fund

   

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Research Market Neutral Fund (name change from JPMorgan Market Neutral Fund effective 2/28/10)

   

A, C, I (formerly Select until 4/3/17)

 

1 

To be renamed JPMorgan U.S. Sustainable Leaders Fund at a date pending

 

B-2

SERIES

   

CLASS

JPMorgan Short Duration Core Plus Fund (name change from JPMorgan Short Duration High Yield Fund effective 9/29/17)

   

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Small Cap Core Fund

   

, A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Small Cap Equity Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Income Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6, T

JPMorgan SmartRetirement 2020 Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6, T

JPMorgan SmartRetirement 2025 Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6, T

JPMorgan SmartRetirement 2030 Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6, T

JPMorgan SmartRetirement 2035 Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6, T

JPMorgan SmartRetirement 2040 Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6, T

JPMorgan SmartRetirement 2045 Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6, T

JPMorgan SmartRetirement 2050 Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6, T

JPMorgan SmartRetirement 2055 Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6, T

JPMorgan SmartRetirement 2060 Fund

   

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6, T

JPMorgan SmartRetirement Blend Income Fund

   

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2020 Fund

   

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2025 Fund

   

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2030 Fund

   

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2035 Fund

   

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

 

B-3

SERIES

   

CLASS

JPMorgan SmartRetirement Blend 2040 Fund

   

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2045 Fund

   

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2050 Fund

   

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2055 Fund

   

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2060 Fund

   

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Strategic Income Opportunities Fund

   

A, C, I (formerly Select until 4/3/17), R5, R6, T

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

   

A, C, I (formerly Institutional until 4/3/17), R6

JPMorgan High Yield Municipal Fund (name change from JPMorgan Tax Aware High Income Fund effective 11/1/18)

   

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Tax Aware Real Return Fund

   

A, C, I (formerly Institutional until 4/3/17), R6

JPMorgan Total Return Fund

   

A, C, I (formerly Select until 4/3/17), R2, R5, R6, T

JPMorgan Unconstrained Debt Fund (name change from JPMorgan Multi Sector Bond Fund effective 10/22/14)

   

A, C, I (formerly Select until 4/3/17), R2, R5, R6, T

JPMorgan U.S. Equity Fund

   

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6, T

JPMorgan U.S. Large Cap Core Plus Fund

   

A, C, I (formerly Select until 4/3/17), R2, R5, R6, T

JPMorgan U.S. Small Company Fund

   

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6

JPMorgan Value Advantage Fund

   

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6, T

 

B-4

SERIES

   

CLASS

Money Market Funds

   

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

   

Capital, Institutional, Agency, Premier, Morgan, Reserve, IM, Academy

JPMorgan California Municipal Money Market Fund

   

Institutional, Agency, Morgan, E*TRADE, Service, Premier

JPMorgan Federal Money Market Fund

   

Institutional, Agency, Premier, Morgan, Capital

JPMorgan New York Municipal Money Market Fund

   

Institutional, Agency, Morgan, Reserve, E*TRADE, Service, Premier

JPMorgan Prime Money Market Fund

   

Capital, Institutional, Agency, Premier, Morgan, Reserve, C, IM, Academy

JPMorgan Tax Free Money Market Fund

   

Institutional, Agency, Premier, Morgan, Reserve

 

B-5