EX-99.(E)(3) 3 d910963dex99e3.htm FORM OF AMENDED SCHEDULE B TO THE DISTRIBUTION AGREEMENT Form of Amended Schedule B to the Distribution Agreement

SCHEDULE B

TO THE DISTRIBUTION AGREEMENT

(Amended as of June 24, 2015)

Money Market Funds

 

Current Name

  

Prior Name

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

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

JPMorgan California Municipal Money Market Fund

  

JPMorgan California Tax Free Money Market Fund

JPMorgan Current Yield Money Market Fund

  

N/A

JPMorgan Federal Money Market Fund

  

JPMorgan Federal Money Market Fund

JPMorgan New York Municipal Market Fund

  

JPMorgan New York Tax Free Money Market Fund

JPMorgan Prime Money Market Fund

  

JPMorgan Prime Money Market Fund

JPMorgan Tax Free Money Market Fund

  

JPMorgan Tax Free Money Market Fund

JPMorgan U.S. Government Money Market Fund

  

One Group Government Money Market Fund

JPMorgan Municipal Money Market Fund

  

One Group Municipal Money Market Fund

JPMorgan Liquid Assets Money Market Fund

  

One Group Prime Money Market Fund

JPMorgan U.S. Treasury Plus Money Market Fund

  

One Group U.S. Treasury Securities Money Market Fund

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

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 Tax Aware Equity Fund

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

JPMorgan Small Cap Core Fund

  

JPMorgan Trust Small Cap Equity Fund

JPMorgan U.S. Equity Fund

  

JPMorgan U.S. Equity Fund

 

B-1


Current Name

  

Prior Name

JPMorgan U.S. Small Company Fund

  

JPMorgan U.S. Small Company Fund

JPMorgan Value Advantage Fund

  

N/A

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

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 Insurance Trust U.S. Equity Portfolio

  

One Group Investment Trust Diversified Equity Portfolio, JPMorgan Investment Trust Diversified Equity Portfolio and JPMorgan Insurance Trust Diversified Equity Portfolio (name effective until 4/24/09)

JPMorgan Insurance Trust Intrepid Mid Cap Portfolio

  

One Group Investment Trust Diversified Mid Cap Portfolio and JPMorgan Investment Trust Diversified Mid Cap Portfolio

JPMorgan Insurance Trust Mid Cap Value Portfolio

  

One Group Investment Trust Mid Cap Value Portfolio, JPMorgan Investment Trust Mid Cap Value Portfolio and JPMorgan Insurance Trust Diversified Mid Cap Value Portfolio (name effective until 4/24/09)

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 Insurance Trust Small Cap Core Portfolio

  

JPMorgan Insurance Trust Small Cap Equity Portfolio (name effective until 4/24/09)

JPMorgan China Region Fund

  

N/A

JPMorgan Latin America Fund

  

N/A

JPMorgan Dynamic Growth Fund

  

N/A

JPMorgan International Value SMA Fund

  

N/A

JPMorgan Emerging Economies Fund

  

N/A

JPMorgan Access Balanced Fund

  

N/A

JPMorgan Access Growth Fund

  

N/A

JPMorgan U.S. Research Equity Plus Fund

  

N/A

JPMorgan Research Equity Long/Short Fund

  

N/A

JPMorgan Global Natural Resources Fund

  

N/A

JPMorgan International Equity Income Fund

  

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

JPMorgan Equity Focus Fund

  

N/A

 

B-2


Current Name

  

Prior Name

Security Capital U.S. Core Real Estate Securities Fund

  

N/A

JPMorgan Asia Pacific Fund

  

JPMorgan Asia Pacific Focus Fund (name effective until 6/28/12)

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

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

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 (effective until 8/31/09)

JPMorgan Insurance Trust Core Bond Portfolio

  

One Group Investment Trust Bond Portfolio and JPMorgan Investment Trust Bond Portfolio

JPMorgan Tax Aware Real Return Fund

  

N/A

JPMorgan Real Return Fund

  

N/A

JPMorgan International Currency Income Fund (to be liquidated on or about 7/28/15)

  

N/A

JPMorgan Tax Aware Real Return SMA 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

 

B-3


Current Name

  

Prior Name

JPMorgan Managed Income 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 Current Income Fund (to be liquidated on or about 7/8/15)

  

N/A

JPMorgan Floating Rate Income Fund

  

N/A

JPMorgan Emerging Markets Local Currency Debt Fund

  

N/A

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 Insurance Trust Income Builder Portfolio

  

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

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 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

 

B-4


Other Funds

 

Current Name

  

Prior Name

JPMorgan Global Allocation Fund    JPMorgan Global Flexible Fund (name effective until 2/17/11)
JPMorgan Total Emerging Markets Fund (to be liquidated on or about 7/6/15)    N/A
JPMorgan Systematic Alpha Fund    JPMorgan Diversified Risk Fund (name effective until 5/14/14)
JPMorgan Multi-Manager Alternatives Fund    N/A
JPMorgan Insurance Trust Global Allocation Portfolio    N/A

*                    *                     *                    *

 

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 Insurance Trust
Each on behalf of itself and each of its Funds
By:  

 

Name:  

 

Title:  

 

JPMORGAN DISTRIBUTION SERVICES, INC.
By:  

 

Name:  

 

Title:  

 

 

B-5