EX-99.(A)(4) 3 d23246_exa-4.htm

SCHEDULE B

TO THE JPMORGAN TRUST I DECLARATION OF TRUST

SERIES AND CLASSES

As of May 22, 2008

SERIES

CLASS

 

 

Non-Money Market Funds

 

 

 

JPMorgan Asia Equity Fund

A, Select, Institutional

 

 

JPMorgan Bond Fund

A, B, C, Select, Institutional, Ultra

 

 

JPMorgan California Tax Free Bond Fund

A, C, Select Institutional

 

 

JPMorgan Capital Growth Fund

A, B, C, Select

 

 

JPMorgan China Region Fund

A, C, Select, R5

 

 

JPMorgan Disciplined Equity Fund

A, Select, Institutional, Ultra

 

 

JPMorgan Diversified Fund

A, B, C, Select, Institutional

 

 

JPMorgan Dynamic Growth Fund

A, C, Select, R5

 

 

JPMorgan Dynamic Small Cap Core Fund

A, C, Select, R5

 

 

JPMorgan Dynamic Small Cap Growth Fund (name change from JPMorgan Dynamic Small Cap Fund effective 6/29/07)

A, B, C, Select

 

 

JPMorgan Emerging Economies Fund

A, C, Select, R5

 

 

JPMorgan Emerging Markets Debt Fund

A, C, Select, R5

 

 

JPMorgan Emerging Markets Equity Fund

A, B, C, Select, Institutional

 

 

JPMorgan Enhanced Income Fund

Institutional

 

 

JPMorgan Global Focus Fund

A, C, Select, R5

 

 

JPMorgan Growth and Income Fund

A, B, C, Select

 

 

Highbridge Statistical Market Neutral Fund

A, C, Select

 

 

JPMorgan Income Builder Fund

A, C, Select

 

 

JPMorgan India Fund

A, C, Select, R5

 

 

JPMorgan Intermediate Tax Free Bond Fund

A, B, C, Select, Institutional

 

 

 

 


 

 

JPMorgan International Currency Income Fund

A, C, Select, R5

 

 

JPMorgan International Equity Fund

A, B, C, Select, R5

 

 

JPMorgan International Markets Fund

A, C, Select, R5

 

 

JPMorgan International Opportunities Fund

A, B, C, Select, Institutional

 

 

JPMorgan International Realty Fund

A, C, Select, R5

 

 

JPMorgan International Small Cap Equity Fund

A, B, Select, Institutional

 

 

JPMorgan International Value Fund

A, B, C, Select, Institutional

 

 

JPMorgan International Value SMA Fund

(No Class Designation)

 

 

JPMorgan Intrepid America Fund

A, C, Select, R5

 

 

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

A, C, Select, Institutional

 

 

JPMorgan Intrepid Multi Cap Fund (name change from JPMorgan Intrepid Contrarian Fund effective 4/10/06)

A, C, Select

 

 

JPMorgan Intrepid European Fund

A, B, C, Select, Institutional

 

 

JPMorgan Intrepid Growth Fund

A, C, Select, R5

 

 

JPMorgan Intrepid Plus Fund (name change from JPMorgan Intrepid Long/Short Fund effective 11/1/07)

A, C, Select

 

 

JPMorgan Intrepid Value Fund

A, C, Select, R5

 

 

JPMorgan Intrinsic Value Fund

A, C, Select, R5

 

 

JPMorgan Intrepid Japan Fund (name change from JPMorgan Japan Fund effective 3/31/08)

A, B, C, Select

 

 

JPMorgan Latin America Fund

A, C, Select, R5

 

 

JPMorgan Market Neutral Fund

A, B, Institutional

 

 

JPMorgan Micro Cap Fund

A, C, Select

 

 

JPMorgan Mid Cap Equity Fund

A, Select

 

 

JPMorgan New York Tax Free Bond Fund

A, B, C, Select, Institutional

 

 

B-2

 

 


 

 

JPMorgan Real Return Fund

A, C, Select, Institutional

 

 

JPMorgan Russia Fund

A, C, Select, R5

 

 

JPMorgan Short Term Bond Fund

A, Select, Institutional

 

 

JPMorgan Small Cap Core Fund

Select

 

 

JPMorgan Small Cap Equity Fund

A, B, C, Select, R5

 

 

JPMorgan SmartRetirement Income Fund

A, C, Select, Institutional

 

 

JPMorgan SmartRetirement 2010 Fund

A, C, Select, Institutional

 

 

JPMorgan SmartRetirement 2015 Fund

A, C, Select, Institutional

 

 

JPMorgan SmartRetirement 2020 Fund

A, C, Select, Institutional

 

 

JPMorgan SmartRetirement 2025 Fund

A, C, Select, Institutional

 

 

JPMorgan SmartRetirement 2030 Fund

A, C, Select, Institutional

 

 

JPMorgan SmartRetirement 2035 Fund

A, C, Select, Institutional

 

 

JPMorgan SmartRetirement 2040 Fund

A, C, Select, Institutional

 

 

JPMorgan SmartRetirement 2045 Fund

A, C, Select, Institutional

 

 

JPMorgan SmartRetirement 2050 Fund

A, C, Select, Institutional

 

 

JPMorgan Strategic Appreciation Fund

A, C, Select, R5

 

 

JPMorgan Strategic Income Fund (name change from JPMorgan Global Strategic Income Fund effective 6/16/06)

A, B, C, Select, Institutional

 

 

JPMorgan Strategic Income Opportunities Fund

A, C, Select, R5

 

 

JPMorgan Strategic Preservation Fund

A, C, Select, R5

 

 

JPMorgan Strategic Small Cap Value Fund

A, C, Select, R5

 

 

JPMorgan Tax Aware Core Equity Fund

Select

 

 

JPMorgan Tax Aware Disciplined Equity Fund

Institutional

 

 

JPMorgan Tax Aware Diversified Equity Fund

Select

 

 

JPMorgan Tax Aware Enhanced Income Fund

A, Select, Institutional

 

 

 

 


 

 

 

 

JPMorgan Tax Aware High Income Fund

A, C, Select

 

 

JPMorgan Tax Aware Large Cap Growth Fund

Select

 

 

JPMorgan Equity Income II Fund (name change from JPMorgan Tax Aware Large Cap Value Fund effective 9/15/06)

Select

 

 

JPMorgan Tax Aware Real Return Fund

A, C, Select, Institutional

 

 

JPMorgan Tax Aware Real Return SMA Fund

(No Class Designation)

 

 

JPMorgan Tax Aware Short-Intermediate Income Fund

Select, Institutional

 

 

JPMorgan Tax Aware U.S. Equity Fund

A, B, C, Select, Institutional

 

 

JPMorgan Total Return Fund

A, C, Select, R5

 

 

JPMorgan U.S. Equity Fund

A, B, C, Select, Institutional, R5

 

 

JPMorgan U.S. Large Cap Core Plus Fund

A, C, Select, R5

 

 

JPMorgan U.S. Large Cap Value Plus Fund

A, C, Select, R5

 

 

JPMorgan U.S. Small Company Fund

A, C, Select, Institutional

 

 

JPMorgan Value Advantage Fund

A, C, Select, Institutional

 

 

JPMorgan Value Discovery Fund

A, C, Select, R5

 

Money Market Funds

 

 

 

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

Capital, Institutional, Agency, Premier, Morgan, Reserve

 

 

JPMorgan California Municipal Money Market Fund

Morgan, E*TRADE

 

 

JPMorgan Federal Money Market Fund

Institutional, Agency, Premier, Morgan, Reserve

 

 

JPMorgan New York Municipal Money Market Fund

Morgan, Reserve, E*TRADE

 

 

JPMorgan Prime Money Market Fund

Capital, Institutional, Agency, Premier, Morgan, Reserve, B, C, Cash Management

 

 

JPMorgan Tax Free Money Market Fund

Institutional, Agency, Premier, Morgan, Reserve

 

 

 


 

 

 

B-5