EX-99.(A)(4) 2 d647196dex99a4.htm AMENDED SCHEDULE B, DATED 2/12/14, TO THE DECLARATION OF TRUST DATED 11/5/2004 Amended Schedule B, dated 2/12/14, to the Declaration of Trust dated 11/5/2004

SCHEDULE B

TO THE JPMORGAN TRUST I DECLARATION OF TRUST

SERIES AND CLASSES

As of February 12, 2014

 

SERIES    CLASS

Non-Money Market Funds

  

JPMorgan Market Neutral Fund (name change from Highbridge Statistical Market Neutral Fund effective 12/6/13)

   A, C, Select

JPMorgan Access Balanced Fund

   A, C, Select, Institutional

JPMorgan Access Growth Fund

   A, C, Select, Institutional

JPMorgan Alternative Strategies Fund

   A, C, Select, R5

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

   A, C, Select

JPMorgan California Tax Free Bond Fund

   A, C, Select, Institutional

JPMorgan China Region Fund

   A, C, Select

JPMorgan Commodities Strategy Fund

   A, C, Select, R6

JPMorgan Corporate Bond Fund

   A, C, Select, R6

JPMorgan Current Income Fund

   Select, Institutional

JPMorgan Disciplined Equity Fund

  

A, Select, Institutional, R6 (formerly Ultra Shares until 11/30/10)

JPMorgan Diversified Fund

   A, B, C, Select, Institutional

JPMorgan Diversified Real Return Fund

   A, C, Select, R2, R5

JPMorgan Diversified Risk Fund

   A, C, Select, R6

JPMorgan Dynamic Growth Fund

   A, C, Select, R5

JPMorgan Dynamic Income Fund

   A, C, Select, R6

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 Corporate Debt Fund

   A, C, Select, R6

JPMorgan Emerging Markets Debt Fund

   A, C, Select, R5, R6

 

B-1


SERIES    CLASS

JPMorgan Emerging Markets Equity Fund

   A, B, C, Select, Institutional

JPMorgan Emerging Markets Equity Income Fund

   A, C, Select, R5, R6

JPMorgan Emerging Markets Local Currency Debt Fund

   A, C, Select, R2, R5, R6

JPMorgan Equity Focus Fund

   A, C, Select

JPMorgan Ex-G4 Currency Strategies Fund

   A, C, Select

JPMorgan Floating Rate Income Fund

   A, C, Select, R6

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

   A, C, Select, R2

JPMorgan Global Bond Opportunities Fund

   A, C, Select, R6

JPMorgan Global Equity Income Fund

   A, C, Select, R2, R5

JPMorgan Global Natural Resources Fund

   A, C, Select, R2, R5, R6

JPMorgan Global Research Enhanced Index Fund

   A, C, Select, R2

JPMorgan Global Unconstrained Equity Fund

   A, C, Select, R2, R5, R6

JPMorgan Growth and Income Fund

   A, B, C, Select

JPMorgan Growth Long/Short Fund

   A, C, Select

JPMorgan Hedged Equity Fund

   A, C, Select, R5, R6

JPMorgan Income Fund

   A, C, Select, R6

JPMorgan Income Builder Fund

   A, C, Select

JPMorgan Inflation Managed Bond Fund

   A, C, Select, R2, R5, R6

JPMorgan Intermediate Tax Free Bond Fund

   A, B, C, Select, Institutional

JPMorgan International Currency Income Fund

   A, C, Select

JPMorgan International Equity Fund

   A, B, C, Select, R2, R5, R6

JPMorgan International Opportunities Fund

   A, B, C, Select, Institutional, R6

JPMorgan International Realty Fund

   A, C, Select, R5

JPMorgan International Unconstrained Equity Fund

   A, C, Select, R2, R5, R6

JPMorgan International Value Fund

   A, B, C, Select, Institutional, R2, R6

JPMorgan International Value SMA Fund

   (No Class Designation)

JPMorgan Intrepid America Fund

   A, C, Select, R2, R5

 

B-2


SERIES    CLASS

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

   A, C, Select, Institutional, R2

JPMorgan Intrepid Advantage Fund (name change from JPMorgan Intrepid Contrarian Fund effective 4/10/06) (name change from JPMorgan Intrepid Multi Cap Fund effective 2/28/13)

   A, C, Select
JPMorgan Intrepid European Fund    A, B, C, Select, Institutional
JPMorgan Intrepid Growth Fund    A, C, Select, R2, R5
JPMorgan Intrepid Value Fund    A, C, Select, R2, R5, R6
JPMorgan Latin America Fund    A, C, Select
JPMorgan Managed Income Fund    Select, Institutional

JPMorgan Mid Cap Core Fund (to be reorganized into JPMorgan Mid Cap Equity Fund on or about 3/14/14)

   A, C, Select, R2, R5, R6
JPMorgan Mid Cap Equity Fund    A, C, Select
JPMorgan Multi-Cap Long/Short Fund    A, C, Select
JPMorgan Multi-Sector Income Fund    A, C, Select, R2, R5, R6
JPMorgan New York Tax Free Bond Fund    A, B, C, Select, Institutional
JPMorgan Real Return Fund    A, C, Select, Institutional
JPMorgan Research Equity Long/Short Fund    A, C, Select, R5

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

   A, B, C, Select, Institutional
JPMorgan Short Duration High Yield Fund    A, C, Select, R6
JPMorgan Small Cap Core Fund    Select
JPMorgan Small Cap Equity Fund    A, B, C, Select, R2, R5
JPMorgan SmartAllocation Equity Fund    A, C, Select, R2, R5, R6
JPMorgan SmartAllocation Income Fund    A, C, Select, R2, R5, R6
JPMorgan SmartRetirement Income Fund    A, C, Select, Institutional, R2

JPMorgan SmartRetirement 2010 Fund (to be reorganized into JPMorgan SmartRetirement Income Fund on or about 6/20/14)

   A, C, Select, Institutional, R2

 

B-3


SERIES    CLASS

JPMorgan SmartRetirement 2015 Fund

   A, C, Select, Institutional, R2

JPMorgan SmartRetirement 2020 Fund

   A, C, Select, Institutional, R2

JPMorgan SmartRetirement 2025 Fund

   A, C, Select, Institutional, R2

JPMorgan SmartRetirement 2030 Fund

   A, C, Select, Institutional, R2

JPMorgan SmartRetirement 2035 Fund

   A, C, Select, Institutional, R2

JPMorgan SmartRetirement 2040 Fund

   A, C, Select, Institutional, R2

JPMorgan SmartRetirement 2045 Fund

   A, C, Select, Institutional, R2

JPMorgan SmartRetirement 2050 Fund

   A, C, Select, Institutional, R2

JPMorgan SmartRetirement 2055 Fund

   A, C, Select, Institutional, R2

JPMorgan SmartRetirement Blend Income Fund

   A, C, Select, R2, R5, R6

JPMorgan SmartRetirement Blend 2015 Fund

   A, C, Select, R2, R5, R6

JPMorgan SmartRetirement Blend 2020 Fund

   A, C, Select, R2, R5, R6

JPMorgan SmartRetirement Blend 2025 Fund

   A, C, Select, R2, R5, R6

JPMorgan SmartRetirement Blend 2030 Fund

   A, C, Select, R2, R5, R6

JPMorgan SmartRetirement Blend 2035 Fund

   A, C, Select, R2, R5, R6

JPMorgan SmartRetirement Blend 2040 Fund

   A, C, Select, R2, R5, R6

JPMorgan SmartRetirement Blend 2045 Fund

   A, C, Select, R2, R5, R6

JPMorgan SmartRetirement Blend 2050 Fund

   A, C, Select, R2, R5, R6

JPMorgan SmartRetirement Blend 2055 Fund

   A, C, Select, R2, R5, R6

JPMorgan Strategic Income Opportunities Fund

   A, C, Select, R5

JPMorgan Strategic Preservation Fund

   A, C, Select, R5

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

   Institutional, A, C, Select

JPMorgan Tax Aware High Income Fund

   A, C, Select

JPMorgan Tax Aware Income Opportunities Fund

   A, C, Select

JPMorgan Tax Aware Real Return Fund

   A, C, Select, Institutional, R6

JPMorgan Tax Aware Real Return SMA Fund

   (No Class Designation)

 

B-4


SERIES    CLASS

JPMorgan Total Emerging Markets Fund

  

A, C, Select, R2, R5, R6

JPMorgan Total Return Fund

  

A, C, Select, R5, R2, R6

JPMorgan U.S. Dynamic Plus Fund (name change from JPMorgan Intrepid Long/Short Fund effective 11/1/07) (name change from JPMorgan Intrepid Plus Fund effective 5/3/10)

  

A, C, Select

JPMorgan U.S. Equity Fund

  

A, B, C, Select, Institutional, R2, R5, R6

JPMorgan U.S. Large Cap Core Plus Fund

  

A, C, Select, R2, R5

JPMorgan U.S. Research Equity Plus Fund

  

A, C, Select, R2, R5, R6

JPMorgan U.S. Small Company Fund

  

A, C, Select, Institutional, R2, R6

JPMorgan Value Advantage Fund

  

A, C, Select, Institutional

Security Capital U.S. Core Real Estate Securities Fund

  

A, C, Select, R2, R5, R6

Money Market Funds

  

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

  

Capital, Institutional, Agency, Premier, Morgan, Reserve, Service

JPMorgan California Municipal Money Market Fund

  

Morgan, E*TRADE, Service

JPMorgan Current Yield Money Market Fund

  

Capital, Institutional

JPMorgan Federal Money Market Fund

  

Institutional, Agency, Premier, Morgan, Reserve

JPMorgan New York Municipal Money Market Fund

  

Morgan, Reserve, E*TRADE, Service

JPMorgan Prime Money Market Fund

  

Capital, Institutional, Agency, Premier, Morgan, Reserve, B, C, Cash Management, Investor, Service, Direct, Eagle, IM

JPMorgan Tax Free Money Market Fund

  

Institutional, Agency, Premier, Morgan, Reserve, Direct, Eagle

 

B-5