EX-99.(E)(4) 4 d799740dex99e4.htm AMENDED SCHEDULE C TO THE DISTRIBUTION AGREEMENT, AMENDED AS OF AUGUST 20, 2014 Amended Schedule C to the Distribution Agreement, amended as of August 20, 2014

SCHEDULE C

TO THE DISTRIBUTION AGREEMENT

Shares Subject to Front-End Sales Load

(Amended as of August 20, 2014)

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

 

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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 Market Neutral Fund

  

Highbridge Statistical Market Neutral Fund (name effective until 12/6/13)

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 Strategic Preservation Fund (to be liquidated on or about 9/29/14)

  

JPMorgan Global Strategic Preservation Fund

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 U.S. Research Equity Plus Fund    N/A
JPMorgan Alternative Strategies Fund    N/A
JPMorgan Research Equity Long/Short Fund    N/A
JPMorgan Global Natural Resources Fund    N/A
JPMorgan Multi-Cap Long/Short Fund    N/A
JPMorgan Global Equity Income Fund    N/A

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

  

N/A

JPMorgan Opportunistic Equity Long/Short Fund (effective upon the effectiveness of the Fund’s registration statement)

  

N/A

JPMorgan Europe Research Enhanced Equity Fund (effective upon the effectiveness of the Fund’s registration statement)

  

N/A

 

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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 Arizona Municipal Bond Fund (to be reorganized into JPMorgan Intermediate Tax-Free Bond Fund on or about 8/22/14)

  

One Group Arizona Municipal Bond 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 Michigan Municipal Bond Fund (to be reorganized into JPMorgan Intermediate Tax-Free Bond Fund on or about 8/22/14)

  

One Group Michigan Municipal 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 (to be reorganized into JPMorgan Intermediate Tax-Free Bond Fund on or about 8/22/14)

  

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 Real Return Fund    N/A
JPMorgan International Currency Income 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 Multi-Sector Income Fund (to be renamed JPMorgan Unconstrained Debt Fund on or about 10/20/14)

  

N/A

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 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

 

C-3


Current Name

  

Prior Name

JPMorgan Short Duration High Yield Fund    N/A
JPMorgan Dynamic Income Fund    N/A
JPMorgan Emerging Markets Corporate Debt Fund    N/A
JPMorgan Income 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

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

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    N/A

JPMorgan Systematic Alpha Fund

  

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

JPMorgan Multi-Manager Alternatives 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 Insurance Trust

Each on behalf of itself and each of its Funds

    JPMORGAN DISTRIBUTION SERVICES, INC.
By:  

/s/ Laura M. Del Prato

    By:  

/s/ Robert L. Young

Name: Laura M. Del Prato     Name: Robert L. Young
Title: Treasurer     Title: Managing Director

 

C-5