EX-99.(7)(A)(5) 4 d689749dex997a5.htm FORM OF AMENDED SCHEDULE B TO THE DISTRIBUTION AGREEMENT, AMENDED AS OF 11/14/17 Form of Amended Schedule B to the Distribution Agreement, amended as of 11/14/17

SCHEDULE D

TO THE DISTRIBUTION AGREEMENT

Distribution Plan Classes

(Amended as of November 14, 2017)

Name of the Fund

Money Market Funds

 

Current Name

  

Prior Name

JPMorgan 100% U.S. Treasury Securities Money Market Fund – Morgan Class Shares

  

JPMorgan 100% U.S. Treasury Securities Money Market Fund – Morgan Class Shares

JPMorgan 100% U.S. Treasury Securities Money Market Fund – Reserve Class Shares

  

JPMorgan 100% U.S. Treasury Securities Money Market Fund – Reserve Class Shares

JPMorgan 100% U.S. Treasury Securities Money Market Fund – Service Shares

  

N/A

JPMorgan California Municipal Money Market Fund – Morgan Class Shares

  

JPMorgan California Tax Free Money Market Fund – Morgan Class Shares

JPMorgan California Municipal Money Market Fund – E*TRADE Class Shares

  

N/A

JPMorgan California Municipal Money Market Fund – Reserve Class Shares

  

N/A

JPMorgan California Municipal Money Market Fund – Service Shares

  

N/A

JPMorgan California Municipal Money Market Fund – Eagle Class Shares

  

N/A

JPMorgan Federal Money Market Fund – Morgan Class Shares

  

JPMorgan Federal Money Market Fund – Morgan Class Shares

JPMorgan Federal Money Market Fund – Reserve Class Shares

  

JPMorgan Federal Money Market Fund – Reserve Class Shares

JPMorgan New York Municipal Market Fund – Morgan Class Shares

  

JPMorgan New York Tax Free Money Market Fund – Morgan Class Shares

JPMorgan New York Municipal Market Fund – Reserve Class Shares

  

JPMorgan New York Tax Free Money Market Fund – Reserve Class Shares

JPMorgan New York Municipal Money Market Fund – E*TRADE Class Shares

  

N/A

JPMorgan New York Municipal Money Market Fund – Service Shares

  

N/A

JPMorgan New York Municipal Money Market Fund – Eagle Class Shares

  

N/A

JPMorgan Prime Money Market Fund – Reserve Class Shares

  

JPMorgan Prime Money Market Fund – Reserve Class Shares

JPMorgan Prime Money Market Fund – Service Shares (to be removed as of 11/21/16)

  

N/A

JPMorgan Prime Money Market Fund – Eagle Class Shares (to be removed as of 11/21/16)

  

N/A

JPMorgan Tax Free Money Market Fund – Morgan Class Shares

  

JPMorgan Tax Free Money Market Fund – Morgan Class Shares

JPMorgan Tax Free Money Market Fund – Reserve Class Shares

  

JPMorgan Tax Free Money Market Fund – Reserve Class Shares

JPMorgan U.S. Government Money Market Fund – Morgan Class Shares

  

One Group Government Money Market Fund – Morgan Class Shares

 

D-1


Current Name

  

Prior Name

JPMorgan U.S. Government Money Market Fund – Reserve Class Shares

  

One Group Government Money Market Fund – Class A Shares

JPMorgan U.S. Government Money Market Fund – Service Shares

  

N/A

JPMorgan U.S. Government Money Market Fund – Eagle Class Shares

  

N/A

JPMorgan U.S. Government Money Market Fund – E*TRADE Shares

  

N/A

JPMorgan Municipal Money Market Fund – Service Shares

  

N/A

JPMorgan Municipal Money Market Fund – Reserve Class Shares

  

One Group Municipal Money Market Fund – Class A Shares

JPMorgan Municipal Money Market Fund – Morgan Class Shares

  

One Group Municipal Money Market Fund – Morgan Class Shares

JPMorgan Municipal Money Market Fund – E*TRADE Class Shares

  

N/A

JPMorgan Municipal Money Market Fund – Eagle Class Shares

  

N/A

JPMorgan Liquid Assets Money Market Fund – Reserve Class Shares

  

One Group Prime Money Market Fund – Class A Shares

JPMorgan Liquid Assets Money Market Fund – Morgan Class Shares

  

One Group Prime Money Market Fund – Morgan Class Shares

JPMorgan Liquid Assets Money Market Fund – E*TRADE Class Shares

  

N/A

JPMorgan U.S. Treasury Plus Money Market Fund – Reserve Class Shares

  

One Group U.S. Treasury Securities Money Market Fund – Class A Shares

JPMorgan U.S. Treasury Plus Money Market Fund – Morgan Class Shares

  

One Group U.S. Treasury Securities Money Market Fund – Morgan Class Shares

JPMorgan U.S. Treasury Plus Money Market Fund – Service Shares

  

N/A

JPMorgan U.S. Treasury Plus Money Market Fund – Eagle Class Shares

  

N/A

Equity Funds

 

Current Name

  

Prior Name

JPMorgan Disciplined Equity Fund – Class A Shares

  

JPMorgan Disciplined Equity Fund – Class A Shares

JPMorgan Diversified Fund – Class A Shares

  

JPMorgan Diversified Fund – Class A Shares

JPMorgan Dynamic Small Cap Growth Fund – Class A Shares

  

JPMorgan Dynamic Small Cap Fund – Class A Shares (name effective until 6/29/07)

JPMorgan Emerging Markets Equity Fund – Class A Shares

  

JPMorgan Fleming Emerging Markets Equity Fund – Class A Shares

JPMorgan Emerging Markets Equity Fund – Class R2 Shares

  

N/A

JPMorgan Emerging Markets Equity Fund – Class R3 Shares

  

N/A

JPMorgan Emerging Markets Equity Fund – Class T Shares

  

N/A

JPMorgan International Equity Fund – Class A Shares

  

JPMorgan Fleming International Equity Fund – Class A Shares

 

D-2


Current Name

  

Prior Name

JPMorgan International Equity Fund – Class R2 Shares

  

N/A

JPMorgan International Opportunities Fund – Class A Shares

  

JPMorgan Fleming International Opportunities Fund – Class A Shares

JPMorgan International Value Fund – Class A Shares

  

JPMorgan Fleming International Value Fund – Class A Shares

JPMorgan International Value Fund – Class R2 Shares

  

N/A

JPMorgan International Value Fund – Class T Shares

  

N/A

JPMorgan Intrepid European Fund – Class A Shares

  

JPMorgan Fleming Intrepid European Fund – Class A Shares

JPMorgan Intrepid International Fund – Class A Shares

  

JPMorgan Fleming Tax Aware International Opportunities Fund – Class A Shares and JPMorgan Tax Aware International Opportunities Fund – Class A Shares

JPMorgan Intrepid International Fund – Class R2 Shares

  

N/A

JPMorgan Growth and Income Fund – Class A Shares

  

JPMorgan Growth and Income Fund – Class A Shares

JPMorgan Growth and Income Fund – Class R2 Shares

  

N/A

JPMorgan Growth and Income Fund – Class R3 Shares

  

N/A

JPMorgan Intrepid America Fund – Class A Shares

  

JPMorgan Intrepid America Fund – Class A Shares

JPMorgan Intrepid America Fund – Class R2 Shares

  

N/A

JPMorgan Intrepid Growth Fund – Class A Shares

  

JPMorgan Intrepid Growth Fund – Class A Shares

JPMorgan Intrepid Growth Fund – Class R2 Shares

  

N/A

JPMorgan Intrepid Advantage Fund – Class A Shares (to be renamed JPMorgan Intrepid Sustainable Equity Fund on or about 3/31/17)

  

JPMorgan Intrepid Investor Fund – Class A Shares, JPMorgan Intrepid Contrarian Fund – Class A (name effective until 4/10/06) and JPMorgan Intrepid Multi Cap Fund – Class A Shares (name effective until 2/28/13)

JPMorgan Intrepid Value Fund – Class A Shares

  

JPMorgan Intrepid Value Fund – Class A Shares

JPMorgan Intrepid Value Fund – Class R2 Shares

  

N/A

JPMorgan Intrepid Value Fund – Class T Shares

  

N/A

JPMorgan Research Market Neutral Fund – Class A Shares

  

JPMorgan Market Neutral Fund – Class A Shares (name effective until 2/28/10)

JPMorgan Mid Cap Equity Fund – Class A Shares

  

JPMorgan Mid Cap Equity Fund – Class A Shares

JPMorgan Mid Cap Equity Fund – Class R2 Shares

  

N/A

JPMorgan Mid Cap Equity Fund – Class T Shares

  

N/A

JPMorgan Growth Advantage Fund – Class A Shares

  

JPMorgan Mid Cap Growth Fund – Class A Shares

JPMorgan Growth Advantage Fund – Class R2 Shares

  

N/A

JPMorgan Growth Advantage Fund – Class R3 Shares

  

N/A

JPMorgan Growth Advantage Fund – Class T Shares

  

N/A

JPMorgan Mid Cap Value Fund – Class A Shares

  

JPMorgan Mid Cap Value Fund – Class A Shares

JPMorgan Mid Cap Value Fund – Class R2 Shares

  

N/A

JPMorgan Mid Cap Value Fund – Class R3 Shares

  

N/A

JPMorgan Mid Cap Value Fund -= Class T Shares

  

N/A

JPMorgan Small Cap Equity Fund – Class A Shares

  

JPMorgan Small Cap Equity Fund – Class A Shares

JPMorgan Small Cap Equity Fund – Class R2 Shares

  

N/A

JPMorgan Small Cap Equity Fund – Class R3 Shares

  

N/A

JPMorgan U.S. Equity Fund – Class A Shares

  

JPMorgan U.S. Equity Fund – Class A Shares

JPMorgan U.S. Equity Fund – Class R2 Shares

  

N/A

JPMorgan U.S. Equity Fund – Class R3 Shares

  

N/A

JPMorgan U.S. Equity Fund – Class T Shares

  

N/A

Undiscovered Managers Behavioral Value Fund – Class A Shares

  

Undiscovered Managers Behavioral Value Fund – Class A Shares

 

D-3


Current Name

  

Prior Name

Undiscovered Managers Behavioral Value Fund – Class R2 Shares

  

N/A

Undiscovered Managers Behavioral Value Fund – Class T Shares

  

N/A

JPMorgan Realty Income Fund – Class A Shares

  

Undiscovered Managers REIT Fund – Class A Shares

JPMorgan Intrepid Mid Cap Fund – Class A Shares

  

One Group Diversified Mid Cap Fund – Class A Shares and JPMorgan Diversified Mid Cap Fund – Class A Shares

JPMorgan Intrepid Mid Cap Fund – Class R3 Shares

  

N/A

JPMorgan Equity Income Fund – Class A Shares

  

One Group Equity Income Fund – Class A Shares

JPMorgan Equity Income Fund – Class R2 Shares

  

N/A

JPMorgan Equity Income Fund – Class R3 Shares

  

N/A

JPMorgan Equity Income Fund – Class T Shares

  

N/A

JPMorgan Equity Index Fund – Class A Shares

  

One Group Equity Index Fund – Class A Shares

JPMorgan International Research Enhanced Equity Fund – Class A Shares

  

One Group International Equity Index Fund – Class A Shares and JPMorgan International Equity Index Fund – Class A Shares (name effective until 6/30/14)

JPMorgan International Research Enhanced Equity Fund – Class R2 Shares

  

JPMorgan International Equity Index Fund – Class R2 Shares (name effective until 6/30/14)

JPMorgan Large Cap Growth Fund – Class A Shares

  

One Group Large Cap Growth Fund – Class A Shares

JPMorgan Large Cap Growth Fund – Class R2 Shares

  

N/A

JPMorgan Large Cap Growth Fund – Class R3 Shares

  

N/A

JPMorgan Large Cap Growth Fund – Class T Shares

  

N/A

JPMorgan Large Cap Value Fund – Class A Shares

  

One Group Large Cap Value Fund – Class A Shares

JPMorgan Large Cap Value Fund – Class R2 Shares

  

N/A

JPMorgan Market Expansion Enhanced Index Fund – Class A Shares

  

One Group Market Expansion Index Fund – Class A Shares and JPMorgan Market Expansion Index Fund – Class A Shares (name effective until 4/30/13)

JPMorgan Market Expansion Enhanced Index Fund – Class R2 Shares

  

JPMorgan Market Expansion Index Fund – Class R2 Shares (name effective until 4/30/13)

JPMorgan Multi-Cap Market Neutral Fund – Class A Shares

  

One Group Market Neutral Fund – Class A Shares

JPMorgan Mid Cap Growth Fund – Class A Shares

  

One Group Mid Cap Growth Fund – Class A Shares and JPMorgan Diversified Mid Cap Growth Fund – Class A Shares (name effective until 6/27/09)

JPMorgan Mid Cap Growth Fund– Class R2 Shares

  

JPMorgan Diversified Mid Cap Growth Fund – Class R2 Shares (name effective until 6/27/09)

JPMorgan Mid Cap Growth Fund – Class R3 Shares

  

N/A

JPMorgan Mid Cap Growth Fund – Class T Shares

  

N/A

JPMorgan Small Cap Growth Fund – Class A Shares

  

One Group Small Cap Growth Fund – Class A Shares

JPMorgan Small Cap Growth Fund – Class R2 Shares

  

N/A

JPMorgan Small Cap Growth Fund – Class R3 Shares

  

N/A

JPMorgan Small Cap Growth Fund – Class T Shares

  

N/A

JPMorgan Small Cap Value Fund – Class A Shares

  

One Group Small Cap Value Fund – Class A Shares

JPMorgan Small Cap Value Fund – Class R2 Shares

  

N/A

JPMorgan Small Cap Value Fund – Class R3 Shares

  

N/A

JPMorgan Value Advantage Fund – Class A Shares

  

N/A

JPMorgan Value Advantage Fund – Class R2 Shares

  

N/A

JPMorgan Value Advantage Fund – Class R3 Shares

  

N/A

JPMorgan Value Advantage Fund – Class T Shares

  

N/A

 

D-4


Current Name

  

Prior Name

JPMorgan U.S. Large Cap Core Plus Fund – Class A Shares

  

N/A

JPMorgan U.S. Large Cap Core Plus Fund – Class R2 Shares

  

N/A

JPMorgan U.S. Large Cap Core Plus Fund – Class T Shares

  

N/A

JPMorgan U.S. Dynamic Plus Fund – Class A Shares

  

JPMorgan Intrepid Long/Short Fund – Class A Shares (name effective until 11/1/07) and JPMorgan Intrepid Plus Fund – Class A Shares (name effective until 5/3/10)

JPMorgan Insurance Trust U.S. Equity Portfolio – Class 2

  

JPMorgan Insurance Trust Diversified Equity Portfolio – Class 2 Shares (name effective until 4/24/09)

JPMorgan Insurance Trust Intrepid Mid Cap Portfolio – Class 2 (to be liquidated on or about 4/20/17)

  

N/A

JPMorgan Insurance Trust Small Cap Core Portfolio – Class 2

  

JPMorgan Insurance Trust Small Cap Equity Portfolio – Class 2 Shares (name effective until 4/24/09)

JPMorgan China Region Fund – Class A Shares

  

N/A

JPMorgan Latin America Fund – Class A Shares

  

N/A

JPMorgan Dynamic Growth Fund – Class A Shares

  

N/A

JPMorgan U.S. Small Company Fund – Class A Shares

  

N/A

JPMorgan U.S. Small Company Fund – Class R2 Shares

  

N/A

JPMorgan U.S. Small Company Fund – Class R3 Shares

  

N/A

JPMorgan Emerging Economies Fund – Class A Shares

  

N/A

JPMorgan Access Balanced Fund – Class A Shares

  

N/A

JPMorgan Access Growth Fund – Class A Shares

  

N/A

JPMorgan Tax Aware Equity Fund – Class A Shares

  

JPMorgan Tax Aware Disciplined Equity Fund – Class A Shares (name effective until 12/10/10)

JPMorgan International Equity Income Fund – Class A Shares

  

JPMorgan Global Equity Income Fund – Class A Shares (name effective until 1/30/15)

JPMorgan International Equity Income Fund – Class R2 Shares

  

JPMorgan Global Equity Income Fund – Class R2 Shares (name effective until 1/30/15)

JPMorgan International Equity Income Fund – Class T Shares

  

N/A

JPMorgan Equity Focus Fund – Class A Shares

  

N/A

Security Capital U.S. Core Real Estate Securities Fund – Class A Shares

  

N/A

Security Capital U.S. Core Real Estate Securities Fund – Class R2 Shares

  

N/A

JPMorgan Global Unconstrained Equity Fund – Class A Shares

  

N/A

JPMorgan Global Unconstrained Equity Fund – Class R2 Shares

  

N/A

JPMorgan International Unconstrained Equity Fund – Class A Shares

  

N/A

JPMorgan International Unconstrained Equity Fund – Class R2 Shares

  

N/A

JPMorgan International Unconstrained Equity Fund – Class T Shares

  

N/A

JPMorgan SmartAllocation Equity Fund – Class A Shares

  

N/A

JPMorgan SmartAllocation Equity Fund – Class R2 Shares

  

N/A

 

D-5


Current Name

  

Prior Name

JPMorgan Global Research Enhanced Index Fund – Class A Shares

  

N/A

JPMorgan Global Research Enhanced Index Fund – Class R2 Shares

  

N/A

JPMorgan Emerging Markets Equity Income Fund – Class A Shares

  

N/A

JPMorgan Hedged Equity Fund – Class A Shares

  

N/A

JPMorgan Hedged Equity Fund – Class T Shares

  

N/A

JPMorgan Equity Low Volatility Income Fund – Class A Shares

  

N/A

JPMorgan Equity Low Volatility Income Fund – Class R2 Shares

  

N/A

JPMorgan Opportunistic Equity Long/Short Fund – Class A Shares

  

N/A

JPMorgan Opportunistic Equity Long/Short Fund – Class R2 Shares

  

N/A

JPMorgan International Discovery Fund – Class A Shares

  

N/A

JPMorgan International Discovery Fund – Class R2 Shares

  

N/A

JPMorgan Value Plus Fund – Class A Shares

  

N/A

JPMorgan Small Cap Core Fund – Class A Shares

  

N/A

JPMorgan Small Cap Core Fund – Class R2 Shares

  

N/A

JPMorgan Small Cap Core Fund – Class R3 Shares

  

N/A

JPMorgan Multi-Manager Long/Short Fund – Class A Shares (effective upon the effectiveness of the Fund’s registration statement)

  

N/A

Fixed Income Funds

 

Current Name

  

Prior Name

JPMorgan California Tax Free Bond Fund – Class A Shares

  

JPMorgan California Bond Fund – Class A Shares

JPMorgan Emerging Markets Debt Fund – Class A Shares

  

JPMorgan Fleming Emerging Markets Debt Fund – Class A Shares

JPMorgan Intermediate Tax Free Bond Fund – Class A Shares

  

JPMorgan Intermediate Tax Free Income Fund – Class A Shares

JPMorgan Intermediate Tax Free Bond Fund – Class T Shares

  

N/A

JPMorgan New York Tax Free Bond Fund – Class A Shares

  

JPMorgan New York Intermediate Tax Free Income Fund – Class A Shares

JPMorgan Core Bond Fund – Class A Shares

  

One Group Bond Fund – Class A Shares

JPMorgan Core Bond Fund – Class R2 Shares

  

N/A

JPMorgan Core Bond Fund – Class R3 Shares

  

N/A

JPMorgan Core Bond Fund – Class T Shares

  

N/A

JPMorgan Government Bond Fund – Class A Shares

  

One Group Government Bond Fund – Class A Shares

JPMorgan Government Bond Fund – Class R2 Shares

  

N/A

JPMorgan Government Bond Fund – Class R3 Shares

  

N/A

JPMorgan High Yield Fund – Class A Shares

  

One Group High Yield Bond Fund – Class A Shares and JPMorgan High Yield Bond Fund – Class A Shares (name effective until 9/14/09)

 

D-6


Current Name

  

Prior Name

JPMorgan High Yield Fund – Class R2 Shares

  

JPMorgan High Yield Bond Fund – Class R2 Shares (name effective until 9/14/09)

JPMorgan High Yield Fund – Class R3 Shares

  

N/A

JPMorgan High Yield Fund – Class T Shares

  

N/A

JPMorgan Core Plus Bond Fund – Class A Shares

  

One Group Income Bond Fund – Class A Shares

JPMorgan Core Plus Bond Fund – Class R2 Shares

  

N/A

JPMorgan Core Plus Bond Fund – Class R3 Shares

  

N/A

JPMorgan Core Plus Bond Fund – Class T Shares

  

N/A

JPMorgan Mortgage-Backed Securities Fund – Class A Shares

  

One Group Mortgage Backed Securities Fund – Class A Shares

JPMorgan Mortgage-Backed Securities Fund – Class T Shares

  

N/A

JPMorgan Municipal Income Fund – Class A Shares

  

One Group Municipal Income Fund – Class A Shares

JPMorgan Municipal Income Fund – Class T Shares

  

N/A

JPMorgan Ohio Municipal Bond Fund – Class A Shares

  

One Group Ohio Municipal Bond Fund – Class A Shares

JPMorgan Short Duration Bond Fund – Class A Shares

  

One Group Short-Term Bond Fund – Class A Shares

JPMorgan Short-Intermediate Municipal Bond Fund – Class A Shares

  

One Group Short-Term Municipal Bond Fund – Class A Shares and JPMorgan Short Term Municipal Bond Fund – Class A Shares (name effective until 4/30/09)

JPMorgan Tax Free Bond Fund – Class A Shares

  

One Group Tax-Free Bond Fund – Class A Shares

JPMorgan Tax Free Bond Fund – Class T Shares

  

N/A

JP Morgan Treasury & Agency Fund – Class A Shares

  

One Group Treasury & Agency Fund – Class A Shares

JP Morgan Limited Duration Bond Fund – Class A Shares

  

One Group Ultra Short-Term Bond Fund – Class A Shares and JP Morgan Ultra Short Term Bond Fund – Class A Shares (name effective until 7/1/06) and JPMorgan Ultra Short Duration Bond Fund – Class A Shares (name effective until 8/31/09)

JPMorgan Tax Aware Real Return Fund – Class A Shares

  

N/A

JPMorgan Insurance Trust Core Bond Portfolio – Class 2

  

N/A

JPMorgan Income Builder Fund – Class A Shares

  

JPMorgan World Income Builder Fund – Class A Shares

JPMorgan Income Builder Fund – Class T Shares

  

N/A

JPMorgan Tax Aware High Income Fund – Class A Shares

  

N/A

JPMorgan Strategic Income Opportunities Fund – Class A Shares

  

N/A

JPMorgan Strategic Income Opportunities Fund – Class T Shares

  

N/A

JPMorgan Total Return Fund – Class A Shares

  

N/A

JPMorgan Total Return Fund – Class R2 Shares

  

N/A

JPMorgan Total Return Fund – Class T Shares

  

N/A

JPMorgan Inflation Managed Bond Fund – Class A Shares

  

N/A

JPMorgan Inflation Managed Bond Fund – Class R2 Shares

  

N/A

JPMorgan Unconstrained Debt Fund – Class A Shares

  

JPMorgan Multi-Sector Income Fund – Class A Shares (name effective until 10/22/15)

JPMorgan Unconstrained Debt Fund – Class R2 Shares

  

JPMorgan Multi-Sector Income Fund – Class R2 Shares (name effective until 10/22/15)

JPMorgan Unconstrained Debt Fund – Class T Shares

  

N/A

JPMorgan Diversified Real Return Fund – Class A Shares

  

N/A

 

D-7


Current Name

  

Prior Name

JPMorgan Diversified Real Return Fund – Class R2 Shares

  

N/A

JPMorgan Tax Aware Income Opportunities Fund – Class A Shares

  

N/A

JPMorgan Floating Rate Income Fund – Class A Shares

  

N/A

JPMorgan Floating Rate Income Fund – Class T Shares

  

N/A

JPMorgan Emerging Markets Strategic Debt Fund – Class A Shares

  

JPMorgan Emerging Markets Local Currency Debt Fund – Class A Shares (name effective until 9/30/16)

JPMorgan Emerging Markets Strategic Debt Fund – Class R2 Shares

  

JPMorgan Emerging Markets Local Currency Debt Fund – Class R2 Shares (name effective until 9/30/16)

JPMorgan SmartAllocation Income Fund – Class A Shares

  

N/A

JPMorgan SmartAllocation Income Fund – Class R2 Shares

  

N/A

JPMorgan Global Bond Opportunities Fund – Class A Shares

  

N/A

JPMorgan Global Bond Opportunities Fund – Class T Shares

  

N/A

JPMorgan Commodities Strategy Fund – Class A Shares

  

N/A

JPMorgan Corporate Bond Fund – Class A Shares

  

N/A

JPMorgan Short Duration High Yield Fund – Class A Shares

  

N/A

JPMorgan Emerging Markets Corporate Debt Fund – Class A Shares

  

N/A

JPMorgan Income Fund – Class A Shares

  

N/A

JPMorgan Insurance Trust Income Builder Portfolio – Class 2 Shares

  

N/A

JPMorgan Flexible Long/Short Fund – Class A Shares

  

JPMorgan Flexible Credit Long/Short Fund (name effective until 5/18/16)

JPMorgan Ultra-Short Municipal Fund – Class A Shares

  

N/A

JPMorgan High Yield Opportunities Fund – Class A Shares

  

N/A

Investor Funds

 

Current Name

  

Prior Name

JPMorgan Investor Balanced Fund – Class A Shares

  

One Group Investor Balanced Fund – Class A Shares

JPMorgan Investor Balanced Fund – Class R2 Shares

  

N/A

JPMorgan Investor Balanced Fund – Class R3 Shares

  

N/A

JPMorgan Investor Balanced Fund – Class T Shares

  

N/A

JP Morgan Investor Conservative Growth Fund – Class A Shares

  

One Group Investor Conservative Growth Fund – Class A Shares

JP Morgan Investor Conservative Growth Fund – Class R2 Shares

  

N/A

JP Morgan Investor Conservative Growth Fund – Class R3 Shares

  

N/A

JPMorgan Investor Conservative Growth Fund – Class T Shares

  

N/A

JPMorgan Investor Growth & Income Fund – Class A Shares

  

One Group Investor Growth & Income Fund – Class A Shares

 

D-8


Current Name

  

Prior Name

JPMorgan Investor Growth & Income Fund – Class R2 Shares

  

N/A

JPMorgan Investor Growth & Income Fund – Class R3 Shares

  

N/A

JPMorgan Investor Growth & Income Fund – Class T Shares

  

N/A

JPMorgan Investor Growth Fund – Class A Shares

  

One Group Investor Growth Fund – Class A Shares

JPMorgan Investor Growth Fund – Class R2 Shares

  

N/A

JPMorgan Investor Growth Fund – Class R3 Shares

  

N/A

JPMorgan Investor Growth Fund – Class T Shares

  

N/A

JPMorgan SmartRetirement Funds

 

Current Name

  

Prior Name

JPMorgan SmartRetirement Income Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Income Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement Income Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement Income Fund – Class T Shares

  

N/A

JPMorgan SmartRetirement 2015 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement 2015 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement 2015 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement 2015 Fund – Class T Shares

  

N/A

JPMorgan SmartRetirement 2020 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement 2020 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement 2020 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement 2020 Fund – Class T Shares

  

N/A

JPMorgan SmartRetirement 2025 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement 2025 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement 2025 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement 2025 Fund – Class T Shares

  

N/A

JPMorgan SmartRetirement 2030 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement 2030 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement 2030 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement 2030 Fund – Class T Shares

  

N/A

JPMorgan SmartRetirement 2035 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement 2035 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement 2035 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement 2035 Fund – Class T Shares

  

N/A

JPMorgan SmartRetirement 2040 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement 2040 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement 2040 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement 2040 Fund – Class T Shares

  

N/A

JPMorgan SmartRetirement 2045 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement 2045 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement 2045 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement 2045 Fund – Class T Shares

  

N/A

 

D-9


Current Name

  

Prior Name

JPMorgan SmartRetirement 2050 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement 2050 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement 2050 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement 2050 Fund – Class T Shares

  

N/A

JPMorgan SmartRetirement 2055 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement 2055 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement 2055 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement 2055 Fund – Class T Shares

  

N/A

JPMorgan SmartRetirement 2060 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement 2060 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement 2060 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement 2060 Fund – Class T Shares

  

N/A

JPMorgan SmartRetirement Blend Income Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Blend Income Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement Blend Income Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement Blend 2015 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Blend 2015 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement Blend 2020 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Blend 2020 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement Blend 2020 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement Blend 2025 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Blend 2025 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement Blend 2025 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement Blend 2030 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Blend 2030 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement Blend 2030 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement Blend 2035 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Blend 2035 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement Blend 2035 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement Blend 2040 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Blend 2040 Fund – Class R2 Shares

  

N/A

 

D-10


Current Name

  

Prior Name

JPMorgan SmartRetirement Blend 2040 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement Blend 2045 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Blend 2045 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement Blend 2045 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement Blend 2050 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Blend 2050 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement Blend 2050 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement Blend 2055 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Blend 2055 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement Blend 2055 Fund – Class R3 Shares

  

N/A

JPMorgan SmartRetirement Blend 2060 Fund – Class A Shares

  

N/A

JPMorgan SmartRetirement Blend 2060 Fund – Class R2 Shares

  

N/A

JPMorgan SmartRetirement Blend 2060 Fund – Class R3 Shares

  

N/A

Other Funds

 

Current Name

  

Prior Name

JPMorgan Global Allocation Fund – Class A Shares

  

JPMorgan Global Flexible Fund – Class A Shares (name effective until 2/17/11)

JPMorgan Global Allocation Fund – Class R2 Shares

  

JPMorgan Global Flexible Fund – Class R2 Shares (name effective until 2/17/11)

JPMorgan Global Allocation Fund – Class T Shares

  

N/A

JPMorgan Systematic Alpha Fund – Class A Shares

  

JPMorgan Diversified Risk Fund – Class A Shares (name effective until 5/14/14)

JPMorgan Multi-Manager Alternatives Fund – Class A Shares

  

N/A

JPMorgan Insurance Trust Global Allocation Portfolio – Class 2 Shares

  

N/A

JPMorgan SmartSpending 2050 Fund – Class A Shares

  

N/A

JPMorgan SmartSpending 2050 Fund – Class R2 Shares

  

N/A

JPMorgan SmartSpending 2050 Fund – Class R3 Shares

  

N/A

 

D-11


*                    *                     *                    *

 

J.P. Morgan Fleming Mutual Fund Group, Inc.   JPMORGAN DISTRIBUTION SERVICES, INC.
J.P. Morgan Mutual Fund Investment Trust  
Undiscovered Managers Funds  
JPMorgan Trust I  
JPMorgan Trust II  
JPMorgan Trust III  
JPMorgan Trust IV  
JPMorgan Insurance Trust  
Each on behalf of itself and each of its Funds  

 

By:  

 

    By:  

 

Name:  

 

    Name:  

 

Title:  

 

    Title:  

 

 

D-12