EX-99.(A)(4) 2 d221086dex99a4.htm AMENDED SCHEDULE B, DATED AUGUST 11, 2021, TO THE DECLARATION OF TRUST, Amended Schedule B, dated August 11, 2021, to the Declaration of Trust,

SCHEDULE B

TO THE JPMORGAN TRUST I DECLARATION OF TRUST

SERIES AND CLASSES

As of August 11, 2021

 

SERIES    CLASS
Non-Money Market Funds   

JPMorgan Access Balanced Fund

  

A, C, I (formerly Select until 4/3/17)

JPMorgan Access Growth Fund

  

A, C, I (formerly Select until 4/3/17)

JPMorgan California Tax Free Bond Fund

  

A, C, I (formerly Institutional until 4/3/17), R6

JPMorgan Corporate Bond Fund

  

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Diversified Fund

  

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R6

JPMorgan Emerging Markets Debt Fund

  

A, C, I (formerly Select until 4/3/17), R5, R6

JPMorgan Emerging Markets Equity Fund

  

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6

JPMorgan Emerging Markets Strategic Debt Fund (renamed from JPMorgan Emerging Markets Local Currency Debt Fund effective 9/30/16)

  

A, C, I (formerly Select until 4/3/17), R2, R6

JPMorgan Equity Focus Fund

  

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Europe Dynamic Fund (name change from JPMorgan Intrepid European Fund effective 7/31/18)

  

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R6

JPMorgan Floating Rate Income Fund

  

A, C, I (formerly Select until 4/3/17), R6

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

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Global Bond Opportunities Fund

  

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Growth and Income Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Hedged Equity Fund

  

A, C, I (formerly Select until 4/3/17), R5, R6

JPMorgan High Yield Municipal Fund (name change from JPMorgan Tax Aware High Income Fund effective 11/1/18)

  

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Income Fund

  

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Income Builder Fund

  

A, C, I (formerly Select until 4/3/17), R6

 

B-1


SERIES    CLASS

JPMorgan Inflation Managed Bond Fund

  

A, C, I (formerly Select until 4/3/17), R5, R6

JPMorgan Intermediate Tax Free Bond Fund

  

A, C, I (formerly Institutional until 4/3/17), R6

JPMorgan International Equity Fund

  

A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan International Focus Fund (name change from JPMorgan International Unconstrained Equity Fund effective 4/20/20)

  

A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan International Value Fund

  

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R5, R6

JPMorgan Managed Income Fund

  

I (formerly Select until 4/3/17), L (formerly Institutional until 4/3/17)

JPMorgan Mid Cap Equity Fund

  

A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan New York Tax Free Bond Fund

  

A, C, I, (formerly Institutional until 4/3/17), R6

JPMorgan Opportunistic Equity Long/Short Fund

  

A, C, I (formerly Select until 4/3/17), R6

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

  

A, C, I (formerly Select until 4/3/17)

JPMorgan Short Duration Core Plus Fund (name change from JPMorgan Short Duration High Yield Fund effective 9/29/17)

  

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Small Cap Blend Fund (renamed from JPMorgan Dynamic Small Cap Growth Fund effective 5/31/18, previous name change from JPMorgan Dynamic Small Cap Fund effective 6/29/07)

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Small Cap Equity Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Small Cap Sustainable Leaders Fund (renamed from JPMorgan Small Cap Core Fund effective 7/1/21)

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Income Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2020 Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2025 Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2030 Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

 

B-2


SERIES    CLASS

JPMorgan SmartRetirement 2035 Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2040 Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2045 Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2050 Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2055 Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2060 Fund

  

A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend Income Fund

  

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2020 Fund

  

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2025 Fund

  

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2030 Fund

  

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2035 Fund

  

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2040 Fund

  

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2045 Fund

  

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2050 Fund

  

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2055 Fund

  

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2060 Fund

  

I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Strategic Income Opportunities Fund

  

A, C, I (formerly Select until 4/3/17), R5, R6

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

  

A, C, I (formerly Institutional until 4/3/17), R6

 

B-3


SERIES    CLASS

JPMorgan Tax Aware Real Return Fund

  

A, C, I (formerly Institutional until 4/3/17), R6

JPMorgan Total Return Fund

  

A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan Unconstrained Debt Fund (name change from JPMorgan Multi Sector Bond Fund effective 10/22/14)

  

A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan U.S. Applied Data Science Value Fund (name change from JPMorgan Intrepid Value Fund effective 7/1/21)

  

A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan U.S. Equity Fund

  

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6

JPMorgan U.S. GARP Equity Fund (name change from JPMorgan Intrepid Growth Fund effective 2/1/21)

  

A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan U.S. Large Cap Core Plus Fund

  

A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan U.S. Research Enhanced Equity Fund (renamed from JPMorgan Disciplined Equity Fund effective 11/1/17)

  

A, I (formerly Select until 4/3/17), R6 (formerly Ultra Shares until 11/30/10)

JPMorgan U.S. Small Company Fund

  

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6

JPMorgan U.S. Sustainable Leaders Fund (name change from Intrepid Sustainable Equity Fund effective 11/1/20)

(name change from JPMorgan Intrepid Contrarian Fund effective 4/10/06) (name change from JPMorgan Intrepid Multi Cap Fund effective 2/28/13) (renamed from JPMorgan Intrepid Advantage Fund effective 3/31/17)

  

A, C, I (formerly Select until 4/3/17), R6

JPMorgan Value Advantage Fund

  

A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6

Money Market Funds   

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

  

Capital, Institutional, Agency, Premier, Morgan, Reserve, IM, Academy, Empower

JPMorgan California Municipal Money Market Fund

  

Institutional, Agency, Morgan, E*TRADE, Service, Premier

JPMorgan Federal Money Market Fund

  

Institutional, Agency, Premier, Morgan, Capital

JPMorgan New York Municipal Money Market Fund

  

Institutional, Agency, Morgan, Reserve, E*TRADE, Service, Premier

 

B-4


SERIES    CLASS

JPMorgan Prime Money Market Fund

  

Capital, Institutional, Agency, Premier, Morgan, Reserve, C, IM, Academy, Empower

JPMorgan Tax Free Money Market Fund

  

Institutional, Agency, Premier, Morgan, Reserve

 

B-5