EX-99.(E)(4) 6 d221086dex99e4.htm FORM OF AMENDED SCHEDULE C TO THE DISTRIBUTION AGREEMENT, Form of Amended Schedule C to the Distribution Agreement,

SCHEDULE C

TO THE DISTRIBUTION AGREEMENT

Shares Subject to Front-End Sales Load

(Amended as of August 11, 2021)

Equity Funds

 

Current Name

  

Prior Name

JPMorgan Access Balanced Fund    N/A
JPMorgan Access Growth Fund    N/A
JPMorgan Diversified Fund    JPMorgan Diversified Fund
JPMorgan Emerging Markets Equity Fund    JPMorgan Fleming Emerging Markets Equity Fund
JPMorgan Europe Dynamic Fund    N/A
JPMorgan Equity Focus Fund    N/A
JPMorgan Equity Income Fund    One Group Equity Income Fund
JPMorgan Equity Index Fund    One Group Equity Index Fund
JPMorgan Equity Premium Income Fund    N/A
JPMorgan Growth Advantage Fund    JPMorgan Mid Cap Growth Fund
JPMorgan Hedged Equity Fund    N/A
JPMorgan Hedged Equity 2 Fund    N/A
JPMorgan Hedged Equity 3 Fund    N/A
JPMorgan International Equity Fund    JPMorgan Fleming International Equity Fund
JPMorgan International Equity Plus Fund1    N/A
JPMorgan International Focus Fund    N/A
JPMorgan International Hedged Equity Fund    N/A
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 International Value Fund    JPMorgan Fleming International Value Fund
JPMorgan Large Cap Growth Fund    One Group Large Cap Growth Fund
JPMorgan Large Cap Value Fund    One Group Large Cap Value Fund
JPMorgan Mid Cap Equity Fund    JPMorgan Mid Cap Equity Fund
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 Mid Cap Value Fund    JPMorgan Mid 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 Opportunistic Equity Long/Short Fund    N/A
JPMorgan Realty Income Fund    Undiscovered Managers REIT Fund
JPMorgan Research Market Neutral Fund    JPMorgan Market Neutral Fund (name effective until 2/28/10)
JPMorgan Small Cap Blend Fund    N/A
JPMorgan Small Cap Equity Fund    JPMorgan Small Cap Equity Fund
JPMorgan Small Cap Growth Fund    One Group Small Cap Growth Fund
JPMorgan Small Cap Sustainable Leaders Fund    JPMorgan Small Cap Core Fund (name effective until 6/30/21)
JPMorgan Small Cap Value Fund    One Group Small Cap Value Fund

JPMorgan SMID Cap Equity Fund

   N/A

 

1 

To be liquidated on or about October 15, 2021.


JPMorgan Tax Aware Equity Fund    JPMorgan Tax Aware Disciplined Equity Fund (name effective until 12/10/10)
JPMorgan U.S. Applied Data Science Value Fund    JPMorgan Intrepid Value Fund (name effective until 6/30/21)
JPMorgan U.S. Equity Fund    JPMorgan U.S. Equity Fund
JPMorgan U.S. GARP Equity Fund    JPMorgan Intrepid Growth Fund
JPMorgan U.S. Large Cap Core Plus Fund    N/A
JPMorgan U.S. Research Enhanced Equity Fund    N/A
JPMorgan U.S. Small Company Fund    N/A
JPMorgan U.S. Sustainable Leaders Fund    N/A
JPMorgan U.S. Value Fund    N/A
Undiscovered Managers Behavioral Value Fund    Undiscovered Managers Behavioral Value Fund
JPMorgan Value Advantage Fund    N/A

Fixed Income Funds

 

Current Name

  

Prior Name

JPMorgan California Tax Free Bond Fund    JPMorgan California Bond Fund
JPMorgan Core Bond Fund    One Group Bond Fund
JPMorgan Core Plus Bond Fund    One Group Income Bond Fund
JPMorgan Corporate Bond Fund    N/A
JPMorgan Emerging Markets Debt Fund    JPMorgan Fleming Emerging Markets Debt Fund
JPMorgan Emerging Markets Strategic Debt Fund    JPMorgan Emerging Markets Local Currency Debt Fund (name effective until 9/30/16)
JPMorgan Floating Rate Income Fund    N/A
JPMorgan Global Bond Opportunities Fund    N/A
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 High Yield Municipal Fund    N/A
JPMorgan Income Fund    N/A
JPMorgan Income Builder Fund    JPMorgan World Income Builder Fund
JPMorgan Inflation Managed Bond Fund    N/A
JPMorgan Intermediate Tax Free Bond Fund    JPMorgan Intermediate Tax Free Income 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 Mortgage-Backed Securities Fund    One Group Mortgage-Backed Securities Fund
JPMorgan New York Tax Free Bond Fund    JPMorgan New York Intermediate Tax Free Income Fund
JPMorgan Short Duration Bond Fund    One Group Short-Term Bond Fund
JPMorgan Short Duration Core Plus Fund    N/A
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 Strategic Income Opportunities Fund    N/A
JPMorgan Sustainable Municipal Income Fund    N/A
JPMorgan Tax Aware Real Return Fund    N/A
JPMorgan Tax Free Bond Fund    One Group Tax-Free Bond Fund
JPMorgan Total Return Fund    N/A
JPMorgan Ultra-Short Municipal Fund    N/A
JPMorgan Unconstrained Debt Fund    JPMorgan Multi-Sector Income Fund (name effective until 10/22/14)


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 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 2060 Fund

  

N/A

Other Funds

 

Current Name

  

Prior Name

JPMorgan Global Allocation Fund

  

JPMorgan Global Flexible Fund (name effective until 2/17/11)

JPMorgan Macro Opportunities Fund

  

N/A

JPMorgan SmartSpending 2015 Fund

  

N/A

JPMorgan SmartSpending 2020 Fund

  

N/A

*        *        *          *        *        *        *

 

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 IV

JPMorgan Insurance Trust

  

JPMORGAN DISTRIBUTION SERVICES, INC.

Each on behalf of itself and each of its Funds

  

 

By:

       

By:

   

Name:

       

Name:

   

Title:

       

Title: