EX-99.(E)(7) 8 d221086dex99e7.htm FORM OF AMENDED SCHEDULE F TO THE DISTRIBUTION AGREEMENT, Form of Amended Schedule F to the Distribution Agreement,

SCHEDULE F

TO THE DISTRIBUTION AGREEMENT

CDSC Classes

(Class C Shares)

(Amended as of August 11, 2021)

Name of the Fund

Money Market Funds

 

Current Name   

Prior Name

JPMorgan Prime Money Market Fund – Class C Shares

  

JPMorgan Prime Money Market Fund – Class C Shares

JPMorgan Liquid Assets Money Market Fund – Class C Shares

  

One Group Prime Money Market Fund – Class C Shares

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

  

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

Equity Funds

 

Current Name   

Prior Name

JPMorgan Diversified Fund – Class C Shares

  

JPMorgan Diversified Fund – Class C Shares

JPMorgan Emerging Markets Equity Fund – Class C Shares

  

N/A

JPMorgan International Equity Fund – Class C Shares

  

JPMorgan Fleming International Equity Fund – Class C Shares

JPMorgan Growth Advantage Fund – Class C Shares

  

JPMorgan Mid Cap Growth Fund – Class C Shares

JPMorgan International Value Fund – Class C Shares

  

N/A

JPMorgan U.S. GARP Equity Fund – Class C Shares

  

JPMorgan Intrepid Growth Fund – Class C Shares

JPMorgan U.S. Applied Data Science Value Fund – Class C Shares

  

JPMorgan Intrepid Value Fund – Class C Shares (name effective until 6/30/21)

JPMorgan Mid Cap Value Fund – Class C Shares

  

JPMorgan Mid Cap Value Fund – Class C Shares

JPMorgan Small Cap Equity Fund – Class C Shares

  

JPMorgan Small Cap Equity Fund – Class C Shares

JPMorgan U.S. Equity Fund – Class C Shares

  

JPMorgan U.S. Equity Fund – Class C Shares

Undiscovered Managers Behavioral Value Fund – Class C Shares

  

Undiscovered Managers Behavioral Value Fund – Class C Shares

JPMorgan Realty Income Fund – Class C Shares

  

Undiscovered Managers REIT Fund – Class C Shares

JPMorgan Equity Income Fund – Class C Shares

  

One Group Equity Income – Class C Shares

JPMorgan Equity Index Fund – Class C Shares

  

One Group Equity Index Fund – Class C Shares

 

Current Name   

Prior Name

JPMorgan Large Cap Growth Fund – Class C Shares

  

One Group Large Cap Growth Fund – Class C Shares

JPMorgan Large Cap Value Fund – Class C Shares

  

One Group Large Cap Value Fund – Class C Shares

JPMorgan Market Expansion Enhanced Index Fund – Class C Shares

  

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

JPMorgan Research Market Neutral Fund – Class C Shares

  

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


JPMorgan Mid Cap Equity Fund – Class C Shares    N/A

JPMorgan Mid Cap Growth Fund – Class C Shares

  

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

JPMorgan Small Cap Growth Fund – Class C Shares

  

One Group Small Cap Growth Fund – Class C Shares

JPMorgan Small Cap Value Fund – Class C Shares

  

One Group Small Cap Value Fund – Class C Shares

JPMorgan Value Advantage Fund – Class C Shares

  

N/A

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

  

N/A

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

  

N/A

JPMorgan Access Balanced Fund – Class C Shares

  

N/A

JPMorgan Access Growth Fund – Class C Shares

  

N/A

JPMorgan Tax Aware Equity Fund – Class C Shares

  

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

JPMorgan Equity Focus Fund – Class C Shares

  

N/A

JPMorgan Hedged Equity Fund – Class C Shares

  

N/A

JPMorgan Opportunistic Equity Long/Short Fund – Class C Shares

  

N/A

JPMorgan Small Cap Sustainable Leaders Fund —Class C Shares

  

JPMorgan Small Cap Core Fund —Class C Shares (name effective until 6/30/21)

JPMorgan Equity Premium Income Fund – Class C Shares

  

N/A

JPMorgan U.S. Value Fund – Class C Shares

  

N/A

JPMorgan Hedged Equity 2 Fund – Class C Shares

  

N/A

JPMorgan Hedged Equity 3 Fund – Class C Shares

  

N/A

JPMorgan International Equity Plus Fund1 – Class C Shares

  

N/A

JPMorgan International Hedged Equity Fund – Class C Shares

  

N/A

JPMorgan International Focus Fund – Class C Shares

  

N/A

JPMorgan Europe Dynamic Fund – Class C Shares

  

N/A

JPMorgan SMID Cap Equity Fund – Class C Shares

  

N/A

JPMorgan U.S. Sustainable Leaders Fund – Class C Shares

  

N/A

JPMorgan Macro Opportunities Fund – Class C Shares

  

N/A

JPMorgan Small Cap Blend Fund – Class C Shares

  

N/A

Fixed Income Funds

 

Current Name   

Prior Name

JPMorgan California Tax Free Bond Fund – Class C Shares

  

JPMorgan California Bond Fund – Class C Shares

JPMorgan Emerging Markets Debt Fund – Class C Shares

  

JPMorgan Fleming Emerging Markets Debt Fund – Class C Shares

JPMorgan Intermediate Tax Free Bond Fund – Class C Shares

  

JPMorgan Intermediate Tax Free Income Fund – Class C Shares

JPMorgan New York Tax Free Bond Fund – Class C Shares

  

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

JPMorgan Core Bond Fund – Class C Shares

  

One Group Bond Fund – Class C Shares

JPMorgan Government Bond Fund – Class C Shares

  

One Group Government Bond Fund – Class C Shares

JPMorgan High Yield Fund – Class C Shares

  

One Group High Yield Bond Fund – Class C Shares and JPMorgan High Yield Bond Fund – Class C Shares (name effective until 8/30/09)

 

1 

To be liquidated on or about October 15, 2021.


JPMorgan Core Plus Bond Fund – Class C Shares

  

One Group Income Bond Fund – Class C Shares

JPMorgan Short Duration Bond Fund – Class C Shares

  

One Group Short-Term Bond Fund – Class C Shares

JPMorgan Short-Intermediate Municipal Bond Fund – Class C Shares

  

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

JPMorgan Tax Free Bond Fund – Class C Shares

  

One Group Tax-Free Bond Fund – Class C Shares

JPMorgan Limited Duration Bond Fund – Class C Shares

  

One Group Ultra Short-Term Bond Fund – Class C Shares and JPMorgan Ultra Short Term Bond Fund – Class C Shares (name effective until 7/1/06) and JPMorgan Ultra Short Duration Bond Fund – Class C Shares (name effective until 9/14/09)

JPMorgan Tax Aware Real Return Fund – Class C Shares

  

N/A

JPMorgan Income Builder Fund – Class C Shares

  

JPMorgan World Income Builder Fund – Class C Shares

JPMorgan Strategic Income Opportunities Fund – Class C Shares

  

N/A

JPMorgan Total Return Fund – Class C Shares

  

N/A

JPMorgan Inflation Managed Bond Fund – Class C Shares

  

N/A

JPMorgan Unconstrained Debt Fund – Class C Shares

  

JPMorgan Multi-Sector Income Fund – Class C Shares (name effective until 10/22/14)

JPMorgan Floating Rate Income Fund – Class C Shares

  

N/A

JPMorgan Emerging Markets Strategic Debt Fund – Class C Shares

  

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

JPMorgan Mortgage-Backed Securities Fund – Class C Shares

  

N/A

JPMorgan Global Bond Opportunities Fund – Class C Shares

  

N/A

 

Current Name   

Prior Name

JPMorgan Corporate Bond Fund – Class C Shares

  

N/A

JPMorgan Income Fund – Class C Shares

  

N/A

JPMorgan Sustainable Municipal Income Fund – Class C Shares

  

N/A

JPMorgan High Yield Municipal Fund – Class C Shares

  

N/A

JPMorgan Short Duration Core Plus Fund – Class C Shares

  

N/A

Investor Funds

 

Current Name   

Prior Name

JPMorgan Investor Balanced Fund – Class C Shares

  

One Group Investor Balanced Fund – Class C Shares

JPMorgan Investor Conservative Growth Fund – Class C Shares

  

One Group Investor Conservative Growth Fund – Class C Shares

JPMorgan Investor Growth & Income Fund – Class C Shares

  

One Group Investor Growth & Income Fund – Class C Shares

JPMorgan Investor Growth Fund – Class C Shares

  

One Group Investor Growth Fund – Class C Shares


JPMorgan SmartRetirement Funds

 

Current Name   

Prior Name

JPMorgan SmartRetirement Income Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2020 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2025 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2030 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2035 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2040 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2045 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2050 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2055 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2060 Fund – Class C Shares    N/A

Other Funds

 

Current Name   

Prior Name

JPMorgan Global Allocation Fund – Class C Shares

  

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

JPMorgan Macro Opportunities Fund – Class C Shares

  

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

Each on behalf of itself and each of its Funds

   JPMORGAN DISTRIBUTION SERVICES, INC.

 

By:

       

By:

   
       

Name:

       

Name:

   
       

Title:

       

Title: