EX-99.(E)(3) 2 d249391dex99e3.htm FORM OF AMENDED SCHEDULE B TO THE DISTRIBUTION AGREEMENT, Form of Amended Schedule B to the Distribution Agreement,

SCHEDULE B

TO THE DISTRIBUTION AGREEMENT

(Amended as of November 17, 2021)

Money Market Funds

 

Current Name

   

Prior Name

JPMorgan 100% U.S. Treasury Securities Money Market Fund    JPMorgan 100% U.S. Treasury Securities Money Market Fund
JPMorgan California Municipal Money Market Fund    JPMorgan California Tax Free Money Market Fund
JPMorgan Federal Money Market Fund    JPMorgan Federal Money Market Fund
JPMorgan Institutional Tax Free Money Market Fund    N/A
JPMorgan Liquid Assets Money Market Fund    One Group Prime Money Market Fund
JPMorgan Municipal Money Market Fund    One Group Municipal Money Market Fund
JPMorgan New York Municipal Market Fund    JPMorgan New York Tax Free Money Market Fund
JPMorgan Prime Money Market Fund    JPMorgan Prime Money Market Fund
JPMorgan Securities Lending Money Market Fund    N/A
JPMorgan Tax Free Money Market Fund    JPMorgan Tax Free Money Market Fund
JPMorgan U.S. Government Money Market Fund    One Group Government Money Market Fund
JPMorgan U.S. Treasury Plus Money Market Fund    One Group U.S. Treasury Securities Money Market Fund

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 Emerging Markets Research Enhanced Equity Fund    N/A
JPMorgan Europe Dynamic Fund    JPMorgan Intrepid European Fund and JPMorgan Fleming Intrepid European Fund
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 Insurance Trust Mid Cap Value Portfolio    One Group Investment Trust Mid Cap Value Portfolio, JPMorgan Investment Trust Mid Cap Value Portfolio and JPMorgan Insurance Trust Diversified Mid Cap Value Portfolio (name effective until 4/24/09)
JPMorgan Insurance Trust Small Cap Core Portfolio    JPMorgan Insurance Trust Small Cap Equity Portfolio (name effective until 4/24/09)
JPMorgan Insurance Trust U.S. Equity Portfolio    One Group Investment Trust Diversified Equity Portfolio, JPMorgan Investment Trust Diversified Equity Portfolio and JPMorgan Insurance Trust Diversified Equity Portfolio (name effective until 4/24/09)
JPMorgan International Equity Fund    JPMorgan Fleming International Equity Fund

 

B-1

Current Name

   

Prior Name

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 Focus Fund    JPMorgan International Unconstrained Equity Fund (name effective until 4/20/20)
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 Macro Opportunities Fund    N/A
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 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 Opportunistic Equity Long/Short Fund    N/A
JPMorgan Preferred and Income Securities 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    JPMorgan Dynamic Small Cap Growth Fund and JPMorgan Dynamic Small Cap Fund (name effective until 6/29/07)
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 Trust Small Cap Equity 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    JPMorgan Intrepid Mid Cap Fund (name effective until 11/1/20), One Group Diversified Mid Cap Fund and JPMorgan Diversified Mid Cap Fund
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    JPMorgan Disciplined Equity Fund (name effective until 11/1/17)
JPMorgan U.S. Small Company Fund    JPMorgan U.S. Small Company Fund
JPMorgan U.S. Sustainable Leaders Fund    JPMorgan Intrepid Sustainable Equity 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 U.S. Value Fund    JPMorgan Growth and Income Fund (name effective until 11/1/20)
JPMorgan Value Advantage Fund    N/A
Undiscovered Managers Behavioral Value Fund    Undiscovered Managers Behavioral Value Fund

 

B-2

Fixed Income Funds

 

Current Name

   

Prior Name

JPMorgan California Tax Free Bond Fund    JPMorgan California Bond Fund
JPMorgan Commodities Strategy Fund    N/A
JPMorgan Core Bond Fund    One Group Bond Fund
JPMorgan Core Focus SMA Fund    N/A
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 Builder Fund    JPMorgan World Income Builder Fund
JPMorgan Income Fund    N/A
JPMorgan Inflation Managed Bond Fund    N/A
JPMorgan Insurance Trust Core Bond Portfolio    One Group Investment Trust Bond Portfolio and JPMorgan Investment Trust Bond Portfolio
JPMorgan Insurance Trust Income Builder Portfolio    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 (effective until 8/31/09)
JPMorgan Managed Income Fund    N/A
JPMorgan Mortgage-Backed Securities Fund    One Group Mortgage-Backed Securities Fund
JPMorgan Sustainable Municipal Income Fund    JPMorgan Municipal Income Fund (name effective until 9/15/20), One Group Municipal Income Fund
JPMorgan Municipal SMA Fund    N/A
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    JPMorgan Short Duration High Yield 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 Strategic Income Opportunities Fund    N/A
JPMorgan Tax Aware Income Opportunities 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)

 

B-3

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
JPMorgan SmartRetirement Blend Income 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
JPMorgan SmartRetirement Blend 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 Insurance Trust Global Allocation Portfolio    N/A
JPMorgan SmartSpending 2015 Fund1    JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20)
JPMorgan SmartSpending 2020 Fund2    N/A

 

1 

To be renamed JPMorgan SmartRetirement 2015 Fund on or about March 18, 2022.

2 

To be liquidated on or about April 25, 2022.

 

B-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 IV

JPMorgan Insurance Trust

Each on behalf of itself and each of its Funds

    JPMORGAN DISTRIBUTION SERVICES, INC.
By:                                                                                                                                By:                                                                                                                      
Name:                                                                                                                          Name:                                                                                                                
Title:                                                                                                                            Title:                                                                                                                  

 

B-5