EX-99.(E)(5) 4 d249391dex99e5.htm FORM OF AMENDED SCHEDULE D TO THE DISTRIBUTION AGREEMENT, Form of Amended Schedule D to the Distribution Agreement,

SCHEDULE D

TO THE DISTRIBUTION AGREEMENT

Distribution Plan Classes

(Amended as of November 17, 2021)

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 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 – Service Shares    N/A
JPMorgan Federal Money Market Fund – Morgan Class Shares    JPMorgan Federal Money Market Fund – Morgan Class Shares
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 Municipal Money Market Fund – Service Shares    N/A
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 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 Prime Money Market Fund – Reserve Class Shares    JPMorgan Prime Money Market Fund – Reserve Class Shares
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
JPMorgan U.S. Government Money Market Fund – Reserve Class Shares    One Group Government Money Market Fund – Class A Shares

 

D-1

Current Name

   

Prior Name

JPMorgan U.S. Government Money Market Fund –-Service Shares    N/A
JPMorgan U.S. Government Money Market Fund – E*TRADE 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

Equity Funds

 

Current Name

   

Prior Name

JPMorgan Access Balanced Fund – Class A Shares    N/A
JPMorgan Access Growth Fund – Class A Shares    N/A
JPMorgan Diversified Fund – Class A Shares    JPMorgan Diversified Fund – Class A Shares
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 Equity Focus Fund – Class A 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 Index Fund – Class A Shares    One Group Equity Index Fund – Class A Shares
JPMorgan Equity Premium Income Fund    N/A
JPMorgan Europe Dynamic Fund – Class A Shares    JPMorgan Intrepid European Fund and JPMorgan Fleming Intrepid European Fund – Class A Shares
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 Hedged Equity Fund – Class A Shares    N/A
JPMorgan Hedged Equity 2 Fund – Class A Shares    N/A
JPMorgan Hedged Equity 3 Fund – Class A Shares    N/A
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 Small Cap Core Portfolio – Class 2    JPMorgan Insurance Trust Small Cap Equity Portfolio – Class 2 Shares (name effective until 4/24/09)
JPMorgan International Advantage Fund – Class R2 Shares    N/A
JPMorgan International Equity Fund – Class A Shares    JPMorgan Fleming International Equity Fund – Class A Shares
JPMorgan International Equity Fund – Class R2 Shares    N/A
JPMorgan International Focus Fund – Class A Shares    JPMorgan International Unconstrained Equity Fund – Class A Shares (name effective until 4/20/20)
JPMorgan International Focus Fund – Class R2 Shares    JPMorgan International Unconstrained Equity Fund – Class R2 Shares (name effective until 4/20/20)

 

D-2

Current Name

   

Prior Name

JPMorgan International Hedged Equity Fund – Class A Shares    N/A
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 Value Fund – Class A Shares    JPMorgan Fleming International Value Fund – Class A Shares
JPMorgan International Value Fund – Class R2 Shares    N/A
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 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 Large Cap Value Fund – Class R3 Shares    N/A
JPMorgan Macro Opportunities Fund – Class A 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 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 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 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 Opportunistic Equity Long/Short Fund – Class A Shares    N/A
JPMorgan Realty Income Fund – Class A Shares    Undiscovered Managers REIT Fund – Class A Shares
JPMorgan Research Market Neutral Fund – Class A Shares    JPMorgan Market Neutral Fund – Class A Shares (name effective until 2/28/10)
JPMorgan Small Cap Blend Fund – Class A Shares    JPMorgan Dynamic Small Cap Growth Fund – Class A Shares and JPMorgan Dynamic Small Cap Fund – Class A Shares (name effective until 6/29/07)
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 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 Sustainable Leaders Fund – Class A Shares    JPMorgan Small Cap Core Fund – Class A Shares (name effective until 6/30/21)
JPMorgan Small Sustainable Leaders Fund – Class R2 Shares    JPMorgan Small Cap Core Fund – Class R2 Shares (name effective until 6/30/21)

 

D-3

Current Name

   

Prior Name

JPMorgan Small Cap Sustainable Leaders Fund – Class R3 Shares    JPMorgan Small Cap Core Fund – Class R3 Shares (name effective until 6/30/21)
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 SMID Cap Equity 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 SMID Cap Equity Fund – Class R3 Shares    JPMorgan Intrepid Mid Cap Fund – Class R3 Shares
JPMorgan Tax Aware Equity Fund – Class A Shares    JPMorgan Tax Aware Disciplined Equity Fund – Class A Shares (name effective until 12/10/10)
Undiscovered Managers Behavioral Value Fund – Class A Shares    Undiscovered Managers Behavioral Value Fund – Class A Shares
Undiscovered Managers Behavioral Value Fund – Class R2 Shares    N/A
JPMorgan U.S. Applied Data Science Value Fund – Class A Shares    JPMorgan Intrepid Value Fund – Class A Shares (name effective until 6/30/21)
JPMorgan U.S. Applied Data Science Value Fund Fund – Class R2 Shares    JPMorgan Intrepid Value Fund2 – Class R2 Shares (name effective until 6/30/21)
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. GARP Equity Fund – Class A Shares    JPMorgan Intrepid Growth Fund – Class A Shares
JPMorgan U.S. GARP Equity Fund – Class R2 Shares    JPMorgan Intrepid Growth Fund – Class R2 Shares
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. Research Enhanced Equity Fund – Class A Shares    JPMorgan Disciplined Equity Fund – Class A Shares
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 U.S. Sustainable Leaders Fund – Class A Shares    JPMorgan Intrepid Sustainable Equity Fund – Class A Shares (name effective until 11/1/20), JPMorgan Intrepid Advantage Fund – Class A Shares (name effective until 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 U.S. Value Fund – Class A Shares    JPMorgan Growth and Income Fund – Class A Shares
JPMorgan U.S. Value Fund – Class R2 Shares    JPMorgan Growth and Income Fund – Class R2 Shares
JPMorgan U.S. Value Fund – Class R3 Shares    JPMorgan Growth and Income Fund – Class R3 Shares
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

 

D-4

Fixed Income Funds

 

Current Name

   

Prior Name

JPMorgan California Tax Free Bond Fund – Class A Shares    JPMorgan California Bond 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 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 Corporate Bond Fund – Class A Shares    N/A
JPMorgan Emerging Markets Debt Fund – Class A Shares    JPMorgan Fleming Emerging Markets Debt Fund – Class A Shares
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 Floating Rate Income Fund – Class A Shares    N/A
JPMorgan Global Bond Opportunities Fund – Class A 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)
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 Municipal Fund – Class A Shares    JPMorgan Tax Aware High Income Fund – Class A Shares (name effective until 11/1/18)
JPMorgan Income Fund – Class A Shares    N/A
JPMorgan Income Builder Fund – Class A Shares    JPMorgan World Income Builder Fund – Class A Shares
JPMorgan Inflation Managed Bond Fund – Class A Shares    N/A
JPMorgan Inflation Managed Bond Fund – Class R2 Shares    N/A
JPMorgan Insurance Trust Core Bond Portfolio – Class 2    N/A
JPMorgan Insurance Trust Income Builder Portfolio – Class 2 Shares    N/A
JPMorgan Intermediate Tax Free Bond Fund – Class A Shares    JPMorgan Intermediate Tax Free Income 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 Mortgage-Backed Securities Fund – Class A Shares    One Group Mortgage Backed Securities Fund – Class A Shares
JPMorgan New York Tax Free Bond Fund – Class A Shares    JPMorgan New York Intermediate Tax Free Income Fund – Class A Shares

 

D-5

Current Name

   

Prior Name

JPMorgan Preferred and Income Securities Fund – Class A Shares    N/A
JPMorgan Sustainable Municipal Income Fund – Class A Shares    JPMorgan Municipal Income Fund – Class A Shares, One Group Municipal Income Fund – Class A Shares
JPMorgan Short Duration Bond Fund – Class A Shares    One Group Short-Term Bond Fund – Class A Shares
JPMorgan Short Duration Core Plus Fund – Class A Shares    JPMorgan Short Duration High Yield 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 Strategic Income Opportunities Fund – Class A Shares    N/A
JPMorgan Tax Aware Real Return Fund – Class A Shares    N/A
JPMorgan Tax Free Bond Fund – Class A Shares    One Group Tax-Free Bond Fund – Class A Shares
JPMorgan Total Return Fund – Class A Shares    N/A
JPMorgan Total Return Fund – Class R2 Shares    N/A
JPMorgan Ultra-Short Municipal Fund – Class A 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)

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
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 Growth & Income Fund – Class A Shares    One Group Investor Growth & Income Fund – Class A Shares
JPMorgan Investor Growth & Income Fund – Class R2 Shares    N/A
JPMorgan Investor Growth & Income Fund – Class R3 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 SmartRetirement Funds

 

Current Name

   

Prior Name

JPMorgan SmartRetirement Income Fund – Class A Shares    N/A
JPMorgan SmartRetirement Income Fund – Class R2 Shares    N/A

 

D-6

Current Name

   

Prior Name

JPMorgan SmartRetirement Income Fund – Class R3 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 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 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 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 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 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 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 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 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 Blend Income Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement Blend Income Fund – Class R3 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 R2 Shares    N/A
JPMorgan SmartRetirement Blend 2025 Fund – Class R3 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 R2 Shares    N/A
JPMorgan SmartRetirement Blend 2035 Fund – Class R3 Shares    N/A

 

D-7

Current Name

   

Prior Name

JPMorgan SmartRetirement Blend 2040 Fund – Class R2 Shares    N/A
JPMorgan SmartRetirement Blend 2040 Fund – Class R3 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 R2 Shares    N/A
JPMorgan SmartRetirement Blend 2050 Fund – Class R3 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 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 R3 Shares    N/A
JPMorgan Insurance Trust Global Allocation Portfolio – Class 2 Shares    N/A
JPMorgan SmartSpending 2015 Fund – Class R2 Shares1    JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20)
JPMorgan SmartSpending 2015 Fund – Class R3 Shares2    JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20)
JPMorgan SmartSpending 2020 Fund – Class R2 Shares2    N/A
JPMorgan SmartSpending 2020 Fund – Class R3 Shares3    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.

 

D-8

*                    *                     *                    *

 

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:                                                                                                                  

 

D-9