Form of Amended Schedule B to the Distribution Agreement, amended

EX-99.(E)(3) 4 d405123dex99e3.htm FORM OF AMENDED SCHEDULE B TO THE DISTRIBUTION AGREEMENT, AMENDED Form of Amended Schedule B to the Distribution Agreement, amended

SCHEDULE B

TO THE DISTRIBUTION AGREEMENT

(Amended as of August 11, 2022)

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 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 Fund¹		N/A

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 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

¹	To be liquidated on or about October 13, 2022.

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 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 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 Fund²		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)

²	To be renamed JPMorgan National Municipal Income Fund on or about August 15, 2022.

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 2065 Fund		N/A

JPMorgan SmartRetirement Blend Income Fund		N/A

JPMorgan SmartRetirement Blend 2015 Fund		JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20)

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

JPMorgan SmartRetirement Blend 2065 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

* * * *

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