EX-99.(E)(4) 5 d405123dex99e4.htm FORM OF AMENDED SCHEDULE C TO THE DISTRIBUTION AGREEMENT, AMENDED Form of Amended Schedule C to the Distribution Agreement, amended

SCHEDULE C

TO THE DISTRIBUTION AGREEMENT

Shares Subject to Front-End Sales Load

(Amended as of August 11, 2022)

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 Focus Fund

  

N/A

JPMorgan International Hedged Equity Fund

  

N/A

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 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

  

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

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 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 Intermediate Tax Free Bond Fund1

  

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

 

1 

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


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

Other Funds

 

Current Name

  

Prior Name

JPMorgan Global Allocation Fund    JPMorgan Global Flexible Fund (name effective until 2/17/11)
JPMorgan Macro Opportunities Fund2    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:  

                                          

 

2 

To liquidate on or about October 13, 2022.