Amended Schedule B, dated February 9, 2023, to the Declaration of Trust,

EX-99.(A)(4) 2 d132046dex99a4.htm AMENDED SCHEDULE B, DATED FEBRUARY 9, 2023, TO THE DECLARATION OF TRUST, Amended Schedule B, dated February 9, 2023, to the Declaration of Trust,

SCHEDULE B

TO THE JPMORGAN TRUST I DECLARATION OF TRUST

SERIES AND CLASSES

As of February 9, 2023


SERIES		CLASS
Non-Money Market Funds

JPMorgan Access Balanced Fund		A, C, I (formerly Select until 4/3/17)

JPMorgan Access Growth Fund		A, C, I (formerly Select until 4/3/17)

JPMorgan California Tax Free Bond Fund		A, C, I (formerly Institutional until 4/3/17), R6

JPMorgan Corporate Bond Fund		A, C, I (formerly Select until 4/3/17), R6

JPMorgan Diversified Fund		A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R6

JPMorgan Emerging Markets Debt Fund		A, C, I (formerly Select until 4/3/17), R5, R6

JPMorgan Emerging Markets Equity Fund		A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6

JPMorgan Equity Focus Fund¹		A, C, I (formerly Select until 4/3/17), R6

JPMorgan Europe Dynamic Fund (name change from JPMorgan Intrepid European Fund effective 7/31/18)		A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R6

JPMorgan Floating Rate Income Fund		A, C, I (formerly Select until 4/3/17), R6

JPMorgan Global Allocation Fund (name change from JPMorgan Global Flexible Fund effective 2/17/11)		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Global Bond Opportunities Fund		A, C, I (formerly Select until 4/3/17), R6

JPMorgan Growth and Income Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Hedged Equity Fund		A, C, I (formerly Select until 4/3/17), R5, R6

JPMorgan High Yield Municipal Fund (name change from JPMorgan Tax Aware High Income Fund effective 11/1/18)²		A, C, I (formerly Select until 4/3/17), R6

JPMorgan Income Fund		A, C, I (formerly Select until 4/3/17), R6

JPMorgan Income Builder Fund		A, C, I (formerly Select until 4/3/17), R6

JPMorgan International Equity Fund		A, C, I (formerly Select until 4/3/17), R2, R5, R6

¹	To be liquidated and reorganized under the JPMorgan Equity Focus ETF mid 2023.

²	To be liquidated and reorganized under the JPMorgan High Yield Municipal ETF mid 2023.

B-1


SERIES		CLASS
JPMorgan International Focus Fund (name change from JPMorgan International Unconstrained Equity Fund effective 4/20/20)		A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan International Value Fund		A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R5, R6

JPMorgan Managed Income Fund		I (formerly Select until 4/3/17), L (formerly Institutional until 4/3/17)

JPMorgan Mid Cap Equity Fund		A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan National Municipal Income Fund		A, C, I (formerly Select until 4/3/17), R6

JPMorgan New York Tax Free Bond Fund		A, C, I, (formerly Institutional until 4/3/17), R6

JPMorgan Opportunistic Equity Long/Short Fund		A, C, I (formerly Select until 4/3/17), R6

JPMorgan Research Market Neutral Fund (name change from JPMorgan Market Neutral Fund effective 2/28/10)		A, C, I (formerly Select until 4/3/17)

JPMorgan Short Duration Core Plus Fund (name change from JPMorgan Short Duration High Yield Fund effective 9/29/17)		A, C, I (formerly Select until 4/3/17), R6

JPMorgan Small Cap Blend Fund (renamed from JPMorgan Dynamic Small Cap Growth Fund effective 5/31/18, previous name change from JPMorgan Dynamic Small Cap Fund effective 6/29/07)		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Small Cap Equity Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Small Cap Sustainable Leaders Fund (renamed from JPMorgan Small Cap Core Fund effective 7/1/21)		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Income Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2020 Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2025 Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2030 Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2035 Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

B-2


SERIES		CLASS
JPMorgan SmartRetirement 2040 Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2045 Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2050 Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2055 Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement 2060 Fund		A, C, I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend Income Fund		I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2020 Fund		I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2025 Fund		I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2030 Fund		I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2035 Fund		I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2040 Fund		I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2045 Fund		I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2050 Fund		I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2055 Fund		I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan SmartRetirement Blend 2060 Fund		I (formerly Select until 4/3/17), R2, R3, R4, R5, R6

JPMorgan Strategic Income Opportunities Fund		A, C, I (formerly Select until 4/3/17), R5, R6

JPMorgan Tax Aware Equity Fund (name change from JPMorgan Tax Aware Disciplined Equity Fund effective 12/10/10)		A, C, I (formerly Institutional until 4/3/17), R6

JPMorgan Tax Aware Real Return Fund		A, C, I (formerly Institutional until 4/3/17), R6

JPMorgan Total Return Fund		A, C, I (formerly Select until 4/3/17), R2, R5, R6

B-3


SERIES		CLASS
JPMorgan Unconstrained Debt Fund (name change from JPMorgan Multi Sector Bond Fund effective 10/22/14)		A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan U.S. Applied Data Science Value Fund (name change from JPMorgan Intrepid Value Fund effective 7/1/21)		A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan U.S. Equity Fund		A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6

JPMorgan U.S. GARP Equity Fund (name change from JPMorgan Intrepid Growth Fund effective 2/1/21)		A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan U.S. Large Cap Core Plus Fund		A, C, I (formerly Select until 4/3/17), R2, R5, R6

JPMorgan U.S. Research Enhanced Equity Fund (renamed from JPMorgan Disciplined Equity Fund effective 11/1/17)		A, I (formerly Select until 4/3/17), R6 (formerly Ultra Shares until 11/30/10)

JPMorgan U.S. Small Company Fund		A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6

JPMorgan U.S. Sustainable Leaders Fund (name change from Intrepid Sustainable Equity Fund effective 11/1/20) (name change from JPMorgan Intrepid Contrarian Fund effective 4/10/06) (name change from JPMorgan Intrepid Multi Cap Fund effective 2/28/13) (renamed from JPMorgan Intrepid Advantage Fund effective 3/31/17)		A, C, I (formerly Select until 4/3/17), R6

JPMorgan Value Advantage Fund		A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R3, R4, R5, R6

Money Market Funds

JPMorgan 100% U.S. Treasury Securities Money Market Fund		Capital, Institutional, Agency, Premier, Morgan, Reserve, IM, Academy, Empower

JPMorgan California Municipal Money Market Fund		Institutional, Agency, Morgan, E*TRADE³, Service, Premier

JPMorgan Federal Money Market Fund		Institutional, Agency, Premier, Morgan, Capital

JPMorgan New York Municipal Money Market Fund		Institutional, Agency, Morgan, Reserve, E*TRADE², Service, Premier

JPMorgan Prime Money Market Fund		Capital, Institutional, Agency, Premier, Morgan, Reserve, C⁴, IM, Academy, Empower

JPMorgan Tax Free Money Market Fund		Institutional, Agency, Premier, Morgan, Reserve

³	E*TRADE Class Shares to liquidate on or about September 29, 2023.

⁴	Class C Shares to convert to Reserve Class Shares and terminate on or about January 31, 2023.

B-4