EX-99.(E)(7) 8 d132046dex99e7.htm FORM OF AMENDED SCHEDULE F TO THE DISTRIBUTION AGREEMENT, AMENDED AS OF 12/12/22. Form of Amended Schedule F to the Distribution Agreement, amended as of 12/12/22.

SCHEDULE F

TO THE DISTRIBUTION AGREEMENT

CDSC Classes

(Class C Shares)

(Amended as of December 12, 2022)

Name of the Fund

Money Market Funds

 

Current Name

  

Prior Name

JPMorgan Prime Money Market Fund – Class C Shares1    JPMorgan Prime Money Market Fund – Class C Shares
JPMorgan Liquid Assets Money Market Fund – Class C Shares    One Group Prime Money Market Fund – Class C Shares
JPMorgan U.S. Treasury Plus Money Market Fund – Class C Shares    One Group U.S. Treasury Securities Money Market Fund – Class C Shares

Equity Funds

 

Current Name

  

Prior Name

JPMorgan Diversified Fund – Class C Shares    JPMorgan Diversified Fund – Class C Shares
JPMorgan Emerging Markets Equity Fund – Class C Shares    N/A
JPMorgan International Equity Fund – Class C Shares    JPMorgan Fleming International Equity Fund – Class C Shares
JPMorgan Growth Advantage Fund – Class C Shares    JPMorgan Mid Cap Growth Fund – Class C Shares
JPMorgan International Value Fund – Class C Shares    N/A
JPMorgan U.S. GARP Equity Fund – Class C Shares    JPMorgan Intrepid Growth Fund – Class C Shares
JPMorgan U.S. Applied Data Science Value Fund – Class C Shares    JPMorgan Intrepid Value Fund – Class C Shares (name effective until 6/30/21)
JPMorgan Mid Cap Value Fund – Class C Shares    JPMorgan Mid Cap Value Fund – Class C Shares
JPMorgan Small Cap Equity Fund – Class C Shares    JPMorgan Small Cap Equity Fund – Class C Shares
JPMorgan U.S. Equity Fund – Class C Shares    JPMorgan U.S. Equity Fund – Class C Shares
Undiscovered Managers Behavioral Value Fund – Class C Shares    Undiscovered Managers Behavioral Value Fund – Class C Shares
JPMorgan Equity Index Fund – Class C Shares    One Group Equity Index Fund – Class C Shares

 

Current Name

  

Prior Name

JPMorgan Large Cap Growth Fund – Class C Shares    One Group Large Cap Growth Fund – Class C Shares
JPMorgan Large Cap Value Fund – Class C Shares    One Group Large Cap Value Fund – Class C Shares
JPMorgan Research Market Neutral Fund – Class C Shares    JPMorgan Market Neutral Fund – Class C Shares (name effective until 2/28/10)
JPMorgan Mid Cap Equity Fund – Class C Shares    N/A
JPMorgan Mid Cap Growth Fund – Class C Shares    One Group Mid Cap Growth Fund – Class C Shares and JPMorgan Diversified Mid Cap Growth Fund – Class C Shares (name effective until 6/27/09)
JPMorgan Small Cap Growth Fund – Class C Shares    One Group Small Cap Growth Fund – Class C Shares
JPMorgan Small Cap Value Fund – Class C Shares    One Group Small Cap Value Fund – Class C Shares

 

1 

Class C Shares of the JPMorgan Money Market Funds to convert to Reserve Class Shares and terminate on or about January 31, 2023.


JPMorgan Value Advantage Fund – Class C Shares    N/A
JPMorgan U.S. Large Cap Core Plus Fund – Class C Shares    N/A
JPMorgan U.S. Small Company Fund – Class C Shares    N/A
JPMorgan Access Balanced Fund – Class C Shares    N/A
JPMorgan Access Growth Fund – Class C Shares    N/A
JPMorgan Tax Aware Equity Fund – Class C Shares    JPMorgan Tax Aware Equity Fund – Class C Shares (name effective until 12/10/10)
JPMorgan Equity Focus Fund – Class C Shares2    N/A
JPMorgan Hedged Equity Fund – Class C Shares    N/A
JPMorgan Opportunistic Equity Long/Short Fund – Class C Shares    N/A
JPMorgan Small Cap Sustainable Leaders Fund – Class C Shares    JPMorgan Small Cap Core Fund —Class C Shares (name effective until 6/30/21)
JPMorgan Equity Premium Income Fund – Class C Shares    N/A
JPMorgan U.S. Value Fund – Class C Shares    N/A
JPMorgan Hedged Equity 2 Fund – Class C Shares    N/A
JPMorgan Hedged Equity 3 Fund – Class C Shares    N/A
JPMorgan International Hedged Equity Fund – Class C Shares    N/A
JPMorgan International Focus Fund – Class C Shares    N/A
JPMorgan Europe Dynamic Fund – Class C Shares    N/A
JPMorgan SMID Cap Equity Fund – Class C Shares    N/A
JPMorgan U.S. Sustainable Leaders Fund – Class C Shares    N/A
JPMorgan Small Cap Blend Fund – Class C Shares    N/A

Fixed Income Funds

 

Current Name

  

Prior Name

JPMorgan California Tax Free Bond Fund – Class C Shares    JPMorgan California Bond Fund – Class C Shares
JPMorgan Core Bond Fund – Class C Shares    One Group Bond Fund – Class C Shares
JPMorgan Core Plus Bond Fund – Class C Shares    One Group Income Bond Fund – Class C Shares
JPMorgan Corporate Bond Fund – Class C Shares    N/A
JPMorgan Emerging Markets Debt Fund – Class C Shares    JPMorgan Fleming Emerging Markets Debt Fund – Class C Shares
JPMorgan Floating Rate Income Fund – Class C Shares    N/A
JPMorgan Global Bond Opportunities Fund – Class C Shares    N/A
JPMorgan Government Bond Fund – Class C Shares    One Group Government Bond Fund – Class C Shares
JPMorgan High Yield Fund – Class C Shares    One Group High Yield Bond Fund – Class C Shares and JPMorgan High Yield Bond Fund – Class C Shares (name effective until 8/30/09)
JPMorgan High Yield Municipal Fund – Class C Shares3    N/A
JPMorgan Income Fund – Class C Shares    N/A

 

2 

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

3 

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


JPMorgan Income Builder Fund – Class C Shares    JPMorgan World Income Builder Fund – Class C Shares
JPMorgan Limited Duration Bond Fund – Class C Shares4    One Group Ultra Short-Term Bond Fund – Class C Shares and JPMorgan Ultra Short Term Bond Fund – Class C Shares (name effective until 7/1/06) and JPMorgan Ultra Short Duration Bond Fund – Class C Shares (name effective until 9/14/09)
JPMorgan Mortgage-Backed Securities Fund – Class C Shares    N/A
JPMorgan National Municipal Income Fund – Class C Shares    JPMorgan Intermediate Tax Free Income Fund – Class C Shares, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22) – Class C Shares.
JPMorgan New York Tax Free Bond Fund – Class C Shares    JPMorgan New York Intermediate Tax Free Income Fund – Class C Shares
JPMorgan Preferred and Income Securities Fund – Class C Shares    N/A
JPMorgan Short Duration Bond Fund – Class C Shares    One Group Short-Term Bond Fund – Class C Shares
JPMorgan Short Duration Core Plus Fund – Class C Shares    N/A
JPMorgan Short-Intermediate Municipal Bond Fund – Class C Shares    One Group Short-Term Municipal Bond Fund – Class C Shares and JPMorgan Short Term Municipal Bond Fund – Class C Shares (name effective until 4/30/09)
JPMorgan Strategic Income Opportunities Fund – Class C Shares    N/A
JPMorgan Sustainable Municipal Income Fund – Class C Shares5    N/A
JPMorgan Tax Aware Real Return Fund – Class C Shares    N/A
JPMorgan Tax Free Bond Fund – Class C Shares    One Group Tax-Free Bond Fund – Class C Shares
JPMorgan Total Return Fund – Class C Shares    N/A
JPMorgan Unconstrained Debt Fund – Class C Shares    JPMorgan Multi-Sector Income Fund – Class C Shares (name effective until 10/22/14)

Investor Funds

 

Current Name

  

Prior Name

JPMorgan Investor Balanced Fund – Class C Shares    One Group Investor Balanced Fund – Class C Shares
JPMorgan Investor Conservative Growth Fund – Class C Shares    One Group Investor Conservative Growth Fund – Class C Shares
JPMorgan Investor Growth & Income Fund – Class C Shares    One Group Investor Growth & Income Fund – Class C Shares
JPMorgan Investor Growth Fund – Class C Shares    One Group Investor Growth Fund – Class C Shares

JPMorgan SmartRetirement Funds

 

Current Name

  

Prior Name

JPMorgan SmartRetirement Income Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2020 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2025 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2030 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2035 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2040 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2045 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2050 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2055 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2060 Fund – Class C Shares    N/A
JPMorgan SmartRetirement 2065 Fund – Class C Shares    N/A

 

4 

To be liquidated and reorganized under the JPMorgan Limited Duration Bond ETF mid 2023.

5 

To be liquidated and reorganized under the JPMorgan Sustainable Municipal Income ETF mid 2023.


Other Funds

 

Current Name

  

Prior Name

JPMorgan Global Allocation Fund – Class C Shares    JPMorgan Global Flexible Fund – Class C Shares (name effective until 2/17/11)

*                 *                *                *

 

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: