EX-99.(A)(3) 2 d553960dex99a3.htm AMENDED SCHEDULE B, DATED AUGUST 10, 2023, TO THE DECLARATION OF TRUST, Amended Schedule B, dated August 10, 2023, to the Declaration of Trust,

SCHEDULE B

TO THE JPMORGAN TRUST I DECLARATION OF TRUST

SERIES AND CLASSES

As of August 10, 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 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 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
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 Fund1    A, C, I (formerly Select until 4/3/17), L (formerly Institutional until 12/1/16), R2, R5, R6

 

1 

To be renamed JPMorgan Developed International Value Fund September 2023.

 

B-1

SERIES    CLASS
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 Fund2    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
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

 

2 

To liquidate on or about October 31, 2023.

 

B-2

SERIES    CLASS
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
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

 

B-3

SERIES    CLASS
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, 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.

 

B-4