DEFA14A 1 d893480ddefa14a.htm JPMORGAN TRUST I JPMorgan Trust I

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

SCHEDULE 14A INFORMATION

Proxy Statement Pursuant to Section 14(a) of the

Securities Exchange Act of 1934

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Preliminary Proxy Statement

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Definitive Proxy Statement

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Soliciting Material Pursuant to Rule 14a-12

JPMorgan Trust I

JPMorgan Trust II

J.P. Morgan Mutual Fund Investment Trust

(Name of Registrant as Specified In Its Charter)

(Name of Person(s) Filing Proxy Statement, if other than the Registrant)

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1. On September 6, 2024, the following email was sent to certain advisors and/or recordkeepers of retirement plans holding shares of the JPMorgan Large Cap Growth Fund, JPMorgan Growth Advantage Fund and/or JPMorgan U.S. GARP Equity Fund:

Subject: Please Encourage Your Plans to Vote This Proxy

We recently announced a shareholder proxy for three of our funds, JPMorgan Large Cap Growth Fund, JPMorgan Growth Advantage Fund and JPMorgan U.S. GARP Equity Fund (the “Funds”), to vote on a proposal to change each Fund from a “diversified company” to a “non-diversified company” by eliminating the related fundamental investment policy (the “Proposal”) (see the supplement to the registration statements filed on July 1, 2024). We are working with our recordkeeping partners to get the proxy materials to the plans holding these Funds, and we wanted to ensure you are aware of this communication to your plan sponsor clients.

We need your help – please encourage your impacted plan sponsors to vote as soon as possible!

 

  •  

Plans are eligible to vote if they owned shares of an impacted Fund at the close of business on July 31, 2024. The tickers and CUSIPs for the respective share classes of the Funds are provided below.

  •  

Each Plan’s vote is extremely important, and voting is quick and easy. Plans can vote “For” the Proposal, “Against” the Proposal or “Abstain” from voting. The Funds’ Board of Trustees is recommending a vote “FOR” the proposal.

  •  

There are four convenient methods for plans to cast their vote: by telephone, via the Internet, by returning the proxy card they receive by mail, or by participating in the shareholder meeting. See the proxy statement filed on August 15, 2024 for details.

  •  

The shareholder meeting is scheduled to be held at 11:00 a.m. Eastern Time on October 2, 2024, at 277 Park Avenue, New York, NY 10172, 17th Floor. It is possible that the meeting could be postponed to a later date/time to allow additional time for shareholders to vote.

  •  

Plans may receive multiple proxy cards if they hold Fund shares in multiple accounts or subplans. Plans should be sure to vote all control numbers associated with their plan accounts.

  •  

If a plan hasn’t received its proxy materials, please have them call our proxy coordination partner, EQ, at 1-888-628-1041. They will likely need to provide the recordkeeper name where their shares are held, and, if held through a TPA, they may also need to provide the custodian name (example: holding shares through XYZ TPA, trading through ABC clearing firm).

If you or your plan sponsor clients have any questions after reviewing the proxy materials, please call 1-888-628-1041. We will get you the answers that you need promptly.

Thank you!

[JPMAM client advisor]

 

Fund     Share Class       CUSIP      Ticker 

JPMorgan Growth Advantage Fund

    A    62826M483    VHIAX 

JPMorgan Growth Advantage Fund

    I    4812A3718    JGASX 

JPMorgan Growth Advantage Fund

    R2    48123X108    JGRJX 

JPMorgan Growth Advantage Fund

    R3    46640W306    JGTTX 

JPMorgan Growth Advantage Fund

    R4    46640W405    JGTUX 

JPMorgan Growth Advantage Fund

    R5    62826M426    JGVRX 

JPMorgan Growth Advantage Fund

    R6    46640W108    JGVVX 

JPMorgan Large Cap Growth Fund

    A    4812C0506    OLGAX 

JPMorgan Large Cap Growth Fund

    I    4812C0530    SEEGX 

JPMorgan Large Cap Growth Fund

    R2    4812C2544    JLGZX 

JPMorgan Large Cap Growth Fund

    R3    4812CA108    JLGPX 

JPMorgan Large Cap Growth Fund

    R4    4812CA207    JLGQX 

JPMorgan Large Cap Growth Fund

    R5    4812C2379    JLGRX 

JPMorgan Large Cap Growth Fund

    R6    48121L841    JLGMX 

JPMorgan U.S. GARP Equity Fund

    A    4812A0227    JIGAX 

JPMorgan U.S. GARP Equity Fund

    I    4812A2207    JPGSX 

JPMorgan U.S. GARP Equity Fund

    R2    4812A4310    JIGZX 

JPMorgan U.S. GARP Equity Fund

    R5    4812A3759    JGIRX 

JPMorgan U.S. GARP Equity Fund

    R6    46641U580    JGISX 

2. On September 6, 2024, the following email was sent to sponsors of certain retirement plans holding shares of the JPMorgan Large Cap Growth Fund, JPMorgan Growth Advantage Fund and/or JPMorgan U.S. GARP Equity Fund:

Subject: Please Vote This Proxy

We recently announced a shareholder proxy for three of our funds, JPMorgan Large Cap Growth Fund, JPMorgan Growth Advantage Fund and JPMorgan U.S. GARP Equity Fund (the “Funds”), to vote on a proposal to change each Fund from a “diversified company” to a “non-diversified company” by eliminating the related fundamental investment policy (the “Proposal”) (see the supplement to the registration statements filed on July 1, 2024). We wanted to ensure you are aware of this communication as your plan holds shares in one or more of these Funds.

 

  •  

Plans are eligible to vote if they owned shares of an impacted Fund at the close of business on July 31, 2024. The tickers and CUSIPs for the respective share classes of the Funds are provided below.

  •  

The vote is extremely important, and voting is quick and easy. Plans can vote “For” the Proposal, “Against” the Proposal or “Abstain” from voting. The Funds’ Board of Trustees is recommending a vote “FOR” the proposal.

  •  

There are four convenient methods for plans to cast their vote: by telephone, via the Internet, by returning the proxy card they receive by mail, or by participating in the shareholder meeting. See the proxy statement filed on August 15, 2024 for details.

  •  

The shareholder meeting is scheduled to be held at 11:00 a.m. Eastern Time on October 2, 2024, at 277 Park Avenue, New York, NY 10172, 17th Floor. It is possible that the meeting could be postponed to a later date/time to allow additional time for shareholders to vote.

  •  

Plans may receive multiple proxy cards if they hold Fund shares in multiple accounts or subplans. Plans should be sure to vote all control numbers associated with their plan accounts.

  •  

If you haven’t received the plan’s proxy materials, please call our proxy coordination partner, EQ, at 1-888-628-1041. you will likely need to provide the recordkeeper name where their shares are held and, if held through a TPA, you may also need to provide the custodian name (example: holding shares through XYZ TPA, trading through ABC clearing firm).

If you have any questions after reviewing the proxy materials, please call 1-888-628-1041. We will get you the answers that you need promptly.

Thank you!

[JPMAM client advisor]

 

Fund     Share Class       CUSIP       Ticker 

JPMorgan Growth Advantage Fund

    A    62826M483    VHIAX 

JPMorgan Growth Advantage Fund

    I    4812A3718    JGASX 

JPMorgan Growth Advantage Fund

    R2    48123X108    JGRJX 

JPMorgan Growth Advantage Fund

    R3    46640W306    JGTTX 

JPMorgan Growth Advantage Fund

    R4    46640W405    JGTUX 

JPMorgan Growth Advantage Fund

    R5    62826M426    JGVRX 

JPMorgan Growth Advantage Fund

    R6    46640W108    JGVVX 

JPMorgan Large Cap Growth Fund

    A    4812C0506    OLGAX 

JPMorgan Large Cap Growth Fund

    I    4812C0530    SEEGX 

JPMorgan Large Cap Growth Fund

    R2    4812C2544    JLGZX 

JPMorgan Large Cap Growth Fund

    R3    4812CA108    JLGPX 

JPMorgan Large Cap Growth Fund

    R4    4812CA207    JLGQX 

JPMorgan Large Cap Growth Fund

    R5    4812C2379    JLGRX 

JPMorgan Large Cap Growth Fund

    R6    48121L841    JLGMX 

JPMorgan U.S. GARP Equity Fund

    A    4812A0227    JIGAX 

JPMorgan U.S. GARP Equity Fund

    I    4812A2207    JPGSX 

JPMorgan U.S. GARP Equity Fund

    R2    4812A4310    JIGZX 

JPMorgan U.S. GARP Equity Fund

    R5    4812A3759    JGIRX 

JPMorgan U.S. GARP Equity Fund

    R6    46641U580    JGISX