EX-99.(E)(7) 8 d931192dex99e7.htm AMENDED SCHEDULE F TO THE DISTRIBUTION AGREEMENT, AMENDED AS OF 11/21/24. Amended Schedule F to the Distribution Agreement, amended as of 11/21/24.

SCHEDULE F

TO THE DISTRIBUTION AGREEMENT

CDSC Classes

(Class C Shares)

(Amended as of November 21, 2024)

Name of the Fund

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 Developed International Value Fund – Class C Shares

  

JPMorgan International Value Fund – Class C Shares (name effective until 9/13/23)

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 Shares1

  

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

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 Hedged Equity Fund – Class C Shares

  

N/A

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

 

1 

To be liquidated and reorganized under the JPMorgan Fundamental Data Science Large Value ETF mid 2025.


JPMorgan International Hedged Equity Fund – Class C Shares2

  

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 Income Fund – Class C Shares

  

N/A

JPMorgan Income Builder Fund – Class C Shares

  

JPMorgan World Income Builder Fund – Class C Shares

JPMorgan Mortgage-Backed Securities Fund – Class C Shares3

  

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 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)

 

2 

To be liquidated and reorganized under the JPMorgan International Hedged Equity Laddered Overlay ETF mid 2025.

3 

To be liquidated and reorganized under the JPMorgan Mortgage-Backed Securities ETF mid 2025.


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 Shares4

  

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

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)

*     *    *    *

 

4 

To be reorganized into the JPMorgan SmartRetirement Income Fund on or about April 25, 2025.


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

Each on behalf of itself and each of its Funds

    JPMORGAN DISTRIBUTION SERVICES, INC.
By:   /s/ Timothy J. Clemens     By:   /s/ Brian S. Shlissel
Name:   Timothy J. Clemens     Name:   Brian S. Shlissel
Title:   Treasurer     Title:   Managing Director