EX-99.(E)(5) 5 d819845dex99e5.htm FORM OF AMENDED SCHEDULE C TO THE DISTRIBUTION AGREEMENT, AMENDED AS OF 6/25/25. Form of Amended Schedule C to the Distribution Agreement, amended as of 6/25/25.

SCHEDULE C

TO THE DISTRIBUTION AGREEMENT

Shares Subject to Front-End Sales Load

(Amended as of May 8, 2025)

Equity Funds

 

Current Name

  

Prior Name

JPMorgan Diversified Fund    JPMorgan Diversified Fund
JPMorgan Emerging Markets Equity Fund    JPMorgan Fleming Emerging Markets Equity Fund
JPMorgan Europe Dynamic Fund    N/A
JPMorgan Equity Income Fund    One Group Equity Income Fund
JPMorgan Equity Index Fund    One Group Equity Index Fund
JPMorgan Equity Premium Income Fund    N/A
JPMorgan Growth Advantage Fund    JPMorgan Mid Cap Growth Fund
JPMorgan Hedged Equity Fund    N/A
JPMorgan Hedged Equity 2 Fund    N/A
JPMorgan Hedged Equity 3 Fund    N/A
JPMorgan International Equity Fund    JPMorgan Fleming International Equity Fund
JPMorgan International Focus Fund    N/A
JPMorgan International Hedged Equity Fund1    N/A
JPMorgan Developed International Value Fund    JPMorgan International Value Fund (name effective until 9/13/23), JPMorgan Fleming International Value Fund
JPMorgan Large Cap Growth Fund    One Group Large Cap Growth Fund
JPMorgan Large Cap Value Fund    One Group Large Cap Value Fund
JPMorgan Mid Cap Equity Fund    JPMorgan Mid Cap Equity Fund
JPMorgan Mid Cap Growth Fund    One Group Mid Cap Growth Fund and JPMorgan Diversified Mid Cap Growth Fund (name effective until 6/27/09)
JPMorgan Mid Cap Value Fund    JPMorgan Mid Cap Value Fund
JPMorgan Preferred and Income Securities Fund    N/A
JPMorgan Research Market Neutral Fund    JPMorgan Market Neutral Fund (name effective until 2/28/10)
JPMorgan Small Cap Blend Fund    N/A
JPMorgan Small Cap Equity Fund    JPMorgan Small Cap Equity Fund
JPMorgan Small Cap Growth Fund    One Group Small Cap Growth Fund
JPMorgan Small Cap Value Fund    One Group Small Cap Value Fund
JPMorgan SMID Cap Equity Fund    N/A
JPMorgan U.S. Applied Data Science Value Fund2    JPMorgan Intrepid Value Fund (name effective until 6/30/21)
JPMorgan U.S. Equity Fund    JPMorgan U.S. Equity Fund
JPMorgan U.S. GARP Equity Fund    JPMorgan Intrepid Growth Fund
JPMorgan U.S. Large Cap Core Plus Fund    N/A
JPMorgan U.S. Research Enhanced Equity Fund    N/A
JPMorgan U.S. Small Company Fund    N/A
JPMorgan U.S. Sustainable Leaders Fund    N/A
JPMorgan U.S. Value Fund    N/A
Undiscovered Managers Behavioral Value Fund    Undiscovered Managers Behavioral Value Fund
JPMorgan Value Advantage Fund    N/A
 
1 

To be liquidated and reorganized under the JPMorgan International Hedged Equity Laddered Overlay ETF on or about July 11, 2025.

2 

To be liquidated and reorganized under the JPMorgan Fundamental Data Science Large Value ETF on or about July 11, 2025.


Fixed Income Funds

 

Current Name

  

Prior Name

JPMorgan California Tax Free Bond Fund    JPMorgan California Bond Fund
JPMorgan Core Bond Fund    One Group Bond Fund
JPMorgan Core Plus Bond Fund    One Group Income Bond Fund
JPMorgan Corporate Bond Fund    N/A
JPMorgan Emerging Markets Debt Fund    JPMorgan Fleming Emerging Markets Debt Fund
JPMorgan Floating Rate Income Fund    N/A
JPMorgan Global Bond Opportunities Fund    N/A
JPMorgan Government Bond Fund    One Group Government Bond Fund
JPMorgan High Yield Fund    One Group High Yield Bond Fund and JPMorgan High Yield Bond Fund (name effective until 9/14/09)
JPMorgan Income Fund    N/A
JPMorgan Income Builder Fund    JPMorgan World Income Builder Fund
JPMorgan Mortgage-Backed Securities Fund3    One Group Mortgage-Backed Securities Fund
JPMorgan National Municipal Income Fund4    JPMorgan Intermediate Tax Free Income Fund, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22)
JPMorgan New York Tax Free Bond Fund    JPMorgan New York Intermediate Tax Free Income Fund
JPMorgan Short Duration Bond Fund    One Group Short-Term Bond Fund
JPMorgan Short Duration Core Plus Fund    N/A
JPMorgan Short-Intermediate Municipal Bond Fund    One Group Short-Term Municipal Bond Fund and JPMorgan Short Term Municipal Bond Fund (name effective until 4/30/09)
JPMorgan Strategic Income Opportunities Fund    N/A
JPMorgan Tax Aware Real Return Fund    N/A
JPMorgan Tax Free Bond Fund    One Group Tax-Free Bond Fund
JPMorgan Total Return Fund5    N/A
JPMorgan Ultra-Short Municipal Fund    N/A
JPMorgan Unconstrained Debt Fund6    JPMorgan Multi-Sector Income Fund (name effective until 10/22/14)

Investor Funds

 

Current Name

  

Prior Name

JPMorgan Investor Balanced Fund    One Group Investor Balanced Fund
JPMorgan Investor Conservative Growth Fund    One Group Investor Conservative Growth Fund
JPMorgan Investor Growth & Income Fund    One Group Investor Growth & Income Fund
JPMorgan Investor Growth Fund    One Group Investor Growth Fund
 
3 

To be liquidated and reorganized under the JPMorgan Mortgage-Backed Securities ETF on or about June 27, 2025.

4 

To be liquidated and reorganized under the JPMorgan Municipal ETF on or about 3rd quarter 2025.

5 

To be liquidated on or about July 29, 2025.

6 

To be liquidated and reorganized under the JPMorgan Flexible Debt ETF mid 2025.


JPMorgan SmartRetirement Funds

 

Current Name

  

Prior Name

JPMorgan SmartRetirement Income Fund    N/A
JPMorgan SmartRetirement 2025 Fund    N/A
JPMorgan SmartRetirement 2030 Fund    N/A
JPMorgan SmartRetirement 2035 Fund    N/A
JPMorgan SmartRetirement 2040 Fund    N/A
JPMorgan SmartRetirement 2045 Fund    N/A
JPMorgan SmartRetirement 2050 Fund    N/A
JPMorgan SmartRetirement 2055 Fund    N/A
JPMorgan SmartRetirement 2060 Fund    N/A
JPMorgan SmartRetirement 2065 Fund    N/A

Other Funds

 

Current Name

  

Prior Name

JPMorgan Global Allocation Fund    JPMorgan Global Flexible Fund (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 Each on behalf of itself and each of its Funds

    JPMORGAN DISTRIBUTION SERVICES, INC.
By:  

 

    By:  

 

Name:  

 

    Name:  

 

Title:  

 

    Title: