JPMORGAN TRUST II
270 Park Avenue
New York, New York 10017
November 27, 2018
VIA EDGAR
Securities and Exchange Commission
100 F Street, N.E.
Washington, DC 20549
Attention: Filing Desk
Re: | JPMorgan Trust II (the Trust) on behalf of |
the Funds (the Funds) listed in Appendix A |
File Nos. 002-95973 and 811-04236 |
Ladies and Gentlemen:
On behalf of the Trust, we hereby submit for filing pursuant to Rule 497 under the Securities Act of 1933 and under the Investment Company Act of 1940 exhibits containing interactive data format risk/return summary information for the Funds. These exhibits contain the risk/return summary information in the prospectus for the Funds dated November 1, 2018, as supplemented. The purpose of this filing is to submit the XBRL information from the Rule 497 filing dated November 19, 2018 for the Funds.
If you have any questions, please call the undersigned at (614) 213-4020.
Very truly yours,
/s/ Elizabeth A. Davin
Elizabeth A. Davin
Assistant Secretary
Appendix A
JPMorgan Intrepid Mid Cap Fund
JPMorgan Market Expansion Enhanced Index Fund
JPMorgan Small Cap Value Fund
Exhibit Index
Exhibit Number | Description | |
EX-101.INS | XBRL Instance Document | |
EX-101.SCH | XBRL Taxonomy Extension Schema Document | |
EX-101.CAL | XBRL Taxonomy Extension Calculation Linkbase | |
EX-101.DEF | XBRL Taxonomy Extension Definition Linkbase | |
EX-101.LAB | XBRL Taxonomy Extension Labels Linkbase | |
EX-101.PRE | XBRL Taxonomy Extension Presentation Linkbase |
Label | Element | Value |
---|---|---|
Risk/Return: | rr_RiskReturnAbstract | |
Document Type | dei_DocumentType | 497 |
Document Period End Date | dei_DocumentPeriodEndDate | Jun. 30, 2018 |
Registrant Name | dei_EntityRegistrantName | JPMORGAN TRUST II |
Central Index Key | dei_EntityCentralIndexKey | 0000763852 |
Amendment Flag | dei_AmendmentFlag | false |
Document Creation Date | dei_DocumentCreationDate | Nov. 19, 2018 |
Document Effective Date | dei_DocumentEffectiveDate | Nov. 19, 2018 |
Prospectus Date | rr_ProspectusDate | Nov. 01, 2018 |
Entity Inv Company Type | dei_EntityInvCompanyType | N-1A |
Nov. 01, 2018 |
---|
J.P. MORGAN U.S. EQUITY FUNDS JPMorgan Trust II JPMorgan Intrepid Mid Cap Fund JPMorgan Market Expansion Enhanced Index Fund JPMorgan Small Cap Value Fund (All Share Classes) (Each, a Fund and collectively, the Funds) Supplement dated November 19, 2018 to the Summary Prospectuses and Prospectuses dated November 1, 2018, as supplemented Effective immediately, the Investment Process disclosure in the Risk/Return Summary What are the Funds main investment strategies? section for each Fund is hereby deleted and replaced with the following, as applicable, to disclose how each Funds adviser integrates environmental, social and governance factors into each Funds investment process: For the JPMorgan Intrepid Mid Cap Fund: Investment Process: The Fund has an actively managed strategy that employs an investment process based on behavioral finance principles. Behavioral finance theorizes that investors behave irrationally in systematic and predictable ways because human psychology affects investment decision-making. This investor behavior results in market inefficiencies that persist over time. The Fund seeks to capitalize on these market anomalies through a disciplined and dispassionate investment process. In identifying securities that have attractive momentum characteristics, the adviser looks for securities which have prices that have been increasing and that the adviser believes will continue to increase. As a part of its investment process, the adviser seeks to assess the impact of environmental, social and governance factors (including accounting and tax policies and shareholder rights and remuneration policies) on the companies in which it may invest to identify issuers that the adviser believes will be impacted by such factors relative to other issuers. These determinations may not be conclusive and securities of such issuers may be purchased, retained or sold by the Fund. The Fund will sell a stock if the adviser determines that the issuer no longer meets the Funds investment criteria listed above or if the adviser believes that more attractive opportunities are available. For the JPMorgan Market Expansion Enhanced Index Fund: Investment Process: The Fund uses an enhanced index strategy that seeks to provide investment results that correspond to or incrementally exceed the total return performance of the S&P 1000 Index. In managing the Fund, the adviser employs a process that ranks S&P 1000 Index stocks based on its proprietary stock ranking system. The rankings are then reviewed and adjusted utilizing fundamental research conducted by the investment team to enhance accuracy and consistency within constraints on sector and industry weights and position sizes. The adjusted rankings are used to place stocks into portfolios. As a part of its investment process, the adviser seeks to assess the impact of environmental, social and governance factors (including accounting and tax policies and shareholder rights and remuneration policies) on the companies in which it may invest to identify issuers that the adviser believes will be impacted by such factors relative to other issuers. These determinations may not be conclusive and securities of such issuers may be purchased, retained or sold by the Fund. In general, stocks are purchased when they are among the top ranked within their sector. Stocks become candidates for sale when their ranking falls, when they appear unattractive or when the company is no longer included in the S&P 1000 Index. For the JPMorgan Small Cap Value Fund: Investment Process: In managing the Fund, the adviser employs a process that ranks stocks based on its proprietary stock ranking system. The rankings are then reviewed and adjusted utilizing fundamental research conducted by the investment team to enhance accuracy and consistency. The adjusted rankings are used to place stocks into portfolios. As a part of its investment process, the adviser seeks to assess the impact of environmental, social and governance factors (including accounting and tax policies and shareholder rights and remuneration policies) on the companies in which it may invest to identify issuers that the adviser believes will be impacted by such factors relative to other issuers. These determinations may not be conclusive and securities of such issuers may be purchased, retained or sold by the Fund. In general, stocks are purchased when they are among the top ranked within their sector. Stocks become candidates for sale when their ranking falls, when they appear unattractive or when the company is no longer a small cap company. The Fund may continue to hold the securities if it believes further substantial growth is possible. Risk factor exposures are managed through portfolio construction. Portfolio constraints control for sector weights, position sizes and/or style characteristics of the Fund.
THIS SUPPLEMENT SHOULD BE RETAINED WITH YOUR SUMMARY PROSPECTUSES AND PROSPECTUSES FOR FUTURE REFERENCE. |
Label | Element | Value |
---|---|---|
Risk/Return: | rr_RiskReturnAbstract | |
Registrant Name | dei_EntityRegistrantName | JPMORGAN TRUST II |
Prospectus Date | rr_ProspectusDate | Nov. 01, 2018 |
Supplement to Prospectus [Text Block] | rr_SupplementToProspectusTextBlock | J.P. MORGAN U.S. EQUITY FUNDS JPMorgan Trust II JPMorgan Intrepid Mid Cap Fund JPMorgan Market Expansion Enhanced Index Fund JPMorgan Small Cap Value Fund (All Share Classes) (Each, a Fund and collectively, the Funds) Supplement dated November 19, 2018 to the Summary Prospectuses and Prospectuses dated November 1, 2018, as supplemented Effective immediately, the Investment Process disclosure in the Risk/Return Summary What are the Funds main investment strategies? section for each Fund is hereby deleted and replaced with the following, as applicable, to disclose how each Funds adviser integrates environmental, social and governance factors into each Funds investment process: For the JPMorgan Intrepid Mid Cap Fund: Investment Process: The Fund has an actively managed strategy that employs an investment process based on behavioral finance principles. Behavioral finance theorizes that investors behave irrationally in systematic and predictable ways because human psychology affects investment decision-making. This investor behavior results in market inefficiencies that persist over time. The Fund seeks to capitalize on these market anomalies through a disciplined and dispassionate investment process. In identifying securities that have attractive momentum characteristics, the adviser looks for securities which have prices that have been increasing and that the adviser believes will continue to increase. As a part of its investment process, the adviser seeks to assess the impact of environmental, social and governance factors (including accounting and tax policies and shareholder rights and remuneration policies) on the companies in which it may invest to identify issuers that the adviser believes will be impacted by such factors relative to other issuers. These determinations may not be conclusive and securities of such issuers may be purchased, retained or sold by the Fund. The Fund will sell a stock if the adviser determines that the issuer no longer meets the Funds investment criteria listed above or if the adviser believes that more attractive opportunities are available. For the JPMorgan Market Expansion Enhanced Index Fund: Investment Process: The Fund uses an enhanced index strategy that seeks to provide investment results that correspond to or incrementally exceed the total return performance of the S&P 1000 Index. In managing the Fund, the adviser employs a process that ranks S&P 1000 Index stocks based on its proprietary stock ranking system. The rankings are then reviewed and adjusted utilizing fundamental research conducted by the investment team to enhance accuracy and consistency within constraints on sector and industry weights and position sizes. The adjusted rankings are used to place stocks into portfolios. As a part of its investment process, the adviser seeks to assess the impact of environmental, social and governance factors (including accounting and tax policies and shareholder rights and remuneration policies) on the companies in which it may invest to identify issuers that the adviser believes will be impacted by such factors relative to other issuers. These determinations may not be conclusive and securities of such issuers may be purchased, retained or sold by the Fund. In general, stocks are purchased when they are among the top ranked within their sector. Stocks become candidates for sale when their ranking falls, when they appear unattractive or when the company is no longer included in the S&P 1000 Index. For the JPMorgan Small Cap Value Fund: Investment Process: In managing the Fund, the adviser employs a process that ranks stocks based on its proprietary stock ranking system. The rankings are then reviewed and adjusted utilizing fundamental research conducted by the investment team to enhance accuracy and consistency. The adjusted rankings are used to place stocks into portfolios. As a part of its investment process, the adviser seeks to assess the impact of environmental, social and governance factors (including accounting and tax policies and shareholder rights and remuneration policies) on the companies in which it may invest to identify issuers that the adviser believes will be impacted by such factors relative to other issuers. These determinations may not be conclusive and securities of such issuers may be purchased, retained or sold by the Fund. In general, stocks are purchased when they are among the top ranked within their sector. Stocks become candidates for sale when their ranking falls, when they appear unattractive or when the company is no longer a small cap company. The Fund may continue to hold the securities if it believes further substantial growth is possible. Risk factor exposures are managed through portfolio construction. Portfolio constraints control for sector weights, position sizes and/or style characteristics of the Fund.
THIS SUPPLEMENT SHOULD BE RETAINED WITH YOUR SUMMARY PROSPECTUSES AND PROSPECTUSES FOR FUTURE REFERENCE. |
JPMorgan Intrepid Mid Cap Fund | ||
Risk/Return: | rr_RiskReturnAbstract | |
Supplement to Prospectus [Text Block] | rr_SupplementToProspectusTextBlock | J.P. MORGAN U.S. EQUITY FUNDS JPMorgan Trust II JPMorgan Intrepid Mid Cap Fund (All Share Classes) (Each, a Fund and collectively, the Funds) Supplement dated November 19, 2018 to the Summary Prospectuses and Prospectuses dated November 1, 2018, as supplemented Effective immediately, the Investment Process disclosure in the Risk/Return Summary What are the Funds main investment strategies? section for each Fund is hereby deleted and replaced with the following, as applicable, to disclose how each Funds adviser integrates environmental, social and governance factors into each Funds investment process: For the JPMorgan Intrepid Mid Cap Fund: Investment Process: The Fund has an actively managed strategy that employs an investment process based on behavioral finance principles. Behavioral finance theorizes that investors behave irrationally in systematic and predictable ways because human psychology affects investment decision-making. This investor behavior results in market inefficiencies that persist over time. The Fund seeks to capitalize on these market anomalies through a disciplined and dispassionate investment process. In identifying securities that have attractive momentum characteristics, the adviser looks for securities which have prices that have been increasing and that the adviser believes will continue to increase. As a part of its investment process, the adviser seeks to assess the impact of environmental, social and governance factors (including accounting and tax policies and shareholder rights and remuneration policies) on the companies in which it may invest to identify issuers that the adviser believes will be impacted by such factors relative to other issuers. These determinations may not be conclusive and securities of such issuers may be purchased, retained or sold by the Fund. The Fund will sell a stock if the adviser determines that the issuer no longer meets the Funds investment criteria listed above or if the adviser believes that more attractive opportunities are available.
THIS SUPPLEMENT SHOULD BE RETAINED WITH YOUR SUMMARY PROSPECTUSES AND PROSPECTUSES FOR FUTURE REFERENCE. |
JPMorgan Market Expansion Enhanced Index Fund | ||
Risk/Return: | rr_RiskReturnAbstract | |
Supplement to Prospectus [Text Block] | rr_SupplementToProspectusTextBlock | J.P. MORGAN U.S. EQUITY FUNDS JPMorgan Trust II JPMorgan Market Expansion Enhanced Index Fund (All Share Classes) (Each, a Fund and collectively, the Funds) Supplement dated November 19, 2018 to the Summary Prospectuses and Prospectuses dated November 1, 2018, as supplemented Effective immediately, the Investment Process disclosure in the Risk/Return Summary What are the Funds main investment strategies? section for each Fund is hereby deleted and replaced with the following, as applicable, to disclose how each Funds adviser integrates environmental, social and governance factors into each Funds investment process: For the JPMorgan Market Expansion Enhanced Index Fund: Investment Process: The Fund uses an enhanced index strategy that seeks to provide investment results that correspond to or incrementally exceed the total return performance of the S&P 1000 Index. In managing the Fund, the adviser employs a process that ranks S&P 1000 Index stocks based on its proprietary stock ranking system. The rankings are then reviewed and adjusted utilizing fundamental research conducted by the investment team to enhance accuracy and consistency within constraints on sector and industry weights and position sizes. The adjusted rankings are used to place stocks into portfolios. As a part of its investment process, the adviser seeks to assess the impact of environmental, social and governance factors (including accounting and tax policies and shareholder rights and remuneration policies) on the companies in which it may invest to identify issuers that the adviser believes will be impacted by such factors relative to other issuers. These determinations may not be conclusive and securities of such issuers may be purchased, retained or sold by the Fund. In general, stocks are purchased when they are among the top ranked within their sector. Stocks become candidates for sale when their ranking falls, when they appear unattractive or when the company is no longer included in the S&P 1000 Index.
THIS SUPPLEMENT SHOULD BE RETAINED WITH YOUR SUMMARY PROSPECTUSES AND PROSPECTUSES FOR FUTURE REFERENCE. |
JPMorgan Small Cap Value Fund | ||
Risk/Return: | rr_RiskReturnAbstract | |
Supplement to Prospectus [Text Block] | rr_SupplementToProspectusTextBlock | J.P. MORGAN U.S. EQUITY FUNDS JPMorgan Trust II JPMorgan Small Cap Value Fund (All Share Classes) (Each, a Fund and collectively, the Funds) Supplement dated November 19, 2018 to the Summary Prospectuses and Prospectuses dated November 1, 2018, as supplemented Effective immediately, the Investment Process disclosure in the Risk/Return Summary What are the Funds main investment strategies? section for each Fund is hereby deleted and replaced with the following, as applicable, to disclose how each Funds adviser integrates environmental, social and governance factors into each Funds investment process: For the JPMorgan Small Cap Value Fund: Investment Process: In managing the Fund, the adviser employs a process that ranks stocks based on its proprietary stock ranking system. The rankings are then reviewed and adjusted utilizing fundamental research conducted by the investment team to enhance accuracy and consistency. The adjusted rankings are used to place stocks into portfolios. As a part of its investment process, the adviser seeks to assess the impact of environmental, social and governance factors (including accounting and tax policies and shareholder rights and remuneration policies) on the companies in which it may invest to identify issuers that the adviser believes will be impacted by such factors relative to other issuers. These determinations may not be conclusive and securities of such issuers may be purchased, retained or sold by the Fund. In general, stocks are purchased when they are among the top ranked within their sector. Stocks become candidates for sale when their ranking falls, when they appear unattractive or when the company is no longer a small cap company. The Fund may continue to hold the securities if it believes further substantial growth is possible. Risk factor exposures are managed through portfolio construction. Portfolio constraints control for sector weights, position sizes and/or style characteristics of the Fund.
THIS SUPPLEMENT SHOULD BE RETAINED WITH YOUR SUMMARY PROSPECTUSES AND PROSPECTUSES FOR FUTURE REFERENCE. |
Label | Element | Value |
---|---|---|
Risk/Return: | rr_RiskReturnAbstract | |
Registrant Name | dei_EntityRegistrantName | JPMORGAN TRUST II |
Prospectus Date | rr_ProspectusDate | Nov. 01, 2018 |
Document Creation Date | dei_DocumentCreationDate | Nov. 19, 2018 |
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