0001193125-21-275845.txt : 20210917 0001193125-21-275845.hdr.sgml : 20210917 20210917115507 ACCESSION NUMBER: 0001193125-21-275845 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20210917 DATE AS OF CHANGE: 20210917 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMorgan Trust I CENTRAL INDEX KEY: 0001217286 IRS NUMBER: 331043149 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-21295 FILM NUMBER: 211259604 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FORMER COMPANY: FORMER CONFORMED NAME: JP MORGAN MUTUAL FUND SERIES DATE OF NAME CHANGE: 20030204 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JP MORGAN MUTUAL FUND INVESTMENT TRUST CENTRAL INDEX KEY: 0000803747 IRS NUMBER: 311574186 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-05526 FILM NUMBER: 211259610 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FORMER COMPANY: FORMER CONFORMED NAME: MUTUAL FUND INVESTMENT TRUST DATE OF NAME CHANGE: 19980828 FORMER COMPANY: FORMER CONFORMED NAME: AVESTA TRUST DATE OF NAME CHANGE: 19940504 FORMER COMPANY: FORMER CONFORMED NAME: RETIREMENT INVESTMENT TRUST DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMORGAN INSURANCE TRUST CENTRAL INDEX KEY: 0000909221 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-07874 FILM NUMBER: 211259607 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FORMER COMPANY: FORMER CONFORMED NAME: JPMORGAN INVESTMENT TRUST DATE OF NAME CHANGE: 20050504 FORMER COMPANY: FORMER CONFORMED NAME: ONE GROUP INVESTMENT TRUST DATE OF NAME CHANGE: 19930716 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JP MORGAN FLEMING MUTUAL FUND GROUP INC CENTRAL INDEX KEY: 0001037897 IRS NUMBER: 133963293 STATE OF INCORPORATION: MD FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-08189 FILM NUMBER: 211259609 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FORMER COMPANY: FORMER CONFORMED NAME: FLEMING MUTUAL FUND GROUP INC DATE OF NAME CHANGE: 20000128 FORMER COMPANY: FORMER CONFORMED NAME: FLEMING CAPITAL MUTUAL FUND GROUP INC DATE OF NAME CHANGE: 19970930 FORMER COMPANY: FORMER CONFORMED NAME: FLEMING CAPITAL MUTUAL FUND GROUP DATE OF NAME CHANGE: 19970416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMORGAN TRUST IV CENTRAL INDEX KEY: 0001659326 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-23117 FILM NUMBER: 211259606 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FORMER COMPANY: FORMER CONFORMED NAME: JPMorgan Trust IV DATE OF NAME CHANGE: 20151124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMorgan Institutional Trust CENTRAL INDEX KEY: 0001303608 IRS NUMBER: 201491791 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-21638 FILM NUMBER: 211259608 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FILER: COMPANY DATA: COMPANY CONFORMED NAME: J.P. Morgan Exchange-Traded Fund Trust CENTRAL INDEX KEY: 0001485894 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-22903 FILM NUMBER: 211259612 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: (800) 480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMORGAN TRUST II CENTRAL INDEX KEY: 0000763852 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-04236 FILM NUMBER: 211259605 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 FORMER COMPANY: FORMER CONFORMED NAME: ONE GROUP MUTUAL FUNDS DATE OF NAME CHANGE: 20000721 FORMER COMPANY: FORMER CONFORMED NAME: ONE GROUP DATE OF NAME CHANGE: 19931105 FORMER COMPANY: FORMER CONFORMED NAME: HELMSMAN FUND DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: UNDISCOVERED MANAGERS FUNDS CENTRAL INDEX KEY: 0001047712 IRS NUMBER: 043400483 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-08437 FILM NUMBER: 211259611 BUSINESS ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: 277 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10172 0000763852 S000003477 JPMorgan Core Bond Fund C000009615 Class I WOBDX C000009616 Class A PGBOX C000009618 Class C OBOCX C000009619 Class R6 JCBUX C000033520 Class R5 JCBRX C000070638 Class R2 JCBZX C000173234 Class R3 JCBPX C000173235 Class R4 JCBQX 0000763852 S000003478 JPMorgan Core Plus Bond Fund C000009620 Class I HLIPX C000009621 Class A ONIAX C000009623 Class C OBDCX C000009624 Class R6 JCPUX C000070639 Class R2 JCPZX C000173236 Class R3 JCPPX C000173237 Class R4 JCPQX C000173238 Class R5 JCPYX 0000763852 S000003485 JPMorgan Government Bond Fund C000009631 Class R6 OGGYX C000009632 Class I HLGAX C000009633 Class A OGGAX C000009635 Class C OGVCX C000070640 Class R2 JGBZX C000171356 Class R3 OGGPX C000171357 Class R4 OGGQX 0000763852 S000003486 JPMorgan High Yield Fund C000009636 Class I OHYFX C000009637 Class A OHYAX C000009639 Class C OGHCX C000009640 Class R6 JHYUX C000033521 Class R5 JYHRX C000070641 Class R2 JHYZX C000192734 Class R3 JRJYX C000192735 Class R4 JRJKX 0000763852 S000003488 JPMorgan Mortgage-Backed Securities Fund C000009646 Class I OMBIX C000009647 Class A OMBAX C000009648 Class R6 JMBUX C000116212 Class C OBBCX 0000763852 S000003490 JPMorgan Short Duration Bond Fund C000009653 Class I HLLVX C000009654 Class A OGLVX C000009656 Class C OSTCX C000009657 Class R6 JSDUX 0000763852 S000003492 JPMorgan Limited Duration Bond Fund C000009662 Class I HLGFX C000009663 Class A ONUAX C000009665 Class C OGUCX C000009666 Class R6 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C000010746 Class C OINCX C000098140 Class R2 OIEFX C000098141 Class R5 OIERX C000109963 Class R6 OIEJX C000173561 Class R3 OIEPX C000173562 Class R4 OIEQX 0000763852 S000003847 JPMorgan Equity Index Fund C000010747 Class I HLEIX C000010748 Class A OGEAX C000010750 Class C OEICX C000173239 Class R6 OGFAX 0000763852 S000003855 JPMorgan SMID Cap Equity Fund C000010792 Class I WOOPX C000010793 Class A PECAX C000010795 Class C ODMCX C000162349 Class R6 WOOSX C000173563 Class R3 WOOOX C000173564 Class R4 WOOQX 0000763852 S000003856 JPMorgan Large Cap Growth Fund C000010797 Class I SEEGX C000010798 Class A OLGAX C000010800 Class C OLGCX C000070644 Class R2 JLGZX C000076449 Class R5 JLGRX C000093777 Class R6 JLGMX C000173565 Class R3 JLGPX C000173566 Class R4 JLGQX 0000763852 S000003857 JPMorgan Large Cap Value Fund C000010802 Class I HLQVX C000010803 Class A OLVAX C000010805 Class C OLVCX C000033523 Class R5 JLVRX C000070645 Class R2 JLVZX C000093778 Class R6 JLVMX C000205209 Class R4 OLVRX 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C000070649 E*Trade Class JLEXX 0000763852 S000003906 JPMorgan Municipal Money Market Fund C000010928 Institutional Class IJMXX C000010929 Morgan MJMXX C000010930 Premier HTOXX C000010932 Agency JMAXX C000010933 Service SJMXX C000017366 E*TRADE Class JMEXX 0000763852 S000003909 JPMorgan U.S. Government Money Market Fund C000010940 Institutional Class IJGXX C000010941 Capital OGVXX C000010942 Morgan MJGXX C000010943 Premier OGSXX C000010944 Reserve RJGXX C000010945 Agency OGAXX C000010946 Service SJGXX C000078417 Investor JGMXX C000115393 IM MGMXX C000165407 E*TRADE Class JUSXX C000212348 Academy JGAXX C000225258 Empower EJGXX 0000763852 S000003910 JPMorgan U.S. Treasury Plus Money Market Fund C000010947 Institutional Class IJTXX C000010949 Class C OTCXX C000010950 Morgan MJTXX C000010951 Premier PJTXX C000010952 Reserve HTIXX C000010953 Agency AJTXX C000010954 Investor HGOXX C000115394 IM MJPXX C000165408 Capital JTCXX C000222399 Academy JPCXX C000225259 Empower EJUXX 0000803747 S000004474 JPMorgan Growth Advantage Fund C000012318 Class A VHIAX C000033247 Class I JGASX C000034442 Class C JGACX C000073572 Class R5 JGVRX C000133820 Class R6 JGVVX C000187975 Class R3 JGTTX C000187976 Class R4 JGTUX C000190884 Class R2 JGRJX 0000909221 S000004631 JPMorgan Insurance Trust Core Bond Portfolio C000012612 Class 1 C000035130 Class 2 0000909221 S000004638 JPMorgan Insurance Trust U.S. Equity Portfolio C000012640 Class 1 C000035131 Class 2 0000909221 S000004648 JPMorgan Insurance Trust Mid Cap Value Portfolio C000012661 Class 1 0000909221 S000013000 JPMorgan Insurance Trust Small Cap Core Portfolio C000035129 Class 2 C000074216 Class 1 0000909221 S000047318 JPMorgan Insurance Trust Global Allocation Portfolio C000148505 Class 1 C000148506 Class 2 0000909221 S000047319 JPMorgan Insurance Trust Income Builder Portfolio C000148507 Class 1 C000148508 Class 2 0001037897 S000004475 JPMorgan Mid Cap Value Fund C000012320 Class I JMVSX C000012321 Class L FLMVX C000012322 Class A 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C000032450 Class C JSMCX C000032451 Class I JSMSX C000032452 Class R5 JSMIX C000070631 Class R2 JSMZX C000148428 Class R6 JSMYX C000169485 Class R3 JSMNX C000169486 Class R4 JSMQX 0001217286 S000011876 JPMorgan SmartRetirement 2040 Fund C000032453 Class A SMTAX C000032454 Class C SMTCX C000032455 Class I SMTSX C000032456 Class R5 SMTIX C000070632 Class R2 SMTZX C000148429 Class R6 SMTYX C000169487 Class R4 SMTQX C000169488 Class R3 SMTPX 0001217286 S000015698 JPMorgan Income Builder Fund C000042871 Class A JNBAX C000042872 Class C JNBCX C000042873 Class I JNBSX C000195048 Class R6 JNBZX 0001217286 S000018065 JPMorgan SmartRetirement 2025 Fund C000050048 Class A JNSAX C000050049 Class C JNSCX C000050050 Class I JNSSX C000050051 Class R5 JNSIX C000070633 Class R2 JNSZX C000148430 Class R6 JNSYX C000169489 Class R3 JNSPX C000169490 Class R4 JNSQX 0001217286 S000018066 JPMorgan SmartRetirement 2035 Fund C000050052 Class A SRJAX C000050053 Class C SRJCX C000050054 Class I SRJSX C000050055 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S000037359 JPMorgan SmartRetirement* Blend Income Fund C000115298 Class I JIJSX C000115299 Class R2 JIRBX C000115300 Class R5 JIBBX C000115301 Class R6 JIYBX C000186783 Class R3 JITLX C000186784 Class R4 JITKX 0001217286 S000037360 JPMorgan SmartRetirement* Blend 2055 Fund C000115304 Class I JPTBX C000115305 Class R2 JTRBX C000115306 Class R5 JTBBX C000115307 Class R6 JTYBX C000186785 Class R3 JTTUX C000186786 Class R4 JTTLX 0001217286 S000037364 JPMorgan SmartRetirement* Blend 2020 Fund C000115328 Class I JSSRX C000115329 Class R2 JIORX C000115330 Class R5 JBSRX C000115331 Class R6 JSYRX C000186787 Class R3 JSTKX C000186788 Class R4 JSTLX 0001217286 S000037365 JPMorgan SmartRetirement* Blend 2025 Fund C000115334 Class I JBSSX C000115335 Class R2 JBRSX C000115336 Class R5 JBBSX C000115337 Class R6 JBYSX C000186789 Class R3 JBTUX C000186790 Class R4 JBTBX 0001217286 S000037366 JPMorgan SmartRetirement* Blend 2030 Fund C000115340 Class I JRBEX C000115341 Class R2 JRBRX C000115342 Class 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Emerging Markets Strategic Debt Fund C000115702 Class A JECAX C000115703 Class C JECCX C000115704 Class I JECSX C000115705 Class R2 JECZX C000115707 Class R6 JECUX 0001217286 S000037860 JPMorgan Global Bond Opportunities Fund C000116841 Class A GBOAX C000116842 Class C GBOCX C000116843 Class I GBOSX C000116844 Class R6 GBONX 0001217286 S000039803 JPMorgan Corporate Bond Fund C000123395 Class A CBRAX C000123396 Class C CBRCX C000123397 Class I CBFSX C000123398 Class R6 CBFVX 0001217286 S000039927 JPMorgan Short Duration Core Plus Fund C000123825 Class A JSDHX C000123826 Class C JSDCX C000123827 Class I JSDSX C000123828 Class R6 JSDRX 0001217286 S000043249 JPMorgan Hedged Equity Fund C000133811 Class A JHQAX C000133812 Class C JHQCX C000133813 Class I JHEQX C000133814 Class R5 JHQPX C000133815 Class R6 JHQRX 0001217286 S000044081 JPMorgan Income Fund C000136811 Class A JGIAX C000136812 Class C JGCGX C000136813 Class I JMSIX C000136814 Class R6 JMSFX 0001217286 S000046345 JPMorgan Opportunistic Equity Long/Short Fund C000144853 Class R6 JOERX C000144854 Class A JOELX C000144855 Class C JOECX C000144856 Class I JOEQX 0001217286 S000054775 JPMorgan SmartRetirement 2060 Fund C000172118 Class A JAKAX C000172119 Class C JAKCX C000172120 Class I JAKSX C000172121 Class R5 JAKIX C000172122 Class R2 JAKZX C000172123 Class R3 JAKPX C000172124 Class R4 JAKQX C000172125 Class R6 JAKYX 0001217286 S000054776 JPMorgan SmartRetirement Blend 2060 Fund C000172127 Class I JACSX C000172128 Class R2 JATPX C000172129 Class R5 JAABX C000172130 Class R6 JAAYX C000186801 Class R3 JATQX C000186802 Class R4 JATUX 0001303608 S000007336 JPMorgan Intermediate Bond Trust C000020140 JPMorgan Intermediate Bond Trust 0001303608 S000007337 JPMorgan Core Bond Trust C000020141 JPMorgan Core Bond Trust 0001485894 S000045406 JPMorgan Diversified Return International Equity ETF C000141385 JPMorgan Diversified Return International Equity ETF JPIN 0001485894 S000045407 JPMorgan Diversified Return Emerging Markets Equity ETF C000141386 JPMorgan Diversified Return Emerging Markets Equity ETF JPEM 0001485894 S000046874 JPMorgan Diversified Return U.S. Equity ETF C000146462 JPMorgan Diversified Return U.S. Equity ETF JPUS 0001485894 S000053745 JPMorgan Diversified Return U.S. Mid Cap Equity ETF C000168940 JPMorgan Diversified Return U.S. Mid Cap Equity ETF JPME 0001485894 S000054488 JPMorgan High Yield Research Enhanced ETF C000171065 JPMorgan High Yield Research Enhanced ETF JPHY 0001485894 S000054790 JPMorgan Ultra-Short Income ETF C000172198 JPMorgan Ultra-Short Income ETF JPST 0001485894 S000054802 JPMorgan International Bond Opportunities ETF C000172241 JPMorgan International Bond Opportunities ETF JPIB 0001485894 S000055014 JPMorgan Diversified Return U.S. Small Cap Equity ETF C000173015 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0001485894 S000059311 JPMorgan U.S. Dividend ETF C000194670 JPMorgan U.S. Dividend ETF JDIV 0001485894 S000059312 JPMorgan U.S. Minimum Volatility ETF C000194671 JPMorgan U.S. Minimum Volatility ETF JMIN 0001485894 S000059313 JPMorgan U.S. Momentum Factor ETF C000194672 JPMorgan U.S. Momentum Factor ETF JMOM 0001485894 S000059314 JPMorgan U.S. Value Factor ETF C000194673 JPMorgan U.S. Value Factor ETF JVAL 0001485894 S000059315 JPMorgan U.S. Quality Factor ETF C000194674 JPMorgan U.S. Quality Factor ETF JQUA 0001485894 S000060180 JPMorgan USD Emerging Markets Sovereign Bond ETF C000196949 JPMorgan USD Emerging Markets Sovereign Bond ETF JPMB 0001485894 S000061992 JPMorgan BetaBuilders Canada ETF C000200803 JPMorgan BetaBuilders Canada ETF BBCA 0001485894 S000061993 JPMorgan BetaBuilders Developed Asia ex-Japan ETF C000200804 JPMorgan BetaBuilders Developed Asia ex-Japan ETF BBAX 0001485894 S000061994 JPMorgan BetaBuilders Europe ETF C000200805 JPMorgan BetaBuilders Europe ETF BBEU 0001485894 S000061995 JPMorgan BetaBuilders Japan ETF C000200806 JPMorgan BetaBuilders Japan ETF BBJP 0001485894 S000061996 JPMorgan BetaBuilders MSCI US REIT ETF C000200807 JPMorgan BetaBuilders MSCI US REIT ETF BBRE 0001485894 S000063265 JPMorgan Core Plus Bond ETF C000205212 JPMorgan Core Plus Bond ETF JCPB 0001485894 S000063268 JPMorgan Municipal ETF C000205215 JPMorgan Municipal ETF JMUB 0001485894 S000063269 JPMorgan Ultra-Short Municipal Income ETF C000205216 JPMorgan Ultra-Short Municipal Income ETF JMST 0001485894 S000063667 JPMorgan Corporate Bond Research Enhanced ETF C000206281 JPMorgan Corporate Bond Research Enhanced ETF JIGB 0001485894 S000063668 JPMorgan U.S. Aggregate Bond ETF C000206282 JPMorgan U.S. Aggregate Bond ETF JAGG 0001485894 S000064871 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF C000209991 JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF BBSA 0001485894 S000064872 JPMorgan BetaBuilders U.S. Equity ETF C000209992 JPMorgan BetaBuilders U.S. Equity ETF BBUS 0001485894 S000067203 JPMorgan BetaBuilders International Equity ETF C000216193 JPMorgan BetaBuilders International 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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

Filed by the Registrant ☒

Filed by a Party other than the Registrant ☐

Check the appropriate box:

☐ Preliminary Proxy Statement

Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))

☐ Definitive Proxy Statement

☒ Definitive Additional Materials

☐ Soliciting Material Pursuant to Rule 14a-12

JPMorgan Trust I

JPMorgan Trust II

JPMorgan Trust IV

J.P. Morgan Mutual Fund Investment Trust

Undiscovered Managers Funds

JPMorgan Insurance Trust

JPMorgan Institutional Trust

J.P. Morgan Fleming Mutual Fund Group, Inc.

J.P. Morgan Exchange-Traded Fund Trust

 

 

(Name of Registrant as Specified In Its Charter)

 

 

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

Payment of Filing Fee (Check the appropriate box):

☒ No fee required.

☐ Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11.

 

       1)    Title of each class of securities to which transaction applies:
 

 

  2)    Aggregate number of securities to which transaction applies:
 

 


  3)    Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (Set forth the amount on which the filing fee is calculated and state how it was determined):
 

 

  4)    Proposed maximum aggregate value of transaction:
 

 

  5)    Total fee paid:
 

 

  Fee paid with preliminary materials.
  Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing.
  1)    Amount Previously Paid:
 

 

  2)    Form, Schedule or Registration Statement No.:
 

 

  3)    Filing Party:
 

 

  4)    Date Filed:
 

 


Fund Update Communications

 

 

Presently, proxy statements are being distributed to shareholders for the upcoming shareholder meeting scheduled for Wednesday, October 27, 2021.

Shareholders of all funds listed in the proxy statements are being asked to elect 16 individuals (“Nominees”) to serve on a single, unified board with common members across the J.P. Morgan Mutual Funds and J.P. Morgan ETFs (the “New Board”).

The Mutual Fund Board and the ETF Board separately determined that it is in the best interests of the J.P. Morgan Mutual Funds and the J.P. Morgan ETFs to be overseen by the same group of trustees/directors and specifically by the individuals nominated for election.

For additional details, please reference the Q&A below.

What is the timeline for proxy materials to be sent to shareholders?

The proxy materials were mailed to shareholder on or about September 16, 2021 in preparation for a special shareholder meeting to be held on October 27, 2021 to address the election of the New Board.

Why combine the boards now?

From a governance perspective and at this point in the evolution of the J.P. Morgan mutual fund and ETF businesses, it makes sense to combine the fund boards, subject to shareholder approval. JPMorgan launched its first ETF in 2015 and 6 years later they have more than 35 products, managing over $60 billion globally across a range of asset classes and investment styles. In light of the continued convergence of mutual funds and ETFs, we believe that shareholders will now be well-served by combining the substantial expertise of the J.P. Morgan Mutual Fund and J.P. Morgan ETF boards.

How do the J.P. Morgan Mutual Fund and J.P. Morgan ETF Boards recommend shareholders vote?

After careful consideration, the current Boards of Trustees of the J.P. Morgan Mutual Funds and J.P. Morgan ETFs each unanimously recommended that shareholders vote “FOR ALL” the Nominees.

Why are the current Trustees recommending that that shareholders approve each of the Nominees?

In reaching its determination to recommend shareholder approval of the Nominees, the current Mutual Fund and ETF Trustees carefully considered the experience, qualifications, attributes, and skills of each Nominee, as well as the potential benefits of moving to a unified board structure. The conclusions reached by the Trustees were based on a comprehensive evaluation of all of the information provided and were not the result of any one factor.

When will the new Board be effective?

The New Board will only take effect if approved by shareholders. If shareholders approve, the New Board is expected to take effect in early 2022.


What happens if a shareholder needs a copy of a Proxy Statement, a proxy card or other proxy materials?

The Proxy Statement is available at www.proxyvote.com and a paper copy can be obtained at no charge by calling 1-855-737-3175.

What happens if the shareholders do not vote their shares?

All shareholders are encouraged to vote their shares. Shareholders who do not vote their shares may receive a telephone call or additional mailings encouraging them to vote their shares.

In addition please reference the attached “Do’s and Don’ts” guide regarding the shareholder solicitation of proxies.

If you have any additional questions, please contact AMA Product Development

 

 

© 2021 JPMorgan Chase & Co.

J.P. Morgan Asset Management, 277 Park Ave., New York, NY 10172