Common use of Fixed Income Funds Clause in Contracts

Fixed Income Funds. Current Name Prior Name JPMorgan California Tax Free Bond Fund – Class A Shares JPMorgan California Bond Fund – Class A Shares JPMorgan Core Bond Fund – Class A Shares One Group Bond Fund – Class A Shares JPMorgan Core Bond Fund – Class R2 Shares N/A JPMorgan Core Bond Fund – Class R3 Shares N/A JPMorgan Core Plus Bond Fund – Class A Shares One Group Income Bond Fund – Class A Shares JPMorgan Core Plus Bond Fund – Class R2 Shares N/A JPMorgan Core Plus Bond Fund – Class R3 Shares N/A JPMorgan Corporate Bond Fund – Class A Shares N/A JPMorgan Emerging Markets Debt Fund – Class A Shares JPMorgan Xxxxxxx Emerging Markets Debt Fund – Class A Shares JPMorgan Floating Rate Income Fund – Class A Shares N/A JPMorgan Global Bond Opportunities Fund – Class A Shares N/A JPMorgan Government Bond Fund – Class A Shares One Group Government Bond Fund – Class A Shares JPMorgan Government Bond Fund – Class R2 Shares N/A JPMorgan Government Bond Fund – Class R3 Shares N/A JPMorgan High Yield Fund – Class A Shares One Group High Yield Bond Fund – Class A Shares and JPMorgan High Yield Bond Fund – Class A Shares (name effective until 9/14/09) JPMorgan High Yield Fund – Class R2 Shares JPMorgan High Yield Bond Fund – Class R2 Shares (name effective until 9/14/09) JPMorgan High Yield Fund – Class R3 Shares N/A JPMorgan Income Fund – Class A Shares N/A JPMorgan Income Builder Fund – Class A Shares JPMorgan World Income Builder Fund – Class A Shares JPMorgan Mortgage-Backed Securities Fund – Class A Shares One Group Mortgage Backed Securities Fund – Class A Shares JPMorgan National Municipal Income Fund – Class A Shares JPMorgan Intermediate Tax Free Income Fund – Class A Shares, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22) – Class A Shares JPMorgan New York Tax Free Bond Fund – Class A Shares JPMorgan New York Intermediate Tax Free Income Fund – Class A Shares JPMorgan Preferred and Income Securities Fund – Class A Shares N/A JPMorgan Short Duration Bond Fund – Class A Shares One Group Short-Term Bond Fund – Class A Shares JPMorgan Short Duration Core Plus Fund – Class A Shares JPMorgan Short Duration High Yield Fund – Class A Shares JPMorgan Short-Intermediate Municipal Bond Fund – Class A Shares One Group Short-Term Municipal Bond Fund – Class A Shares and JPMorgan Short Term Municipal Bond Fund – Class A Shares (name effective until 4/30/09) JPMorgan Strategic Income Opportunities Fund – Class A Shares N/A JPMorgan Tax Aware Real Return Fund – Class A Shares N/A JPMorgan Tax Free Bond Fund – Class A Shares One Group Tax-Free Bond Fund – Class A Shares JPMorgan Total Return Fund – Class A Shares N/A Current Name Prior Name JPMorgan Total Return Fund – Class R2 Shares N/A JPMorgan Ultra-Short Municipal Fund – Class A Shares N/A JPMorgan Unconstrained Debt Fund – Class A Shares JPMorgan Multi-Sector Income Fund – Class A Shares (name effective until 10/22/15) JPMorgan Unconstrained Debt Fund – Class R2 Shares JPMorgan Multi-Sector Income Fund – Class R2 Shares (name effective until 10/22/15) Investor Funds Current Name Prior Name JPMorgan Investor Balanced Fund – Class A Shares One Group Investor Balanced Fund – Class A Shares JPMorgan Investor Balanced Fund – Class R2 Shares N/A JPMorgan Investor Balanced Fund – Class R3 Shares N/A XX Xxxxxx Investor Conservative Growth Fund – Class A Shares One Group Investor Conservative Growth Fund – Class A Shares XX Xxxxxx Investor Conservative Growth Fund – Class R2 Shares N/A XX Xxxxxx Investor Conservative Growth Fund – Class R3 Shares N/A JPMorgan Investor Growth & Income Fund – Class A Shares One Group Investor Growth & Income Fund – Class A Shares JPMorgan Investor Growth & Income Fund – Class R2 Shares N/A JPMorgan Investor Growth & Income Fund – Class R3 Shares N/A JPMorgan Investor Growth Fund – Class A Shares One Group Investor Growth Fund – Class A Shares JPMorgan Investor Growth Fund – Class R2 Shares N/A JPMorgan Investor Growth Fund – Class R3 Shares N/A JPMorgan SmartRetirement Funds Current Name Prior Name JPMorgan SmartRetirement Income Fund – Class A Shares N/A JPMorgan SmartRetirement Income Fund – Class R2 Shares N/A JPMorgan SmartRetirement Income Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2020 Fund – Class A Shares N/A JPMorgan SmartRetirement 2020 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2020 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2025 Fund – Class A Shares N/A JPMorgan SmartRetirement 2025 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2025 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2030 Fund – Class A Shares N/A JPMorgan SmartRetirement 2030 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2030 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2035 Fund – Class A Shares N/A JPMorgan SmartRetirement 2035 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2035 Fund – Class R3 Shares N/A Current Name Prior Name JPMorgan SmartRetirement 2040 Fund – Class A Shares N/A JPMorgan SmartRetirement 2040 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2040 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2045 Fund – Class A Shares N/A JPMorgan SmartRetirement 2045 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2045 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2050 Fund – Class A Shares N/A JPMorgan SmartRetirement 2050 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2050 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2055 Fund – Class A Shares N/A JPMorgan SmartRetirement 2055 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2055 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2060 Fund – Class A Shares N/A JPMorgan SmartRetirement 2060 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2060 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2065 Fund – Class A Shares N/A JPMorgan SmartRetirement 2065 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2065 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend Income Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend Income Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2015 Fund – Class R2 Shares9 JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20) JPMorgan SmartRetirement Blend 2015 Fund – Class R3 Shares8 JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20) JPMorgan SmartRetirement Blend 2020 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2020 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2025 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2025 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2030 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2030 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2035 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2035 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2040 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2040 Fund – Class R3 Shares N/A 9 To liquidate on or about October 25, 2023. Current Name Prior Name JPMorgan SmartRetirement Blend 2045 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2045 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2050 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2050 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2055 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2055 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2060 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2060 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2065 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2065 Fund – Class R3 Shares N/A Other Funds Current Name Prior Name JPMorgan Global Allocation Fund – Class A Shares JPMorgan Global Flexible Fund – Class A Shares (name effective until 2/17/11) JPMorgan Global Allocation Fund – Class R2 Shares JPMorgan Global Flexible Fund – Class R2 Shares (name effective until 2/17/11) JPMorgan Global Allocation Fund – Class R3 Shares N/A SCHEDULE F TO THE DISTRIBUTION AGREEMENT CDSC Classes (Class C Shares) (Amended as of August 10, 2023) 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 Xxxxxxx International Equity Fund – Class C Shares JPMorgan Growth Advantage Fund – Class C Shares JPMorgan Mid Cap Growth Fund – Class C Shares JPMorgan International Value Fund – Class C Shares10 N/A 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 Shares 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 Access Balanced Fund – Class C Shares N/A JPMorgan Access Growth Fund – Class C Shares N/A JPMorgan Tax Aware Equity Fund – Class C Shares JPMorgan Tax Aware Equity Fund – Class C Shares (name effective until 12/10/10) 10 To be renamed JPMorgan Developed International Value Fund September 2023. JPMorgan Hedged Equity Fund – Class C Shares N/A JPMorgan Opportunistic Equity Long/Short Fund – Class C Shares11 N/A JPMorgan Small Cap Sustainable Leaders Fund—Class C Shares JPMorgan Small Cap Core Fund —Class C Shares (name effective until 6/30/21) 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 JPMorgan International Hedged Equity Fund – Class C Shares N/A JPMorgan International Focus Fund – Class C Shares N/A JPMorgan Europe Dynamic Fund – Class C Shares N/A JPMorgan XXXX 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 Xxxxxxx 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 Shares 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 11 To liquidate on or about October 31, 2023. 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) 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 Shares 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)

Appears in 3 contracts

Samples: Distribution Agreement (Jpmorgan Trust Ii), Distribution Agreement (Jp Morgan Fleming Mutual Fund Group Inc), Distribution Agreement (Jp Morgan Mutual Fund Investment Trust)

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Fixed Income Funds. Current Name Prior Name JPMorgan California Tax Free Bond Fund – Class A Shares JPMorgan California Bond Fund – Class A Shares JPMorgan Core Bond Fund – Class A Shares One Group Bond Fund – Class A Shares JPMorgan Core Bond Fund – Class R2 Shares N/A JPMorgan Core Bond Fund – Class R3 Shares N/A JPMorgan Core Plus Bond Fund – Class A Shares One Group Income Bond Fund – Class A Shares JPMorgan Core Plus Bond Fund – Class R2 Shares N/A JPMorgan Core Plus Bond Fund – Class R3 Shares N/A JPMorgan Corporate Bond Fund – Class A Shares N/A JPMorgan Emerging Markets Debt Fund – Class A Shares JPMorgan Xxxxxxx Emerging Markets Debt Fund – Class A Shares JPMorgan Floating Rate Income Fund – Class A Shares N/A JPMorgan Global Bond Opportunities Fund – Class A Shares N/A JPMorgan Government Bond Fund – Class A Shares One Group Government Bond Fund – Class A Shares JPMorgan Government Bond Fund – Class R2 Shares N/A JPMorgan Government Bond Fund – Class R3 Shares N/A JPMorgan High Yield Fund – Class A Shares One Group High Yield Bond Fund – Class A Shares and JPMorgan High Yield Bond Fund – Class A Shares (name effective until 9/14/09) JPMorgan High Yield Fund – Class R2 Shares JPMorgan High Yield Bond Fund – Class R2 Shares (name effective until 9/14/09) JPMorgan High Yield Fund – Class R3 Shares N/A JPMorgan Income Fund – Class A Shares N/A JPMorgan Income Builder Fund – Class A Shares JPMorgan World Income Builder Fund – Class A Shares JPMorgan Mortgage-Backed Securities Fund – Class A Shares One Group Mortgage Backed Securities Fund – Class A Shares JPMorgan National Municipal Income Fund – Class A Shares JPMorgan Intermediate Tax Free Income Fund – Class A Shares, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22) – Class A Shares JPMorgan New York Tax Free Bond Fund – Class A Shares JPMorgan New York Intermediate Tax Free Income Fund – Class A Shares JPMorgan Preferred and Income Securities Fund – Class A Shares N/A JPMorgan Short Duration Bond Fund – Class A Shares One Group Short-Term Bond Fund – Class A Shares JPMorgan Short Duration Core Plus Fund – Class A Shares JPMorgan Short Duration High Yield Fund – Class A Shares JPMorgan Short-Intermediate Municipal Bond Fund – Class A Shares One Group Short-Term Municipal Bond Fund – Class A Shares and JPMorgan Short Term Municipal Bond Fund – Class A Shares (name effective until 4/30/09) JPMorgan Strategic Income Opportunities Fund – Class A Shares N/A JPMorgan Tax Aware Real Return Fund – Class A Shares N/A JPMorgan Tax Free Bond Fund – Class A Shares One Group Tax-Free Bond Fund – Class A Shares JPMorgan Total Return Fund – Class A Shares N/A Current Name Prior Name JPMorgan Total Return Fund – Class R2 Shares N/A JPMorgan Ultra-Short Municipal Fund – Class A Shares N/A JPMorgan Unconstrained Debt Fund – Class A Shares JPMorgan Multi-Sector Income Fund – Class A Shares (name effective until 10/22/15) JPMorgan Unconstrained Debt Fund – Class R2 Shares JPMorgan Multi-Sector Income Fund – Class R2 Shares (name effective until 10/22/15) Investor Funds Current Name Prior Name JPMorgan Investor Balanced Fund – Class A Shares One Group Investor Balanced Fund – Class A Shares JPMorgan Investor Balanced Fund – Class R2 Shares N/A JPMorgan Investor Balanced Fund – Class R3 Shares N/A XX Xxxxxx Investor Conservative Growth Fund – Class A Shares One Group Investor Conservative Growth Fund – Class A Shares XX Xxxxxx Investor Conservative Growth Fund – Class R2 Shares N/A XX Xxxxxx Investor Conservative Growth Fund – Class R3 Shares N/A JPMorgan Investor Growth & Income Fund – Class A Shares One Group Investor Growth & Income Fund – Class A Shares JPMorgan Investor Growth & Income Fund – Class R2 Shares N/A JPMorgan Investor Growth & Income Fund – Class R3 Shares N/A JPMorgan Investor Growth Fund – Class A Shares One Group Investor Growth Fund – Class A Shares JPMorgan Investor Growth Fund – Class R2 Shares N/A JPMorgan Investor Growth Fund – Class R3 Shares N/A JPMorgan SmartRetirement Funds Current Name Prior Name JPMorgan SmartRetirement Income Fund – Class A Shares N/A JPMorgan SmartRetirement Income Fund – Class R2 Shares N/A JPMorgan SmartRetirement Income Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2020 Fund – Class A Shares N/A JPMorgan SmartRetirement 2020 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2020 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2025 Fund – Class A Shares N/A JPMorgan SmartRetirement 2025 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2025 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2030 Fund – Class A Shares N/A JPMorgan SmartRetirement 2030 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2030 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2035 Fund – Class A Shares N/A JPMorgan SmartRetirement 2035 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2035 Fund – Class R3 Shares N/A Current Name Prior Name JPMorgan SmartRetirement 2040 Fund – Class A Shares N/A JPMorgan SmartRetirement 2040 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2040 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2045 Fund – Class A Shares N/A JPMorgan SmartRetirement 2045 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2045 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2050 Fund – Class A Shares N/A JPMorgan SmartRetirement 2050 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2050 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2055 Fund – Class A Shares N/A JPMorgan SmartRetirement 2055 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2055 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2060 Fund – Class A Shares N/A JPMorgan SmartRetirement 2060 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2060 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2065 Fund – Class A Shares N/A JPMorgan SmartRetirement 2065 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2065 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend Income Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend Income Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2015 Fund – Class R2 Shares9 JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20) JPMorgan SmartRetirement Blend 2015 Fund – Class R3 Shares8 JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20) JPMorgan SmartRetirement Blend 2020 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2020 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2025 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2025 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2030 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2030 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2035 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2035 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2040 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2040 Fund – Class R3 Shares N/A 9 To liquidate on or about October 25, 2023. Current Name Prior Name JPMorgan SmartRetirement Blend 2045 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2045 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2050 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2050 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2055 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2055 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2060 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2060 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2065 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2065 Fund – Class R3 Shares N/A Other Funds Current Name Prior Name JPMorgan Global Allocation Fund – Class A Shares JPMorgan Global Flexible Fund – Class A Shares (name effective until 2/17/11) JPMorgan Global Allocation Fund – Class R2 Shares JPMorgan Global Flexible Fund – Class R2 Shares (name effective until 2/17/11) JPMorgan Global Allocation Fund – Class R3 Shares N/A SCHEDULE F TO THE DISTRIBUTION AGREEMENT CDSC Classes (Class C Shares) (Amended as of August 10, 2023) 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 Xxxxxxx International Equity Fund – Class C Shares JPMorgan Growth Advantage Fund – Class C Shares JPMorgan Mid Cap Growth Fund – Class C Shares JPMorgan International Value Fund – Class C Shares10 N/A 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 Shares 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 Access Balanced Fund – Class C Shares N/A JPMorgan Access Growth Fund – Class C Shares N/A JPMorgan Tax Aware Equity Fund – Class C Shares JPMorgan Tax Aware Equity Fund – Class C Shares (name effective until 12/10/10) JPMorgan Hedged Equity Fund – Class C Shares N/A 10 To be renamed JPMorgan Developed International Value Fund September 2023. JPMorgan Hedged Equity Fund – Class C Shares N/A JPMorgan Opportunistic Equity Long/Short Fund – Class C Shares11 N/A JPMorgan Small Cap Sustainable Leaders Fund—Class C Shares JPMorgan Small Cap Core Fund - Class C Shares (name effective until 6/30/21) 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 JPMorgan International Hedged Equity Fund – Class C Shares N/A JPMorgan International Focus Fund – Class C Shares N/A JPMorgan Europe Dynamic Fund – Class C Shares N/A JPMorgan XXXX 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 Xxxxxxx 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 Shares 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 11 To liquidate on or about October 31, 2023. 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 11 To liquidate on or about October 31, 2023. 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) 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 Shares 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)

Appears in 1 contract

Samples: Distribution Agreement (Undiscovered Managers Funds)

Fixed Income Funds. Current Name Prior Name JPMorgan California Tax Free Bond Fund – Class A Shares JPMorgan California Bond Fund – Class A Shares JPMorgan Core Bond Fund – Class A Shares One Group Bond Fund – Class A Shares JPMorgan Core Bond Fund – Class R2 Shares N/A JPMorgan Core Bond Fund – Class R3 Shares N/A JPMorgan Core Plus Bond Fund – Class A Shares One Group Income Bond Fund – Class A Shares JPMorgan Core Plus Bond Fund – Class R2 Shares N/A JPMorgan Core Plus Bond Fund – Class R3 Shares N/A JPMorgan Corporate Bond Fund – Class A Shares N/A JPMorgan Emerging Markets Debt Fund – Class A Shares JPMorgan Xxxxxxx Emerging Markets Debt Fund – Class A Shares JPMorgan Floating Rate Income Fund – Class A Shares N/A JPMorgan Global Bond Opportunities Fund – Class A Shares N/A JPMorgan Government Bond Fund – Class A Shares One Group Government Bond Fund – Class A Shares JPMorgan Government Bond Fund – Class R2 Shares N/A JPMorgan Government Bond Fund – Class R3 Shares N/A JPMorgan High Yield Fund – Class A Shares One Group High Yield Bond Fund – Class A Shares and JPMorgan High Yield Bond Fund – Class A Shares (name effective until 9/14/09) JPMorgan High Yield Fund – Class R2 Shares JPMorgan High Yield Bond Fund – Class R2 Shares (name effective until 9/14/09) JPMorgan High Yield Fund – Class R3 Shares N/A JPMorgan Income Fund – Class A Shares N/A JPMorgan Income Builder Fund – Class A Shares JPMorgan World Income Builder Fund – Class A Shares JPMorgan Mortgage-Backed Securities Fund – Class A Shares One Group Mortgage Mortgage-Backed Securities Fund – Class A Shares JPMorgan National Municipal Income Fund – Class A Shares JPMorgan Intermediate Tax Free Income Fund – Class A SharesFund, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22) – Class A Shares JPMorgan New York Tax Free Bond Fund – Class A Shares JPMorgan New York Intermediate Tax Free Income Fund – Class A Shares JPMorgan Preferred and Income Securities Fund – Class A Shares N/A JPMorgan Short Duration Bond Fund – Class A Shares One Group Short-Term Bond Fund – Class A Shares JPMorgan Short Duration Core Plus Fund – Class N/A Shares JPMorgan Short Duration High Yield Fund – Class A Shares JPMorgan Short-Intermediate Municipal Bond Fund – Class A Shares One Group Short-Term Municipal Bond Fund – Class A Shares and JPMorgan Short Term Municipal Bond Fund – Class A Shares (name effective until 4/30/09) JPMorgan Strategic Income Opportunities Fund – Class A Shares N/A JPMorgan Tax Aware Real Return Fund – Class A Shares N/A JPMorgan Tax Free Bond Fund – Class A Shares One Group Tax-Free Bond Fund – Class A Shares JPMorgan Total Return Fund – Class A Shares N/A Current Name Prior Name JPMorgan Total Return Fund – Class R2 Shares N/A JPMorgan Ultra-Short Municipal Fund – Class A Shares N/A JPMorgan Unconstrained Debt Fund – Class A Shares JPMorgan Multi-Sector Income Fund – Class A Shares (name effective until 10/22/15) JPMorgan Unconstrained Debt Fund – Class R2 Shares JPMorgan Multi-Sector Income Fund – Class R2 Shares (name effective until 10/22/15) Investor Funds Current Name Prior Name JPMorgan Investor Balanced Fund – Class A Shares One Group Investor Balanced Fund – Class A Shares JPMorgan Investor Balanced Fund – Class R2 Shares N/A JPMorgan Investor Balanced Fund – Class R3 Shares N/A XX Xxxxxx Investor Conservative Growth Fund – Class A Shares One Group Investor Conservative Growth Fund – Class A Shares XX Xxxxxx Investor Conservative Growth Fund – Class R2 Shares N/A XX Xxxxxx Investor Conservative Growth Fund – Class R3 Shares N/A JPMorgan Investor Growth & Income Fund – Class A Shares One Group Investor Growth & Income Fund – Class A Shares JPMorgan Investor Growth & Income Fund – Class R2 Shares N/A JPMorgan Investor Growth & Income Fund – Class R3 Shares N/A JPMorgan Investor Growth Fund – Class A Shares One Group Investor Growth Fund – Class A Shares JPMorgan Investor Growth Fund – Class R2 Shares N/A JPMorgan Investor Growth Fund – Class R3 Shares N/A JPMorgan SmartRetirement Funds Current Name Prior Name JPMorgan SmartRetirement Income Fund – Class A Shares N/A JPMorgan SmartRetirement Income Fund – Class R2 Shares N/A JPMorgan SmartRetirement Income Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2020 Fund – Class A Shares N/A JPMorgan SmartRetirement 2020 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2020 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2025 Fund – Class A Shares N/A JPMorgan SmartRetirement 2025 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2025 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2030 Fund – Class A Shares N/A JPMorgan SmartRetirement 2030 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2030 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2035 Fund – Class A Shares N/A JPMorgan SmartRetirement 2035 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2035 Fund – Class R3 Shares N/A Current Name Prior Name JPMorgan SmartRetirement 2040 Fund – Class A Shares N/A JPMorgan SmartRetirement 2040 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2040 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2045 Fund – Class A Shares N/A JPMorgan SmartRetirement 2045 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2045 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2050 Fund – Class A Shares N/A JPMorgan SmartRetirement 2050 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2050 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2055 Fund – Class A Shares N/A JPMorgan SmartRetirement 2055 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2055 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2060 Fund – Class A Shares N/A JPMorgan SmartRetirement 2060 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2060 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2065 Fund – Class A Shares N/A JPMorgan SmartRetirement 2065 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2065 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend Income Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend Income Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2015 Fund – Class R2 Shares9 JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20) JPMorgan SmartRetirement Blend 2015 Fund – Class R3 Shares8 JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20) JPMorgan SmartRetirement Blend 2020 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2020 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2025 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2025 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2030 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2030 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2035 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2035 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2040 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2040 Fund – Class R3 Shares N/A 9 To liquidate on or about October 25, 2023. Current Name Prior Name JPMorgan SmartRetirement Blend 2045 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2045 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2050 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2050 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2055 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2055 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2060 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2060 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2065 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2065 Fund – Class R3 Shares N/A Other Funds Current Name Prior Name JPMorgan Global Allocation Fund – Class A Shares JPMorgan Global Flexible Fund – Class A Shares (name effective until 2/17/11) JPMorgan Global Allocation Fund – Class R2 Shares JPMorgan Global Flexible Fund – Class R2 Shares (name effective until 2/17/11) JPMorgan Global Allocation Fund – Class R3 Shares N/A SCHEDULE F TO THE DISTRIBUTION AGREEMENT CDSC Classes (Class C Shares) (Amended as of August 10, 2023) 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 Xxxxxxx International Equity Fund – Class C Shares JPMorgan Growth Advantage Fund – Class C Shares JPMorgan Mid Cap Growth Fund – Class C Shares JPMorgan International Value Fund – Class C Shares10 N/A 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 Shares 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 Access Balanced Fund – Class C Shares N/A JPMorgan Access Growth Fund – Class C Shares N/A JPMorgan Tax Aware Equity Fund – Class C Shares JPMorgan Tax Aware Equity Fund – Class C Shares (name effective until 12/10/10) 10 To be renamed JPMorgan Developed International Value Fund September 2023. JPMorgan Hedged Equity Fund – Class C Shares N/A JPMorgan Opportunistic Equity Long/Short Fund – Class C Shares11 N/A JPMorgan Small Cap Sustainable Leaders Fund—Class C Shares JPMorgan Small Cap Core Fund —Class C Shares (name effective until 6/30/21) 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 JPMorgan International Hedged Equity Fund – Class C Shares N/A JPMorgan International Focus Fund – Class C Shares N/A JPMorgan Europe Dynamic Fund – Class C Shares N/A JPMorgan XXXX 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 Xxxxxxx 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 Shares 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 11 To liquidate on or about October 31, 2023. 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) 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 Shares 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 (name effective until 2/17/11) SCHEDULE D TO THE DISTRIBUTION AGREEMENT Distribution Plan Classes (Amended as of August 10, 2023) Name of the Fund Money Market Funds Current Name Prior Name JPMorgan 100% U.S. Treasury Securities Money Market Fund – Xxxxxx Class Shares JPMorgan 100% U.S. Treasury Securities Money Market Fund – Xxxxxx Class Shares JPMorgan 100% U.S. Treasury Securities Money Market Fund – Reserve Class Shares JPMorgan 100% U.S. Treasury Securities Money Market Fund – Reserve Class Shares JPMorgan California Municipal Money Market Fund – Xxxxxx Class Shares JPMorgan California Tax Free Money Market Fund – Xxxxxx Class Shares JPMorgan California Municipal Money Market Fund – E*TRADE Class Shares6 N/A JPMorgan California Municipal Money Market Fund – Service Shares N/A JPMorgan Federal Money Market Fund – Xxxxxx Class Shares JPMorgan Federal Money Market Fund – Xxxxxx Class Shares JPMorgan Liquid Assets Money Market Fund – Reserve Class Shares One Group Prime Money Market Fund – Class C A Shares JPMorgan Liquid Assets Money Market Fund – Xxxxxx Class Shares One Group Prime Money Market Fund – Xxxxxx Class Shares JPMorgan Liquid Assets Money Market Fund – E*TRADE Class Shares1 N/A JPMorgan Municipal Money Market Fund – Service Shares N/A JPMorgan Municipal Money Market Fund – Xxxxxx Class Shares One Group Municipal Money Market Fund – Xxxxxx Class Shares JPMorgan Municipal Money Market Fund – E*TRADE Class Shares1 N/A JPMorgan New York Municipal Market Fund – Xxxxxx Class Shares JPMorgan New York Tax Free Money Market Fund – Xxxxxx Class Shares JPMorgan New York Municipal Market Fund – Reserve Class Shares JPMorgan New York Tax Free Money Market Fund – Reserve Class Shares JPMorgan New York Municipal Money Market Fund – E*TRADE Class Shares1 N/A JPMorgan New York Municipal Money Market Fund – Service Shares N/A JPMorgan Prime Money Market Fund – Reserve Class Shares JPMorgan Prime Money Market Fund – Reserve Class Shares JPMorgan Tax Free Money Market Fund – Xxxxxx Class Shares JPMorgan Tax Free Money Market Fund – Xxxxxx Class Shares JPMorgan Tax Free Money Market Fund – Reserve Class Shares JPMorgan Tax Free Money Market Fund – Reserve Class Shares 6 E*TRADE Class Shares to liquidate on or about September 29, 2023. Current Name Prior Name JPMorgan U.S. Government Money Market Fund – Xxxxxx Class Shares One Group Government Money Market Fund – Xxxxxx Class Shares JPMorgan U.S. Government Money Market Fund – Reserve Class Shares One Group Government Money Market Fund – Class A Shares JPMorgan U.S. Government Money Market Fund –-Service Shares N/A JPMorgan U.S. Government Money Market Fund – E*TRADE Shares1 N/A JPMorgan U.S. Treasury Plus Money Market Fund – Reserve Class Shares One Group U.S. Treasury Securities Money Market Fund – Class A Shares JPMorgan U.S. Treasury Plus Money Market Fund – Xxxxxx Class Shares One Group U.S. Treasury Securities Money Market Fund – Xxxxxx Class Shares Equity Funds Current Name Prior Name JPMorgan Access Balanced Fund – Class A Shares N/A JPMorgan Access Growth Fund – Class A Shares N/A JPMorgan Diversified Fund – Class A Shares JPMorgan Diversified Fund – Class A Shares JPMorgan Emerging Markets Equity Fund – Class A Shares JPMorgan Xxxxxxx Emerging Markets Equity Fund – Class A Shares JPMorgan Emerging Markets Equity Fund – Class R2 Shares N/A JPMorgan Emerging Markets Equity Fund – Class R3 Shares N/A JPMorgan Equity Income Fund – Class A Shares One Group Equity Income Fund – Class A Shares JPMorgan Equity Income Fund – Class R2 Shares N/A JPMorgan Equity Income Fund – Class R3 Shares N/A JPMorgan Equity Index Fund – Class A Shares One Group Equity Index Fund – Class A Shares JPMorgan Equity Premium Income Fund N/A JPMorgan Europe Dynamic Fund – Class A Shares JPMorgan Intrepid European Fund and JPMorgan Xxxxxxx Intrepid European Fund – Class A Shares JPMorgan Growth Advantage Fund – Class A Shares JPMorgan Mid Cap Growth Fund – Class A Shares JPMorgan Growth Advantage Fund – Class R2 Shares N/A JPMorgan Growth Advantage Fund – Class R3 Shares N/A JPMorgan Hedged Equity Fund – Class A Shares N/A JPMorgan Hedged Equity 2 Fund – Class A Shares N/A JPMorgan Hedged Equity 3 Fund – Class A Shares N/A JPMorgan International Advantage Fund – Class R2 Shares N/A JPMorgan International Equity Fund – Class A Shares JPMorgan Xxxxxxx International Equity Fund – Class A Shares JPMorgan International Equity Fund – Class R2 Shares N/A JPMorgan International Focus Fund – Class A Shares JPMorgan International Unconstrained Equity Fund – Class A Shares (name effective until 2/17/114/20/20) JPMorgan International Focus Fund – Class R2 Shares JPMorgan International Unconstrained Equity Fund – Class R2 Shares (name effective until 4/20/20) Current Name Prior Name JPMorgan International Hedged Equity Fund – Class A Shares N/A JPMorgan International Value Fund – Class A Shares7 JPMorgan Xxxxxxx International Value Fund – Class A Shares JPMorgan International Value Fund – Class R2 Shares N/A JPMorgan Large Cap Growth Fund – Class A Shares One Group Large Cap Growth Fund – Class A Shares JPMorgan Large Cap Growth Fund – Class R2 Shares N/A JPMorgan Large Cap Growth Fund – Class R3 Shares N/A JPMorgan Large Cap Value Fund – Class A Shares One Group Large Cap Value Fund – Class A Shares JPMorgan Large Cap Value Fund – Class R2 Shares N/A JPMorgan Large Cap Value Fund – Class R3 Shares N/A JPMorgan Mid Cap Equity Fund – Class A Shares JPMorgan Mid Cap Equity Fund – Class A Shares JPMorgan Mid Cap Equity Fund – Class R2 Shares N/A JPMorgan Mid Cap Growth Fund – Class A Shares One Group Mid Cap Growth Fund – Class A Shares and JPMorgan Diversified Mid Cap Growth Fund – Class A Shares (name effective until 6/27/09) JPMorgan Mid Cap Growth Fund– Class R2 Shares JPMorgan Diversified Mid Cap Growth Fund – Class R2 Shares (name effective until 6/27/09) JPMorgan Mid Cap Growth Fund – Class R3 Shares N/A JPMorgan Mid Cap Value Fund – Class A Shares JPMorgan Mid Cap Value Fund – Class A Shares JPMorgan Mid Cap Value Fund – Class R2 Shares N/A JPMorgan Mid Cap Value Fund – Class R3 Shares N/A JPMorgan Opportunistic Equity Long/Short Fund – Class A Shares8 N/A JPMorgan Research Market Neutral Fund – Class A Shares JPMorgan Market Neutral Fund – Class A Shares (name effective until 2/28/10) JPMorgan Small Cap Blend Fund – Class A Shares JPMorgan Dynamic Small Cap Growth Fund – Class A Shares and JPMorgan Dynamic Small Cap Fund – Class A Shares (name effective until 6/29/07) JPMorgan Small Cap Equity Fund – Class A Shares JPMorgan Small Cap Equity Fund – Class A Shares JPMorgan Small Cap Equity Fund – Class R2 Shares N/A JPMorgan Small Cap Equity Fund – Class R3 Shares N/A JPMorgan Small Cap Growth Fund – Class A Shares One Group Small Cap Growth Fund – Class A Shares JPMorgan Small Cap Growth Fund – Class R2 Shares N/A JPMorgan Small Cap Growth Fund – Class R3 Shares N/A JPMorgan Small Cap Sustainable Leaders Fund – Class A Shares JPMorgan Small Cap Core Fund – Class A Shares (name effective until 6/30/21) JPMorgan Small Sustainable Leaders Fund – Class R2 Shares JPMorgan Small Cap Core Fund – Class R2 Shares (name effective until 6/30/21) JPMorgan Small Cap Sustainable Leaders Fund – Class R3 Shares JPMorgan Small Cap Core Fund – Class R3 Shares (name effective until 6/30/21) 7 To be renamed JPMorgan Developed International Value Fund September 2023. 8 To liquidate on or about October 31, 2023. Current Name Prior Name JPMorgan Small Cap Value Fund – Class A Shares One Group Small Cap Value Fund – Class A Shares JPMorgan Small Cap Value Fund – Class R2 Shares N/A JPMorgan Small Cap Value Fund – Class R3 Shares N/A JPMorgan XXXX Cap Equity Fund – Class A Shares JPMorgan Intrepid Mid Cap Fund – Class A Shares, One Group Diversified Mid Cap Fund – Class A Shares and JPMorgan Diversified Mid Cap Fund – Class A Shares JPMorgan XXXX Cap Equity Fund – Class R3 Shares JPMorgan Intrepid Mid Cap Fund – Class R3 Shares JPMorgan Tax Aware Equity Fund – Class A Shares JPMorgan Tax Aware Disciplined Equity Fund – Class A Shares (name effective until 12/10/10) Undiscovered Managers Behavioral Value Fund – Class A Shares Undiscovered Managers Behavioral Value Fund – Class A Shares Undiscovered Managers Behavioral Value Fund – Class R2 Shares N/A JPMorgan U.S. Applied Data Science Value Fund – Class A Shares JPMorgan Intrepid Value Fund – Class A Shares (name effective until 6/30/21) JPMorgan U.S. Applied Data Science Value Fund – Class R2 Shares JPMorgan Intrepid Value Fund2 – Class R2 Shares (name effective until 6/30/21) JPMorgan U.S. Equity Fund – Class A Shares JPMorgan U.S. Equity Fund – Class A Shares JPMorgan U.S. Equity Fund – Class R2 Shares N/A JPMorgan U.S. Equity Fund – Class R3 Shares N/A JPMorgan U.S. GARP Equity Fund – Class A Shares JPMorgan Intrepid Growth Fund – Class A Shares JPMorgan U.S. GARP Equity Fund – Class R2 Shares JPMorgan Intrepid Growth Fund – Class R2 Shares JPMorgan U.S. Large Cap Core Plus Fund – Class A Shares N/A JPMorgan U.S. Large Cap Core Plus Fund – Class R2 Shares N/A JPMorgan U.S. Research Enhanced Equity Fund – Class A Shares JPMorgan Disciplined Equity Fund – Class A Shares JPMorgan U.S. Small Company Fund – Class A Shares N/A JPMorgan U.S. Small Company Fund – Class R2 Shares N/A JPMorgan U.S. Small Company Fund – Class R3 Shares N/A JPMorgan U.S. Sustainable Leaders Fund – Class A Shares JPMorgan Intrepid Sustainable Equity Fund – Class A Shares (name effective until 11/1/20), JPMorgan Intrepid Advantage Fund – Class A Shares (name effective until 3/31/17), JPMorgan Intrepid Investor Fund – Class A Shares, JPMorgan Intrepid Contrarian Fund – Class A (name effective until 4/10/06) and JPMorgan Intrepid Multi Cap Fund – Class A Shares (name effective until 2/28/13) JPMorgan U.S. Value Fund – Class A Shares JPMorgan Growth and Income Fund – Class A Shares JPMorgan U.S. Value Fund – Class R2 Shares JPMorgan Growth and Income Fund – Class R2 Shares JPMorgan U.S. Value Fund – Class R3 Shares JPMorgan Growth and Income Fund – Class R3 Shares JPMorgan Value Advantage Fund – Class A Shares N/A JPMorgan Value Advantage Fund – Class R2 Shares N/A JPMorgan Value Advantage Fund – Class R3 Shares N/A

Appears in 1 contract

Samples: Distribution Agreement (Undiscovered Managers Funds)

Fixed Income Funds. Current Name Prior Name JPMorgan California Tax Free Bond Fund – Class A Shares JPMorgan California Bond Fund – Class A Shares JPMorgan Core Bond Fund – Class A Shares One Group Bond Fund – Class A Shares JPMorgan Core Bond Fund – Class R2 Shares N/A JPMorgan Core Bond Fund – Class R3 Shares N/A JPMorgan Core Plus Bond Fund – Class A Shares One Group Income Bond Fund – Class A Shares JPMorgan Core Plus Bond Fund – Class R2 Shares N/A JPMorgan Core Plus Bond Fund – Class R3 Shares N/A JPMorgan Corporate Bond Fund – Class A Shares N/A JPMorgan Emerging Markets Debt Fund – Class A Shares JPMorgan Xxxxxxx Emerging Markets Debt Fund – Class A Shares JPMorgan Floating Rate Income Fund – Class A Shares N/A JPMorgan Global Bond Opportunities Fund – Class A Shares N/A JPMorgan Government Bond Fund – Class A Shares One Group Government Bond Fund – Class A Shares JPMorgan Government Bond Fund – Class R2 Shares N/A JPMorgan Government Bond Fund – Class R3 Shares N/A JPMorgan High Yield Fund – Class A Shares One Group High Yield Bond Fund – Class A Shares and JPMorgan High Yield Bond Fund – Class A Shares (name effective until 9/14/09) JPMorgan High Yield Fund – Class R2 Shares JPMorgan High Yield Bond Fund – Class R2 Shares (name effective until 9/14/09) JPMorgan High Yield Fund – Class R3 Shares N/A JPMorgan Income Fund – Class A Shares N/A JPMorgan Income Builder Fund – Class A Shares JPMorgan World Income Builder Fund – Class A Shares JPMorgan Mortgage-Backed Securities Fund – Class A Shares One Group Mortgage Backed Securities Fund – Class A Shares JPMorgan National Municipal Income Fund – Class A Shares JPMorgan Intermediate Tax Free Income Fund – Class A Shares, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22) – Class A Shares JPMorgan New York Tax Free Bond Fund – Class A Shares JPMorgan New York Intermediate Tax Free Income Fund – Class A Shares JPMorgan Preferred and Income Securities Fund – Class A Shares N/A JPMorgan Short Duration Bond Fund – Class A Shares One Group Short-Term Bond Fund – Class A Shares JPMorgan Short Duration Core Plus Fund – Class A Shares JPMorgan Short Duration High Yield Fund – Class A Shares JPMorgan Short-Intermediate Municipal Bond Fund – Class A Shares One Group Short-Term Municipal Bond Fund – Class A Shares and JPMorgan Short Term Municipal Bond Fund – Class A Shares (name effective until 4/30/09) JPMorgan Strategic Income Opportunities Fund – Class A Shares N/A JPMorgan Tax Aware Real Return Fund – Class A Shares N/A JPMorgan Tax Free Bond Fund – Class A Shares One Group Tax-Free Bond Fund – Class A Shares JPMorgan Total Return Fund – Class A Shares N/A Current Name Prior Name JPMorgan Total Return Fund – Class R2 Shares N/A JPMorgan Ultra-Short Municipal Fund – Class A Shares N/A JPMorgan Unconstrained Debt Fund – Class A Shares JPMorgan Multi-Sector Income Fund – Class A Shares (name effective until 10/22/15) JPMorgan Unconstrained Debt Fund – Class R2 Shares JPMorgan Multi-Sector Income Fund – Class R2 Shares (name effective until 10/22/15) Investor Funds Current Name Prior Name JPMorgan Investor Balanced Fund – Class A Shares One Group Investor Balanced Fund – Class A Shares JPMorgan Investor Balanced Fund – Class R2 Shares N/A JPMorgan Investor Balanced Fund – Class R3 Shares N/A XX Xxxxxx Investor Conservative Growth Fund – Class A Shares One Group Investor Conservative Growth Fund – Class A Shares XX Xxxxxx Investor Conservative Growth Fund – Class R2 Shares N/A XX Xxxxxx Investor Conservative Growth Fund – Class R3 Shares N/A JPMorgan Investor Growth & Income Fund – Class A Shares One Group Investor Growth & Income Fund – Class A Shares JPMorgan Investor Growth & Income Fund – Class R2 Shares N/A JPMorgan Investor Growth & Income Fund – Class R3 Shares N/A JPMorgan Investor Growth Fund – Class A Shares One Group Investor Growth Fund – Class A Shares JPMorgan Investor Growth Fund – Class R2 Shares N/A JPMorgan Investor Growth Fund – Class R3 Shares N/A JPMorgan SmartRetirement Funds Current Name Prior Name JPMorgan SmartRetirement Income Fund – Class A Shares N/A JPMorgan SmartRetirement Income Fund – Class R2 Shares N/A JPMorgan SmartRetirement Income Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2020 Fund – Class A Shares N/A JPMorgan SmartRetirement 2020 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2020 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2025 Fund – Class A Shares N/A JPMorgan SmartRetirement 2025 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2025 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2030 Fund – Class A Shares N/A JPMorgan SmartRetirement 2030 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2030 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2035 Fund – Class A Shares N/A JPMorgan SmartRetirement 2035 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2035 Fund – Class R3 Shares N/A Current Name Prior Name JPMorgan SmartRetirement 2040 Fund – Class A Shares N/A JPMorgan SmartRetirement 2040 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2040 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2045 Fund – Class A Shares N/A JPMorgan SmartRetirement 2045 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2045 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2050 Fund – Class A Shares N/A JPMorgan SmartRetirement 2050 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2050 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2055 Fund – Class A Shares N/A JPMorgan SmartRetirement 2055 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2055 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2060 Fund – Class A Shares N/A JPMorgan SmartRetirement 2060 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2060 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2065 Fund – Class A Shares N/A JPMorgan SmartRetirement 2065 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2065 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend Income Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend Income Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2015 Fund – Class R2 Shares9 JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20) JPMorgan SmartRetirement Blend 2015 Fund – Class R3 Shares8 JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20) JPMorgan SmartRetirement Blend 2020 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2020 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2025 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2025 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2030 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2030 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2035 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2035 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2040 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2040 Fund – Class R3 Shares N/A 9 To liquidate on or about October 25, 2023. Current Name Prior Name JPMorgan SmartRetirement Blend 2045 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2045 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2050 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2050 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2055 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2055 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2060 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2060 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2065 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2065 Fund – Class R3 Shares N/A Other Funds Current Name Prior Name JPMorgan Global Allocation Fund – Class A Shares JPMorgan Global Flexible Fund – Class A Shares (name effective until 2/17/11) JPMorgan Global Allocation Fund – Class R2 Shares JPMorgan Global Flexible Fund – Class R2 Shares (name effective until 2/17/11) JPMorgan Global Allocation Fund – Class R3 Shares N/A SCHEDULE F TO THE DISTRIBUTION AGREEMENT CDSC Classes (Class C Shares) (Amended as of August 10, 2023) 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 Xxxxxxx International Equity Fund – Class C Shares JPMorgan Growth Advantage Fund – Class C Shares JPMorgan Mid Cap Growth Fund – Class C Shares JPMorgan International Value Fund – Class C Shares10 N/A 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 Shares 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 Access Balanced Fund – Class C Shares N/A JPMorgan Access Growth Fund – Class C Shares N/A JPMorgan Tax Aware Equity Fund – Class C Shares JPMorgan Tax Aware Equity Fund – Class C Shares (name effective until 12/10/10) 10 To be renamed JPMorgan Developed International Value Fund September 2023. JPMorgan Hedged Equity Fund – Class C Shares N/A JPMorgan Opportunistic Equity Long/Short Fund – Class C Shares11 N/A JPMorgan Small Cap Sustainable Leaders Fund—Fund – Class C Shares JPMorgan Small Cap Core Fund —Class C Shares (name effective until 6/30/21) 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 JPMorgan International Hedged Equity Fund – Class C Shares N/A JPMorgan International Focus Fund – Class C Shares N/A JPMorgan Europe Dynamic Fund – Class C Shares N/A JPMorgan XXXX 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 Xxxxxxx 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 Shares 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 11 To liquidate on or about October 31, 2023. 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) 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 Shares 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)

Appears in 1 contract

Samples: Distribution Agreement (Jpmorgan Trust Iv)

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Fixed Income Funds. Current Name Prior Name JPMorgan California Tax Free Bond Fund – Class A Shares JPMorgan California Bond Fund – Class A Shares JPMorgan Core Bond Fund – Class A Shares One Group Bond Fund – Class A Shares JPMorgan Core Bond Fund – Class R2 Shares N/A JPMorgan Core Bond Fund – Class R3 Shares N/A JPMorgan Core Plus Bond Fund – Class A Shares One Group Income Bond Fund – Class A Shares JPMorgan Core Plus Bond Fund – Class R2 Shares N/A JPMorgan Core Plus Bond Fund – Class R3 Shares N/A JPMorgan Corporate Bond Fund – Class A Shares N/A JPMorgan Emerging Markets Debt Fund – Class A Shares JPMorgan Xxxxxxx Emerging Markets Debt Fund – Class A Shares JPMorgan Floating Rate Income Fund – Class A Shares N/A JPMorgan Global Bond Opportunities Fund – Class A Shares N/A JPMorgan Government Bond Fund – Class A Shares One Group Government Bond Fund – Class A Shares JPMorgan Government Bond Fund – Class R2 Shares N/A JPMorgan Government Bond Fund – Class R3 Shares N/A JPMorgan High Yield Fund – Class A Shares One Group High Yield Bond Fund – Class A Shares and JPMorgan High Yield Bond Fund – Class A Shares (name effective until 9/14/09) JPMorgan High Yield Fund – Class R2 Shares JPMorgan High Yield Bond Fund – Class R2 Shares (name effective until 9/14/09) JPMorgan High Yield Fund – Class R3 Shares N/A JPMorgan Income Fund – Class A Shares N/A JPMorgan Income Builder Fund – Class A Shares JPMorgan World Income Builder Fund – Class A Shares JPMorgan Mortgage-Backed Securities Fund – Class A Shares One Group Mortgage Backed Securities Fund – Class A Shares JPMorgan National Municipal Income Fund – Class A Shares JPMorgan Intermediate Tax Free Income Fund – Class A Shares, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22) – Class A Shares JPMorgan New York Tax Free Bond Fund – Class A Shares JPMorgan New York Intermediate Tax Free Income Fund – Class A Shares JPMorgan Preferred and Income Securities Fund – Class A Shares N/A JPMorgan Short Duration Bond Fund – Class A Shares One Group Short-Term Bond Fund – Class A Shares JPMorgan Short Duration Core Plus Fund – Class A Shares JPMorgan Short Duration High Yield Fund – Class A Shares JPMorgan Short-Intermediate Municipal Bond Fund – Class A Shares One Group Short-Term Municipal Bond Fund – Class A Shares and JPMorgan Short Term Municipal Bond Fund – Class A Shares (name effective until 4/30/09) JPMorgan Strategic Income Opportunities Fund – Class A Shares N/A JPMorgan Tax Aware Real Return Fund – Class A Shares N/A JPMorgan Tax Free Bond Fund – Class A Shares One Group Tax-Free Bond Fund – Class A Shares JPMorgan Total Return Fund – Class A Shares N/A Current Name Prior Name JPMorgan Total Return Fund – Class R2 Shares N/A JPMorgan Ultra-Short Municipal Fund – Class A Shares N/A JPMorgan Unconstrained Debt Fund – Class A Shares JPMorgan Multi-Sector Income Fund – Class A Shares (name effective until 10/22/15) JPMorgan Unconstrained Debt Fund – Class R2 Shares JPMorgan Multi-Sector Income Fund – Class R2 Shares (name effective until 10/22/15) Investor Funds Current Name Prior Name JPMorgan Investor Balanced Fund – Class A Shares One Group Investor Balanced Fund – Class A Shares JPMorgan Investor Balanced Fund – Class R2 Shares N/A JPMorgan Investor Balanced Fund – Class R3 Shares N/A XX Xxxxxx Investor Conservative Growth Fund – Class A Shares One Group Investor Conservative Growth Fund – Class A Shares XX Xxxxxx Investor Conservative Growth Fund – Class R2 Shares N/A XX Xxxxxx Investor Conservative Growth Fund – Class R3 Shares N/A JPMorgan Investor Growth & Income Fund – Class A Shares One Group Investor Growth & Income Fund – Class A Shares JPMorgan Investor Growth & Income Fund – Class R2 Shares N/A JPMorgan Investor Growth & Income Fund – Class R3 Shares N/A JPMorgan Investor Growth Fund – Class A Shares One Group Investor Growth Fund – Class A Shares JPMorgan Investor Growth Fund – Class R2 Shares N/A JPMorgan Investor Growth Fund – Class R3 Shares N/A JPMorgan SmartRetirement Funds Current Name Prior Name JPMorgan SmartRetirement Income Fund – Class A Shares N/A JPMorgan SmartRetirement Income Fund – Class R2 Shares N/A JPMorgan SmartRetirement Income Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2020 Fund – Class A Shares N/A JPMorgan SmartRetirement 2020 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2020 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2025 Fund – Class A Shares N/A JPMorgan SmartRetirement 2025 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2025 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2030 Fund – Class A Shares N/A JPMorgan SmartRetirement 2030 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2030 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2035 Fund – Class A Shares N/A JPMorgan SmartRetirement 2035 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2035 Fund – Class R3 Shares N/A Current Name Prior Name JPMorgan SmartRetirement 2040 Fund – Class A Shares N/A JPMorgan SmartRetirement 2040 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2040 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2045 Fund – Class A Shares N/A JPMorgan SmartRetirement 2045 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2045 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2050 Fund – Class A Shares N/A JPMorgan SmartRetirement 2050 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2050 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2055 Fund – Class A Shares N/A JPMorgan SmartRetirement 2055 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2055 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2060 Fund – Class A Shares N/A JPMorgan SmartRetirement 2060 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2060 Fund – Class R3 Shares N/A JPMorgan SmartRetirement 2065 Fund – Class A Shares N/A JPMorgan SmartRetirement 2065 Fund – Class R2 Shares N/A JPMorgan SmartRetirement 2065 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend Income Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend Income Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2015 Fund – Class R2 Shares9 JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20) JPMorgan SmartRetirement Blend 2015 Fund – Class R3 Shares8 JPMorgan SmartSpending 2015 Fund (name effective until 3/18/22), JPMorgan SmartSpending 2050 Fund (name effective until 5/1/20) JPMorgan SmartRetirement Blend 2020 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2020 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2025 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2025 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2030 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2030 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2035 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2035 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2040 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2040 Fund – Class R3 Shares N/A 9 To liquidate on or about October 25, 2023. Current Name Prior Name JPMorgan SmartRetirement Blend 2045 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2045 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2050 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2050 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2055 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2055 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2060 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2060 Fund – Class R3 Shares N/A JPMorgan SmartRetirement Blend 2065 Fund – Class R2 Shares N/A JPMorgan SmartRetirement Blend 2065 Fund – Class R3 Shares N/A Other Funds Current Name Prior Name JPMorgan Global Allocation Fund – Class A Shares JPMorgan Global Flexible Fund – Class A Shares (name effective until 2/17/11) JPMorgan Global Allocation Fund – Class R2 Shares JPMorgan Global Flexible Fund – Class R2 Shares (name effective until 2/17/11) JPMorgan Global Allocation Fund – Class R3 Shares N/A SCHEDULE F TO THE DISTRIBUTION AGREEMENT CDSC Classes (Class C Shares) (Amended as of August 10, 2023) 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 Xxxxxxx International Equity Fund – Class C Shares JPMorgan Growth Advantage Fund – Class C Shares JPMorgan Mid Cap Growth Fund – Class C Shares JPMorgan International Value Fund – Class C Shares10 N/A 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 Shares 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 Access Balanced Fund – Class C Shares N/A JPMorgan Access Growth Fund – Class C Shares N/A JPMorgan Tax Aware Equity Fund – Class C Shares JPMorgan Tax Aware Equity Fund – Class C Shares (name effective until 12/10/10) JPMorgan Hedged Equity Fund – Class C Shares N/A 10 To be renamed JPMorgan Developed International Value Fund September 2023. JPMorgan Hedged Equity Fund – Class C Shares N/A JPMorgan Opportunistic Equity Long/Short Fund – Class C Shares11 N/A JPMorgan Small Cap Sustainable Leaders Fund—Class C Shares JPMorgan Small Cap Core Fund —Class C Shares (name effective until 6/30/21) 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 JPMorgan International Hedged Equity Fund – Class C Shares N/A JPMorgan International Focus Fund – Class C Shares N/A JPMorgan Europe Dynamic Fund – Class C Shares N/A JPMorgan XXXX 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 Xxxxxxx 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 Shares 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 11 To liquidate on or about October 31, 2023. 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 11 To liquidate on or about October 31, 2023. 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) 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 Shares 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)

Appears in 1 contract

Samples: Distribution Agreement (JPMorgan Trust I)

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