JP MORGAN FUNDS Fund Family
| Fund | Settlement Date | Minimum Investment Amounts | |||
|---|---|---|---|---|---|
| Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent | ||
| JPMORGAN MID CAP VALUE L (FLMVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN GLOBAL ALLOC CL I (GAOSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN GLOBAL BOND OPPTY FD CL I (GBOSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN GOVERNMENT BOND CL I (HLGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN EQUITY INCOME FUND CL I (HLIEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN CORE PLUS BOND FUND CL I (HLIPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN SHORT DURATION BOND FUND CL I (HLLVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN INTERNATIONAL FOCUS FD CL A (IUAEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN INTERNATIONAL FOCUS FD CL I (IUESX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN MIDCAP VALUE FUND CL A (JAMCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN MID CAP EQUITY A (JCMAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN SMALL CAP BLEND FD CL I (JDSCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN DIVERSIFIED FUND (JDVAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN TR I EMERGING MKTS DEBT FD CL A (JEDAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN EMERGING MARKETS EQUITY FUND C (JEMSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN EMRG MKTS EQTY CL A (JFAMX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN GROWTH ADVANTAGE CL I (JGASX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN HEDGED EQTY FD CL I (JHEQX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN HEDGED EQUITY 2 CL I (JHQDX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN HEDGED EQUITY 3 CL I (JHQTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN TR I INTL VLUE FUND I (JIESX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN U.S. GARP EQUITY A (JIGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN INTREPID VALUE CL A (JIVAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN US LARGE CAP CORE PLUS CL I (JLPSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN REARCH MARKET NEUTRAL FD CL A (JMNAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN RESEARCH MARKET NEUTRAL CL I (JMNSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN MID CAP VALUE FUND CL I (JMVSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN INCM BUILDER FD CL I (JNBSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN INTREPID VALUE CL I (JPIVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN US SMALL CO CL I (JSCSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN INTL EQUITY FUND CL A (JSEAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN UNCONSTRAINED DEBT CL I (JSISX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN STRATEGIC INCM OPPTY A (JSOAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN STRATEGIC INCM OPPTY FD CL I (JSOSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN SMARTRETIREMENT INCM CL I (JSRSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN U.S. SMALL CO A (JTUAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN US EQUITY CL A (JUEAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN US EQUITY CL I (JUESX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN VALUE ADVANTAGE CL A (JVAAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN VALUE ADVANTAGE CL L (JVAIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN EQUITY INDEX FUND CL A (OGEAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN GOVERNMENT BD CL A (OGGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN INV BALANCED A (OGIAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN SHORT DURATION BOND FUND (OGLVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN HIGH YIELD FD CL I (OHYFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN EQUITY INCOME CL A (OIEIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN LARGE CAP GROWTH FUND CL A (OLGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN LARGE CAP VALUE A (OLVAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN MORTGAGE BACKED SECURITIES A (OMBAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN MORTGAGE BACKED SECURITIES CL (OMBIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN INV GROWTH A (ONGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN INVESTOR GROWTH AND INCOME FD C (ONGIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN CORE BOND CL A (PGBOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN SMALL CAP VALUE FD CLASS A (PSOAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN SMALL CAP VALUE FUND CL I (PSOPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN LARGE CAP GROWTH FUND CL I (SEEGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN REALTY INCM L (URTLX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN EUROPE DYNAMIC FD CL A (VEUAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JPMORGAN U.S. VALUE FD CL A (VGRIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN GROWTH ADVANTAGE FUND CL A (VHIAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN SMALL CAP BLEND FD CL A (VSCOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN SMALL CAP EQUITY FUND CL A (VSEAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN SMALLCAP EQUITY FUND CL I (VSEIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN INTL EQUITY FUND CL I (VSIEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN MID CAP EQTY CL I (VSNGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| JP MORGAN CORE BOND FUND CL I (WOBDX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.