SCHEDULE D
TO THE DISTRIBUTION AGREEMENT
Distribution Plan Classes
(Amended as of November 21, 2024)
Name of the Fund
Money Market Funds
| Current Name |
Prior Name | |
| JPMorgan 100% U.S. Treasury Securities Money Market Fund – Morgan Class Shares |
JPMorgan 100% U.S. Treasury Securities Money Market Fund – Morgan 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 – Morgan Class Shares |
JPMorgan California Tax Free Money Market Fund – Morgan Class Shares | |
| JPMorgan California Municipal Money Market Fund – Service Shares |
N/A | |
| JPMorgan Federal Money Market Fund – Morgan Class Shares |
JPMorgan Federal Money Market Fund – Morgan Class Shares | |
| JPMorgan Liquid Assets Money Market Fund – Reserve Class Shares |
One Group Prime Money Market Fund – Class A Shares | |
| JPMorgan Liquid Assets Money Market Fund – Morgan Class Shares |
One Group Prime Money Market Fund – Morgan Class Shares | |
| JPMorgan Municipal Money Market Fund – Service Shares |
N/A | |
| JPMorgan Municipal Money Market Fund – Morgan Class Shares |
One Group Municipal Money Market Fund – Morgan Class Shares | |
| JPMorgan New York Municipal Market Fund – Morgan Class Shares |
JPMorgan New York Tax Free Money Market Fund – Morgan 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 – 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 – Morgan Class Shares |
JPMorgan Tax Free Money Market Fund – Morgan Class Shares | |
| JPMorgan Tax Free Money Market Fund – Reserve Class Shares |
JPMorgan Tax Free Money Market Fund – Reserve Class Shares | |
| JPMorgan U.S. Government Money Market Fund – Morgan Class Shares |
One Group Government Money Market Fund – Morgan 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. 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 – Morgan Class Shares |
One Group U.S. Treasury Securities Money Market Fund – Morgan Class Shares | |
Equity Funds
| Current Name |
Prior Name | |
| JPMorgan Diversified Fund – Class A Shares |
JPMorgan Diversified Fund – Class A Shares | |
| JPMorgan Emerging Markets Equity Fund – Class A Shares |
JPMorgan Fleming 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 Fleming 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 Fleming 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 4/20/20) | |
| JPMorgan International Focus Fund – Class R2 Shares |
JPMorgan International Unconstrained Equity Fund – Class R2 Shares (name effective until 4/20/20) | |
| JPMorgan International Hedged Equity Fund – Class A Shares1 |
N/A | |
| JPMorgan Developed International Value Fund – Class A Shares |
JPMorgan International Value Fund (name effective until 9/13/23), JPMorgan Fleming 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 | |
| 1 | To be liquidated and reorganized under the JPMorgan International Hedged Equity Laddered Overlay ETF mid 2025. |
| Current Name |
Prior Name | |
| 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 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 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 SMID 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 SMID Cap Equity Fund – Class R3 Shares |
JPMorgan Intrepid Mid Cap Fund – Class R3 Shares | |
| 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 Shares2 |
JPMorgan Intrepid Value Fund – Class A Shares (name effective until 6/30/21) | |
| JPMorgan U.S. Applied Data Science Value Fund – Class R2 Shares1 |
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 | |
| 2 | To be liquidated and reorganized under the JPMorgan Fundamental Data Science Large Value ETF mid 2025. |
| Current Name |
Prior Name | |
| 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 | |
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 Fleming 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 Shares3 |
One Group Mortgage Backed Securities Fund – Class A Shares | |
| 3 | To be liquidated and reorganized under the JPMorgan Mortgage-Backed Securities ETF mid 2025. |
| Current Name |
Prior Name | |
| 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 | |
| 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 | |
| JP Morgan Investor Conservative Growth Fund – Class A Shares |
One Group Investor Conservative Growth Fund – Class A Shares | |
| JP Morgan Investor Conservative Growth Fund – Class R2 Shares |
N/A | |
| JP Morgan 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 Shares4 |
N/A | |
| JPMorgan SmartRetirement 2020 Fund – Class R2 Shares3 |
N/A | |
| JPMorgan SmartRetirement 2020 Fund – Class R3 Shares3 |
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 | |
| 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 2020 Fund – Class R25 Shares |
N/A | |
| JPMorgan SmartRetirement Blend 2020 Fund – Class R3 Shares5 |
N/A | |
| 4 | To be reorganized into the JPMorgan SmartRetirement Income Fund on or about April 25, 2025. |
| 5 | To be reorganized into the JPMorgan SmartRetirement Blend Income Fund on or about April 25, 2025. |
| Current Name |
Prior Name | |
| 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 | |
| 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 | |
* * * *
| J.P. Morgan Fleming Mutual Fund Group, Inc. J.P. Morgan Mutual Fund Investment Trust Undiscovered Managers Funds JPMorgan Trust I JPMorgan Trust II JPMorgan Trust IV Each on behalf of itself and each of its Funds |
JPMORGAN DISTRIBUTION SERVICES, INC. | |||||||
| By: | /s/ Timothy J. Clemens |
By: | /s/ Brian S. Shlissel | |||||
| Name: | Timothy J. Clemens | Name: | Brian S. Shlissel | |||||
| Title: | Treasurer | Title: | Managing Director | |||||