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Mutual Funds: J.P. MORGAN

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
JPMORGAN CORP BD I (CBFSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN CORP BD A (CBRAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN LIQUID ASSETS MONEY MARKET CAP (CJLXX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN EMERGING MKTS RSRCH ENH EQ I (EMREX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN GLOBAL ALLOC A (GAOAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN GLOBAL BOND OPPTY FD CL A (GBOAX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN EQUITY INDEX CL I (HLEIX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN MID CAP GROWTH CL I (HLGEX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN LARGE CAP VALUE CL I (HLQVX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN LIQUID ASSETS MONEY MKT FD RESE (HPIXX)
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1 $10,000,000.00 $0.00 $10,000,000.00 $0.00
JPMORGAN US TRSY PLUS MMKT FD RESERVE (HTIXX)
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1 $10,000,000.00 $0.00 $10,000,000.00 $0.00
JPMORGAN INTERNATIONAL FOCUS R2 (IUERX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT BLEND 2060 I (JACSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2060 A (JAKAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2060 R5 (JAKIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2060 I (JAKSX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT BLEND 2025 FD (JBSSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN CA TAX FREE BD A (JCBAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN CORE BD R5 (JCBRX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN US LARGE CAP CORE PLUS R5 (JCPRX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN US RESEARCH ENHANCED EQ FD CL A (JDEAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN US RESEARCH ENHANCED EQ FD CL I (JDESX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN DIVERSIFIED CL I (JDVSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN EMRG MKTS STRAT DEBT A (JECAX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN EMRG MKTS STRAT DEBT CL I (JECSX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN EMERGING MARKETS DEBT FUND CL (JEMDX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN EMRG MKTS EQTY CL R5 (JEMOX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN EQUITY PREMIUM INCOME A (JEPAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN EQUITY PREMIUM INCOME I (JEPIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN TR I INTL VALUE A (JFEAX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN EUROPE DYNAMIC FD CL L (JFEIX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN EUROPE DYNAMIC FD CL I (JFESX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2055 A (JFFAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2055 CL R5 (JFFIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2055 R2 (JFFRX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT 2055 CL I (JFFSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN FED MONEY MKT FD INST CL (JFMXX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN VALUE ADVANTAGE R2 (JGAQX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN GOVT BD FD CL R2 (JGBZX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN INCM A (JGIAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN U.S. GARP EQUITY R5 (JGIRX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN GROWTH ADVANTAGE R2 (JGRJX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN HEDGED EQUITY 2 A (JHDAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN HEDGED EQTY FD A (JHQAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN HEDGED EQUITY 3 A (JHTAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN US SUSTAINABLE LEADERS FD CL A (JICAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN INTL HEDGED EQTY FD A (JIHAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN INTL HEDGED EQTY FD I (JIHIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN US SUSTAINABLE LEADERS FD CL I (JIISX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT BLEND INCM FD (JIJSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN TAX AWARE EQTY FD CL I (JIMIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN INFLATION MGD BD FD CL R6 (JIMMX)
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1 $15,000,000.00 $0.00 $15,000,000.00 $0.00
JPMORGAN INFLATION MANAGED BOND R5 (JIMRX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMALL CAP GROWTH L (JISGX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN INTERMEDIATE TAX FREE BD FD A (JITAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN INTERM TAX FREE BOND CL I (JITIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN INTREPID VALUE R5 (JIVRX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN U.S. LARGE CAP CORE PLUS CL A (JLCAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN LARGE CAP GROWTH R5 (JLGRX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN LARGE CAP VALUE R5 (JLVRX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN MID CAP GROWTH R5 (JMGFX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN MANAGED INCOME FD CL L (JMGIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN MANAGED INCOME I (JMGLX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN EMRG MKTS EQTY CL L (JMIEX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN INCM I (JMSIX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT BLEND 2045 FD (JMSSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN TOTAL RETURN FD A (JMTAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN TOTAL RETURN FD R5 (JMTRX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN TOTAL RETURN FD CL I (JMTSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN US EQUITY CL L (JMUEX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN MID CAP VALUE R3 (JMVPX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN MID CAP VALUE R2 (JMVZX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN INCM BUILDER FD A (JNBAX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT BLEND 2050 FD (JNEAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2025 A (JNSAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2025 CL R5 (JNSIX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT 2025 CL I (JNSSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2025 R2 (JNSZX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN TR I INTL VALUE FD L (JNUSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN NY TAX FREE BOND FD CL I (JNYIX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT BLEND 2040 FD (JOBEX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN PREFERRED AND INC SCRTS I (JPDIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN DIVERSIFIED CL L (JPDVX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN U.S. GARP EQUITY I (JPGSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN FLOATING RATE INCM FD A (JPHAX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN FLOATING RATE INCM FD CL I (JPHSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN CA TAX FREE BOND FD CL I (JPICX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN REALTY INCM R6 (JPINX)
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1 $15,000,000.00 $0.00 $15,000,000.00 $0.00
JP MORGAN SMARTRETIREMENT BLEND 2035 FD (JPSRX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT BLEND 2055 FD (JPTBX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT BLEND 2030 FD (JRBEX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN INFLATION MGD BD FD CL I (JRBSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2045 A (JSAAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2045 CL R5 (JSAIX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT 2045 CL I (JSASX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2045 R2 (JSAZX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT BLEND 2065 R6 (JSBYX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SHORT DURATION CORE PLUS A (JSDHX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SHORT DURATION CORE PLUS FD CL (JSDSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMALL CAP EQTY R5 (JSERX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN UNCONSTRAINED DEBT A (JSIAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT INCM CL R5 (JSIIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT INCM R2 (JSIZX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2030 A (JSMAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2065 A (JSMEX)
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1 $1,000.00 $0.00 $1,000.00 $0.00
JPMORGAN SMARTRETIREMENT 2030 CL R5 (JSMIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2065 I (JSMJX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2065 R6 (JSMOX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT 2030 CL I (JSMSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2030 R2 (JSMZX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN STRATEGIC INCM OPPTY R5 SHR (JSORX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT INCM A (JSRAX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT BLEND 2020 FD (JSSRX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMALL CAP VALUE R5 (JSVRX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMALL CAP VALUE R2 (JSVZX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTSPENDING 2050 I (JTQDX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2050 A (JTSAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2050 CL R5 (JTSIX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT 2050 CL I (JTSSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2050 R2 (JTSZX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2020 A (JTTAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2020 CL R5 (JTTIX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT 2020 CL I (JTTSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2020 R2 (JTTZX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN US EQTY R5 (JUSRX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN US SMALL CO CL L (JUSSX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN VALUE ADVANTAGE CL I (JVASX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN HIGH YIELD FD CL R5 (JYHRX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN LIQUID ASSETS MONEY MARKET MORG (MJLXX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMALL CAP GROWTH FUND CL I (OGGFX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN US GOVERNMENT MMKT CAPITAL (OGVXX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN HIGH YIELD FD CL A (OHYAX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN INV BALANCED CL I (OIBFX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN INV CONSERVATIVE GROWTH CL A (OICAX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN INTL RESEARCH ENHANCED EQTY CL (OIEAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN EQUITY INCOME R5 (OIERX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN MARKET EXPANSION ENH IDX R6 (OMYGX)
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1 $15,000,000.00 $0.00 $15,000,000.00 $0.00
JP MORGAN INV CONSERV GROWTH CL I (ONCFX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN INV GROWTH AND INCOME CL I (ONGFX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN CORE PLUS BOND FUND CL A (ONIAX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN INV GROWTH CL I (ONIFX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN MID CAP GROWTH A (OSGIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SHORT INTER MUNI BD FD CL A (OSTAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMID CAP EQUITY FD CL A (PECAX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN MKT EXPANSION ENHANCED INDEX C (PGMIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMALL CAP GROWTH A (PGSGX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN TAX FREE BOND FUND CL A (PMBAX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN TAX FREE BOND CL I (PRBIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2040 A (SMTAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2040 CL R5 (SMTIX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT 2040 CL I (SMTSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2040 R2 (SMTZX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2035 A (SRJAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2035 CL R5 (SRJIX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN SMARTRETIREMENT 2035 CL I (SRJSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMARTRETIREMENT 2035 R2 (SRJZX)
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1 $0.00 $0.00 $0.00 $0.00
JP MORGAN TAX AWARE REAL RETURN CL A (TXRAX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN TAX AWARE REAL RETURN FD CL I (TXRIX)
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1 $0.00 $0.00 $0.00 $0.00
UNDISCOVERED MGRS BEHAVIORAL VALUE A (UBVAX)
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1 $0.00 $0.00 $0.00 $0.00
UNDISCOVERED MANAGERS BEHAVIORAL VAL R2 (UBVRX)
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1 $0.00 $0.00 $0.00 $0.00
UNDISCOVERED MGRS BEHAVIORAL VALUE CL I (UBVSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN REALTY INCM I (URTDX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN ULTRA SHORT MUNI A (USMSX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN ULTRA SHORT MUNI I (USMTX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN NY TAX FREE BOND CL A (VANTX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN U.S. VALUE FD CL I (VGIIX)
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1 $0.00 $0.00 $0.00 $0.00
JPMORGAN SMID CAP EQUITY FD CL I (WOOPX)
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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.