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EX-99.(E)(4) 2 d932630dex99e4.htm FORM OF AMENDED SCHEDULE B TO THE DISTRIBUTION AGREEMENT,AMENDED AS OF 6/25/25. JPMORGAN TRUST II - Form of Amended Schedule B to the Distribution Agreement, amended as of June 25, 2025. Filed herewith.

SCHEDULE B

TO THE DISTRIBUTION AGREEMENT

(Amended as of June 25, 2025)

Money Market Funds

 

Current Name

   

Prior Name

JPMorgan 100% U.S. Treasury Securities Money Market Fund    JPMorgan 100% U.S. Treasury Securities Money Market Fund
JPMorgan California Municipal Money Market Fund    JPMorgan California Tax Free Money Market Fund
JPMorgan Federal Money Market Fund    JPMorgan Federal Money Market Fund
JPMorgan Institutional Tax Free Money Market Fund    N/A
JPMorgan Liquid Assets Money Market Fund    One Group Prime Money Market Fund
JPMorgan Municipal Money Market Fund    One Group Municipal Money Market Fund
JPMorgan New York Municipal Market Fund    JPMorgan New York Tax Free Money Market Fund
JPMorgan Prime Money Market Fund    JPMorgan Prime Money Market Fund
JPMorgan Securities Lending Money Market Fund    N/A
JPMorgan Tax Free Money Market Fund    JPMorgan Tax Free Money Market Fund
JPMorgan U.S. Government Money Market Fund    One Group Government Money Market Fund
JPMorgan U.S. Treasury Plus Money Market Fund    One Group U.S. Treasury Securities Money Market Fund

Equity Funds

 

Current Name

   

Prior Name

JPMorgan Diversified Fund    JPMorgan Diversified Fund
JPMorgan Emerging Markets Equity Fund    JPMorgan Fleming Emerging Markets Equity Fund
JPMorgan Emerging Markets Research Enhanced Equity Fund    N/A
JPMorgan Europe Dynamic Fund    JPMorgan Intrepid European Fund and JPMorgan Fleming Intrepid European Fund
JPMorgan Equity Income Fund    One Group Equity Income Fund
JPMorgan Equity Index Fund    One Group Equity Index Fund
JPMorgan Equity Premium Income Fund    N/A
JPMorgan Growth Advantage Fund    JPMorgan Mid Cap Growth Fund
JPMorgan Hedged Equity Fund    N/A
JPMorgan Hedged Equity 2 Fund    N/A
JPMorgan Hedged Equity 3 Fund    N/A
JPMorgan International Equity Fund    JPMorgan Fleming International Equity Fund
JPMorgan International Hedged Equity Fund1    N/A
JPMorgan International Focus Fund    JPMorgan International Unconstrained Equity Fund (name effective until 4/20/20)
JPMorgan Developed International Value Fund    JPMorgan International Value Fund (name effective until 9/13/23), JPMorgan Fleming International Value Fund
JPMorgan Large Cap Growth Fund    One Group Large Cap Growth Fund
JPMorgan Large Cap Value Fund    One Group Large Cap Value Fund
JPMorgan Mid Cap Equity Fund    JPMorgan Mid Cap Equity Fund
 
1 

To be liquidated and reorganized under the JPMorgan International Hedged Equity Laddered Overlay ETF on or about July 11, 2025.

Current Name

   

Prior Name

JPMorgan Mid Cap Growth Fund    One Group Mid Cap Growth Fund and JPMorgan Diversified Mid Cap Growth Fund (name effective until 6/27/09)
JPMorgan Mid Cap Value Fund    JPMorgan Mid Cap Value Fund
JPMorgan Preferred and Income Securities Fund    N/A
JPMorgan Research Market Neutral Fund    JPMorgan Market Neutral Fund (name effective until 2/28/10)
JPMorgan Small Cap Blend Fund    JPMorgan Dynamic Small Cap Growth Fund and JPMorgan Dynamic Small Cap Fund (name effective until 6/29/07)
JPMorgan Small Cap Equity Fund    JPMorgan Small Cap Equity Fund
JPMorgan Small Cap Growth Fund    One Group Small Cap Growth Fund
JPMorgan Small Cap Value Fund    One Group Small Cap Value Fund
JPMorgan SMID Cap Equity Fund    JPMorgan Intrepid Mid Cap Fund (name effective until 11/1/20), One Group Diversified Mid Cap Fund and JPMorgan Diversified Mid Cap Fund
JPMorgan U.S. Applied Data Science Value Fund2    JPMorgan Intrepid Value Fund (name effective until 6/30/21)
JPMorgan U.S. Equity Fund    JPMorgan U.S. Equity Fund
JPMorgan U.S. GARP Equity Fund    JPMorgan Intrepid Growth Fund
JPMorgan U.S. Large Cap Core Plus Fund    N/A
JPMorgan U.S. Research Enhanced Equity Fund    JPMorgan Disciplined Equity Fund (name effective until 11/1/17)
JPMorgan U.S. Small Company Fund    JPMorgan U.S. Small Company Fund
JPMorgan U.S. Sustainable Leaders Fund    JPMorgan Intrepid Sustainable Equity Fund, JPMorgan Intrepid Advantage Fund, JPMorgan Intrepid Investor Fund, JPMorgan Intrepid Contrarian Fund (name effective until 4/10/06) and JPMorgan Intrepid Multi Cap Fund (name effective until 4/30/13)
JPMorgan U.S. Value Fund    JPMorgan Growth and Income Fund (name effective until 11/1/20)
JPMorgan Value Advantage Fund    N/A
Undiscovered Managers Behavioral Value Fund    Undiscovered Managers Behavioral Value Fund

Fixed Income Funds

 

Current Name

   

Prior Name

JPMorgan California Tax Free Bond Fund    JPMorgan California Bond Fund
JPMorgan Commodities Strategy Fund    N/A
JPMorgan Core Bond Fund    One Group Bond Fund
JPMorgan Core Plus Bond Fund    One Group Income Bond Fund
JPMorgan Corporate Bond Fund    N/A
JPMorgan Emerging Markets Debt Fund    JPMorgan Fleming Emerging Markets Debt Fund
JPMorgan Floating Rate Income Fund    N/A
JPMorgan Global Bond Opportunities Fund    N/A
JPMorgan Government Bond Fund    One Group Government Bond Fund
 
2 

To be liquidated and reorganized under the JPMorgan Fundamental Data Science Large Value ETF on or about July 11 2025.

Current Name

   

Prior Name

JPMorgan High Yield Fund    One Group High Yield Bond Fund and JPMorgan High Yield Bond Fund (name effective until 9/14/09)
JPMorgan Income Builder Fund    JPMorgan World Income Builder Fund
JPMorgan Income Fund    N/A
JPMorgan Managed Income Fund    N/A
JPMorgan Mortgage-Backed Securities Fund3    One Group Mortgage-Backed Securities Fund
JPMorgan National Municipal Income Fund4    JPMorgan Intermediate Tax Free Income Fund, JPMorgan Intermediate Tax Free Bond Fund (name effective until 8/15/22)
JPMorgan New York Tax Free Bond Fund    JPMorgan New York Intermediate Tax Free Income Fund
JPMorgan Short Duration Bond Fund    One Group Short-Term Bond Fund
JPMorgan Short Duration Core Plus Fund    JPMorgan Short Duration High Yield Fund
JPMorgan Short-Intermediate Municipal Bond Fund    One Group Short-Term Municipal Bond Fund and JPMorgan Short Term Municipal Bond Fund (name effective until 4/30/09)
JPMorgan Strategic Income Opportunities Fund    N/A
JPMorgan Tax Aware Income Opportunities Fund    N/A
JPMorgan Tax Aware Real Return Fund    N/A
JPMorgan Tax Free Bond Fund    One Group Tax-Free Bond Fund
JPMorgan Total Return Fund5    N/A
JPMorgan Ultra-Short Municipal Fund    N/A
JPMorgan Unconstrained Debt Fund6    JPMorgan Multi-Sector Income Fund (name effective until 10/22/14)

Investor Funds

 

Current Name

   

Prior Name

JPMorgan Investor Balanced Fund    One Group Investor Balanced Fund
JPMorgan Investor Conservative Growth Fund    One Group Investor Conservative Growth Fund
JPMorgan Investor Growth & Income Fund    One Group Investor Growth & Income Fund
JPMorgan Investor Growth Fund    One Group Investor Growth Fund

JPMorgan SmartRetirement Funds

 

Current Name

   

Prior Name

JPMorgan SmartRetirement Income Fund    N/A
JPMorgan SmartRetirement 2025 Fund    N/A
JPMorgan SmartRetirement 2030 Fund    N/A
JPMorgan SmartRetirement 2035 Fund    N/A
JPMorgan SmartRetirement 2040 Fund    N/A
JPMorgan SmartRetirement 2045 Fund    N/A
 
3 

To be liquidated and reorganized under the JPMorgan Mortgage-Backed Securities ETF on or about June 27, 2025.

4 

To be liquidated and reorganized under the JPMorgan Municipal ETF on or about 3rd quarter 2025.

5 

To be liquidated on or about July 29, 2025.

6 

To be liquidated and reorganized under the JPMorgan Flexible Debt ETF mid 2025.

JPMorgan SmartRetirement 2050 Fund    N/A
JPMorgan SmartRetirement 2055 Fund    N/A
JPMorgan SmartRetirement 2060 Fund    N/A
JPMorgan SmartRetirement 2065 Fund    N/A
JPMorgan SmartRetirement Blend Income Fund    N/A
JPMorgan SmartRetirement Blend 2025 Fund    N/A
JPMorgan SmartRetirement Blend 2030 Fund    N/A
JPMorgan SmartRetirement Blend 2035 Fund    N/A
JPMorgan SmartRetirement Blend 2040 Fund    N/A
JPMorgan SmartRetirement Blend 2045 Fund    N/A
JPMorgan SmartRetirement Blend 2050 Fund    N/A
JPMorgan SmartRetirement Blend 2055 Fund    N/A
JPMorgan SmartRetirement Blend 2060 Fund    N/A
JPMorgan SmartRetirement Blend 2065 Fund    N/A

Other Funds

 

Current Name

   

Prior Name

JPMorgan Global Allocation Fund    JPMorgan Global Flexible Fund (name effective until 2/17/11)

*   *  *  *

 

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:  

 

     By:  

 

Name:  

 

     Name:  

 

Title:  

 

     Title: