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Mutual Funds

J.P. Morgan Mutual Funds

Exchange Hours Website
9:30 - 15:59 ET am.jpmorgan.com/us/en/asset-management/gim/adv/home


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
EMERGING MARKETS EQUITY FUND - L JMIEX Equity USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
LIMITED DURATION BOND - A ONUAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
GOVERNMENT BOND FUND - A OGGAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTERNATIONAL EQUITY INDEX FUND - A OEIAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
MUNICIPAL INCOME FUND - A OTBAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTERNATIONAL VALUE FUND - L JNUSX Stock USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
U.S. SMALL COMPANY FUND - L JUSSX Stock USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
TAX FREE BOND FUND - A PMBAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
DIVERSIFIED FUND - L JPDVX Mixed Investments USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
GROWTH AND INCOME FUND - A VGRIX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
U.S. EQUITY FUND - L JMUEX Equity USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
SMALL CAP GROWTH FUND - A PGSGX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
MID CAP GROWTH - A OSGIX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
EQUITY INCOME FUND - A OIEIX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
SHORT DURATION BOND FUND - A OGLVX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
LARGE CAP VALUE FUND - A OLVAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
EQUITY INDEX FUND - A OGEAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
CORE PLUS BOND FUND - A ONIAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
LARGE CAP GROWTH FUND - A OLGAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
CORE BOND FUND - A PGBOX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTREPID MID CAP FUND - A PECAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
SMALL CAP VALUE FUND - A PSOAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
SMALL CAP EQUITY FUND - A VSEAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTREPID EUROPEAN FUND - A VEUAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
DISCIPLINED EQUITY FUND - L JPIEX Equity USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
INVESTOR BALANCED FUND - A OGIAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
INVESTOR CONSERVATIVE GROWTH - A OICAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
CALIFORNIA TAX FREE BOND FUND - I JPICX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
TAX AWARE EQUITY FUND - INST JPDEX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INVESTOR GROWTH FUND - A ONGAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
INVESTOR GROWTH & INCOME FUND - A ONGIX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
UNDISCVRD MGRS BEHAV VALUE - L UBVLX Equity USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
MRKT EXPANSION ENHANCED INDEX FUND-A OMEAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
MORTGAGE-BACKED SECURITIES - A OMBAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
MID CAP VALUE FUND - L FLMVX Equity USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
HIGH YIELD BOND FUND - A OHYAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
REALTY INCOME FUND - L URTLX Equity USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
GROWTH ADVANTAGE FUND - A VHIAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2055 A JFFAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
SHORT-INTERMEDIATE MUNI BOND - A OSTAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
NEW YORK TAX FREE BOND FUND - A VANTX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
DISCIPLINED EQUITY FUND - A JDEAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTERMEDIATE TAX FREE BOND FUND - INST JITIX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
NEW YORK TAX FREE BOND FUND - INST JNYIX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
CALIFORNIA TAX FREE BOND FUND - A JCBAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTREPID EUROPEAN FUND - L JFEIX Stock USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
FEDERAL MONEY MARKET FUND - INST JFMXX Money Market USD 1,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
100% U.S. TREAS SEC MMKT - INST JTSXX Money Market USD 1,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
U.S. EQUITY FUND - A JUEAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
EMERGING MARKETS EQUITY FUND - A JFAMX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTERNATIONAL VALUE FUND - A JFEAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
TAX FREE MMKT FUND - INST JTFXX Money Market USD 1,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
DYNAMIC SMALL CAP GROWTH FUND - A VSCOX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
MID CAP VALUE FUND - A JAMCX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTERNATIONAL EQUITY FUND - A JSEAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTREPID INTERNATIONAL FUND - A JFTAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
UNDISCVRD MGRS BEHAV VALUE - A UBVAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
REALTY INCOME FUND - A URTAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
SMALL CAP GROWTH FUND - L JISGX Equity USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
U.S. TREAS PLUS MMKT - INST IJTXX Money Market USD 1,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
U.S. GOVT MMKT FUND - INST IJGXX Money Market USD 1,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
TAX AWARE REAL RETURN FUND - INST TXRIX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
TAX AWARE REAL RETURN FUND - A TXRAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTREPID AMERICA FUND - A JIAAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTREPID GROWTH FUND - A JIGAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTREPID MULTI CAP FUND - A JICAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
LIQUID ASSETS MMKT FUND - INST IJLXX Money Market USD 1,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
INTREPID VALUE FUND - A JIVAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
MUNICIPAL MONEY MARKET FUND - INST IJMXX Money Market USD 1,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
VALUE ADVANTAGE FUND - A JVAAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
VALUE ADVANTAGE FUND - L JVAIX Equity USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
DIVERSIFIED FUND - A JDVAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTERMEDIATE TAX FREE BOND FUND - A JITAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
JPM SMARTRETIREMENT INCOME - R5 JSIIX Mixed Investments USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT INCOME - A JSRAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2030 - A JSMAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2030 - R5 JSMIX Mixed Investments USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2020 - A JTTAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2020 - R5 JTTIX Mixed Investments USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2040 - A SMTAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2040 - R5 SMTIX Mixed Investments USD 1,000,000 USD 0 No Load R5 SHARES Yes
EMERGING MARKETS DEBT FUND - A JEDAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INCOME BUILDER FUND - A JNBAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A SHARES No
U.S. SMALL COMPANY FUND - A JTUAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2025 - A JNSAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2025 - INST JNSIX Mixed Investments USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2035 - A SRJAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2035 - R5 SRJIX Mixed Investments USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2045 - A JSAAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2045 - R5 JSAIX Mixed Investments USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2050 - A JTSAX Mixed Investments USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2050 - R5 JTSIX Mixed Investments USD 1,000,000 USD 0 No Load R5 SHARES Yes
TAX AWARE HIGH INCOME FUND - A JTIAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
EMERGING ECONOMIES FUND A JEEAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
TOTAL RETURN FUND - A JMTAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INFLATION MANAGED BOND - A JIMAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
MID CAP EQUITY - A JCMAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
CORE PLUS BOND FUND - L JCBIX Bond USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
SHORT-INT MUNI BOND - INST JIMIX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
GLOBAL ALLOCATION FUND - A GAOAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load A SHARES No
TAX AWARE EQUITY FUND - A JPEAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
FLOATING RATE INCOME - A JPHAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
EQUITY FOCUS FUND - A JPFAX Equity USD 1,000,000 USD 1,000 Front-End Load A SHARES No
MANAGED INCOME FUND - L JMGIX Bond USD 1,000,000 USD 3,000,000 No Load INSTITUTIONAL SHARES Yes
JPM SMARTRETIREMENT 2055 INST JFFIX Mixed Investments USD 1,000,000 USD 0 No Load R5 SHARES Yes
INTERNATIONAL EQUITY INCOME - A JEIAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
SHORT DURATION HIGH YIELD - A JSDHX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
EMERGING MARKETS LOCAL CURR DEBT - A JECAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
GLOBAL BOND OPPORTUNITIES - A GBOAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTERNATIONAL UNCONSTRAINED EQUITY - A IUAEX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
CORPORATE BOND - A CBRAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
GOVERNMENT BOND FUND - I HLGAX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MUNICIPAL INCOME FUND - SEL HLTAX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTERNATIONAL EQUITY INDEX FUND - SEL OIEAX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
U.S. SMALL COMPANY FUND - SEL JSCSX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
U.S. EQUITY FUND - SEL JUESX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
LIMITED DURATION BOND -SEL HLGFX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EQUITY INCOME FUND - SEL HLIEX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MID CAP GROWTH - SEL HLGEX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SHORT DURATION BOND FUND - SEL HLLVX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
LARGE CAP VALUE FUND - SEL HLQVX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
CORE BOND FUND - SEL WOBDX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTREPID MID CAP FUND - SEL WOOPX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EMERGING MARKETS EQUITY FUND - SEL JEMSX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EQUITY INDEX FUND - SEL HLEIX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTERNATIONAL VALUE FUND - SEL JIESX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
CORE PLUS BOND FUND - SEL HLIPX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
LARGE CAP GROWTH FUND - SEL SEEGX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
DIVERSIFIED FUND - SEL JDVSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SMALL CAP VALUE FUND - SEL PSOPX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
TAX FREE BOND FUND - SEL PRBIX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SMALL CAP EQUITY FUND - SEL VSEIX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
GROWTH AND INCOME FUND - SEL VGIIX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SMALL CAP GROWTH FUND - SEL OGGFX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INVESTOR BALANCED FUND - SEL OIBFX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MID CAP EQUITY FUND - SEL VSNGX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SMALL CAP CORE FUND - R5 VSSCX Equity USD 1,000,000 USD 0 No Load R5 SHARES Yes
INTERNATIONAL EQUITY FUND - SEL VSIEX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTERMEDIATE TAX FREE BOND FUND - SEL VSITX Bond USD 1,000,000 USD 1,000,000 No Load SELECT SHARES Yes
NEW YORK TAX FREE BOND FUND - SEL VINTX Bond USD 1,000,000 USD 1,000,000 No Load SELECT SHARES Yes
INVESTOR GROWTH FUND - SEL ONIFX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
DISCIPLINED EQUITY FUND - SEL JDESX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EMERGING MARKETS DEBT FUND - SEL JEMDX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INVESTOR CONSERVATIVE GROWTH - SEL ONCFX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
CALIFORNIA TAX FREE BOND FUND - SEL JPCBX Bond USD 1,000,000 USD 1,000,000 No Load SELECT SHARES Yes
INVESTOR GROWTH & INCOME FUND - SEL ONGFX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MRKT EXPANSION ENHANCED INDEX FUND-SEL PGMIX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
DYNAMIC SMALL CAP GROWTH FUND - C VSCCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
MORTGAGE-BACKED SECURITIES - SEL OMBIX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MUNICIPAL INCOME FUND - C OMICX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
DYNAMIC SMALL CAP GROWTH FUND - SEL JDSCX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
CORE BOND FUND - C OBOCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
INTREPID MID CAP FUND - C ODMCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
MRKT EXPANSION ENHANCED INDEX FUND-C OMECX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
SMALL CAP VALUE FUND - C OSVCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
INVESTOR GROWTH FUND - C OGGCX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
INVESTOR GROWTH & INCOME FUND - C ONECX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
INVESTOR BALANCED FUND - C OGBCX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
INVESTOR CONSERVATIVE GROWTH - C OCGCX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
LARGE CAP GROWTH FUND - C OLGCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
LARGE CAP VALUE FUND - C OLVCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
MID CAP GROWTH - C OMGCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
EQUITY INDEX FUND - C OEICX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
EQUITY INCOME FUND - C OINCX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
SMALL CAP GROWTH FUND - C OSGCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
CORE PLUS BOND FUND - C OBDCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
GOVERNMENT BOND FUND - C OGVCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
LIMITED DURATION BOND - C OGUCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
SHORT DURATION BOND FUND - C OSTCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
LIQUID ASSETS MMKT FUND - C OPCXX Money Market USD 1,000,000 USD 10,000 Level Load C SHARES No
U.S. TREAS PLUS MMKT - C OTCXX Money Market USD 1,000,000 USD 10,000 Level Load C SHARES No
HIGH YIELD BOND FUND - C OGHCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
INTREPID EUROPEAN FUND - C VEUCX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
SHORT-INTERMEDIATE MUNI BOND - SEL PGUIX Bond USD 1,000,000 USD 1,000,000 No Load SELECT SHARES Yes
GROWTH AND INCOME FUND - C VGICX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
U.S. EQUITY FUND - C JUECX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
INTREPID EUROPEAN FUND - SEL JFESX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
NEW YORK TAX FREE BOND FUND - C JCNTX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
INTERNATIONAL EQUITY FUND - C JIECX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
INTREPID GROWTH FUND - SEL JPGSX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTREPID VALUE FUND - SEL JPIVX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTREPID AMERICA FUND - SEL JPIAX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTREPID MULTI CAP FUND - SEL JIISX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTREPID INTERNATIONAL FUND - SEL JISIX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MID CAP VALUE FUND - SEL JMVSX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SHORT-INTERMEDIATE MUNI BOND - C STMCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
MID CAP VALUE FUND - C JCMVX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
UNDISCVRD MGRS BEHAV VALUE - C UBVCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
REALTY INCOME FUND - C URTCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
CALIFORNIA TAX FREE BOND FUND - C JCBCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
TAX AWARE REAL RETURN FUND - C TXRCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
INTREPID AMERICA FUND - C JIACX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
INTREPID GROWTH FUND - C JCICX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
INTREPID MULTI CAP FUND - C JICCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
INTREPID VALUE FUND - C JIVCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
SMALL CAP EQUITY FUND - C JSECX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
VALUE ADVANTAGE FUND - C JVACX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
VALUE ADVANTAGE FUND - SEL JVASX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
DIVERSIFIED FUND - C JDVCX Mixed Investments USD 1,000,000 USD 1,000 Level Load C SHARES No
INTERMEDIATE TAX FREE BOND FUND - C JITCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
JPM SMARTRETIREMENT INCOME - C JSRCX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT INCOME - SEL JSRSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2030 - C JSMCX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2030 - SEL JSMSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2020 - C JTTCX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2020 - SEL JTTSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2040 - SEL SMTSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2040 - C SMTCX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
EMERGING MARKETS DEBT FUND - C JEDCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
INTERNATIONAL VALUE FUND - C JIUCX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
EMERGING MARKETS EQUITY FUND - C JEMCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
INTREPID INTERNATIONAL FUND - C JIICX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
GROWTH ADVANTAGE FUND - C JGACX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
GROWTH ADVANTAGE FUND - SEL JGASX Equity USD 1,000,000 USD 1,000,000 No Load I Yes
TAX FREE BOND FUND - C JTFCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
INCOME BUILDER FUND - C JNBCX Mixed Investments USD 1,000,000 USD 1,000 Level Load C SHARES No
INCOME BUILDER FUND - SEL JNBSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
U.S. SMALL COMPANY FUND - C JTUCX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
JPM SMARTRETIREMENT 2025 - C JNSCX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2025 - SEL JNSSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2035 - C SRJCX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2035 - SEL SRJSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2045 - C JSACX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2045 - SEL JSASX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2050 - C JTSCX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2050 - SEL JTSSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
TAX AWARE HIGH INCOME FUND - C JTICX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
TAX AWARE HIGH INCOME FUND - SEL JTISX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EMERGING ECONOMIES FUND C JEECX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
EMERGING ECONOMIES FUND SEL JEESX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
TOTAL RETURN FUND - C JMTCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
TOTAL RETURN RUND - SEL JMTSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INFLATION MANAGED BOND FUND - C JIMCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
INFLATION MANAGED BOND - SEL JRBSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MID CAP EQUITY - C JMCCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
GLOBAL ALLOCATION FUND - C GAOCX Mixed Investments USD 1,000,000 USD 1,000 Level Load C SHARES No
GLOBAL ALLOCATION FUND - SEL GAOSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
TAX AWARE EQUITY FUND - C JPECX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
FLOATING RATE INCOME FUND - C JPHCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
FLOATING RATE INCOME - SEL JPHSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EQUITY FOCUS FUND - C JPFCX Equity USD 1,000,000 USD 1,000 Level Load C SHARES No
EQUITY FOCUS FUND - SEL JPFSX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2055 C JFFCX Mixed Investments USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2055 SEL JFFSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTERNATIONAL EQUITY INCOME - SEL JEISX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2020 - SEL JSSRX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2025 - SEL JBSSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2030 - SEL JRBEX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2035 - SEL JPSRX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2040 - SEL JOBEX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2045 - SEL JMSSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2050 - SEL JNEAX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2055 - SEL JPTBX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND INC - SEL JIJSX Mixed Investments USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SHORT DURATION HIGH YIELD - SEL JSDSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SHORT DURATION HIGH YIELD - C JSDCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
UNDISCVRD MGRS BEHAV VALUE - SEL UBVSX Equity USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EMERGING MARKETS LOCAL CURR DEBT - SEL JECSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EMERGING MARKETS LOCAL CURR DEBT - C JECCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
MORTGAGE-BACKED SECURITIES - C OBBCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
GLOBL RESCH ENHAN IDX SEL JEITX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
GLOBAL BOND OPPORTUNITIES - C GBOCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
GLOBAL BOND OPPORTUNITIES - SEL GBOSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTERNATIONAL UNCONSTRAINED EQUITY - SEL IUESX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTERNATIONAL UNCONSTRAINED EQUITY - C IUCEX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
INTERNATIONAL UNCONSTRAINED EQUITY - R6 IUENX Stock USD 1,000,000 USD 15,000,000 No Load R6 SHARES Yes
CORPORATE BOND - C CBRCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
CORPORATE BOND - SEL CBFSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EMERGING MARKETS EQUITY FUND - R6 JEMWX Equity USD 1,000,000 USD 15,000,000 No Load R6 SHARES Yes
RESEARCH MARKET NEUTRAL FUND - L JPMNX Alternatives USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
MARKET NEUTRAL FUND - A JMNAX Alternatives USD 1,000,000 USD 1,000 Front-End Load A SHARES No
UNCONSTRAINED DEBT - A JSIAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
UNCONSTRAINED DEBT - C JINCX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
UNCONSTRAINED DEBT - SEL JSISX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MARKET NEUTRAL FUND - C JMNCX Alternatives USD 1,000,000 USD 1,000 Level Load C SHARES No
MARKET NEUTRAL FUND - SEL JMNSX Alternatives USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
U.S. LARGE CAP CORE PLUS FUND - A JLCAX Alternatives USD 1,000,000 USD 1,000 Front-End Load A SHARES No
U.S. LARGE CAP CORE PLUS FUND - C JLPCX Alternatives USD 1,000,000 USD 1,000 Level Load C SHARES No
U.S. LARGE CAP CORE PLUS FUND - SEL JLPSX Alternatives USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
STRATEGIC INCOME OPPORTUNITIES - A JSOAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
STRATEGIC INCOME OPPORTUNITIES - C JSOCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
STRATEGIC INCOME OPPORTUNITIES - SEL JSOSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
HEDGED EQUITY FUND - A JHQAX Alternatives USD 1,000,000 USD 1,000 Front-End Load A SHARES No
HEDGED EQUITY FUND - C JHQCX Alternatives USD 1,000,000 USD 1,000 Level Load C SHARES No
HEDGED EQUITY FUND - SEL JHEQX Alternatives USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INCOME FUND - A JGIAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INCOME FUND - C JGCGX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
INCOME FUND - SEL JMSIX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SYSTEMATIC ALPHA - A JSALX Alternatives USD 1,000,000 USD 1,000 Front-End Load A SHARES No
SYSTEMATIC ALPHA - C JSYAX Alternatives USD 1,000,000 USD 1,000 Level Load C SHARES No
SYSTEMATIC ALPHA - SEL SSALX Alternatives USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EMERGING MARKETS CORPORATE DEBT - SEL JEDSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EMERGING MARKETS CORPORATE DEBT - A JEMAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
EMERGING MARKETS CORPORATE DEBT - C JEFMX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
GLOBAL UNCOMSTRAINED EQUITY-A JFUAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
GLOBAL UNCONSTRAINED EQUITY - S JMESX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
OPPORTUNISTIC EQTY LONG/SHORT - SEL JOEQX Alternatives USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
OPP EQUITY LONG/SHORT-A JOELX Alternatives USD 1,000,000 USD 1,000 Front-End Load A SHARES No
OPPORTUNISTIC EQTY LONG/SHORT - C JOECX Alternatives USD 1,000,000 USD 1,000 Level Load C SHARES No
MULTI-MANAGER ALTERNATIVES - SEL JMMSX Alternatives USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
ACCESS BALANCED FUND - SEL JXBSX Balanced USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
ACCESS GROWTH FUND - SEL JXGSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
ACCESS BALANCED FUND - L JXBIX Balanced USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
ACCESS GROWTH FUND - L JXGIX N/A USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
JPM SMARTRETIREMENT 2060 - INST JAKIX Mixed Investments USD 1,000,000 USD 0 No Load R5 SHARES Yes
MANAGED INCOME FUND - I JMGLX Bond USD 3,000,000 USD 1,000,000 No Load I SHARES Yes
INTL RESEARCH ENHANCED EQUITY - R6 JEIQX Stock USD 15,000,000 USD 15,000,000 No Load R6 SHARES Yes

Notes:

  1. Advisor minimums may be lower.