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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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
EMERGING MARKETS EQUITY FUND - L JMIEX USD 3,000,000 USD 0 N/A No Load L Yes
LIMITED DURATION BOND - A ONUAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
GOVERNMENT BOND FUND - A OGGAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INTL RESEARCH ENHANCED EQUITY - A OEIAX USD 1,000 USD 0 Stock No Load A SHARES Yes
SUSTAINABLE MUNICIPAL INCOME - A OTBAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INTERNATIONAL VALUE FUND - L JNUSX USD 3,000,000 USD 0 Stock No Load L Yes
U.S. SMALL COMPANY FUND - L JUSSX USD 3,000,000 USD 0 Stock No Load CLASS L Yes
TAX FREE BOND FUND - A PMBAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
DIVERSIFIED FUND - L JPDVX USD 3,000,000 USD 0 N/A No Load CLASS L Yes
U.S. VALUE FUND - A VGRIX USD 1,000 USD 0 N/A Front-End Load A SHARES No
U.S. EQUITY FUND - L JMUEX USD 3,000,000 USD 0 N/A No Load CLASS L Yes
SMALL CAP GROWTH FUND - A PGSGX USD 1,000 USD 0 N/A Front-End Load A SHARES No
MID CAP GROWTH - A OSGIX USD 1,000 USD 0 N/A Front-End Load A SHARES No
EQUITY INCOME FUND - A OIEIX USD 1,000 USD 0 Stock Front-End Load A SHARES No
SHORT DURATION BOND FUND - A OGLVX USD 1,000 USD 0 Bond Front-End Load A SHARES No
LARGE CAP VALUE FUND - A OLVAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
EQUITY INDEX FUND - A OGEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
CORE PLUS BOND FUND - A ONIAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
LARGE CAP GROWTH FUND - A OLGAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
CORE BOND FUND - A PGBOX USD 1,000 USD 0 Bond Front-End Load A SHARES No
SMID CAP EQUITY FUND - A PECAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
SMALL CAP VALUE FUND - A PSOAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
SMALL CAP EQUITY FUND - A VSEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
EUROPE DYNAMIC FUND - A VEUAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
DISCIPLINED EQUITY FUND - L JPIEX USD 3,000,000 USD 0 N/A No Load CLASS L Yes
INVESTOR BALANCED FUND - A OGIAX USD 500 USD 0 N/A Front-End Load A SHARES No
INVESTOR CONSERVATIVE GROWTH - A OICAX USD 500 USD 0 N/A Front-End Load A SHARES No
CALIFORNIA TAX FREE BOND FUND - I JPICX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
TAX AWARE EQUITY FUND - I JPDEX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INVESTOR GROWTH FUND - A ONGAX USD 500 USD 0 N/A Front-End Load A SHARES No
INVESTOR GROWTH & INCOME FUND - A ONGIX USD 500 USD 0 N/A Front-End Load A SHARES No
UNDISCVRD MGRS BEHAV VALUE - L UBVLX USD 3,000,000 USD 0 N/A No Load CLASS L Yes
MRKT EXPANSION ENHANCED INDEX FUND-A OMEAX USD 1,000 USD 0 N/A No Load A SHARES Yes
MORTGAGE-BACKED SECURITIES - A OMBAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
MID CAP VALUE FUND - L FLMVX USD 3,000,000 USD 0 N/A No Load CLASS L Yes
HIGH YIELD FUND - A OHYAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
REALTY INCOME FUND - L URTLX USD 3,000,000 USD 0 N/A No Load CLASS L Yes
GROWTH ADVANTAGE FUND - A VHIAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2055- A JFFAX USD 500 USD 0 N/A Front-End Load A SHARES No
SHORT-INTERMEDIATE MUNI BOND - A OSTAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
NEW YORK TAX FREE BOND FUND - A VANTX USD 1,000 USD 0 Bond Front-End Load A SHARES No
U.S. RESEARCH ENHANCED EQUITY FUND - A JDEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
INTERMEDIATE TAX FREE BOND FUND - I JITIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
NEW YORK TAX FREE BOND FUND - I JNYIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
CALIFORNIA TAX FREE BOND FUND - A JCBAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
EUROPE DYNAMIC FUND - L JFEIX USD 3,000,000 USD 0 Stock No Load L Yes
FEDERAL MONEY MARKET FUND - INST JFMXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
100% U.S. TREAS SEC MMKT - INST JTSXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
U.S. EQUITY FUND - A JUEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
EMERGING MARKETS EQUITY FUND - A JFAMX USD 1,000 USD 0 N/A Front-End Load A SHARES No
INTERNATIONAL VALUE FUND - A JFEAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
TAX FREE MMKT FUND - INST JTFXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
SMALL CAP BLEND FUND - A VSCOX USD 1,000 USD 0 N/A Front-End Load A SHARES No
MID CAP VALUE FUND - A JAMCX USD 1,000 USD 0 N/A Front-End Load A SHARES No
INTERNATIONAL EQUITY FUND - A JSEAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
INTERNATIONAL ADVANTAGE FUND - A JFTAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
UNDISCVRD MGRS BEHAV VALUE - A UBVAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
REALTY INCOME FUND - A URTAX USD 1,000 USD 0 N/A No Load A SHARES Yes
SMALL CAP GROWTH FUND - L JISGX USD 3,000,000 USD 0 N/A No Load CLASS L Yes
U.S. TREAS PLUS MMKT - INST IJTXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
U.S. GOVT MMKT FUND - INST IJGXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
TAX AWARE REAL RETURN FUND - I TXRIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
TAX AWARE REAL RETURN FUND - A TXRAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INTREPID AMERICA FUND - A JIAAX USD 1,000 USD 1,000 N/A Front-End Load A SHARES No
U.S. GARP EQUITY FUND - A JIGAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
U.S. SUSTAINABLE LEADERS FUND - A JICAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
LIQUID ASSETS MMKT FUND - INST IJLXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
US APPLIED DATA SCIENCE VALUE FUND -A JIVAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
MUNICIPAL MONEY MARKET FUND - INST IJMXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
VALUE ADVANTAGE FUND - A JVAAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
VALUE ADVANTAGE FUND - L JVAIX USD 3,000,000 USD 0 N/A No Load CLASS L Yes
DIVERSIFIED FUND - A JDVAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
INTERMEDIATE TAX FREE BOND FUND - A JITAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
JPM SMARTRETIREMENT INCOME - R5 JSIIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT INCOME - A JSRAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2030 - A JSMAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2030 - R5 JSMIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2020 - A JTTAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2020 - R5 JTTIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2040 - A SMTAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2040 - R5 SMTIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
EMERGING MARKETS DEBT FUND - A JEDAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
INCOME BUILDER FUND - A JNBAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
U.S. SMALL COMPANY FUND - A JTUAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
JPM SMARTRETIREMENT 2025 - A JNSAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2025 - R5 JNSIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2035 - A SRJAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2035 - R5 SRJIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2045 - A JSAAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2045 - R5 JSAIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2050 - A JTSAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2050 - R5 JTSIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
HIGH YIELD MUNICIPAL FUND - A JTIAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
EMERGING ECONOMIES FUND A JEEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
TOTAL RETURN FUND - A JMTAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INFLATION MANAGED BOND - A JIMAX USD 1,000 USD 0 Bond No Load A SHARES Yes
MID CAP EQUITY - A JCMAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
CORE PLUS BOND FUND - L JCBIX USD 3,000,000 USD 3,000,000 Bond No Load CLASS L Yes
SHORT-INTERMEDIATE MUNI BOND - I JIMIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
GLOBAL ALLOCATION FUND - A GAOAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
TAX AWARE EQUITY FUND - A JPEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
FLOATING RATE INCOME - A JPHAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
EQUITY FOCUS FUND - A JPFAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
MANAGED INCOME FUND - L JMGIX USD 3,000,000 USD 0 Bond No Load INSTITUTIONAL SHARES Yes
JPM SMARTRETIREMENT 2055- R5 JFFIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
SHORT DURATION CORE PLUS FUND - A JSDHX USD 1,000 USD 0 Bond Front-End Load A SHARES No
EMERGING MARKETS STRATEGIC DEBT - A JECAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
GLOBAL BOND OPPORTUNITIES - A GBOAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INTERNATIONAL FOCUS FUND - A IUAEX USD 1,000 USD 0 Stock Front-End Load A SHARES No
CORPORATE BOND - A CBRAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
GOVERNMENT BOND FUND - I HLGAX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
SUSTAINABLE MUNICIPAL INCOME - I HLTAX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
INTL RESEARCH ENHANCED EQUITY - I OIEAX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
U.S. SMALL COMPANY FUND - I JSCSX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
U.S. EQUITY FUND - I JUESX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
LIMITED DURATION BOND -SEL HLGFX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
EQUITY INCOME FUND - I HLIEX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
MID CAP GROWTH - I HLGEX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SHORT DURATION BOND FUND - I HLLVX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
LARGE CAP VALUE FUND - I HLQVX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
CORE BOND FUND - I WOBDX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
SMID CAP EQUITY FUND - I WOOPX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
EMERGING MARKETS EQUITY FUND - I JEMSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
EQUITY INDEX FUND - I HLEIX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INTERNATIONAL VALUE FUND - I JIESX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
CORE PLUS BOND FUND - I HLIPX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
LARGE CAP GROWTH FUND - I SEEGX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
DIVERSIFIED FUND - I JDVSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SMALL CAP VALUE FUND - I PSOPX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
TAX FREE BOND FUND - I PRBIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
SMALL CAP EQUITY FUND - I VSEIX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
U.S. VALUE FUND - I VGIIX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SMALL CAP GROWTH FUND - I OGGFX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INVESTOR BALANCED FUND - I OIBFX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
MID CAP EQUITY FUND - I VSNGX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SMALL CAP SUSTAINABLE LEADERS FUND -R5 VSSCX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
INTERNATIONAL EQUITY FUND - I VSIEX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
INVESTOR GROWTH FUND - I ONIFX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
U.S. RESEARCH ENHANCED EQUITY FUND - I JDESX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
EMERGING MARKETS DEBT FUND - I JEMDX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INVESTOR CONSERVATIVE GROWTH - I ONCFX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INVESTOR GROWTH & INCOME FUND - I ONGFX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
MRKT EXPANSION ENHANCED INDEX FUND-I PGMIX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SMALL CAP BLEND FUND - C VSCCX USD 1,000 USD 0 N/A Level Load C SHARES No
MORTGAGE-BACKED SECURITIES - I OMBIX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SUSTAINABLE MUNICIPAL INCOME - C OMICX USD 1,000 USD 0 Bond Level Load C SHARES No
SMALL CAP BLEND FUND - I JDSCX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
CORE BOND FUND - C OBOCX USD 1,000 USD 0 Bond Level Load C SHARES No
SMID CAP EQUITY FUND -C ODMCX USD 1,000 USD 0 N/A Level Load C SHARES No
MRKT EXPANSION ENHANCED INDEX FUND-C OMECX USD 1,000 USD 0 N/A No Load C SHARES Yes
SMALL CAP VALUE FUND - C OSVCX USD 1,000 USD 0 N/A Level Load C SHARES No
INVESTOR GROWTH FUND - C OGGCX USD 500 USD 0 N/A Level Load C SHARES No
INVESTOR GROWTH & INCOME FUND - C ONECX USD 500 USD 0 N/A Level Load C SHARES No
INVESTOR BALANCED FUND - C OGBCX USD 500 USD 0 N/A Level Load C SHARES No
INVESTOR CONSERVATIVE GROWTH - C OCGCX USD 500 USD 0 N/A Level Load C SHARES No
LARGE CAP GROWTH FUND - C OLGCX USD 1,000 USD 0 N/A Level Load C SHARES No
LARGE CAP VALUE FUND - C OLVCX USD 1,000 USD 0 N/A Level Load C SHARES No
MID CAP GROWTH - C OMGCX USD 1,000 USD 0 N/A Level Load C SHARES No
EQUITY INDEX FUND - C OEICX USD 1,000 USD 0 N/A Level Load C SHARES No
EQUITY INCOME FUND - C OINCX USD 1,000 USD 0 Stock Level Load C SHARES No
SMALL CAP GROWTH FUND - C OSGCX USD 1,000 USD 0 N/A Level Load C SHARES No
CORE PLUS BOND FUND - C OBDCX USD 1,000 USD 0 Bond Level Load C SHARES No
GOVERNMENT BOND FUND - C OGVCX USD 1,000 USD 0 Bond Level Load C SHARES No
LIMITED DURATION BOND - C OGUCX USD 1,000 USD 0 Bond Level Load C SHARES No
SHORT DURATION BOND FUND - C OSTCX USD 1,000 USD 0 Bond Level Load C SHARES No
LIQUID ASSETS MMKT FUND - C OPCXX USD 10,000 USD 0 Money Market Level Load C SHARES No
U.S. TREAS PLUS MMKT - C OTCXX USD 10,000 USD 0 Money Market Level Load C SHARES No
HIGH YIELD FUND - C OGHCX USD 1,000 USD 0 Bond Level Load C SHARES No
HIGH YIELD FUND - I OHYFX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
EUROPE DYNAMIC FUND - C VEUCX USD 1,000 USD 0 Stock Level Load C SHARES No
U.S. VALUE FUND - C VGICX USD 1,000 USD 0 N/A Level Load C SHARES No
U.S. EQUITY FUND - C JUECX USD 1,000 USD 0 N/A Level Load C SHARES No
EUROPE DYNAMIC FUND - I JFESX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
NEW YORK TAX FREE BOND FUND - C JCNTX USD 1,000 USD 0 Bond Level Load C SHARES No
INTERNATIONAL EQUITY FUND - C JIECX USD 1,000 USD 0 Stock Level Load C SHARES No
U.S. GARP EQUITY FUND - I JPGSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
US APPLIED DATA SCIENCE VALUE FUND -I JPIVX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INTREPID AMERICA FUND - SEL JPIAX USD 1,000,000 USD 1,000,000 N/A No Load I SHARES Yes
U.S. SUSTAINABLE LEADERS FUND - I JIISX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INTERNATIONAL ADVANTAGE FUND - I JISIX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
MID CAP VALUE FUND - I JMVSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SHORT-INTERMEDIATE MUNI BOND - C STMCX USD 1,000 USD 0 Bond Level Load C SHARES No
MID CAP VALUE FUND - C JCMVX USD 1,000 USD 0 N/A Level Load C SHARES No
UNDISCVRD MGRS BEHAV VALUE - C UBVCX USD 1,000 USD 0 N/A Level Load C SHARES No
REALTY INCOME FUND - C URTCX USD 1,000 USD 0 N/A No Load C SHARES Yes
CALIFORNIA TAX FREE BOND FUND - C JCBCX USD 1,000 USD 0 Bond Level Load C SHARES No
TAX AWARE REAL RETURN FUND - C TXRCX USD 1,000 USD 0 Bond Level Load C SHARES No
INTREPID AMERICA FUND - C JIACX USD 1,000 USD 1,000 N/A Level Load C SHARES No
U.S. GARP EQUITY FUND - C JCICX USD 1,000 USD 0 N/A Level Load C SHARES No
U.S. SUSTAINABLE LEADERS FUND - C JICCX USD 1,000 USD 0 N/A Level Load C SHARES No
US APPLIED DATA SCIENCE VALUE FUND -C JIVCX USD 1,000 USD 0 N/A Level Load C SHARES No
SMALL CAP EQUITY FUND - C JSECX USD 1,000 USD 0 N/A Level Load C SHARES No
VALUE ADVANTAGE FUND - C JVACX USD 1,000 USD 0 N/A Level Load C SHARES No
VALUE ADVANTAGE FUND - I JVASX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
DIVERSIFIED FUND - C JDVCX USD 1,000 USD 0 N/A Level Load C SHARES No
INTERMEDIATE TAX FREE BOND FUND - C JITCX USD 1,000 USD 0 Bond Level Load C SHARES No
JPM SMARTRETIREMENT INCOME - C JSRCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT INCOME - I JSRSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2030 - C JSMCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2030 - I JSMSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2020 - C JTTCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2020 - I JTTSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2040 - I SMTSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2040 - C SMTCX USD 500 USD 0 N/A Level Load C SHARES No
EMERGING MARKETS DEBT FUND - C JEDCX USD 1,000 USD 0 N/A Level Load C SHARES No
INTERNATIONAL VALUE FUND - C JIUCX USD 1,000 USD 0 Stock Level Load C SHARES No
EMERGING MARKETS EQUITY FUND - C JEMCX USD 1,000 USD 0 N/A Level Load C SHARES No
INTERNATIONAL ADVANTAGE FUND - C JIICX USD 1,000 USD 0 Stock Level Load C SHARES No
GROWTH ADVANTAGE FUND - C JGACX USD 1,000 USD 0 N/A Level Load C SHARES No
GROWTH ADVANTAGE FUND - I JGASX USD 1,000,000 USD 0 N/A No Load I Yes
TAX FREE BOND FUND - C JTFCX USD 1,000 USD 0 Bond Level Load C SHARES No
INCOME BUILDER FUND - C JNBCX USD 1,000 USD 0 N/A Level Load C SHARES No
INCOME BUILDER FUND - I JNBSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
U.S. SMALL COMPANY FUND - C JTUCX USD 1,000 USD 0 Stock Level Load C SHARES No
JPM SMARTRETIREMENT 2025 - C JNSCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2025 - I JNSSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2035 - C SRJCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2035 - I SRJSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2045 - C JSACX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2045 - I JSASX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2050 - C JTSCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2050 - I JTSSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
HIGH YIELD MUNICIPAL FUND - C JTICX USD 1,000 USD 0 Bond Level Load C SHARES No
HIGH YIELD MUNICIPAL FUND - I JTISX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
EMERGING ECONOMIES FUND C JEECX USD 1,000 USD 0 N/A Level Load C SHARES No
EMERGING ECONOMIES FUND SEL JEESX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
TOTAL RETURN FUND - C JMTCX USD 1,000 USD 0 Bond Level Load C SHARES No
TOTAL RETURN FUND - I JMTSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
INFLATION MANAGED BOND FUND - C JIMCX USD 1,000 USD 0 Bond No Load C SHARES Yes
INFLATION MANAGED BOND - I JRBSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
MID CAP EQUITY - C JMCCX USD 1,000 USD 0 N/A Level Load C SHARES No
GLOBAL ALLOCATION FUND - C GAOCX USD 1,000 USD 0 N/A Level Load C SHARES No
GLOBAL ALLOCATION FUND - I GAOSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
MID CAP GROWTH R6 JMGMX USD 15,000,000 USD 0 N/A No Load R6 SHARES Yes
TAX AWARE EQUITY FUND - C JPECX USD 1,000 USD 0 N/A Level Load C SHARES No
FLOATING RATE INCOME FUND - C JPHCX USD 1,000 USD 0 Bond Level Load C SHARES No
FLOATING RATE INCOME - I JPHSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
EQUITY FOCUS FUND - C JPFCX USD 1,000 USD 0 N/A Level Load C SHARES No
EQUITY FOCUS FUND - I JPFSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2055- C JFFCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2055- I JFFSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2020 - I JSSRX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2025 - I JBSSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2030 - I JRBEX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2035 - I JPSRX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2040 - I JOBEX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2045 - I JMSSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2050 - I JNEAX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2055 - I JPTBX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND INC - I JIJSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SHORT DURATION CORE PLUS FUND- I JSDSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
SHORT DURATION CURE PLUS FUND - C JSDCX USD 1,000 USD 0 Bond Level Load C SHARES No
UNDISCVRD MGRS BEHAV VALUE - I UBVSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
EMERGING MARKETS STRATEGIC DEBT - I JECSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
EMERGING MARKETS STRATEGIC DEBT - C JECCX USD 1,000 USD 0 N/A Level Load C SHARES No
MORTGAGE-BACKED SECURITIES - C OBBCX USD 1,000 USD 0 N/A Level Load C SHARES No
GLOBL RESCH ENHAN IDX SEL JEITX USD 1,000,000 USD 1,000,000 Stock No Load I SHARES Yes
GLOBAL BOND OPPORTUNITIES - C GBOCX USD 1,000 USD 0 Bond Level Load C SHARES No
GLOBAL BOND OPPORTUNITIES - I GBOSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
INTERNATIONAL FOCUS FUND - I IUESX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
INTERNATIONAL FOCUS FUND - C IUCEX USD 1,000 USD 0 Stock Level Load C SHARES No
INTERNATIONAL FOCUS FUND - R6 IUENX USD 15,000,000 USD 0 Stock No Load R6 SHARES Yes
CORPORATE BOND - C CBRCX USD 1,000 USD 0 Bond Level Load C SHARES No
CORPORATE BOND - I CBFSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
EMERGING MARKETS EQUITY FUND - R6 JEMWX USD 15,000,000 USD 0 N/A No Load R6 SHARES Yes
RESEARCH MARKET NEUTRAL FUND - L JPMNX USD 3,000,000 USD 3,000,000 N/A No Load CLASS L Yes
RESEARCH MARKET NEUTRAL FUND - A JMNAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
UNCONSTRAINED DEBT - A JSIAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
UNCONSTRAINED DEBT - C JINCX USD 1,000 USD 0 Stock Level Load C SHARES No
UNCONSTRAINED DEBT - I JSISX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
RESEARCH MARKET NEUTRAL FUND - C JMNCX USD 1,000 USD 0 N/A Level Load C SHARES No
RESEARCH MARKET NEUTRAL FUND - I JMNSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
U.S. LARGE CAP CORE PLUS FUND - A JLCAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
U.S. LARGE CAP CORE PLUS FUND - C JLPCX USD 1,000 USD 0 N/A Level Load C SHARES No
U.S. LARGE CAP CORE PLUS FUND - I JLPSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
STRATEGIC INCOME OPPORTUNITIES - A JSOAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
STRATEGIC INCOME OPPORTUNITIES - C JSOCX USD 1,000 USD 0 Bond Level Load C SHARES No
STRATEGIC INCOME OPPORTUNITIES - I JSOSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
HEDGED EQUITY FUND - A JHQAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
HEDGED EQUITY FUND - C JHQCX USD 1,000 USD 0 N/A Level Load C SHARES No
HEDGED EQUITY FUND - I JHEQX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INCOME FUND - A JGIAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INCOME FUND - C JGCGX USD 1,000 USD 0 Bond Level Load C SHARES No
INCOME FUND - I JMSIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
SYSTEMATIC ALPHA - A JSALX USD 1,000 USD 1,000 N/A Front-End Load A SHARES No
SYSTEMATIC ALPHA - C JSYAX USD 1,000 USD 1,000 N/A Level Load C SHARES No
SYSTEMATIC ALPHA - SEL SSALX USD 1,000,000 USD 1,000,000 N/A No Load I SHARES Yes
OPPORTUNISTIC EQTY LONG/SHORT - I JOEQX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
OPP EQUITY LONG/SHORT-A JOELX USD 1,000 USD 0 N/A Front-End Load A SHARES No
OPPORTUNISTIC EQTY LONG/SHORT - C JOECX USD 1,000 USD 0 N/A Level Load C SHARES No
ACCESS BALANCED FUND - I JXBSX USD 1,000,000 USD 0 Balanced No Load I SHARES Yes
ACCESS GROWTH FUND - I JXGSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
ACCESS BALANCED FUND - L JXBIX USD 3,000,000 USD 3,000,000 Balanced No Load CLASS L Yes
ACCESS GROWTH FUND - L JXGIX USD 3,000,000 USD 3,000,000 N/A No Load CLASS L Yes
JPM SMARTRETIREMENT 2060 - R5 JAKIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
MANAGED INCOME FUND - I JMGLX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
INTL RESEARCH ENHANCED EQUITY - R6 JEIQX USD 15,000,000 USD 0 Stock No Load R6 SHARES Yes
EQUITY PREMIUM INCOME FUND - I JEPIX USD 1,000,000 USD 0 N/A No Load I Yes
TAX AWARE EQUITY FUND - R6 JPELX USD 15,000,000 USD 0 N/A No Load R6 SHARES Yes
HEDGED EQUITY 3 FUND - R6 JHTRX USD 15,000,000 USD 0 Stock No Load R6 SHARES Yes
HEDGED EQUITY 2 FUND - R6 JHDRX USD 15,000,000 USD 0 Stock No Load R6 SHARES Yes
HEDGED EQUITY 3 FUND - I JHQTX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
HEDGED EQUITY 2 FUND - A JHDAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
HEDGED EQUITY 2 FUND - I JHQDX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
HEDGED EQUITY 3 FUND - A JHTAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
HEDGED EQUITY 2 FUND - C JHDCX USD 1,000 USD 0 Stock Level Load C SHARES No
HEDGED EQUITY 3 FUND - C JHTCX USD 1,000 USD 0 Stock Level Load C SHARES No
PREFERRED AND INCOME SECURITIES - I JPDIX USD 1,000,000 USD 1,000,000 Bond No Load I SHARES Yes
PREFERRED AND INCOME SECURITIES - A JPDAX USD 1,000 USD 1,000 Bond Front-End Load A SHARES No

Notes:

  1. Advisor minimums may be lower.