Exchange Hours | Website |
---|---|
9:30 - 15:59 ET | am.jpmorgan.com/us/en/asset-management/gim/adv/home |
Fund | Symbol | Investment Type |
Large Notify |
Initial Investment Minimum 1 |
Load Type |
Share Class |
Transaction Fee |
---|---|---|---|---|---|---|---|
EMERGING MARKETS EQUITY FUND - L | JMIEX | N/A | USD 3,000,000 | USD 3,000,000 | No Load | L | Yes |
LIMITED DURATION BOND - A | ONUAX | Bond | USD 500,000 | USD 1,000 | Front-End Load | A SHARES | No |
GOVERNMENT BOND FUND - A | OGGAX | Bond | USD 500,000 | USD 1,000 | Front-End Load | A SHARES | No |
INTL RESEARCH ENHANCED EQUITY - A | OEIAX | Stock | USD 1,000,000 | USD 1,000 | No Load | A SHARES | Yes |
SUSTAINABLE MUNICIPAL INCOME - A | OTBAX | Bond | USD 500,000 | 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 | L | Yes |
U.S. SMALL COMPANY FUND - L | JUSSX | Stock | USD 250,000 | USD 3,000,000 | No Load | L SHARES | 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 | N/A | USD 3,000,000 | USD 3,000,000 | No Load | L | Yes |
U.S. VALUE FUND - A | VGRIX | N/A | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
U.S. EQUITY FUND - L | JMUEX | N/A | USD 1,000,000 | USD 3,000,000 | No Load | L | Yes |
SMALL CAP GROWTH FUND - A | PGSGX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
MID CAP GROWTH - A | OSGIX | N/A | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
EQUITY INCOME FUND - A | OIEIX | Stock | USD 3,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
SHORT DURATION BOND FUND - A | OGLVX | Bond | USD 2,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
LARGE CAP VALUE FUND - A | OLVAX | N/A | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
EQUITY INDEX FUND - A | OGEAX | N/A | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
CORE PLUS BOND FUND - A | ONIAX | Bond | USD 3,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
LARGE CAP GROWTH FUND - A | OLGAX | N/A | USD 500,000 | USD 1,000 | Front-End Load | A SHARES | No |
CORE BOND FUND - A | PGBOX | Bond | USD 3,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
SMID CAP EQUITY FUND - A | PECAX | N/A | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
SMALL CAP VALUE FUND - A | PSOAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
SMALL CAP EQUITY FUND - A | VSEAX | N/A | USD 3,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
EUROPE DYNAMIC FUND - A | VEUAX | Stock | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
U.S. RESEARCH ENHANCED EQUITY FUND - L | JPIEX | N/A | USD 10,000,000 | USD 3,000,000 | No Load | L SHARES | Yes |
INVESTOR BALANCED FUND - A | OGIAX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
INVESTOR CONSERVATIVE GROWTH - A | OICAX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
CALIFORNIA TAX FREE BOND FUND - I | JPICX | Bond | USD 500,000 | USD 1,000,000 | No Load | I SHARES | Yes |
TAX AWARE EQUITY FUND - I | JPDEX | N/A | USD 250,000 | USD 1,000,000 | No Load | I SHARES | Yes |
INVESTOR GROWTH FUND - A | ONGAX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
INVESTOR GROWTH & INCOME FUND - A | ONGIX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
UNDISCVRD MGRS BEHAV VALUE - L | UBVLX | N/A | USD 250,000 | USD 3,000,000 | No Load | L SHARES | Yes |
MRKT EXPANSION ENHANCED INDEX FUND-A | OMEAX | N/A | USD 1,000,000 | USD 1,000 | No Load | A SHARES | Yes |
MORTGAGE-BACKED SECURITIES - A | OMBAX | N/A | USD 3,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
MID CAP VALUE FUND - L | FLMVX | N/A | USD 5,000,000 | USD 3,000,000 | No Load | L SHARES | Yes |
HIGH YIELD FUND - A | OHYAX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
REALTY INCOME FUND - L | URTLX | N/A | USD 200,000 | USD 3,000,000 | No Load | L SHARES | Yes |
GROWTH ADVANTAGE FUND - A | VHIAX | N/A | USD 500,000 | USD 1,000 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT 2055- A | JFFAX | N/A | 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 500,000 | USD 1,000 | Front-End Load | A SHARES | No |
U.S. RESEARCH ENHANCED EQUITY FUND - A | JDEAX | N/A | USD 10,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
NATIONAL MUNICIPAL INCOME FUND - I | JITIX | Bond | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
NEW YORK TAX FREE BOND FUND - I | JNYIX | Bond | USD 500,000 | USD 1,000,000 | No Load | I SHARES | Yes |
CALIFORNIA TAX FREE BOND FUND - A | JCBAX | Bond | USD 500,000 | USD 1,000 | Front-End Load | A SHARES | No |
EUROPE DYNAMIC FUND - L | JFEIX | Stock | USD 1,000,000 | USD 3,000,000 | No Load | L | Yes |
FEDERAL MONEY MARKET FUND - INST | JFMXX | Money Market | USD 75,000,000 | USD 10,000,000 | No Load | INSTITUTIONAL SHARES | Yes |
100% U.S. TREAS SEC MMKT - INST | JTSXX | Money Market | USD 150,000,000 | USD 10,000,000 | No Load | INSTITUTIONAL SHARES | Yes |
U.S. EQUITY FUND - A | JUEAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
EMERGING MARKETS EQUITY FUND - A | JFAMX | N/A | USD 3,000,000 | 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 10,000,000 | USD 10,000,000 | No Load | INSTITUTIONAL SHARES | Yes |
SMALL CAP BLEND FUND - A | VSCOX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
MID CAP VALUE FUND - A | JAMCX | N/A | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
INTERNATIONAL EQUITY FUND - A | JSEAX | Stock | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
INTERNATIONAL ADVANTAGE FUND - A | JFTAX | Stock | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
UNDISCVRD MGRS BEHAV VALUE - A | UBVAX | N/A | USD 250,000 | USD 1,000 | Front-End Load | A SHARES | No |
REALTY INCOME FUND - A | URTAX | N/A | USD 200,000 | USD 1,000 | No Load | A SHARES | Yes |
SMALL CAP GROWTH FUND - L | JISGX | N/A | USD 1,000,000 | USD 3,000,000 | No Load | L SHARES | Yes |
U.S. TREAS PLUS MMKT - INST | IJTXX | Money Market | USD 100,000,000 | USD 10,000,000 | No Load | INSTITUTIONAL SHARES | Yes |
U.S. GOVT MMKT FUND - INST | IJGXX | Money Market | USD 150,000,000 | USD 10,000,000 | No Load | INSTITUTIONAL SHARES | Yes |
TAX AWARE REAL RETURN FUND - I | TXRIX | Bond | USD 1,500,000 | USD 1,000,000 | No Load | I SHARES | Yes |
TAX AWARE REAL RETURN FUND - A | TXRAX | Bond | USD 1,500,000 | USD 1,000 | Front-End Load | A SHARES | No |
INTREPID AMERICA FUND - A | JIAAX | N/A | USD 10,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
U.S. GARP EQUITY FUND - A | JIGAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
U.S. SUSTAINABLE LEADERS FUND - A | JICAX | N/A | USD 250,000 | USD 1,000 | Front-End Load | A SHARES | No |
LIQUID ASSETS MMKT FUND - INST | IJLXX | Money Market | USD 50,000,000 | USD 10,000,000 | No Load | INSTITUTIONAL SHARES | Yes |
US APPLIED DATA SCIENCE VALUE FUND -A | JIVAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
MUNICIPAL MONEY MARKET FUND - INST | IJMXX | Money Market | USD 7,000,000 | USD 10,000,000 | No Load | INSTITUTIONAL SHARES | Yes |
VALUE ADVANTAGE FUND - A | JVAAX | N/A | USD 250,000 | USD 1,000 | Front-End Load | A SHARES | No |
VALUE ADVANTAGE FUND - L | JVAIX | N/A | USD 250,000 | USD 3,000,000 | No Load | L | Yes |
DIVERSIFIED FUND - A | JDVAX | N/A | USD 3,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
NATIONAL MUNICIPAL INCOME FUND - A | JITAX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT INCOME - R5 | JSIIX | N/A | USD 1,000,000 | USD 0 | No Load | R5 SHARES | Yes |
JPM SMARTRETIREMENT INCOME - A | JSRAX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT 2030 - A | JSMAX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT 2030 - R5 | JSMIX | N/A | USD 1,000,000 | USD 0 | No Load | R5 SHARES | Yes |
JPM SMARTRETIREMENT 2020 - A | JTTAX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT 2020 - R5 | JTTIX | N/A | USD 1,000,000 | USD 0 | No Load | R5 SHARES | Yes |
JPM SMARTRETIREMENT 2040 - A | SMTAX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT 2040 - R5 | SMTIX | N/A | USD 1,000,000 | USD 0 | No Load | R5 SHARES | Yes |
EMERGING MARKETS DEBT FUND - A | JEDAX | N/A | USD 500,000 | USD 1,000 | Front-End Load | A SHARES | No |
INCOME BUILDER FUND - A | JNBAX | N/A | USD 10,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
U.S. SMALL COMPANY FUND - A | JTUAX | Stock | USD 250,000 | USD 1,000 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT 2025 - A | JNSAX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT 2025 - R5 | JNSIX | N/A | USD 1,000,000 | USD 0 | No Load | R5 SHARES | Yes |
JPM SMARTRETIREMENT 2035 - A | SRJAX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT 2035 - R5 | SRJIX | N/A | USD 1,000,000 | USD 0 | No Load | R5 SHARES | Yes |
JPM SMARTRETIREMENT 2045 - A | JSAAX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT 2045 - R5 | JSAIX | N/A | USD 1,000,000 | USD 0 | No Load | R5 SHARES | Yes |
JPM SMARTRETIREMENT 2050 - A | JTSAX | N/A | USD 1,000,000 | USD 500 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT 2050 - R5 | JTSIX | N/A | USD 1,000,000 | USD 0 | No Load | R5 SHARES | Yes |
HIGH YIELD MUNICIPAL FUND - A | JTIAX | Bond | USD 200,000 | USD 1,000 | Front-End Load | A SHARES | No |
EMERGING ECONOMIES FUND A | JEEAX | N/A | 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 | No Load | A SHARES | Yes |
MID CAP EQUITY - A | JCMAX | N/A | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
CORE PLUS BOND FUND - L | JCBIX | Bond | USD 3,000,000 | USD 3,000,000 | No Load | CLASS L | Yes |
SHORT-INTERMEDIATE MUNI BOND - I | JIMIX | Bond | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
GLOBAL ALLOCATION FUND - A | GAOAX | N/A | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
TAX AWARE EQUITY FUND - A | JPEAX | N/A | USD 250,000 | 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 | N/A | USD 100,000 | 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 | L SHARES | Yes |
JPM SMARTRETIREMENT 2055- R5 | JFFIX | N/A | USD 1,000,000 | USD 0 | No Load | R5 SHARES | Yes |
SHORT DURATION CORE PLUS FUND - A | JSDHX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
EMERGING MARKETS STRATEGIC DEBT - A | JECAX | N/A | 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 FOCUS FUND - A | IUAEX | Stock | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
CORPORATE BOND - A | CBRAX | Bond | USD 3,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
GOVERNMENT BOND FUND - I | HLGAX | Bond | USD 500,000 | USD 1,000,000 | No Load | I SHARES | Yes |
SUSTAINABLE MUNICIPAL INCOME - I | HLTAX | Bond | USD 500,000 | USD 1,000,000 | No Load | I SHARES | Yes |
INTL RESEARCH ENHANCED EQUITY - I | OIEAX | Stock | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
U.S. SMALL COMPANY FUND - I | JSCSX | Stock | USD 250,000 | USD 1,000,000 | No Load | I SHARES | Yes |
U.S. EQUITY FUND - I | JUESX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I | Yes |
LIMITED DURATION BOND -SEL | HLGFX | Bond | USD 500,000 | USD 1,000,000 | No Load | I SHARES | Yes |
EQUITY INCOME FUND - I | HLIEX | Stock | USD 3,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
MID CAP GROWTH - I | HLGEX | N/A | USD 5,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
SHORT DURATION BOND FUND - I | HLLVX | Bond | USD 2,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
LARGE CAP VALUE FUND - I | HLQVX | N/A | USD 5,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
CORE BOND FUND - I | WOBDX | Bond | USD 3,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
SMID CAP EQUITY FUND - I | WOOPX | N/A | USD 5,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
EMERGING MARKETS EQUITY FUND - I | JEMSX | N/A | USD 3,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
EQUITY INDEX FUND - I | HLEIX | N/A | USD 5,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
INTERNATIONAL VALUE FUND - I | JIESX | Stock | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
CORE PLUS BOND FUND - I | HLIPX | Bond | USD 3,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
LARGE CAP GROWTH FUND - I | SEEGX | N/A | USD 500,000 | USD 1,000,000 | No Load | I SHARES | Yes |
DIVERSIFIED FUND - I | JDVSX | N/A | USD 3,000,000 | USD 1,000,000 | No Load | I | Yes |
SMALL CAP VALUE FUND - I | PSOPX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
TAX FREE BOND FUND - I | PRBIX | Bond | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
SMALL CAP EQUITY FUND - I | VSEIX | N/A | USD 3,000,000 | USD 1,000,000 | No Load | I | Yes |
U.S. VALUE FUND - I | VGIIX | N/A | USD 5,000,000 | USD 1,000,000 | No Load | I | Yes |
SMALL CAP GROWTH FUND - I | OGGFX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
INVESTOR BALANCED FUND - I | OIBFX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
MID CAP EQUITY FUND - I | VSNGX | N/A | USD 5,000,000 | USD 1,000,000 | No Load | I | Yes |
SMALL CAP SUSTAINABLE LEADERS FUND -R5 | VSSCX | N/A | USD 1,000,000 | USD 0 | No Load | R5 | Yes |
INTERNATIONAL EQUITY FUND - I | VSIEX | Stock | USD 5,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
INVESTOR GROWTH FUND - I | ONIFX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
U.S. RESEARCH ENHANCED EQUITY FUND - I | JDESX | N/A | USD 10,000,000 | USD 1,000,000 | No Load | I | Yes |
EMERGING MARKETS DEBT FUND - I | JEMDX | N/A | USD 500,000 | USD 1,000,000 | No Load | I SHARES | Yes |
INVESTOR CONSERVATIVE GROWTH - I | ONCFX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
INVESTOR GROWTH & INCOME FUND - I | ONGFX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
MRKT EXPANSION ENHANCED INDEX FUND-I | PGMIX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
SMALL CAP BLEND FUND - C | VSCCX | N/A | USD 1,000,000 | USD 1,000 | Level Load | C | No |
MORTGAGE-BACKED SECURITIES - I | OMBIX | N/A | USD 3,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
SUSTAINABLE MUNICIPAL INCOME - C | OMICX | Bond | USD 500,000 | USD 1,000 | Level Load | C SHARES | No |
SMALL CAP BLEND FUND - I | JDSCX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I | Yes |
CORE BOND FUND - C | OBOCX | Bond | USD 3,000,000 | USD 1,000 | Level Load | C SHARES | No |
SMID CAP EQUITY FUND -C | ODMCX | N/A | USD 5,000,000 | USD 1,000 | Level Load | C SHARES | No |
MRKT EXPANSION ENHANCED INDEX FUND-C | OMECX | N/A | USD 1,000,000 | USD 1,000 | No Load | C SHARES | Yes |
SMALL CAP VALUE FUND - C | OSVCX | N/A | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
INVESTOR GROWTH FUND - C | OGGCX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
INVESTOR GROWTH & INCOME FUND - C | ONECX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
INVESTOR BALANCED FUND - C | OGBCX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
INVESTOR CONSERVATIVE GROWTH - C | OCGCX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
LARGE CAP GROWTH FUND - C | OLGCX | N/A | USD 500,000 | USD 1,000 | Level Load | C SHARES | No |
LARGE CAP VALUE FUND - C | OLVCX | N/A | USD 5,000,000 | USD 1,000 | Level Load | C SHARES | No |
MID CAP GROWTH - C | OMGCX | N/A | USD 5,000,000 | USD 1,000 | Level Load | C SHARES | No |
EQUITY INDEX FUND - C | OEICX | N/A | USD 5,000,000 | USD 1,000 | Level Load | C SHARES | No |
EQUITY INCOME FUND - C | OINCX | Stock | USD 3,000,000 | USD 1,000 | Level Load | C SHARES | No |
SMALL CAP GROWTH FUND - C | OSGCX | N/A | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
CORE PLUS BOND FUND - C | OBDCX | Bond | USD 3,000,000 | USD 1,000 | Level Load | C SHARES | No |
GOVERNMENT BOND FUND - C | OGVCX | Bond | USD 500,000 | USD 1,000 | Level Load | C SHARES | No |
LIMITED DURATION BOND - C | OGUCX | Bond | USD 500,000 | USD 1,000 | Level Load | C SHARES | No |
SHORT DURATION BOND FUND - C | OSTCX | Bond | USD 2,000,000 | USD 1,000 | Level Load | C SHARES | No |
LIQUID ASSETS MMKT FUND - C | OPCXX | Money Market | USD 50,000,000 | USD 10,000 | Level Load | C SHARES | No |
U.S. TREAS PLUS MMKT - C | OTCXX | Money Market | USD 100,000,000 | USD 10,000 | Level Load | C SHARES | No |
HIGH YIELD FUND - C | OGHCX | Bond | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
HIGH YIELD FUND - I | OHYFX | Bond | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
EUROPE DYNAMIC FUND - C | VEUCX | Stock | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
U.S. VALUE FUND - C | VGICX | N/A | USD 5,000,000 | USD 1,000 | Level Load | C | No |
U.S. EQUITY FUND - C | JUECX | N/A | USD 1,000,000 | USD 1,000 | Level Load | C | No |
EUROPE DYNAMIC FUND - I | 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 500,000 | USD 1,000 | Level Load | C SHARES | No |
INTERNATIONAL EQUITY FUND - C | JIECX | Stock | USD 5,000,000 | USD 1,000 | Level Load | C SHARES | No |
U.S. GARP EQUITY FUND - I | JPGSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I | Yes |
US APPLIED DATA SCIENCE VALUE FUND -I | JPIVX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I | Yes |
INTREPID AMERICA FUND - SEL | JPIAX | N/A | USD 10,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
U.S. SUSTAINABLE LEADERS FUND - I | JIISX | N/A | USD 250,000 | USD 1,000,000 | No Load | I | Yes |
INTERNATIONAL ADVANTAGE FUND - I | JISIX | Stock | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
MID CAP VALUE FUND - I | JMVSX | N/A | USD 5,000,000 | 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 | N/A | USD 5,000,000 | USD 1,000 | Level Load | C SHARES | No |
UNDISCVRD MGRS BEHAV VALUE - C | UBVCX | N/A | USD 250,000 | USD 1,000 | Level Load | C SHARES | No |
REALTY INCOME FUND - C | URTCX | N/A | USD 200,000 | USD 1,000 | No Load | C SHARES | Yes |
CALIFORNIA TAX FREE BOND FUND - C | JCBCX | Bond | USD 500,000 | USD 1,000 | Level Load | C SHARES | No |
TAX AWARE REAL RETURN FUND - C | TXRCX | Bond | USD 1,500,000 | USD 1,000 | Level Load | C SHARES | No |
INTREPID AMERICA FUND - C | JIACX | N/A | USD 10,000,000 | USD 1,000 | Level Load | C SHARES | No |
U.S. GARP EQUITY FUND - C | JCICX | N/A | USD 1,000,000 | USD 1,000 | Level Load | C | No |
LIQUID ASSETS MMKT FUND - PREMIER | PJLXX | Money Market | USD 50,000,000 | USD 1,000,000 | No Load | PREMIER SHARES | Yes |
U.S. SUSTAINABLE LEADERS FUND - C | JICCX | N/A | USD 250,000 | USD 1,000 | Level Load | C | No |
US APPLIED DATA SCIENCE VALUE FUND -C | JIVCX | N/A | USD 1,000,000 | USD 1,000 | Level Load | C | No |
SMALL CAP EQUITY FUND - C | JSECX | N/A | USD 3,000,000 | USD 1,000 | Level Load | C | No |
VALUE ADVANTAGE FUND - C | JVACX | N/A | USD 250,000 | USD 1,000 | Level Load | C | No |
VALUE ADVANTAGE FUND - I | JVASX | N/A | USD 250,000 | USD 1,000,000 | No Load | I | Yes |
DIVERSIFIED FUND - C | JDVCX | N/A | USD 3,000,000 | USD 1,000 | Level Load | C | No |
INATIONAL MUNICIPAL INCOME FUND - C | JITCX | Bond | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
JPM SMARTRETIREMENT INCOME - C | JSRCX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
JPM SMARTRETIREMENT INCOME - I | JSRSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT 2030 - C | JSMCX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
JPM SMARTRETIREMENT 2030 - I | JSMSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT 2020 - C | JTTCX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
JPM SMARTRETIREMENT 2020 - I | JTTSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT 2040 - I | SMTSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT 2040 - C | SMTCX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
EMERGING MARKETS DEBT FUND - C | JEDCX | N/A | USD 500,000 | 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 | N/A | USD 3,000,000 | USD 1,000 | Level Load | C SHARES | No |
INTERNATIONAL ADVANTAGE FUND - C | JIICX | Stock | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
GROWTH ADVANTAGE FUND - C | JGACX | N/A | USD 500,000 | USD 1,000 | Level Load | C | No |
GROWTH ADVANTAGE FUND - I | JGASX | N/A | USD 500,000 | 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 | N/A | USD 10,000,000 | USD 1,000 | Level Load | C SHARES | No |
INCOME BUILDER FUND - I | JNBSX | N/A | USD 10,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
U.S. SMALL COMPANY FUND - C | JTUCX | Stock | USD 250,000 | USD 1,000 | Level Load | C SHARES | No |
JPM SMARTRETIREMENT 2025 - C | JNSCX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
JPM SMARTRETIREMENT 2025 - I | JNSSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT 2035 - C | SRJCX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
JPM SMARTRETIREMENT 2035 - I | SRJSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT 2045 - C | JSACX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
JPM SMARTRETIREMENT 2045 - I | JSASX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT 2050 - C | JTSCX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
JPM SMARTRETIREMENT 2050 - I | JTSSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
HIGH YIELD MUNICIPAL FUND - C | JTICX | Bond | USD 200,000 | USD 1,000 | Level Load | C SHARES | No |
HIGH YIELD MUNICIPAL FUND - I | JTISX | Bond | USD 200,000 | USD 1,000,000 | No Load | I SHARES | Yes |
EMERGING ECONOMIES FUND C | JEECX | N/A | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
EMERGING ECONOMIES FUND SEL | JEESX | N/A | 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 FUND - I | 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 | No Load | C SHARES | Yes |
INFLATION MANAGED BOND - I | JRBSX | Bond | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
MID CAP EQUITY - C | JMCCX | N/A | USD 5,000,000 | USD 1,000 | Level Load | C | No |
GLOBAL ALLOCATION FUND - C | GAOCX | N/A | USD 5,000,000 | USD 1,000 | Level Load | C SHARES | No |
GLOBAL ALLOCATION FUND - I | GAOSX | N/A | USD 5,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
MID CAP GROWTH R6 | JMGMX | N/A | USD 5,000,000 | USD 15,000,000 | No Load | R6 SHARES | Yes |
TAX AWARE EQUITY FUND - C | JPECX | N/A | USD 250,000 | 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 - I | JPHSX | Bond | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
EQUITY FOCUS FUND - C | JPFCX | N/A | USD 100,000 | USD 1,000 | Level Load | C | No |
EQUITY FOCUS FUND - I | JPFSX | N/A | USD 100,000 | USD 1,000,000 | No Load | I | Yes |
JPM SMARTRETIREMENT 2055- C | JFFCX | N/A | USD 1,000,000 | USD 500 | Level Load | C SHARES | No |
JPM SMARTRETIREMENT 2055- I | JFFSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT BLEND 2020 - I | JSSRX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT BLEND 2025 - I | JBSSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT BLEND 2030 - I | JRBEX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT BLEND 2035 - I | JPSRX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT BLEND 2040 - I | JOBEX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT BLEND 2045 - I | JMSSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT BLEND 2050 - I | JNEAX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT BLEND 2055 - I | JPTBX | N/A | USD 250,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT BLEND INC - I | JIJSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
SHORT DURATION CORE PLUS FUND- I | JSDSX | Bond | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
SHORT DURATION CURE PLUS FUND - C | JSDCX | Bond | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
UNDISCVRD MGRS BEHAV VALUE - I | UBVSX | N/A | USD 250,000 | USD 1,000,000 | No Load | I SHARES | Yes |
EMERGING MARKETS STRATEGIC DEBT - I | JECSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
EMERGING MARKETS STRATEGIC DEBT - C | JECCX | N/A | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
MORTGAGE-BACKED SECURITIES - C | OBBCX | N/A | USD 3,000,000 | USD 1,000 | Level Load | C SHARES | No |
GLOBL RESCH ENHAN IDX SEL | JEITX | Stock | USD 20,000,000 | 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 - I | GBOSX | Bond | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
INTERNATIONAL FOCUS FUND - I | IUESX | Stock | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
INTERNATIONAL FOCUS FUND - C | IUCEX | Stock | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
INTERNATIONAL FOCUS FUND - R6 | IUENX | Stock | USD 1,000,000 | USD 15,000,000 | No Load | R6 SHARES | Yes |
CORPORATE BOND - C | CBRCX | Bond | USD 3,000,000 | USD 1,000 | Level Load | C SHARES | No |
CORPORATE BOND - I | CBFSX | Bond | USD 3,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
EMERGING MARKETS EQUITY FUND - R6 | JEMWX | N/A | USD 3,000,000 | USD 15,000,000 | No Load | R6 SHARES | Yes |
RESEARCH MARKET NEUTRAL FUND - L | JPMNX | N/A | USD 500,000 | USD 3,000,000 | No Load | CLASS L | Yes |
RESEARCH MARKET NEUTRAL FUND - A | JMNAX | N/A | USD 500,000 | 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 - I | JSISX | Stock | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
RESEARCH MARKET NEUTRAL FUND - C | JMNCX | N/A | USD 500,000 | USD 1,000 | Level Load | C SHARES | No |
RESEARCH MARKET NEUTRAL FUND - I | JMNSX | N/A | USD 500,000 | USD 1,000,000 | No Load | I SHARES | Yes |
U.S. LARGE CAP CORE PLUS FUND - A | JLCAX | N/A | USD 500,000 | USD 1,000 | Front-End Load | A SHARES | No |
U.S. LARGE CAP CORE PLUS FUND - C | JLPCX | N/A | USD 500,000 | USD 1,000 | Level Load | C | No |
U.S. LARGE CAP CORE PLUS FUND - I | JLPSX | N/A | USD 500,000 | USD 1,000,000 | No Load | I | Yes |
STRATEGIC INCOME OPPORTUNITIES - A | JSOAX | Bond | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
STRATEGIC INCOME OPPORTUNITIES - C | JSOCX | Bond | USD 5,000,000 | USD 1,000 | Level Load | C SHARES | No |
STRATEGIC INCOME OPPORTUNITIES - I | JSOSX | Bond | USD 5,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
HEDGED EQUITY FUND - A | JHQAX | N/A | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
HEDGED EQUITY FUND - C | JHQCX | N/A | USD 5,000,000 | USD 1,000 | Level Load | C | No |
HEDGED EQUITY FUND - I | JHEQX | N/A | USD 5,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
INCOME FUND - A | JGIAX | Bond | USD 250,000 | USD 1,000 | Front-End Load | A SHARES | No |
INCOME FUND - C | JGCGX | Bond | USD 250,000 | USD 1,000 | Level Load | C SHARES | No |
INCOME FUND - I | JMSIX | Bond | USD 250,000 | USD 1,000,000 | No Load | I SHARES | Yes |
SYSTEMATIC ALPHA - A | JSALX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
SYSTEMATIC ALPHA - C | JSYAX | N/A | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
SYSTEMATIC ALPHA - SEL | SSALX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
OPPORTUNISTIC EQTY LONG/SHORT - I | JOEQX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
OPP EQUITY LONG/SHORT-A | JOELX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
OPPORTUNISTIC EQTY LONG/SHORT - C | JOECX | N/A | USD 1,000,000 | USD 1,000 | Level Load | C SHARES | No |
ACCESS BALANCED FUND - I | JXBSX | Balanced | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
ACCESS GROWTH FUND - I | 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 - R5 | JAKIX | N/A | USD 1,000,000 | USD 0 | No Load | R5 SHARES | Yes |
MANAGED INCOME FUND - I | JMGLX | Bond | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
INTL RESEARCH ENHANCED EQUITY - R6 | JEIQX | Stock | USD 1,000,000 | USD 15,000,000 | No Load | R6 SHARES | Yes |
EQUITY PREMIUM INCOME FUND - I | JEPIX | N/A | USD 3,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
TAX AWARE EQUITY FUND - R6 | JPELX | N/A | USD 250,000 | USD 15,000,000 | No Load | R6 SHARES | Yes |
INCOME BUILDER FUND - R6 | JNBZX | N/A | USD 10,000,000 | USD 15,000,000 | No Load | R6 SHARES | Yes |
HEDGED EQUITY 3 FUND - R6 | JHTRX | Stock | USD 5,000,000 | USD 15,000,000 | No Load | R6 SHARES | Yes |
HEDGED EQUITY 2 FUND - R6 | JHDRX | Stock | USD 5,000,000 | USD 15,000,000 | No Load | R6 SHARES | Yes |
HEDGED EQUITY 3 FUND - I | JHQTX | Stock | USD 5,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
HEDGED EQUITY 2 FUND - A | JHDAX | Stock | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
HEDGED EQUITY 2 FUND - I | JHQDX | Stock | USD 5,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
HEDGED EQUITY 3 FUND - A | JHTAX | Stock | USD 5,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
HEDGED EQUITY 2 FUND - C | JHDCX | Stock | USD 5,000,000 | USD 1,000 | Level Load | C SHARES | No |
HEDGED EQUITY 3 FUND - C | JHTCX | Stock | USD 5,000,000 | USD 1,000 | Level Load | C SHARES | No |
PREFERRED AND INCOME SECURITIES - I | JPDIX | Bond | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
PREFERRED AND INCOME SECURITIES - A | JPDAX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | A SHARES | No |
JPM SMARTRETIREMENT BLEND 2065 - R5 | JSMDX | N/A | USD 1,000,000 | USD 0 | No Load | R5 SHARES | Yes |
JPM SMARTRETIREMENT BLEND 2065 - I | JSBSX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I SHARES | Yes |
JPM SMARTRETIREMENT BLEND 2065 - R2 | JSBZX | N/A | USD 1,000,000 | USD 0 | No Load | R2 SHARES | No |
JPM SMARTRETIREMENT BLEND 2065 - R3 | JSBPX | N/A | USD 1,000,000 | USD 0 | No Load | R3 SHARES | No |
JPM SMARTRETIREMENT BLEND 2065 - R4 | JSBQX | N/A | USD 1,000,000 | USD 0 | No Load | R4 SHARES | Yes |
JPM SMARTRETIREMENT BLEND 2065 - R6 | JSBYX | N/A | USD 1,000,000 | USD 15,000,000 | No Load | R6 SHARES | Yes |
HIGH YIELD FUND - R4 | JRJKX | Bond | USD 1,000,000 | USD 0 | No Load | R4 SHARES | Yes |
HIGH YIELD FUND - R3 | JRJYX | Bond | USD 1,000,000 | USD 0 | No Load | R3 SHARES | No |
SMALL CAP SUSTAINABLE LEADERS FUND -I | VSSWX | N/A | USD 1,000,000 | USD 1,000,000 | No Load | I | Yes |
Notes: