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
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:

  1. Advisor minimums may be lower.