# EDGAR Filing Document

**Accession Number:** 0000763852
**File Stem:** 0001193125-26-082506
**Filing Date:** 2026-2
**Character Count:** 10565
**Document Hash:** d1e122186fe6972e31ae6365efb49131
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-082506.hdr.sgml**: 20260227

**ACCESSION NUMBER**: 0001193125-26-082506

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20260227

**DATE AS OF CHANGE**: 20260227

**EFFECTIVENESS DATE**: 20260227

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JPMORGAN TRUST II
- **CENTRAL INDEX KEY:** 0000763852

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 002-95973
- **FILM NUMBER:** 26699457

**BUSINESS ADDRESS:**
- **STREET 1:** 390 MADISON AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 800-480-4111

**MAIL ADDRESS:**
- **STREET 1:** 390 MADISON AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ONE GROUP MUTUAL FUNDS
- **DATE OF NAME CHANGE:** 20000721

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ONE GROUP
- **DATE OF NAME CHANGE:** 19931105

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** HELMSMAN FUND
- **DATE OF NAME CHANGE:** 19920703

## Series and Classes Contracts Data

### JPMorgan Equity Index Fund (Series ID: S000003847)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class I    | HLEIX         | C000010747 |
| Class A    | OGEAX         | C000010748 |
| Class C    | OEICX         | C000010750 |
| Class R6   | OGFAX         | C000173239 |

---

## Series and Classes Contracts Data

### JPMorgan Equity Index Fund (Series ID: S000003847)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010747 | Class I      | HLEIX           |
| C000010748 | Class A      | OGEAX           |
| C000010750 | Class C      | OEICX           |
| C000173239 | Class R6     | OGFAX           |

**J.P. MORGAN U.S. EQUITY FUNDS** 

**JPMorgan Equity Index Fund** 

*(the "Fund")* 

*(a series of JPMorgan Trust II)* 

*(All Share Classes)* 

**Supplement dated February 27, 2026** 

**to the current Summary Prospectuses and Prospectuses, as supplemented** 

Effective March 1, 2026 (the "Effective Date"), the portfolio manager information in the "**Risk/Return Summary — Management**" section of the Fund's Summary Prospectuses and Prospectuses is hereby deleted in its entirety and replaced with the following:

**Management** 

J.P. Morgan Investment Management Inc. (the adviser)

---

| | | |
|:---|:---|:---|
| &nbsp;&nbsp;&nbsp;**Portfolio Manager** | **Managed the<br>Fund Since** | **Primary Title with<br>Investment Adviser** |
| &nbsp;&nbsp;&nbsp;Michael Loeffler | 2004 | Executive Director |
| &nbsp;&nbsp;&nbsp;Nicholas D'Eramo | 2014 | Executive Director |
| &nbsp;&nbsp;&nbsp;Todd McEwen | 2025 | Executive Director |
| &nbsp;&nbsp;&nbsp;David Robinson | 2026 | Vice President |

---

In addition, on the Effective Date, the "**The Funds' Management and Administration — The Portfolio Managers — Equity Index Fund**" section of the Fund's Prospectuses is hereby deleted in its entirety and replaced with the following:

**Equity Index Fund** 

The JPMIM Index Solutions portfolio management team responsible for managing the Fund utilizes a team-based approach. The portfolio management team is comprised of Michael Loeffler, Executive Director, Nicholas D'Eramo, Executive Director, Todd McEwen, Executive Director and David Robinson, Vice President. The team is responsible for managing the Fund on a day to day basis with a goal to seek investment results that closely correspond, before fees and expenses, to the performance of the Underlying Index. Each portfolio manager is responsible for various functions related to portfolio management, including, but not limited to, managing cash flows, coordinating with members of the portfolio management team to focus on certain portfolios, implementing investment strategy, and researching and reviewing investment strategy. Mr. Loeffler has been a portfolio manager for JPMIM since 2004 and has been an employee of the firm or one of its predecessors since 1999. Mr. Loeffler is a CFA charterholder. Mr. D'Eramo has been a portfolio manager for JPMIM since 2005 and an employee of the firm or one of its predecessors since 1999. Mr. McEwen has been a portfolio manager for JPMIM since 2025 and an employee of the firm since 2010. Prior to joining the Index Solutions team in 2024, Mr. McEwen was part of the U.S. ETF platform management group beginning in 2019 and an Assistant Treasurer of the J.P. Morgan Exchange-Traded Funds Trust beginning in 2020. Mr. Robinson has been a portfolio manager for JPMIM since 2026 and an employee of the firm since 2017. Prior to joining Index Solutions in 2025, he served as Fund Controller within the product administration team, overseeing mutual funds and exchange-traded funds.

**INVESTORS SHOULD RETAIN THIS SUPPLEMENT WITH THE** 

**SUMMARY PROSPECTUSES AND PROSPECTUSES FOR FUTURE REFERENCE** 

**SUP-EI-226** 

------

**J.P. MORGAN U.S. EQUITY FUNDS** 

**JPMorgan Equity Index Fund** 

*(the "Fund")* 

*(a series of JPMorgan Trust II)* 

*(All Share Classes)* 

**Supplement dated February 27, 2026** 

**to the current Statement of Additional Information, as supplemented** 

Effective March 1, 2026 (the "Effective Date"), the information in the "**Portfolio Managers — Portfolio Managers' Other Accounts Managed**" section of the Statement of Additional Information ("SAI") with respect to the Fund is hereby deleted in its entirety and replaced with the following:

**Portfolio Managers' Other Accounts Managed\*** 

The following table shows information regarding the other accounts managed for which advisory fees are not based on the performance of the accounts that are managed by each portfolio manager as of June 30, 2025:

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | **Non-Performance Based Fee Advisory Accounts** | **Non-Performance Based Fee Advisory Accounts** | **Non-Performance Based Fee Advisory Accounts** | **Non-Performance Based Fee Advisory Accounts** | **Non-Performance Based Fee Advisory Accounts** | **Non-Performance Based Fee Advisory Accounts** |
| | **Registered Investment<br>Companies** | **Registered Investment<br>Companies** | **Other Pooled Investment<br>Vehicles** | **Other Pooled Investment<br>Vehicles** | **Other Accounts** | **Other Accounts** |
| | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** |
|  **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** |
| Michael Loeffler | 19 | $67206962 | 10 | $41051028 | 3 | $609257 |
| Nicholas D'Eramo | 19 | 67206962 | 10 | 41051028 | 3 | 609257 |
| Todd McEwen | 10 | 46307594 | 8 | 40132765 | 0 | 0 |
| David Robinson\*\* | 0 | 0 | 0 | 0 | 0 | 0 |

---

The following table shows information regarding the other accounts managed for which advisory fees are based on the performance of the accounts that are managed by each portfolio manager as of June 30, 2025:

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
|  | **Performance Based Fee Advisory Accounts** | **Performance Based Fee Advisory Accounts** | **Performance Based Fee Advisory Accounts** | **Performance Based Fee Advisory Accounts** | **Performance Based Fee Advisory Accounts** | **Performance Based Fee Advisory Accounts** |
| | **Registered Investment<br>Companies** | **Registered Investment<br>Companies** | **Other Pooled Investment<br>Vehicles** | **Other Pooled Investment<br>Vehicles** | **Other Accounts** | **Other Accounts** |
| | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** | **Number<br>of<br>Accounts** | **Total Assets<br>($thousands)** |
|  **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** |
| Michael Loeffler | 0 | $0 | 0 | $0 | 0 | $0 |
| Nicholas D'Eramo | 0 | 0 | 0 | 0 | 0 | 0 |
| Todd McEwen | 0 | 0 | 0 | 0 | 0 | 0 |
| David Robinson\*\* | 0 | 0 | 0 | 0 | 0 | 0 |

---

\* The total value and number of accounts managed by a portfolio manager may include sub-accounts of asset allocation, multi-managed and other accounts. 

\*\* As of October 31, 2025.

In addition, on the Effective Date, the "**Portfolio Managers — Portfolio Managers' Ownership of Securities**" section of the SAI with respect to the Fund is hereby deleted in its entirety and replaced with the following:

**Portfolio Managers' Ownership of Securities** 

The following table indicates the dollar range of securities beneficially owned by each portfolio manager, as of June 30, 2025. Aggregate Dollar Range, if applicable, includes each portfolio manager's deferred compensation balance attributable to each Fund through participation in the Adviser's deferred compensation plan. If applicable,

**SUP-SAI-EI-226** 

------

this reflects an obligation of the Adviser to pay deferred compensation to the portfolio manager at a future date in an amount based on the performance of that Fund and accordingly, is the economic equivalent of an investment in Fund shares.

---

| | | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|:---|
| **Fund** | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** | **Aggregate Dollar Range of Securities in the Fund** |
| **Fund** | **None** | **$1-<br>$10000** | **$10001-<br>$50000** | **$50001-<br>$100000** | **$100001-<br>$500000** | **$500001-<br>$1000000** | **Over<br>$1,000,000** |
|  **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** | **Equity Index Fund** |
| Michael Loeffler |  |  | X |  |  |  |  |
| Nicholas D'Eramo | X |  |  |  |  |  |  |
| Todd McEwen | X |  |  |  |  |  |  |
| David Robinson\* | X |  |  |  |  |  |  |

---

\* As of October 31, 2025.

**INVESTORS SHOULD RETAIN THIS SUPPLEMENT** 

**WITH THE STATEMENT OF ADDITIONAL INFORMATION** 

**FOR FUTURE REFERENCE**