# EDGAR Filing Document

**Accession Number:** 0000763852
**File Stem:** 0001193125-26-134336
**Filing Date:** 2026-3
**Character Count:** 19925
**Document Hash:** 0e0a11e0aa473e497eb5fd1b6f1060d6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-134336.hdr.sgml**: 20260331

**ACCESSION NUMBER**: 0001193125-26-134336

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20260331

**DATE AS OF CHANGE**: 20260331

**EFFECTIVENESS DATE**: 20260331

**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:** 26821203

**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 Core Bond Fund (Series ID: S000003477)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | PGBOX         | C000009616 |
| Class C    | OBOCX         | C000009618 |

---

### JPMorgan Core Plus Bond Fund (Series ID: S000003478)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | ONIAX         | C000009621 |
| Class C    | OBDCX         | C000009623 |

---

### JPMorgan Government Bond Fund (Series ID: S000003485)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | OGGAX         | C000009633 |
| Class C    | OGVCX         | C000009635 |

---

### JPMorgan High Yield Fund (Series ID: S000003486)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | OHYAX         | C000009637 |
| Class C    | OGHCX         | C000009639 |

---

### JPMorgan Short Duration Bond Fund (Series ID: S000003490)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | OGLVX         | C000009654 |
| Class C    | OSTCX         | C000009656 |

---

### JPMorgan Short-Intermediate Municipal Bond Fund (Series ID: S000003499)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | OSTAX         | C000009692 |
| Class C    | STMCX         | C000009694 |

---

### JPMorgan Tax Free Bond Fund (Series ID: S000003500)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class C    | JTFCX         | C000009695 |
| Class A    | PMBAX         | C000009697 |

---

### JPMorgan Mid Cap Growth Fund (Series ID: S000003654)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | OSGIX         | C000010158 |
| Class C    | OMGCX         | C000010160 |

---

### JPMorgan Equity Income Fund (Series ID: S000003846)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | OIEIX         | C000010744 |
| Class C    | OINCX         | C000010746 |

---

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

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | OGEAX         | C000010748 |
| Class C    | OEICX         | C000010750 |

---

### JPMorgan SMID Cap Equity Fund (Series ID: S000003855)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | PECAX         | C000010793 |
| Class C    | ODMCX         | C000010795 |

---

### JPMorgan Large Cap Growth Fund (Series ID: S000003856)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | OLGAX         | C000010798 |
| Class C    | OLGCX         | C000010800 |

---

### JPMorgan Large Cap Value Fund (Series ID: S000003857)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | OLVAX         | C000010803 |
| Class C    | OLVCX         | C000010805 |

---

### JPMorgan Small Cap Growth Fund (Series ID: S000003859)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | PGSGX         | C000010813 |
| Class C    | OSGCX         | C000010815 |

---

### JPMorgan Small Cap Value Fund (Series ID: S000003899)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | PSOAX         | C000010894 |
| Class C    | OSVCX         | C000010896 |

---

### JPMorgan Investor Growth Fund (Series ID: S000003901)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | ONGAX         | C000010903 |
| Class C    | OGGCX         | C000010905 |

---

### JPMorgan Investor Growth & Income Fund (Series ID: S000003902)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | ONGIX         | C000010907 |
| Class C    | ONECX         | C000010909 |

---

### JPMorgan Investor Balanced Fund (Series ID: S000003903)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | OGIAX         | C000010911 |
| Class C    | OGBCX         | C000010913 |

---

### JPMorgan Investor Conservative Growth Fund (Series ID: S000003904)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Class A    | OICAX         | C000010915 |
| Class C    | OCGCX         | C000010917 |

---

### JPMorgan Liquid Assets Money Market Fund (Series ID: S000003905)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Morgan     | MJLXX         | C000010923 |
| Reserve    | HPIXX         | C000010925 |

---

### JPMorgan Municipal Money Market Fund (Series ID: S000003906)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Morgan     | MJMXX         | C000010929 |

---

### JPMorgan U.S. Government Money Market Fund (Series ID: S000003909)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Morgan     | MJGXX         | C000010942 |
| Reserve    | RJGXX         | C000010944 |

---

### JPMorgan U.S. Treasury Plus Money Market Fund (Series ID: S000003910)

---

|  |  |  |
|:---|:---|:---|
| Class Name | Ticker Symbol | Class ID   |
| Morgan     | MJTXX         | C000010950 |
| Reserve    | HTIXX         | C000010952 |

---

## Series and Classes Contracts Data

### JPMorgan Core Bond Fund (Series ID: S000003477)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009616 | Class A      | PGBOX           |
| C000009618 | Class C      | OBOCX           |

### JPMorgan Core Plus Bond Fund (Series ID: S000003478)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009621 | Class A      | ONIAX           |
| C000009623 | Class C      | OBDCX           |

### JPMorgan Government Bond Fund (Series ID: S000003485)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009633 | Class A      | OGGAX           |
| C000009635 | Class C      | OGVCX           |

### JPMorgan High Yield Fund (Series ID: S000003486)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009637 | Class A      | OHYAX           |
| C000009639 | Class C      | OGHCX           |

### JPMorgan Short Duration Bond Fund (Series ID: S000003490)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009654 | Class A      | OGLVX           |
| C000009656 | Class C      | OSTCX           |

### JPMorgan Short-Intermediate Municipal Bond Fund (Series ID: S000003499)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009692 | Class A      | OSTAX           |
| C000009694 | Class C      | STMCX           |

### JPMorgan Tax Free Bond Fund (Series ID: S000003500)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009695 | Class C      | JTFCX           |
| C000009697 | Class A      | PMBAX           |

### JPMorgan Mid Cap Growth Fund (Series ID: S000003654)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010158 | Class A      | OSGIX           |
| C000010160 | Class C      | OMGCX           |

### JPMorgan Equity Income Fund (Series ID: S000003846)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010744 | Class A      | OIEIX           |
| C000010746 | Class C      | OINCX           |

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

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010748 | Class A      | OGEAX           |
| C000010750 | Class C      | OEICX           |

### JPMorgan SMID Cap Equity Fund (Series ID: S000003855)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010793 | Class A      | PECAX           |
| C000010795 | Class C      | ODMCX           |

### JPMorgan Large Cap Growth Fund (Series ID: S000003856)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010798 | Class A      | OLGAX           |
| C000010800 | Class C      | OLGCX           |

### JPMorgan Large Cap Value Fund (Series ID: S000003857)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010803 | Class A      | OLVAX           |
| C000010805 | Class C      | OLVCX           |

### JPMorgan Small Cap Growth Fund (Series ID: S000003859)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010813 | Class A      | PGSGX           |
| C000010815 | Class C      | OSGCX           |

### JPMorgan Small Cap Value Fund (Series ID: S000003899)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010894 | Class A      | PSOAX           |
| C000010896 | Class C      | OSVCX           |

### JPMorgan Investor Growth Fund (Series ID: S000003901)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010903 | Class A      | ONGAX           |
| C000010905 | Class C      | OGGCX           |

### JPMorgan Investor Growth & Income Fund (Series ID: S000003902)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010907 | Class A      | ONGIX           |
| C000010909 | Class C      | ONECX           |

### JPMorgan Investor Balanced Fund (Series ID: S000003903)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010911 | Class A      | OGIAX           |
| C000010913 | Class C      | OGBCX           |

### JPMorgan Investor Conservative Growth Fund (Series ID: S000003904)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010915 | Class A      | OICAX           |
| C000010917 | Class C      | OCGCX           |

### JPMorgan Liquid Assets Money Market Fund (Series ID: S000003905)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010923 | Morgan       | MJLXX           |
| C000010925 | Reserve      | HPIXX           |

### JPMorgan Municipal Money Market Fund (Series ID: S000003906)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010929 | Morgan       | MJMXX           |

### JPMorgan U.S. Government Money Market Fund (Series ID: S000003909)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010942 | Morgan       | MJGXX           |
| C000010944 | Reserve      | RJGXX           |

### JPMorgan U.S. Treasury Plus Money Market Fund (Series ID: S000003910)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000010950 | Morgan       | MJTXX           |
| C000010952 | Reserve      | HTIXX           |

**JPMORGAN TRUST I** 

**J.P. Morgan Income Funds** 

JPMorgan Corporate Bond Fund

JPMorgan Emerging Markets Debt Fund

JPMorgan Floating Rate Income Fund

JPMorgan Global Bond Opportunities Fund

JPMorgan Income Fund

JPMorgan Short Duration Core Plus Fund

JPMorgan Strategic Income Opportunities Fund

**J.P. Morgan Municipal Bond Funds** 

JPMorgan California Tax Free Bond Fund

JPMorgan New York Tax Free Bond Fund

**JPMorgan SmartRetirement Funds** 

JPMorgan SmartRetirement<sup>®</sup> Income Fund

JPMorgan SmartRetirement<sup>®</sup> 2025 Fund

JPMorgan SmartRetirement<sup>®</sup> 2030 Fund

JPMorgan SmartRetirement<sup>®</sup> 2035 Fund

JPMorgan SmartRetirement<sup>®</sup> 2040 Fund

JPMorgan SmartRetirement<sup>®</sup> 2045 Fund

JPMorgan SmartRetirement<sup>®</sup> 2050 Fund

JPMorgan SmartRetirement<sup>®</sup> 2055 Fund

JPMorgan SmartRetirement<sup>®</sup> 2060 Fund

**J.P. Morgan U.S. Equity Funds** 

JPMorgan Diversified Fund

JPMorgan Hedged Equity Fund

JPMorgan Mid Cap Equity Fund

JPMorgan Small Cap Blend Fund

JPMorgan Small Cap Equity Fund

JPMorgan U.S. Equity Fund

JPMorgan U.S. GARP Equity Fund

JPMorgan U.S. Large Cap Core Plus Fund

JPMorgan U.S. Research Enhanced Equity Fund

JPMorgan U.S. Small Company Fund

JPMorgan U.S. Sustainable Leaders Fund

JPMorgan U.S. Value Fund

JPMorgan Value Advantage Fund

**J.P. Morgan International Equity Funds** 

JPMorgan Developed International Value Fund

JPMorgan Emerging Markets Equity Fund

JPMorgan Europe Dynamic Fund

JPMorgan International Equity Fund

JPMorgan International Focus Fund

**J.P. Morgan Funds** 

JPMorgan Global Allocation Fund

JPMorgan Income Builder Fund

**J.P. Morgan Specialty Funds** 

JPMorgan Research Market Neutral Fund

**J.P. Morgan Tax Aware Funds** 

JPMorgan Tax Aware Real Return Fund

**JPMORGAN TRUST II** 

**J.P. Morgan Income Funds** 

JPMorgan Core Bond Fund

JPMorgan Core Plus Bond Fund

JPMorgan Government Bond Fund

JPMorgan High Yield Fund

JPMorgan Short Duration Bond Fund

**J.P. Morgan Municipal Bond Funds** 

JPMorgan Short-Intermediate Municipal Bond Fund

JPMorgan Tax Free Bond Fund

**J.P. Morgan Investor Funds** 

JPMorgan Investor Balanced Fund

JPMorgan Investor Conservative Growth Fund

JPMorgan Investor Growth Fund

JPMorgan Investor Growth & Income Fund

**J.P. Morgan U.S. Equity Funds** 

JPMorgan Equity Income Fund

JPMorgan Equity Index Fund

JPMorgan Large Cap Growth Fund

JPMorgan Large Cap Value Fund

JPMorgan Mid Cap Growth Fund

JPMorgan Small Cap Growth Fund

JPMorgan Small Cap Value Fund

JPMorgan SMID Cap Equity Fund

**JPMORGAN TRUST IV** 

**J.P. Morgan Municipal Bond Funds** 

JPMorgan Ultra-Short Municipal Fund

**SUP-MF-326-2** 

------

**JPMorgan SmartRetirement Funds** 

JPMorgan SmartRetirement<sup>®</sup> 2065 Fund

JPMorgan SmartRetirement<sup>®</sup> 2070 Fund

**J.P. Morgan Income Funds** 

JPMorgan Preferred and Income Securities Fund

**J.P. Morgan U.S. Equity Funds** 

JPMorgan Equity Premium Income Fund

JPMorgan Hedged Equity 2 Fund

JPMorgan Hedged Equity 3 Fund

**J.P. MORGAN FLEMING MUTUAL FUND GROUP, INC.** 

**J.P. Morgan U.S. Equity Funds** 

JPMorgan Mid Cap Value Fund

**J.P. MORGAN MUTUAL FUND INVESTMENT TRUST** 

**J.P. Morgan U.S. Equity Funds** 

JPMorgan Growth Advantage Fund

**UNDISCOVERED MANAGERS FUNDS** 

Undiscovered Managers Behavioral Value Fund

*(Class A and Class C Shares)* 

**JPMORGAN TRUST I** 

**J.P. Morgan Money Market Funds** 

JPMorgan 100% U.S. Treasury Securities Money Market Fund

JPMorgan California Municipal Money Market Fund

JPMorgan Federal Money Market Fund

JPMorgan New York Municipal Money Market Fund

JPMorgan Prime Money Market Fund

JPMorgan Tax Free Money Market Fund

**JPMORGAN TRUST II** 

**J.P. Morgan Money Market Funds** 

JPMorgan Liquid Assets Money Market Fund

JPMorgan Municipal Money Market Fund

JPMorgan U.S. Government Money Market Fund

JPMorgan U.S. Treasury Plus Money Market Fund

*(Morgan and Reserve Shares)* 

*(each, a "Fund" and together, the "Funds")* 

**Supplement dated March 31, 2026** 

**to the current Prospectuses as supplemented** 

Effective April 1, 2026, the following will be added to the end of the "**Appendix A — Financial Intermediary-Specific Sales Charge Waivers**" section of each prospectus:

**<u>WAIVERS APPLICABLE TO PURCHASES THROUGH WELLS FARGO CLEARING SERVICES, LLC AND WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (COLLECTIVELY "WELLS FARGO ADVISORS")</u>**

Wells Fargo Clearing Services, LLC operates a First Clearing business, but these rules are not intended to include First Clearing firms.

Effective April 1, 2026, shareholders purchasing Fund shares through a Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network LLC ("collectively, Wells Fargo Advisors") account are eligible for the following sales charge discounts and waivers, which can differ from discounts and waivers described elsewhere in this Fund's Prospectus or Statement of Additional Information ("SAI"). In all instances, it is the investor's responsibility to inform Wells Fargo Advisors at the time of purchase of any relationship, holdings, or other facts qualifying the investor for discounts or waivers. Wells Fargo Advisors can ask for documentation supporting the qualification.

------

**Front-end Sales Load Waivers on Class A Shares available at Wells Fargo Advisors** 

Wells Fargo Advisors shareholders purchasing or exchanging to Class A shares of a Fund in a Wells Fargo Advisors brokerage account are entitled to a waiver of the front-end load in the following circumstances:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Wells Fargo Advisors employee and employee-related accounts according to Wells Fargo Advisor's employee
account linking rules. Legacy accounts and positions receiving affiliate discounts prior to the effective date will continue to receive discounts. Going forward employees of affiliate businesses will not be offered NAV.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Shares purchased through reinvestment of dividends and capital gains distributions when purchasing shares of the
same Fund.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Shares purchased through WellsTrade, the firm's online self-directed brokerage account, generally offers no-load share classes but there could be instances where a Class A share is offered without a front-end sales charge.

**Contingent Deferred Sales Charge ("CDSC") information at Wells Fargo Advisors** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Contingent deferred sales charges (CDSC) imposed on Fund redemptions will not be rebated based on future purchases.
Generally, CDSC, including waivers, are applicable as described in the prospectus.

**Front-end Load Discounts Available at Wells Fargo Advisors** 

Wells Fargo Advisors shareholders purchasing Class A Shares of a Fund through Wells Fargo Advisors brokerage accounts will follow the aggregation rules for breakpoint discounts as described in the prospectus, except as follows:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Effective April 1, 2026, SEP or SIMPLE IRAs will not be aggregated as a group plan. They will aggregate with
the client's personal accounts based on Social Security Number. Previously established SEP and SIMPLE IRAs may still be aggregated as a group plan.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Effective April 1, 2026, Employer-sponsored retirement plan (e.g., 401(k) plans, 457 plans, employer-sponsored
403(b) plans, profit sharing and money purchase pension plans and defined benefit plans) accounts will aggregate with other plan accounts under the same Tax ID and will not be aggregated with other retirement plan accounts under a different Tax ID
or personal accounts. For purposes of this provision, employer-sponsored retirement plans do not include SEP IRAs, SIMPLE IRAs, SAR-SEPs or Keogh plans.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Gift of shares will not be considered when determining breakpoint discounts.

**INVESTORS SHOULD RETAIN THIS SUPPLEMENT WITH THE** 

**PROSPECTUSES FOR FUTURE REFERENCE**