# EDGAR Filing Document

**Accession Number:** 0000763852
**File Stem:** 0001193125-26-040441
**Filing Date:** 2026-2
**Character Count:** 3037
**Document Hash:** 10e3566f1603a63e21744572eb4bf79c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-040441.hdr.sgml**: 20260206

**ACCESSION NUMBER**: 0001193125-26-040441

**CONFORMED SUBMISSION TYPE**: 497K

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20260206

**DATE AS OF CHANGE**: 20260206

**EFFECTIVENESS DATE**: 20260206

**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:** 497K
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 002-95973
- **FILM NUMBER:** 26605436

**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 Government Bond Fund (Series ID: S000003485)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000009631 | Class R6     | OGGYX           |
| C000070640 | Class R2     | JGBZX           |
| C000171356 | Class R3     | OGGPX           |
| C000171357 | Class R4     | OGGQX           |

**J.P. MORGAN INCOME FUNDS** 

**JPMORGAN TRUST I** 

JPMorgan Corporate Bond Fund

JPMorgan Global Bond Opportunities Fund

**JPMORGAN TRUST II** 

JPMorgan Core Plus Bond Fund

JPMorgan Government Bond Fund

**JPMORGAN TRUST IV** 

JPMorgan Preferred and Income Securities Fund

*(All Share Classes)* 

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

**Supplement dated February 6, 2026 to the current Summary Prospectuses,** 

**Prospectuses and Statements of Additional Information, as supplemented** 

As previously announced in a supplement on April 1, 2025, Lisa Coleman announced her retirement from J.P. Morgan Investment Management Inc. ("JPMIM"), effective March 2026 and Michael Sais announced his retirement from JPMIM, effective April 2026. Effective close of business, March 1, 2026, Ms. Coleman will no longer serve as a portfolio manager to the JPMorgan Corporate Bond Fund, JPMorgan Global Bond Opportunities Fund, JPMorgan Core Plus Bond Fund and JPMorgan Preferred and Income Securities Fund. Effective close of business, April 1, 2026, Mr. Sais will no longer serve as a portfolio manager to the JPMorgan Government Bond Fund. Therefore, as of those effective dates, all references to Ms. Coleman and Mr. Sais will be deleted from the Funds' Summary Prospectuses, Prospectuses and Statements of Additional Information.

**INVESTORS SHOULD RETAIN THIS SUPPLEMENT WITH THE** 

**SUMMARY PROSPECTUSES, PROSPECTUSES AND STATEMENTS** 

**OF ADDITIONAL INFORMATION FOR FUTURE REFERENCE** 

**SUP-INC-PM-226**