The fund normally invests at least 80% of the value of its net assets plus the amount of borrowings for investment purposes in emerging market debt investments. It invests primarily in debt securities that the adviser believes have the potential to provide a high total return from countries whose economies or bond markets are less developed. The fund does not have any minimum quality rating and may invest without limit in securities that are rated below investment grade (commonly known as junk bonds) or the unrated equivalent.

Nasdaq

JEMDX

The fund seeks to deliver monthly distributable income and equity market exposure with less volatility.

JEPAX

The fund primarily invests at least 80% of its assets in equity securities, focusing on common stocks of U.S. companies similar to those in the S&P 500 Index, while also utilizing a "Put/Spread Collar" strategy involving exchange traded put and call options.

JHQTX

The fund primarily invests in equity securities of large, well-established companies, with a focus on those included in the Russell 1000® Growth Index.

JLGMX

The fund primarily invests in foreign equity securities of various market capitalizations, including foreign subsidiaries of US companies, while maintaining the flexibility to invest in securities across all market capitalizations.

JNEMX

The fund primarily focuses on investing in preferred and debt securities from various issuers, including traditional and hybrid preferred securities, corporate debt securities, convertible securities, and others.

JPDIX

The fund normally invests at least 80% of the value of its assets in municipal securities, the income from which is exempt from federal and state personal income taxes for California residents and not subject to the federal alternative minimum tax on individuals. "Assets" means net assets, plus the amount of borrowings for investment purposes. It may invest in debt securities issued by governmental entities, certain issuers identified with the U.S. government and private issuers.

JPICX

The mutual fund primarily focuses on investing in equity securities of mid cap companies to achieve sustained growth, with at least 80% of its assets allocated to such investments.

OSGIX

The investment seeks as high a level of current income exempt from federal income tax as is consistent with relative stability of principal.  The fund normally invests at least 80% of its net assets in municipal bonds, the income from which is exempt from federal income tax. It invests in a portfolio of municipal bonds with an average weighted maturity of one to five years. The fund also invests in municipal mortgage-backed and asset-backed securities, as well as auction rate securities and restricted securities. It may invest a significant portion or all of its assets in municipal mortgage-backed securities at the adviser&#39;s discretion.

OSTAX

The investment seeks as high a level of current income exempt from federal income tax as is consistent with relative stability of principal.  The fund normally invests at least 80% of its net assets in municipal bonds, the income from which is exempt from federal income tax. "Assets" means net assets, plus the amount of borrowings for investment purposes. It may invest in municipal mortgage-backed and asset-backed securities. The fund may invest a significant portion or all of its assets in municipal mortgage-backed securities at the adviser&#39;s discretion.

PMBAX

This mutual fund aims to achieve long-term capital appreciation by investing in small-cap value stocks that exhibit behavioral biases in the market, with a focus on companies showing insider buying, stock repurchases, and strong fundamentals.

UBVSX

Under normal circumstances, the fund invests at least 80% of its assets in municipal securities, the income from which is exempt from federal income tax. For purposes of this policy, "Assets" means net assets, plus the amount of borrowings for investment purposes. The fund invests in a portfolio of municipal securities with an average weighted maturity of two years or less.

USMTX

The investment seeks to provide monthly dividends that are excluded from gross income for federal income tax purposes and are exempt from New York State and New York City personal income taxes; it also seeks to protect the value of the investors&#39; investment.  The fund normally invests at least 80% of the value of its assets in municipal obligations whose interest payments are excluded from gross income for federal income tax purposes and exempt from New York State and New York City personal income taxes, and not subject to the federal alternative minimum tax on individuals. The average weighted maturity of its portfolio will be between three and twelve years.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
JEMDX	JPMorgan Emerging Markets Debt Fund	Emerging Markets Bonds	Apr 16, 1997	0.83%	2.86%	1.58%	5.78%
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	Aug 31, 2018	0.85%	6.89%	0.99%	6.91%
JHQTX	JPMorgan Hedged Equity 3 Fund	Options Trading	Feb 25, 2021	0.60%	7.71%	—	0.84%
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	Nov 30, 2010	0.44%	16.51%	17.85%	0.27%
JNEMX	JPMorgan International Equity Fund Class R6	Foreign Large Cap Equities	Dec 1, 2010	0.50%	8.20%	5.23%	2.22%
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	Mar 30, 2022	0.59%	5.63%	—	5.40%
JPICX	JPMorgan California Tax Free Bond Fund	Municipal Bonds	Dec 22, 1996	0.70%	-0.11%	1.49%	2.70%
OSGIX	JPMorgan Mid Cap Growth Fund Class A	Mid Cap Growth Equities	Sep 21, 1994	1.14%	7.06%	11.67%	0.00%
OSTAX	JPMorgan Short-Intermediate Municipal Bond Fund	Municipal Bonds	May 3, 1998	0.87%	-0.26%	0.70%	2.18%
PMBAX	JPMorgan Tax Free Bond Fund	Municipal Bonds	Feb 29, 1988	0.67%	-0.16%	1.66%	3.48%
UBVSX	JPMorgan Undiscovered Managers Behavioral Value Fu...	Small Cap Value Equities	Apr 30, 2013	0.99%	5.16%	9.59%	7.83%
USMTX	JPMorgan Ultra-Short Municipal Fund	Municipal Bonds	May 30, 2016	0.24%	1.16%	—	2.96%
VANTX	JPMorgan New York Tax Free Bond Fund	Municipal Bonds	Feb 15, 2001	0.95%	-0.24%	1.28%	2.76%

JPMorgan Mutual Funds List

Risk vs. Return Scatterplot