Use the Guide
Browse the Guide
Portfolio Discussions
Dr. Kelly's Review
Use the Guide
Guide to Retirement
Discussions
Client Presentation
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
Featured Topics
Fixed Income
Income Opportunities
U.S. Equities
Global Growth
Looking for other topics? Visit the Library
Choose a Shortcut

J.P. Morgan Funds Performance

To view information for a particular fund or list of funds, choose an asset class and a share class below. Click on any column headers to re-sort the information. Monthly returns are as of , and quarterly returns are as of . To view more detailed information including standardized performance about any fund, or to review after-tax returns for the Tax Aware funds, click on the name of the fund below to go to the Fund Profile

Get the most recent month-end performance of any J.P. Morgan fund by viewing the Monthly Performance Report.

Find historical performance for all J.P. Morgan Funds

Select a new month and year and the information below will update
Fund Basics Prices Performance My Watchlist
Total Returns as of 07/31/2015 Average Annual Returns as of 6/30/2015
Asset Class JPMorgan Fund Symbol Class Latest Month Latest Quarter YTD 1 Year 3 Year 5 Year 10 Year Since Inception1 Class Inception
a
Disciplined Equity FundJDEAXA0.29%1.23%2.55%9.04%18.81%17.99%8.26%7.43%09/28/2001
a
Disciplined Equity FundJPIEXInstitutional0.33%1.31%2.81%9.53%19.29%18.46%8.70%7.84%01/03/1997
a
Disciplined Equity FundJDEUXR60.33%1.37%2.90%9.67%19.41%18.58%8.81%7.91%03/24/2003
a
Disciplined Equity FundJDESXSelect0.33%1.28%2.74%9.34%19.09%18.28%8.53%7.63%09/10/2001
a
Dynamic Growth FundDGAAXA4.54%6.21%10.01%7.46%17.44%17.61%--7.38%11/30/2007
a
Dynamic Growth FundDGXCXC4.51%6.12%9.68%6.93%16.84%17.03%--6.85%11/30/2007
a
Dynamic Growth FundDGFRXR54.58%6.32%10.30%7.99%17.95%18.13%--7.86%11/30/2007
a
Dynamic Growth FundJDGSXSelect4.57%6.30%10.20%7.76%17.74%17.91%--7.65%11/30/2007
a
Equity Income FundOIEIXA1.46%0.67%0.12%4.71%15.67%17.00%8.08%8.75%02/18/1992
a
Equity Income FundOINCXC1.47%0.59%-0.15%4.18%15.08%16.43%7.52%8.01%11/04/1997
a
Equity Income FundOIEFXR21.46%0.70%-0.05%4.44%15.36%16.71%7.90%8.57%02/28/2011
a
Equity Income FundOIERXR51.55%0.85%0.37%5.16%16.18%17.48%8.48%9.11%02/28/2011
a
Equity Income FundOIEJXR61.48%0.87%0.43%5.31%16.24%17.52%8.50%9.12%01/31/2012
a
Equity Income FundHLIEXSelect1.46%0.72%0.19%4.96%15.96%17.29%8.39%9.08%07/02/1987
a
Growth Advantage FundVHIAXA3.75%7.29%13.96%14.99%22.04%20.60%11.38%3.69%10/29/1999
a
Growth Advantage FundJGACXC3.66%7.12%13.65%14.43%21.44%20.01%10.76%3.07%05/01/2006
a
Growth Advantage FundJGVRXR53.75%7.39%14.23%15.42%22.55%21.09%11.75%3.91%01/08/2009
a
Growth Advantage FundJGVVXR63.81%7.44%14.35%15.48%22.59%21.12%11.77%3.91%12/23/2013
a
Growth Advantage FundJGASXSelect3.80%7.41%14.10%15.14%22.26%20.84%11.61%3.82%05/01/2006
a
Intrepid Growth FundJIGAXA2.07%2.32%4.11%11.16%18.53%18.56%8.52%10.50%02/19/2005
a
Intrepid Growth FundJCICXC2.04%2.19%3.82%10.60%17.93%17.97%7.97%10.03%02/19/2005
a
Intrepid Growth FundJIGZXR22.08%2.26%3.98%10.87%18.22%18.27%8.34%10.35%11/03/2008
a
Intrepid Growth FundJGIRXR52.12%2.44%4.37%11.66%19.06%19.10%8.98%10.89%05/15/2006
a
Intrepid Growth FundJPGSXSelect2.11%2.38%4.28%11.43%18.82%18.86%8.79%10.73%02/28/2003
a
Intrepid Value FundJIVAXA0.08%-0.20%0.00%5.24%18.74%17.22%7.58%10.74%02/19/2005
a
Intrepid Value FundJIVCXC0.06%-0.32%-0.27%4.72%18.15%16.62%7.05%10.27%02/19/2005
a
Intrepid Value FundJIVZXR20.08%-0.25%-0.13%4.96%18.44%16.92%7.40%10.59%11/03/2008
a
Intrepid Value FundJIVRXR50.14%-0.09%0.20%5.60%19.15%17.62%7.99%11.09%05/15/2006
a
Intrepid Value FundJIVMXR60.11%-0.11%0.23%5.67%19.22%17.68%8.02%11.11%11/30/2010
a
Intrepid Value FundJPIVXSelect0.08%-0.17%0.07%5.41%18.92%17.39%7.80%10.93%02/28/2003
a
Large Cap Growth FundOLGAXA4.43%6.13%11.35%15.40%16.75%18.86%9.68%8.35%02/22/1994
a
Large Cap Growth FundOLGCXC4.36%5.99%11.02%14.83%16.16%18.26%9.11%7.64%11/04/1997
a
Large Cap Growth FundJLGZXR24.39%6.05%11.16%15.13%16.46%18.56%9.41%8.02%11/03/2008
a
Large Cap Growth FundJLGRXR54.48%6.22%11.58%15.80%17.17%19.30%10.05%8.69%04/14/2009
a
Large Cap Growth FundJLGMXR64.47%6.24%11.65%15.90%17.25%19.37%10.08%8.68%11/30/2010
a
Large Cap Growth FundSEEGXSelect4.44%6.17%11.44%15.60%16.95%19.06%9.92%8.63%02/28/1992
a
Mid Cap Value FundJAMCXA1.14%0.86%2.55%7.68%18.40%18.10%9.10%12.94%04/30/2001
a
Mid Cap Value FundJCMVXC1.09%0.72%2.23%7.12%17.80%17.50%8.55%12.44%04/30/2001
a
Mid Cap Value FundFLMVXInstitutional1.17%0.98%2.83%8.19%18.98%18.69%9.63%13.39%11/13/1997
a
Mid Cap Value FundJMVZXR21.12%0.78%2.41%7.38%18.08%17.80%8.91%12.82%11/03/2008
a
Mid Cap Value FundJMVSXSelect1.15%0.91%2.69%7.92%18.69%18.40%9.37%13.17%10/31/2001
a
U.S. Equity FundJUEAXA1.42%1.83%3.44%8.70%19.00%17.38%9.07%10.46%09/10/2001
a
U.S. Equity FundJUECXC1.39%1.76%3.13%8.15%18.38%16.78%8.52%10.18%09/10/2001
a
U.S. Equity FundJMUEXInstitutional1.42%1.90%3.60%9.01%19.38%17.75%9.48%10.73%09/17/1993
a
U.S. Equity FundJUEZXR21.36%1.78%3.26%8.45%18.71%17.09%8.89%10.40%11/03/2008
a
U.S. Equity FundJUSRXR51.42%1.91%3.62%9.13%19.45%17.82%9.53%10.75%05/15/2006
a
U.S. Equity FundJUEMXR61.42%1.99%3.65%9.17%19.52%17.90%9.56%10.76%11/30/2010
a
U.S. Equity FundJUESXSelect1.35%1.86%3.49%8.92%19.24%17.59%9.31%10.59%09/10/2001
a
U.S. Large Cap Core Plus FundJLCAXA1.24%2.41%3.39%9.05%20.01%17.25%--10.54%11/01/2005
a
U.S. Large Cap Core Plus FundJLPCXC1.20%2.29%3.12%8.51%19.41%16.67%--9.99%11/01/2005
a
U.S. Large Cap Core Plus FundJLPZXR21.22%2.34%3.26%8.79%19.71%16.95%--10.35%11/03/2008
a
U.S. Large Cap Core Plus FundJCPRXR51.26%2.51%3.66%9.54%20.55%17.79%--11.03%05/15/2006
a
U.S. Large Cap Core Plus FundJLPSXSelect1.26%2.49%3.57%9.32%20.32%17.55%--10.82%11/01/2005
a
Value Advantage FundJVAAXA0.90%0.40%1.48%5.78%17.37%16.69%9.36%9.37%02/28/2005
a
Value Advantage FundJVACXC0.87%0.27%1.22%5.26%16.78%16.11%8.82%8.83%02/28/2005
a
Value Advantage FundJVAIXInstitutional0.93%0.53%1.78%6.36%17.97%17.28%9.86%9.87%02/28/2005
a
Value Advantage FundJVASXSelect0.93%0.46%1.65%6.05%17.66%16.98%9.64%9.65%02/28/2005
b
Emerging Markets Equity FundJFAMXA-4.66%-9.22%-5.70%-8.65%1.80%2.79%7.36%4.90%09/28/2001
b
Emerging Markets Equity FundJEMCXC-4.70%-9.34%-5.99%-9.13%1.28%2.26%6.83%4.58%02/28/2006
b
Emerging Markets Equity FundJMIEXInstitutional-4.61%-9.13%-5.50%-8.29%2.20%3.20%7.81%5.31%11/15/1993
b
Emerging Markets Equity FundJEMWXR6-4.57%-9.10%-5.42%-8.22%2.24%3.23%7.82%5.31%12/23/2013
b
Emerging Markets Equity FundJEMSXSelect-4.61%-9.16%-5.59%-8.45%2.04%3.04%7.63%5.06%09/10/2001
b
International Unconstrained Equity FundIUAEXA-0.22%-1.71%9.39%2.18%12.00%----11.61%11/30/2011
b
International Unconstrained Equity FundIUCEXC-0.27%-1.83%9.01%1.60%11.43%----11.04%11/30/2011
b
International Unconstrained Equity FundIUERXR2-0.22%-1.76%9.20%1.87%11.69%----11.32%11/30/2011
b
International Unconstrained Equity FundIUEFXR5-0.16%-1.59%9.64%2.57%12.49%----12.10%11/30/2011
b
International Unconstrained Equity FundIUENXR6-0.16%-1.59%9.70%2.62%12.55%----12.16%11/30/2011
b
International Unconstrained Equity FundIUESXSelect-0.16%-1.59%9.59%2.43%12.29%----11.90%11/30/2011
b
International Value FundJFEAXA0.94%-1.13%7.13%-6.19%9.11%8.47%4.86%4.49%09/28/2001
b
International Value FundJIUCXC0.89%-1.24%6.76%-6.68%8.56%7.91%4.34%4.21%07/11/2006
b
International Value FundJNUSXInstitutional0.99%-1.04%7.39%-5.84%9.55%8.88%5.29%4.84%11/04/1993
b
International Value FundJPVZXR20.95%-1.15%6.99%-6.42%8.85%8.20%4.73%4.43%11/03/2008
b
International Value FundJNVMXR60.99%-0.97%7.46%-5.65%9.69%9.00%5.35%4.87%11/30/2010
b
International Value FundJIESXSelect0.99%-1.04%7.34%-5.94%9.39%8.73%5.13%4.62%09/10/2001
b
Intrepid European FundVEUAXA2.65%1.92%9.15%-4.71%17.42%13.35%6.80%9.99%11/02/1995
b
Intrepid European FundVEUCXC2.61%1.78%8.83%-5.17%16.86%12.79%6.27%9.34%11/01/1998
b
Intrepid European FundJFEIXInstitutional2.70%2.06%9.46%-4.24%17.98%13.89%7.30%10.40%09/10/2001
b
Intrepid European FundJFESXSelect2.69%2.00%9.40%-4.38%17.75%13.64%7.08%10.19%09/10/2001
c
Core Bond FundPGBOXA0.60%-0.31%0.75%1.84%1.73%3.37%4.56%7.29%05/01/1992
c
Core Bond FundOBOCXC0.62%-0.39%0.46%1.18%1.07%2.70%3.88%6.59%03/22/1999
c
Core Bond FundJCBZXR20.66%-0.37%0.68%1.49%1.47%3.10%4.29%7.12%11/03/2008
c
Core Bond FundJCBRXR50.63%-0.23%0.95%2.17%2.04%3.68%4.85%7.57%05/15/2006
c
Core Bond FundJCBUXR60.72%-0.20%1.07%2.14%2.07%3.72%4.93%7.59%02/22/2005
c
Core Bond FundWOBDXSelect0.62%-0.26%0.85%2.00%1.89%3.55%4.73%7.53%06/01/1991
c
Core Plus Bond FundONIAXA0.61%-0.57%0.98%1.92%3.20%4.77%5.04%5.55%03/05/1993
c
Core Plus Bond FundOBDCXC0.54%-0.75%0.57%1.23%2.54%4.09%4.42%4.83%05/30/2000
c
Core Plus Bond FundJCBIXInstitutional0.51%-0.62%1.01%2.17%3.47%5.04%5.31%5.81%06/19/2009
c
Core Plus Bond FundJCPZXR20.58%-0.67%0.62%1.38%2.76%4.32%4.67%5.16%11/03/2008
c
Core Plus Bond FundJCPUXR60.65%-0.49%1.18%2.25%3.54%5.12%5.45%5.87%02/22/2005
c
Core Plus Bond FundHLIPXSelect0.62%-0.65%0.92%1.90%3.26%4.85%5.20%5.75%03/05/1993
c
Global Bond Opportunities FundGBOAXA0.49%-0.91%1.45%0.07%------4.83%09/04/2012
c
Global Bond Opportunities FundGBOCXC0.46%-1.01%1.13%-0.37%------4.40%09/04/2012
c
Global Bond Opportunities FundGBONXR60.52%-0.82%1.71%0.47%------5.25%09/04/2012
c
Global Bond Opportunities FundGBOSXSelect0.51%-0.85%1.64%0.26%------5.11%09/04/2012
c
High Yield FundOHYAXA-0.44%-1.38%1.84%-0.30%6.33%7.71%7.21%6.68%11/13/1998
c
High Yield FundOGHCXC-0.49%-1.53%1.49%-0.86%5.74%7.06%6.55%6.02%03/22/1999
c
High Yield FundJHYZXR2-0.46%-1.46%1.63%-0.66%5.99%7.38%6.90%6.38%11/03/2008
c
High Yield FundJYHRXR5-0.41%-1.45%1.83%-0.20%6.57%7.97%7.50%6.97%05/15/2006
c
High Yield FundJHYUXR6-0.41%-1.44%1.85%-0.04%6.61%8.03%7.55%7.00%02/22/2005
c
High Yield FundOHYFXSelect-0.42%-1.33%1.92%-0.12%6.55%7.93%7.47%6.95%11/13/1998
c
Strategic Income Opportunities FundJSOAXA-0.26%-0.64%0.49%-0.13%2.41%2.94%--5.62%10/10/2008
c
Strategic Income Opportunities FundJSOCXC-0.30%-0.77%0.23%-0.64%1.93%2.44%--5.10%10/10/2008
c
Strategic Income Opportunities FundJSORXR5-0.21%-0.53%0.74%0.32%2.89%3.40%--6.10%10/10/2008
c
Strategic Income Opportunities FundJSOSXSelect-0.23%-0.58%0.63%0.13%2.69%3.21%--5.90%10/10/2008
c
Total Return FundJMTAXA0.47%-1.06%0.27%1.27%2.92%4.64%--6.26%06/16/2008
c
Total Return FundJMTCXC0.41%-1.23%-0.12%0.54%2.22%3.96%--5.58%06/16/2008
c
Total Return FundJMTTXR20.41%-1.10%-0.01%0.71%2.83%4.65%--6.36%03/18/2014
c
Total Return FundJMTRXR50.47%-1.01%0.37%1.45%3.14%4.84%--6.49%06/16/2008
c
Total Return FundJMTIXR60.49%-0.89%0.42%1.52%3.16%4.86%--6.50%03/18/2014
c
Total Return FundJMTSXSelect0.47%-1.03%0.32%1.27%2.99%4.73%--6.37%06/16/2008
e
Hedged Equity FundJHQAXA0.73%0.59%1.25%5.31%------7.50%12/13/2013
e
Hedged Equity FundJHQCXC0.67%0.45%0.91%4.79%------6.95%12/13/2013
e
Hedged Equity FundJHQPXR50.73%0.70%1.46%5.79%------7.98%12/13/2013
e
Hedged Equity FundJHQRXR60.73%0.65%1.48%5.83%------8.02%12/13/2013
e
Hedged Equity FundJHEQXSelect0.73%0.60%1.37%5.60%------7.75%12/13/2013
e
Multi-Manager Alternatives FundJMMAXA0.72%0.20%1.31%--------2.00%11/03/2014
e
Multi-Manager Alternatives FundJMCMXC0.59%0.07%0.99%--------1.73%11/03/2014
e
Multi-Manager Alternatives FundJMMRXR50.72%0.32%1.58%--------2.33%11/03/2014
e
Multi-Manager Alternatives FundJMMYXR60.72%0.32%1.64%--------2.40%11/03/2014
e
Multi-Manager Alternatives FundJMMSXSelect0.72%0.26%1.51%--------2.20%11/03/2014
f
Global Allocation FundGAOAXA1.99%0.70%4.36%2.28%10.04%----6.14%05/31/2011
f
Global Allocation FundGAOCXC1.94%0.60%4.09%1.74%9.52%----5.61%05/31/2011
f
Global Allocation FundGAONXR21.99%0.65%4.22%1.96%9.78%----5.87%05/31/2011
f
Global Allocation FundGAOSXSelect1.98%0.75%4.50%2.51%10.34%----6.41%05/31/2011
f
Income Builder FundJNBAXA1.22%-0.89%2.41%-1.29%7.66%8.93%--5.46%05/31/2007
f
Income Builder FundJNBCXC1.18%-1.02%2.02%-1.77%7.10%8.39%--4.93%05/31/2007
f
Income Builder FundJNBSXSelect1.24%-0.84%2.50%-1.14%7.81%9.07%--5.64%05/31/2007
f
Investor Balanced FundOGIAXA0.60%0.00%1.82%2.89%9.08%8.94%6.06%6.35%12/10/1996
f
Investor Balanced FundOGBCXC0.54%-0.12%1.50%2.45%8.51%8.39%5.49%5.70%07/01/1997
f
Investor Balanced FundOIBFXSelect0.66%0.07%2.02%3.15%9.33%9.21%6.33%6.63%12/10/1996
f
Investor Conservative Growth FundOICAXA0.41%-0.25%1.21%1.89%6.18%6.47%5.10%5.41%12/10/1996
f
Investor Conservative Growth FundOCGCXC0.37%-0.34%0.89%1.44%5.66%5.92%4.54%4.76%07/01/1997
f
Investor Conservative Growth FundONCFXSelect0.44%-0.25%1.29%2.13%6.43%6.72%5.37%5.70%12/10/1996
f
Investor Growth & Income FundONGIXA0.71%0.21%2.52%3.78%11.55%11.22%6.59%6.86%12/10/1996
f
Investor Growth & Income FundONECXC0.66%0.09%2.23%3.37%10.99%10.65%6.01%6.18%07/01/1997
f
Investor Growth & Income FundONGFXSelect0.71%0.28%2.70%4.11%11.86%11.50%6.87%7.09%12/10/1996
f
Investor Growth FundONGAXA0.80%0.49%3.09%5.51%15.02%13.83%7.24%7.35%12/10/1996
f
Investor Growth FundOGGCXC0.79%0.37%2.79%4.97%14.43%13.22%6.64%6.72%07/01/1997
f
Investor Growth FundONIFXSelect0.84%0.55%3.28%5.80%15.34%14.12%7.51%7.64%12/10/1996
f
JPMorgan SmartRetirement® 2015 FundJSFAXA0.68%-0.31%1.99%2.28%7.73%8.78%--5.36%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFCXC0.62%-0.48%1.57%1.59%7.05%8.06%--4.74%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFIXInstitutional0.67%-0.26%2.10%2.57%8.00%9.05%--5.69%05/15/2006
f
JPMorgan SmartRetirement® 2015 FundJSFZXR20.68%-0.32%1.87%2.03%7.46%8.51%--5.18%11/03/2008
f
JPMorgan SmartRetirement® 2015 FundJSFYXR60.67%-0.24%2.12%2.60%8.02%9.06%--5.69%11/03/2014
f
JPMorgan SmartRetirement® 2015 FundJSFSXSelect0.67%-0.29%2.04%2.37%7.84%8.89%--5.53%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTAXA0.92%-0.16%2.61%3.23%9.60%10.34%--5.90%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTCXC0.87%-0.31%2.20%2.50%8.89%9.61%--5.27%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTIXInstitutional0.97%-0.10%2.76%3.45%9.87%10.60%--6.22%05/15/2006
f
JPMorgan SmartRetirement® 2020 FundJTTZXR20.92%-0.22%2.49%2.94%9.34%10.05%--5.71%11/03/2008
f
JPMorgan SmartRetirement® 2020 FundJTTYXR60.91%-0.09%2.79%3.54%9.90%10.62%--6.23%11/03/2014
f
JPMorgan SmartRetirement® 2020 FundJTTSXSelect0.97%-0.08%2.70%3.26%9.70%10.44%--6.06%05/15/2006
f
JPMorgan SmartRetirement® 2025 FundJNSAXA1.00%-0.05%2.86%3.74%11.17%11.50%--5.49%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSCXC0.95%-0.21%2.51%3.07%10.46%10.77%--4.85%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSIXInstitutional1.00%0.01%3.03%4.02%11.46%11.79%--5.79%07/31/2007
f
JPMorgan SmartRetirement® 2025 FundJNSZXR20.95%-0.11%2.75%3.50%10.90%11.22%--5.26%11/03/2008
f
JPMorgan SmartRetirement® 2025 FundJNSYXR61.00%0.02%3.05%4.05%11.47%11.79%--5.80%11/03/2014
f
JPMorgan SmartRetirement® 2025 FundJNSSXSelect1.00%-0.03%2.96%3.82%11.29%11.61%--5.63%07/31/2007
f
JPMorgan SmartRetirement® 2030 FundJSMAXA1.19%0.16%3.25%4.05%12.46%12.32%--6.37%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMCXC1.14%0.01%2.91%3.39%11.71%11.60%--5.74%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMIXInstitutional1.23%0.22%3.41%4.28%12.71%12.59%--6.69%05/15/2006
f
JPMorgan SmartRetirement® 2030 FundJSMZXR21.19%0.15%3.14%3.77%12.16%12.05%--6.18%11/03/2008
f
JPMorgan SmartRetirement® 2030 FundJSMYXR61.23%0.28%3.43%4.31%12.72%12.60%--6.69%11/03/2014
f
JPMorgan SmartRetirement® 2030 FundJSMSXSelect1.24%0.23%3.35%4.14%12.56%12.43%--6.53%05/15/2006
f
JPMorgan SmartRetirement® 2035 FundSRJAXA1.18%0.16%3.42%4.22%13.44%13.08%--5.77%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJCXC1.14%0.06%3.09%3.59%12.70%12.34%--5.13%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJIXInstitutional1.23%0.27%3.63%4.50%13.71%13.36%--6.08%07/31/2007
f
JPMorgan SmartRetirement® 2035 FundSRJZXR21.19%0.10%3.30%3.93%13.15%12.79%--5.55%11/03/2008
f
JPMorgan SmartRetirement® 2035 FundSRJYXR61.23%0.23%3.59%4.53%13.72%13.36%--6.08%11/03/2014
f
JPMorgan SmartRetirement® 2035 FundSRJSXSelect1.23%0.24%3.56%4.36%13.53%13.19%--5.93%07/31/2007
f
JPMorgan SmartRetirement® 2040 FundSMTAXA1.25%0.24%3.67%4.36%13.83%13.29%--6.70%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTCXC1.16%0.09%3.29%3.71%13.11%12.57%--6.07%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTIXInstitutional1.25%0.30%3.82%4.63%14.11%13.57%--7.03%05/15/2006
f
JPMorgan SmartRetirement® 2040 FundSMTZXR21.16%0.13%3.47%4.14%13.56%13.02%--6.51%11/03/2008
f
JPMorgan SmartRetirement® 2040 FundSMTYXR61.25%0.31%3.85%4.66%14.12%13.58%--7.03%11/03/2014
f
JPMorgan SmartRetirement® 2040 FundSMTSXSelect1.25%0.26%3.71%4.44%13.94%13.40%--6.86%05/15/2006
f
JPMorgan SmartRetirement® 2045 FundJSAAXA1.22%0.23%3.70%4.40%13.84%13.30%--6.06%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSACXC1.17%0.07%3.27%3.71%13.09%12.56%--5.42%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSAIXInstitutional1.27%0.29%3.85%4.62%14.12%13.57%--6.37%07/31/2007
f
JPMorgan SmartRetirement® 2045 FundJSAZXR21.22%0.17%3.59%4.12%13.55%13.00%--5.84%11/03/2008
f
JPMorgan SmartRetirement® 2045 FundJSAYXR61.27%0.30%3.82%4.66%14.13%13.57%--6.37%11/03/2014
f
JPMorgan SmartRetirement® 2045 FundJSASXSelect1.21%0.25%3.73%4.48%13.95%13.40%--6.22%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSAXA1.27%0.28%3.70%4.37%13.79%13.32%--6.08%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSCXC1.23%0.12%3.34%3.69%13.05%12.60%--5.44%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSIXInstitutional1.27%0.39%3.86%4.65%14.08%13.62%--6.39%07/31/2007
f
JPMorgan SmartRetirement® 2050 FundJTSZXR21.22%0.22%3.54%4.15%13.50%13.04%--5.86%11/03/2008
f
JPMorgan SmartRetirement® 2050 FundJTSYXR61.27%0.35%3.88%4.68%14.09%13.62%--6.39%11/03/2014
f
JPMorgan SmartRetirement® 2050 FundJTSSXSelect1.27%0.31%3.79%4.46%13.92%13.43%--6.23%07/31/2007
f
JPMorgan SmartRetirement® 2055 FundJFFAXA1.25%0.27%3.67%4.31%13.86%----12.75%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFCXC1.15%0.07%3.26%3.61%13.14%----12.02%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFIXInstitutional1.24%0.32%3.77%4.58%14.16%----13.03%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFRXR21.20%0.16%3.46%4.04%13.58%----12.47%01/31/2012
f
JPMorgan SmartRetirement® 2055 FundJFFYXR61.24%0.33%3.79%4.62%14.17%----13.04%11/03/2014
f
JPMorgan SmartRetirement® 2055 FundJFFSXSelect1.25%0.29%3.71%4.41%13.98%----12.87%01/31/2012
f
JPMorgan SmartRetirement® Income FundJSRAXA0.68%-0.30%1.79%1.81%6.26%6.99%--5.11%05/15/2006
f
JPMorgan SmartRetirement® Income FundJSRCXC0.63%-0.46%1.43%1.12%5.57%6.29%--4.48%05/15/2006
f
JPMorgan SmartRetirement® Income FundJSIIXInstitutional0.68%-0.25%1.96%2.04%6.53%7.26%--5.43%05/15/2006
f
JPMorgan SmartRetirement® Income FundJSIZXR20.63%-0.37%1.68%1.58%6.01%6.74%--4.93%11/03/2008
f
JPMorgan SmartRetirement® Income FundJSIYXR60.68%-0.24%1.98%2.07%6.54%7.27%--5.44%11/03/2014
f
JPMorgan SmartRetirement® Income FundJSRSXSelect0.68%-0.28%1.90%1.91%6.37%7.10%--5.27%05/15/2006

The performance quoted is past performance and is not a guarantee of future results. Mutual funds are subject to certain market risk. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. Current performance may be higher or lower than the performance data shown. For performance current to the most recent month-end please call 1-800-480-4111.

The following share classes currently have limited offering, please see prospectus for more details on the offering: Mid Cap Value Fund (A, C, Institutional, R2, Select), U.S. Large Cap Core Plus Fund (A, C, R2, R5, Select), Small Cap Equity Fund (A, C, R2, R5, Select), Real Return Fund (A, C, Institutional, Select), Mid Cap Equity Fund (A, C, R2, R5, R6, Select), Small Cap Growth Fund (A, C, Institutional, R2, R6, Select), Dynamic Small Cap Growth Fund (A, C, Select).

1 Funds that are less than one year old are reflecting a cumulative, not annualized return.

Additional information is available by calling 1-800-480-4111. Information, including daily yield information, is available on other Money Market share classes by calling 1-800-766-7722.