Mutual Funds

J.P. Morgan Mutual Funds

Exchange Hours Website
9:30 - 15:59 ET am.jpmorgan.com/us/en/asset-management/gim/adv/home


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum 1
Load
Type
Share
Class
Transaction
Fee
EMERGING MARKETS EQUITY FUND - L JMIEX N/A USD 3,000,000 USD 3,000,000 No Load L Yes
LIMITED DURATION BOND - A ONUAX Bond USD 500,000 USD 1,000 Front-End Load A SHARES No
GOVERNMENT BOND FUND - A OGGAX Bond USD 500,000 USD 1,000 Front-End Load A SHARES No
INTL RESEARCH ENHANCED EQUITY - A OEIAX Stock USD 1,000,000 USD 1,000 No Load A SHARES Yes
SUSTAINABLE MUNICIPAL INCOME - A OTBAX Bond USD 500,000 USD 1,000 Front-End Load A SHARES No
INTERNATIONAL VALUE FUND - L JNUSX Stock USD 1,000,000 USD 3,000,000 No Load L Yes
U.S. SMALL COMPANY FUND - L JUSSX Stock USD 250,000 USD 3,000,000 No Load L SHARES Yes
TAX FREE BOND FUND - A PMBAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
DIVERSIFIED FUND - L JPDVX N/A USD 3,000,000 USD 3,000,000 No Load L Yes
U.S. VALUE FUND - A VGRIX N/A USD 5,000,000 USD 1,000 Front-End Load A SHARES No
U.S. EQUITY FUND - L JMUEX N/A USD 1,000,000 USD 3,000,000 No Load L Yes
SMALL CAP GROWTH FUND - A PGSGX N/A USD 1,000,000 USD 1,000 Front-End Load A SHARES No
MID CAP GROWTH - A OSGIX N/A USD 5,000,000 USD 1,000 Front-End Load A SHARES No
EQUITY INCOME FUND - A OIEIX Stock USD 3,000,000 USD 1,000 Front-End Load A SHARES No
SHORT DURATION BOND FUND - A OGLVX Bond USD 2,000,000 USD 1,000 Front-End Load A SHARES No
LARGE CAP VALUE FUND - A OLVAX N/A USD 5,000,000 USD 1,000 Front-End Load A SHARES No
EQUITY INDEX FUND - A OGEAX N/A USD 5,000,000 USD 1,000 Front-End Load A SHARES No
CORE PLUS BOND FUND - A ONIAX Bond USD 3,000,000 USD 1,000 Front-End Load A SHARES No
LARGE CAP GROWTH FUND - A OLGAX N/A USD 500,000 USD 1,000 Front-End Load A SHARES No
CORE BOND FUND - A PGBOX Bond USD 3,000,000 USD 1,000 Front-End Load A SHARES No
SMID CAP EQUITY FUND - A PECAX N/A USD 5,000,000 USD 1,000 Front-End Load A SHARES No
SMALL CAP VALUE FUND - A PSOAX N/A USD 1,000,000 USD 1,000 Front-End Load A SHARES No
SMALL CAP EQUITY FUND - A VSEAX N/A USD 3,000,000 USD 1,000 Front-End Load A SHARES No
EUROPE DYNAMIC FUND - A VEUAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
U.S. RESEARCH ENHANCED EQUITY FUND - L JPIEX N/A USD 10,000,000 USD 3,000,000 No Load L SHARES Yes
INVESTOR BALANCED FUND - A OGIAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
INVESTOR CONSERVATIVE GROWTH - A OICAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
CALIFORNIA TAX FREE BOND FUND - I JPICX Bond USD 500,000 USD 1,000,000 No Load I SHARES Yes
TAX AWARE EQUITY FUND - I JPDEX N/A USD 250,000 USD 1,000,000 No Load I SHARES Yes
INVESTOR GROWTH FUND - A ONGAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
INVESTOR GROWTH & INCOME FUND - A ONGIX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
UNDISCVRD MGRS BEHAV VALUE - L UBVLX N/A USD 250,000 USD 3,000,000 No Load L SHARES Yes
MRKT EXPANSION ENHANCED INDEX FUND-A OMEAX N/A USD 1,000,000 USD 1,000 No Load A SHARES Yes
MORTGAGE-BACKED SECURITIES - A OMBAX N/A USD 3,000,000 USD 1,000 Front-End Load A SHARES No
MID CAP VALUE FUND - L FLMVX N/A USD 5,000,000 USD 3,000,000 No Load L SHARES Yes
HIGH YIELD FUND - A OHYAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
REALTY INCOME FUND - L URTLX N/A USD 200,000 USD 3,000,000 No Load L SHARES Yes
GROWTH ADVANTAGE FUND - A VHIAX N/A USD 500,000 USD 1,000 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2055- A JFFAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
SHORT-INTERMEDIATE MUNI BOND - A OSTAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
NEW YORK TAX FREE BOND FUND - A VANTX Bond USD 500,000 USD 1,000 Front-End Load A SHARES No
U.S. RESEARCH ENHANCED EQUITY FUND - A JDEAX N/A USD 10,000,000 USD 1,000 Front-End Load A SHARES No
NATIONAL MUNICIPAL INCOME FUND - I JITIX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
NEW YORK TAX FREE BOND FUND - I JNYIX Bond USD 500,000 USD 1,000,000 No Load I SHARES Yes
CALIFORNIA TAX FREE BOND FUND - A JCBAX Bond USD 500,000 USD 1,000 Front-End Load A SHARES No
EUROPE DYNAMIC FUND - L JFEIX Stock USD 1,000,000 USD 3,000,000 No Load L Yes
FEDERAL MONEY MARKET FUND - INST JFMXX Money Market USD 75,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
100% U.S. TREAS SEC MMKT - INST JTSXX Money Market USD 150,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
U.S. EQUITY FUND - A JUEAX N/A USD 1,000,000 USD 1,000 Front-End Load A SHARES No
EMERGING MARKETS EQUITY FUND - A JFAMX N/A USD 3,000,000 USD 1,000 Front-End Load A SHARES No
INTERNATIONAL VALUE FUND - A JFEAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
TAX FREE MMKT FUND - INST JTFXX Money Market USD 10,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
SMALL CAP BLEND FUND - A VSCOX N/A USD 1,000,000 USD 1,000 Front-End Load A SHARES No
MID CAP VALUE FUND - A JAMCX N/A USD 5,000,000 USD 1,000 Front-End Load A SHARES No
INTERNATIONAL EQUITY FUND - A JSEAX Stock USD 5,000,000 USD 1,000 Front-End Load A SHARES No
INTERNATIONAL ADVANTAGE FUND - A JFTAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
UNDISCVRD MGRS BEHAV VALUE - A UBVAX N/A USD 250,000 USD 1,000 Front-End Load A SHARES No
REALTY INCOME FUND - A URTAX N/A USD 200,000 USD 1,000 No Load A SHARES Yes
SMALL CAP GROWTH FUND - L JISGX N/A USD 1,000,000 USD 3,000,000 No Load L SHARES Yes
U.S. TREAS PLUS MMKT - INST IJTXX Money Market USD 100,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
U.S. GOVT MMKT FUND - INST IJGXX Money Market USD 150,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
TAX AWARE REAL RETURN FUND - I TXRIX Bond USD 1,500,000 USD 1,000,000 No Load I SHARES Yes
TAX AWARE REAL RETURN FUND - A TXRAX Bond USD 1,500,000 USD 1,000 Front-End Load A SHARES No
INTREPID AMERICA FUND - A JIAAX N/A USD 10,000,000 USD 1,000 Front-End Load A SHARES No
U.S. GARP EQUITY FUND - A JIGAX N/A USD 1,000,000 USD 1,000 Front-End Load A SHARES No
U.S. SUSTAINABLE LEADERS FUND - A JICAX N/A USD 250,000 USD 1,000 Front-End Load A SHARES No
LIQUID ASSETS MMKT FUND - INST IJLXX Money Market USD 50,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
US APPLIED DATA SCIENCE VALUE FUND -A JIVAX N/A USD 1,000,000 USD 1,000 Front-End Load A SHARES No
MUNICIPAL MONEY MARKET FUND - INST IJMXX Money Market USD 7,000,000 USD 10,000,000 No Load INSTITUTIONAL SHARES Yes
VALUE ADVANTAGE FUND - A JVAAX N/A USD 250,000 USD 1,000 Front-End Load A SHARES No
VALUE ADVANTAGE FUND - L JVAIX N/A USD 250,000 USD 3,000,000 No Load L Yes
DIVERSIFIED FUND - A JDVAX N/A USD 3,000,000 USD 1,000 Front-End Load A SHARES No
NATIONAL MUNICIPAL INCOME FUND - A JITAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
JPM SMARTRETIREMENT INCOME - R5 JSIIX N/A USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT INCOME - A JSRAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2030 - A JSMAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2030 - R5 JSMIX N/A USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2020 - A JTTAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2020 - R5 JTTIX N/A USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2040 - A SMTAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2040 - R5 SMTIX N/A USD 1,000,000 USD 0 No Load R5 SHARES Yes
EMERGING MARKETS DEBT FUND - A JEDAX N/A USD 500,000 USD 1,000 Front-End Load A SHARES No
INCOME BUILDER FUND - A JNBAX N/A USD 10,000,000 USD 1,000 Front-End Load A SHARES No
U.S. SMALL COMPANY FUND - A JTUAX Stock USD 250,000 USD 1,000 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2025 - A JNSAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2025 - R5 JNSIX N/A USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2035 - A SRJAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2035 - R5 SRJIX N/A USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2045 - A JSAAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2045 - R5 JSAIX N/A USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2050 - A JTSAX N/A USD 1,000,000 USD 500 Front-End Load A SHARES No
JPM SMARTRETIREMENT 2050 - R5 JTSIX N/A USD 1,000,000 USD 0 No Load R5 SHARES Yes
HIGH YIELD MUNICIPAL FUND - A JTIAX Bond USD 200,000 USD 1,000 Front-End Load A SHARES No
EMERGING ECONOMIES FUND A JEEAX N/A USD 1,000,000 USD 1,000 Front-End Load A SHARES No
TOTAL RETURN FUND - A JMTAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INFLATION MANAGED BOND - A JIMAX Bond USD 1,000,000 USD 1,000 No Load A SHARES Yes
MID CAP EQUITY - A JCMAX N/A USD 5,000,000 USD 1,000 Front-End Load A SHARES No
CORE PLUS BOND FUND - L JCBIX Bond USD 3,000,000 USD 3,000,000 No Load CLASS L Yes
SHORT-INTERMEDIATE MUNI BOND - I JIMIX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
GLOBAL ALLOCATION FUND - A GAOAX N/A USD 5,000,000 USD 1,000 Front-End Load A SHARES No
TAX AWARE EQUITY FUND - A JPEAX N/A USD 250,000 USD 1,000 Front-End Load A SHARES No
FLOATING RATE INCOME - A JPHAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
EQUITY FOCUS FUND - A JPFAX N/A USD 100,000 USD 1,000 Front-End Load A SHARES No
MANAGED INCOME FUND - L JMGIX Bond USD 1,000,000 USD 3,000,000 No Load L SHARES Yes
JPM SMARTRETIREMENT 2055- R5 JFFIX N/A USD 1,000,000 USD 0 No Load R5 SHARES Yes
SHORT DURATION CORE PLUS FUND - A JSDHX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
EMERGING MARKETS STRATEGIC DEBT - A JECAX N/A USD 1,000,000 USD 1,000 Front-End Load A SHARES No
GLOBAL BOND OPPORTUNITIES - A GBOAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
INTERNATIONAL FOCUS FUND - A IUAEX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
CORPORATE BOND - A CBRAX Bond USD 3,000,000 USD 1,000 Front-End Load A SHARES No
GOVERNMENT BOND FUND - I HLGAX Bond USD 500,000 USD 1,000,000 No Load I SHARES Yes
SUSTAINABLE MUNICIPAL INCOME - I HLTAX Bond USD 500,000 USD 1,000,000 No Load I SHARES Yes
INTL RESEARCH ENHANCED EQUITY - I OIEAX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
U.S. SMALL COMPANY FUND - I JSCSX Stock USD 250,000 USD 1,000,000 No Load I SHARES Yes
U.S. EQUITY FUND - I JUESX N/A USD 1,000,000 USD 1,000,000 No Load I Yes
LIMITED DURATION BOND -SEL HLGFX Bond USD 500,000 USD 1,000,000 No Load I SHARES Yes
EQUITY INCOME FUND - I HLIEX Stock USD 3,000,000 USD 1,000,000 No Load I SHARES Yes
MID CAP GROWTH - I HLGEX N/A USD 5,000,000 USD 1,000,000 No Load I SHARES Yes
SHORT DURATION BOND FUND - I HLLVX Bond USD 2,000,000 USD 1,000,000 No Load I SHARES Yes
LARGE CAP VALUE FUND - I HLQVX N/A USD 5,000,000 USD 1,000,000 No Load I SHARES Yes
CORE BOND FUND - I WOBDX Bond USD 3,000,000 USD 1,000,000 No Load I SHARES Yes
SMID CAP EQUITY FUND - I WOOPX N/A USD 5,000,000 USD 1,000,000 No Load I SHARES Yes
EMERGING MARKETS EQUITY FUND - I JEMSX N/A USD 3,000,000 USD 1,000,000 No Load I SHARES Yes
EQUITY INDEX FUND - I HLEIX N/A USD 5,000,000 USD 1,000,000 No Load I SHARES Yes
INTERNATIONAL VALUE FUND - I JIESX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
CORE PLUS BOND FUND - I HLIPX Bond USD 3,000,000 USD 1,000,000 No Load I SHARES Yes
LARGE CAP GROWTH FUND - I SEEGX N/A USD 500,000 USD 1,000,000 No Load I SHARES Yes
DIVERSIFIED FUND - I JDVSX N/A USD 3,000,000 USD 1,000,000 No Load I Yes
SMALL CAP VALUE FUND - I PSOPX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
TAX FREE BOND FUND - I PRBIX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SMALL CAP EQUITY FUND - I VSEIX N/A USD 3,000,000 USD 1,000,000 No Load I Yes
U.S. VALUE FUND - I VGIIX N/A USD 5,000,000 USD 1,000,000 No Load I Yes
SMALL CAP GROWTH FUND - I OGGFX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INVESTOR BALANCED FUND - I OIBFX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MID CAP EQUITY FUND - I VSNGX N/A USD 5,000,000 USD 1,000,000 No Load I Yes
SMALL CAP SUSTAINABLE LEADERS FUND -R5 VSSCX N/A USD 1,000,000 USD 0 No Load R5 Yes
INTERNATIONAL EQUITY FUND - I VSIEX Stock USD 5,000,000 USD 1,000,000 No Load I SHARES Yes
INVESTOR GROWTH FUND - I ONIFX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
U.S. RESEARCH ENHANCED EQUITY FUND - I JDESX N/A USD 10,000,000 USD 1,000,000 No Load I Yes
EMERGING MARKETS DEBT FUND - I JEMDX N/A USD 500,000 USD 1,000,000 No Load I SHARES Yes
INVESTOR CONSERVATIVE GROWTH - I ONCFX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INVESTOR GROWTH & INCOME FUND - I ONGFX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MRKT EXPANSION ENHANCED INDEX FUND-I PGMIX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SMALL CAP BLEND FUND - C VSCCX N/A USD 1,000,000 USD 1,000 Level Load C No
MORTGAGE-BACKED SECURITIES - I OMBIX N/A USD 3,000,000 USD 1,000,000 No Load I SHARES Yes
SUSTAINABLE MUNICIPAL INCOME - C OMICX Bond USD 500,000 USD 1,000 Level Load C SHARES No
SMALL CAP BLEND FUND - I JDSCX N/A USD 1,000,000 USD 1,000,000 No Load I Yes
CORE BOND FUND - C OBOCX Bond USD 3,000,000 USD 1,000 Level Load C SHARES No
SMID CAP EQUITY FUND -C ODMCX N/A USD 5,000,000 USD 1,000 Level Load C SHARES No
MRKT EXPANSION ENHANCED INDEX FUND-C OMECX N/A USD 1,000,000 USD 1,000 No Load C SHARES Yes
SMALL CAP VALUE FUND - C OSVCX N/A USD 1,000,000 USD 1,000 Level Load C SHARES No
INVESTOR GROWTH FUND - C OGGCX N/A USD 1,000,000 USD 500 Level Load C SHARES No
INVESTOR GROWTH & INCOME FUND - C ONECX N/A USD 1,000,000 USD 500 Level Load C SHARES No
INVESTOR BALANCED FUND - C OGBCX N/A USD 1,000,000 USD 500 Level Load C SHARES No
INVESTOR CONSERVATIVE GROWTH - C OCGCX N/A USD 1,000,000 USD 500 Level Load C SHARES No
LARGE CAP GROWTH FUND - C OLGCX N/A USD 500,000 USD 1,000 Level Load C SHARES No
LARGE CAP VALUE FUND - C OLVCX N/A USD 5,000,000 USD 1,000 Level Load C SHARES No
MID CAP GROWTH - C OMGCX N/A USD 5,000,000 USD 1,000 Level Load C SHARES No
EQUITY INDEX FUND - C OEICX N/A USD 5,000,000 USD 1,000 Level Load C SHARES No
EQUITY INCOME FUND - C OINCX Stock USD 3,000,000 USD 1,000 Level Load C SHARES No
SMALL CAP GROWTH FUND - C OSGCX N/A USD 1,000,000 USD 1,000 Level Load C SHARES No
CORE PLUS BOND FUND - C OBDCX Bond USD 3,000,000 USD 1,000 Level Load C SHARES No
GOVERNMENT BOND FUND - C OGVCX Bond USD 500,000 USD 1,000 Level Load C SHARES No
LIMITED DURATION BOND - C OGUCX Bond USD 500,000 USD 1,000 Level Load C SHARES No
SHORT DURATION BOND FUND - C OSTCX Bond USD 2,000,000 USD 1,000 Level Load C SHARES No
LIQUID ASSETS MMKT FUND - C OPCXX Money Market USD 50,000,000 USD 10,000 Level Load C SHARES No
U.S. TREAS PLUS MMKT - C OTCXX Money Market USD 100,000,000 USD 10,000 Level Load C SHARES No
HIGH YIELD FUND - C OGHCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
HIGH YIELD FUND - I OHYFX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EUROPE DYNAMIC FUND - C VEUCX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
U.S. VALUE FUND - C VGICX N/A USD 5,000,000 USD 1,000 Level Load C No
U.S. EQUITY FUND - C JUECX N/A USD 1,000,000 USD 1,000 Level Load C No
EUROPE DYNAMIC FUND - I JFESX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
NEW YORK TAX FREE BOND FUND - C JCNTX Bond USD 500,000 USD 1,000 Level Load C SHARES No
INTERNATIONAL EQUITY FUND - C JIECX Stock USD 5,000,000 USD 1,000 Level Load C SHARES No
U.S. GARP EQUITY FUND - I JPGSX N/A USD 1,000,000 USD 1,000,000 No Load I Yes
US APPLIED DATA SCIENCE VALUE FUND -I JPIVX N/A USD 1,000,000 USD 1,000,000 No Load I Yes
INTREPID AMERICA FUND - SEL JPIAX N/A USD 10,000,000 USD 1,000,000 No Load I SHARES Yes
U.S. SUSTAINABLE LEADERS FUND - I JIISX N/A USD 250,000 USD 1,000,000 No Load I Yes
INTERNATIONAL ADVANTAGE FUND - I JISIX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MID CAP VALUE FUND - I JMVSX N/A USD 5,000,000 USD 1,000,000 No Load I SHARES Yes
SHORT-INTERMEDIATE MUNI BOND - C STMCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
MID CAP VALUE FUND - C JCMVX N/A USD 5,000,000 USD 1,000 Level Load C SHARES No
UNDISCVRD MGRS BEHAV VALUE - C UBVCX N/A USD 250,000 USD 1,000 Level Load C SHARES No
REALTY INCOME FUND - C URTCX N/A USD 200,000 USD 1,000 No Load C SHARES Yes
CALIFORNIA TAX FREE BOND FUND - C JCBCX Bond USD 500,000 USD 1,000 Level Load C SHARES No
TAX AWARE REAL RETURN FUND - C TXRCX Bond USD 1,500,000 USD 1,000 Level Load C SHARES No
INTREPID AMERICA FUND - C JIACX N/A USD 10,000,000 USD 1,000 Level Load C SHARES No
U.S. GARP EQUITY FUND - C JCICX N/A USD 1,000,000 USD 1,000 Level Load C No
LIQUID ASSETS MMKT FUND - PREMIER PJLXX Money Market USD 50,000,000 USD 1,000,000 No Load PREMIER SHARES Yes
U.S. SUSTAINABLE LEADERS FUND - C JICCX N/A USD 250,000 USD 1,000 Level Load C No
US APPLIED DATA SCIENCE VALUE FUND -C JIVCX N/A USD 1,000,000 USD 1,000 Level Load C No
SMALL CAP EQUITY FUND - C JSECX N/A USD 3,000,000 USD 1,000 Level Load C No
VALUE ADVANTAGE FUND - C JVACX N/A USD 250,000 USD 1,000 Level Load C No
VALUE ADVANTAGE FUND - I JVASX N/A USD 250,000 USD 1,000,000 No Load I Yes
DIVERSIFIED FUND - C JDVCX N/A USD 3,000,000 USD 1,000 Level Load C No
INATIONAL MUNICIPAL INCOME FUND - C JITCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
JPM SMARTRETIREMENT INCOME - C JSRCX N/A USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT INCOME - I JSRSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2030 - C JSMCX N/A USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2030 - I JSMSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2020 - C JTTCX N/A USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2020 - I JTTSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2040 - I SMTSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2040 - C SMTCX N/A USD 1,000,000 USD 500 Level Load C SHARES No
EMERGING MARKETS DEBT FUND - C JEDCX N/A USD 500,000 USD 1,000 Level Load C SHARES No
INTERNATIONAL VALUE FUND - C JIUCX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
EMERGING MARKETS EQUITY FUND - C JEMCX N/A USD 3,000,000 USD 1,000 Level Load C SHARES No
INTERNATIONAL ADVANTAGE FUND - C JIICX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
GROWTH ADVANTAGE FUND - C JGACX N/A USD 500,000 USD 1,000 Level Load C No
GROWTH ADVANTAGE FUND - I JGASX N/A USD 500,000 USD 1,000,000 No Load I Yes
TAX FREE BOND FUND - C JTFCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
INCOME BUILDER FUND - C JNBCX N/A USD 10,000,000 USD 1,000 Level Load C SHARES No
INCOME BUILDER FUND - I JNBSX N/A USD 10,000,000 USD 1,000,000 No Load I SHARES Yes
U.S. SMALL COMPANY FUND - C JTUCX Stock USD 250,000 USD 1,000 Level Load C SHARES No
JPM SMARTRETIREMENT 2025 - C JNSCX N/A USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2025 - I JNSSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2035 - C SRJCX N/A USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2035 - I SRJSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2045 - C JSACX N/A USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2045 - I JSASX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT 2050 - C JTSCX N/A USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2050 - I JTSSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
HIGH YIELD MUNICIPAL FUND - C JTICX Bond USD 200,000 USD 1,000 Level Load C SHARES No
HIGH YIELD MUNICIPAL FUND - I JTISX Bond USD 200,000 USD 1,000,000 No Load I SHARES Yes
EMERGING ECONOMIES FUND C JEECX N/A USD 1,000,000 USD 1,000 Level Load C SHARES No
EMERGING ECONOMIES FUND SEL JEESX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
TOTAL RETURN FUND - C JMTCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
TOTAL RETURN FUND - I JMTSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INFLATION MANAGED BOND FUND - C JIMCX Bond USD 1,000,000 USD 1,000 No Load C SHARES Yes
INFLATION MANAGED BOND - I JRBSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
MID CAP EQUITY - C JMCCX N/A USD 5,000,000 USD 1,000 Level Load C No
GLOBAL ALLOCATION FUND - C GAOCX N/A USD 5,000,000 USD 1,000 Level Load C SHARES No
GLOBAL ALLOCATION FUND - I GAOSX N/A USD 5,000,000 USD 1,000,000 No Load I SHARES Yes
MID CAP GROWTH R6 JMGMX N/A USD 5,000,000 USD 15,000,000 No Load R6 SHARES Yes
TAX AWARE EQUITY FUND - C JPECX N/A USD 250,000 USD 1,000 Level Load C SHARES No
FLOATING RATE INCOME FUND - C JPHCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
FLOATING RATE INCOME - I JPHSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EQUITY FOCUS FUND - C JPFCX N/A USD 100,000 USD 1,000 Level Load C No
EQUITY FOCUS FUND - I JPFSX N/A USD 100,000 USD 1,000,000 No Load I Yes
JPM SMARTRETIREMENT 2055- C JFFCX N/A USD 1,000,000 USD 500 Level Load C SHARES No
JPM SMARTRETIREMENT 2055- I JFFSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2020 - I JSSRX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2025 - I JBSSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2030 - I JRBEX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2035 - I JPSRX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2040 - I JOBEX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2045 - I JMSSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2050 - I JNEAX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2055 - I JPTBX N/A USD 250,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND INC - I JIJSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SHORT DURATION CORE PLUS FUND- I JSDSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
SHORT DURATION CURE PLUS FUND - C JSDCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
UNDISCVRD MGRS BEHAV VALUE - I UBVSX N/A USD 250,000 USD 1,000,000 No Load I SHARES Yes
EMERGING MARKETS STRATEGIC DEBT - I JECSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
EMERGING MARKETS STRATEGIC DEBT - C JECCX N/A USD 1,000,000 USD 1,000 Level Load C SHARES No
MORTGAGE-BACKED SECURITIES - C OBBCX N/A USD 3,000,000 USD 1,000 Level Load C SHARES No
GLOBL RESCH ENHAN IDX SEL JEITX Stock USD 20,000,000 USD 1,000,000 No Load I SHARES Yes
GLOBAL BOND OPPORTUNITIES - C GBOCX Bond USD 1,000,000 USD 1,000 Level Load C SHARES No
GLOBAL BOND OPPORTUNITIES - I GBOSX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTERNATIONAL FOCUS FUND - I IUESX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTERNATIONAL FOCUS FUND - C IUCEX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
INTERNATIONAL FOCUS FUND - R6 IUENX Stock USD 1,000,000 USD 15,000,000 No Load R6 SHARES Yes
CORPORATE BOND - C CBRCX Bond USD 3,000,000 USD 1,000 Level Load C SHARES No
CORPORATE BOND - I CBFSX Bond USD 3,000,000 USD 1,000,000 No Load I SHARES Yes
EMERGING MARKETS EQUITY FUND - R6 JEMWX N/A USD 3,000,000 USD 15,000,000 No Load R6 SHARES Yes
RESEARCH MARKET NEUTRAL FUND - L JPMNX N/A USD 500,000 USD 3,000,000 No Load CLASS L Yes
RESEARCH MARKET NEUTRAL FUND - A JMNAX N/A USD 500,000 USD 1,000 Front-End Load A SHARES No
UNCONSTRAINED DEBT - A JSIAX Stock USD 1,000,000 USD 1,000 Front-End Load A SHARES No
UNCONSTRAINED DEBT - C JINCX Stock USD 1,000,000 USD 1,000 Level Load C SHARES No
UNCONSTRAINED DEBT - I JSISX Stock USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
RESEARCH MARKET NEUTRAL FUND - C JMNCX N/A USD 500,000 USD 1,000 Level Load C SHARES No
RESEARCH MARKET NEUTRAL FUND - I JMNSX N/A USD 500,000 USD 1,000,000 No Load I SHARES Yes
U.S. LARGE CAP CORE PLUS FUND - A JLCAX N/A USD 500,000 USD 1,000 Front-End Load A SHARES No
U.S. LARGE CAP CORE PLUS FUND - C JLPCX N/A USD 500,000 USD 1,000 Level Load C No
U.S. LARGE CAP CORE PLUS FUND - I JLPSX N/A USD 500,000 USD 1,000,000 No Load I Yes
STRATEGIC INCOME OPPORTUNITIES - A JSOAX Bond USD 5,000,000 USD 1,000 Front-End Load A SHARES No
STRATEGIC INCOME OPPORTUNITIES - C JSOCX Bond USD 5,000,000 USD 1,000 Level Load C SHARES No
STRATEGIC INCOME OPPORTUNITIES - I JSOSX Bond USD 5,000,000 USD 1,000,000 No Load I SHARES Yes
HEDGED EQUITY FUND - A JHQAX N/A USD 5,000,000 USD 1,000 Front-End Load A SHARES No
HEDGED EQUITY FUND - C JHQCX N/A USD 5,000,000 USD 1,000 Level Load C No
HEDGED EQUITY FUND - I JHEQX N/A USD 5,000,000 USD 1,000,000 No Load I SHARES Yes
INCOME FUND - A JGIAX Bond USD 250,000 USD 1,000 Front-End Load A SHARES No
INCOME FUND - C JGCGX Bond USD 250,000 USD 1,000 Level Load C SHARES No
INCOME FUND - I JMSIX Bond USD 250,000 USD 1,000,000 No Load I SHARES Yes
SYSTEMATIC ALPHA - A JSALX N/A USD 1,000,000 USD 1,000 Front-End Load A SHARES No
SYSTEMATIC ALPHA - C JSYAX N/A USD 1,000,000 USD 1,000 Level Load C SHARES No
SYSTEMATIC ALPHA - SEL SSALX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
OPPORTUNISTIC EQTY LONG/SHORT - I JOEQX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
OPP EQUITY LONG/SHORT-A JOELX N/A USD 1,000,000 USD 1,000 Front-End Load A SHARES No
OPPORTUNISTIC EQTY LONG/SHORT - C JOECX N/A USD 1,000,000 USD 1,000 Level Load C SHARES No
ACCESS BALANCED FUND - I JXBSX Balanced USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
ACCESS GROWTH FUND - I JXGSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
ACCESS BALANCED FUND - L JXBIX Balanced USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
ACCESS GROWTH FUND - L JXGIX N/A USD 1,000,000 USD 3,000,000 No Load CLASS L Yes
JPM SMARTRETIREMENT 2060 - R5 JAKIX N/A USD 1,000,000 USD 0 No Load R5 SHARES Yes
MANAGED INCOME FUND - I JMGLX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
INTL RESEARCH ENHANCED EQUITY - R6 JEIQX Stock USD 1,000,000 USD 15,000,000 No Load R6 SHARES Yes
EQUITY PREMIUM INCOME FUND - I JEPIX N/A USD 3,000,000 USD 1,000,000 No Load I SHARES Yes
TAX AWARE EQUITY FUND - R6 JPELX N/A USD 250,000 USD 15,000,000 No Load R6 SHARES Yes
INCOME BUILDER FUND - R6 JNBZX N/A USD 10,000,000 USD 15,000,000 No Load R6 SHARES Yes
HEDGED EQUITY 3 FUND - R6 JHTRX Stock USD 5,000,000 USD 15,000,000 No Load R6 SHARES Yes
HEDGED EQUITY 2 FUND - R6 JHDRX Stock USD 5,000,000 USD 15,000,000 No Load R6 SHARES Yes
HEDGED EQUITY 3 FUND - I JHQTX Stock USD 5,000,000 USD 1,000,000 No Load I SHARES Yes
HEDGED EQUITY 2 FUND - A JHDAX Stock USD 5,000,000 USD 1,000 Front-End Load A SHARES No
HEDGED EQUITY 2 FUND - I JHQDX Stock USD 5,000,000 USD 1,000,000 No Load I SHARES Yes
HEDGED EQUITY 3 FUND - A JHTAX Stock USD 5,000,000 USD 1,000 Front-End Load A SHARES No
HEDGED EQUITY 2 FUND - C JHDCX Stock USD 5,000,000 USD 1,000 Level Load C SHARES No
HEDGED EQUITY 3 FUND - C JHTCX Stock USD 5,000,000 USD 1,000 Level Load C SHARES No
PREFERRED AND INCOME SECURITIES - I JPDIX Bond USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
PREFERRED AND INCOME SECURITIES - A JPDAX Bond USD 1,000,000 USD 1,000 Front-End Load A SHARES No
JPM SMARTRETIREMENT BLEND 2065 - R5 JSMDX N/A USD 1,000,000 USD 0 No Load R5 SHARES Yes
JPM SMARTRETIREMENT BLEND 2065 - I JSBSX N/A USD 1,000,000 USD 1,000,000 No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2065 - R2 JSBZX N/A USD 1,000,000 USD 0 No Load R2 SHARES No
JPM SMARTRETIREMENT BLEND 2065 - R3 JSBPX N/A USD 1,000,000 USD 0 No Load R3 SHARES No
JPM SMARTRETIREMENT BLEND 2065 - R4 JSBQX N/A USD 1,000,000 USD 0 No Load R4 SHARES Yes
JPM SMARTRETIREMENT BLEND 2065 - R6 JSBYX N/A USD 1,000,000 USD 15,000,000 No Load R6 SHARES Yes
HIGH YIELD FUND - R4 JRJKX Bond USD 1,000,000 USD 0 No Load R4 SHARES Yes
HIGH YIELD FUND - R3 JRJYX Bond USD 1,000,000 USD 0 No Load R3 SHARES No
SMALL CAP SUSTAINABLE LEADERS FUND -I VSSWX N/A USD 1,000,000 USD 1,000,000 No Load I Yes

Notes:

  1. Advisor minimums may be lower.

Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.

Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.