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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
EMERGING MARKETS EQUITY FUND - L JMIEX USD 3,000,000 USD 0 N/A No Load L Yes
LIMITED DURATION BOND - A ONUAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
GOVERNMENT BOND FUND - A OGGAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INTL RESEARCH ENHANCED EQUITY - A OEIAX USD 1,000 USD 0 Stock No Load A SHARES Yes
SUSTAINABLE MUNICIPAL INCOME - A OTBAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INTERNATIONAL VALUE FUND - L JNUSX USD 3,000,000 USD 0 Stock No Load L Yes
U.S. SMALL COMPANY FUND - L JUSSX USD 3,000,000 USD 0 Stock No Load L SHARES Yes
TAX FREE BOND FUND - A PMBAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
DIVERSIFIED FUND - L JPDVX USD 3,000,000 USD 0 N/A No Load L Yes
U.S. VALUE FUND - A VGRIX USD 1,000 USD 0 N/A Front-End Load A SHARES No
U.S. EQUITY FUND - L JMUEX USD 3,000,000 USD 0 N/A No Load L Yes
SMALL CAP GROWTH FUND - A PGSGX USD 1,000 USD 0 N/A Front-End Load A SHARES No
MID CAP GROWTH - A OSGIX USD 1,000 USD 0 N/A Front-End Load A SHARES No
EQUITY INCOME FUND - A OIEIX USD 1,000 USD 0 Stock Front-End Load A SHARES No
SHORT DURATION BOND FUND - A OGLVX USD 1,000 USD 0 Bond Front-End Load A SHARES No
LARGE CAP VALUE FUND - A OLVAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
EQUITY INDEX FUND - A OGEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
CORE PLUS BOND FUND - A ONIAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
LARGE CAP GROWTH FUND - A OLGAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
CORE BOND FUND - A PGBOX USD 1,000 USD 0 Bond Front-End Load A SHARES No
SMID CAP EQUITY FUND - A PECAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
SMALL CAP VALUE FUND - A PSOAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
SMALL CAP EQUITY FUND - A VSEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
EUROPE DYNAMIC FUND - A VEUAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
U.S. RESEARCH ENHANCED EQUITY FUND - L JPIEX USD 3,000,000 USD 0 N/A No Load L SHARES Yes
INVESTOR BALANCED FUND - A OGIAX USD 500 USD 0 N/A Front-End Load A SHARES No
INVESTOR CONSERVATIVE GROWTH - A OICAX USD 500 USD 0 N/A Front-End Load A SHARES No
CALIFORNIA TAX FREE BOND FUND - I JPICX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
TAX AWARE EQUITY FUND - I JPDEX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INVESTOR GROWTH FUND - A ONGAX USD 500 USD 0 N/A Front-End Load A SHARES No
INVESTOR GROWTH & INCOME FUND - A ONGIX USD 500 USD 0 N/A Front-End Load A SHARES No
UNDISCVRD MGRS BEHAV VALUE - L UBVLX USD 3,000,000 USD 0 N/A No Load L SHARES Yes
MRKT EXPANSION ENHANCED INDEX FUND-A OMEAX USD 1,000 USD 0 N/A No Load A SHARES Yes
MORTGAGE-BACKED SECURITIES - A OMBAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
MID CAP VALUE FUND - L FLMVX USD 3,000,000 USD 0 N/A No Load L SHARES Yes
HIGH YIELD FUND - A OHYAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
REALTY INCOME FUND - L URTLX USD 3,000,000 USD 0 N/A No Load L SHARES Yes
GROWTH ADVANTAGE FUND - A VHIAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2055- A JFFAX USD 500 USD 0 N/A Front-End Load A SHARES No
SHORT-INTERMEDIATE MUNI BOND - A OSTAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
NEW YORK TAX FREE BOND FUND - A VANTX USD 1,000 USD 0 Bond Front-End Load A SHARES No
U.S. RESEARCH ENHANCED EQUITY FUND - A JDEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
NATIONAL MUNICIPAL INCOME FUND - I JITIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
NEW YORK TAX FREE BOND FUND - I JNYIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
CALIFORNIA TAX FREE BOND FUND - A JCBAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
EUROPE DYNAMIC FUND - L JFEIX USD 3,000,000 USD 0 Stock No Load L Yes
FEDERAL MONEY MARKET FUND - INST JFMXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
100% U.S. TREAS SEC MMKT - INST JTSXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
U.S. EQUITY FUND - A JUEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
EMERGING MARKETS EQUITY FUND - A JFAMX USD 1,000 USD 0 N/A Front-End Load A SHARES No
INTERNATIONAL VALUE FUND - A JFEAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
TAX FREE MMKT FUND - INST JTFXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
SMALL CAP BLEND FUND - A VSCOX USD 1,000 USD 0 N/A Front-End Load A SHARES No
MID CAP VALUE FUND - A JAMCX USD 1,000 USD 0 N/A Front-End Load A SHARES No
INTERNATIONAL EQUITY FUND - A JSEAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
INTERNATIONAL ADVANTAGE FUND - A JFTAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
UNDISCVRD MGRS BEHAV VALUE - A UBVAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
REALTY INCOME FUND - A URTAX USD 1,000 USD 0 N/A No Load A SHARES Yes
SMALL CAP GROWTH FUND - L JISGX USD 3,000,000 USD 0 N/A No Load L SHARES Yes
U.S. TREAS PLUS MMKT - INST IJTXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
U.S. GOVT MMKT FUND - INST IJGXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
TAX AWARE REAL RETURN FUND - I TXRIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
TAX AWARE REAL RETURN FUND - A TXRAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INTREPID AMERICA FUND - A JIAAX USD 1,000 USD 1,000 N/A Front-End Load A SHARES No
U.S. GARP EQUITY FUND - A JIGAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
U.S. SUSTAINABLE LEADERS FUND - A JICAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
LIQUID ASSETS MMKT FUND - INST IJLXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
US APPLIED DATA SCIENCE VALUE FUND -A JIVAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
MUNICIPAL MONEY MARKET FUND - INST IJMXX USD 10,000,000 USD 10,000,000 Money Market No Load INSTITUTIONAL SHARES Yes
VALUE ADVANTAGE FUND - A JVAAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
VALUE ADVANTAGE FUND - L JVAIX USD 3,000,000 USD 0 N/A No Load L Yes
DIVERSIFIED FUND - A JDVAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
NATIONAL MUNICIPAL INCOME FUND - A JITAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
JPM SMARTRETIREMENT INCOME - R5 JSIIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT INCOME - A JSRAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2030 - A JSMAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2030 - R5 JSMIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2020 - A JTTAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2020 - R5 JTTIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2040 - A SMTAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2040 - R5 SMTIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
EMERGING MARKETS DEBT FUND - A JEDAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
INCOME BUILDER FUND - A JNBAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
U.S. SMALL COMPANY FUND - A JTUAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
JPM SMARTRETIREMENT 2025 - A JNSAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2025 - R5 JNSIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2035 - A SRJAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2035 - R5 SRJIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2045 - A JSAAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2045 - R5 JSAIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT 2050 - A JTSAX USD 500 USD 0 N/A Front-End Load A SHARES No
JPM SMARTRETIREMENT 2050 - R5 JTSIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
HIGH YIELD MUNICIPAL FUND - A JTIAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
EMERGING ECONOMIES FUND A JEEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
TOTAL RETURN FUND - A JMTAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INFLATION MANAGED BOND - A JIMAX USD 1,000 USD 0 Bond No Load A SHARES Yes
MID CAP EQUITY - A JCMAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
CORE PLUS BOND FUND - L JCBIX USD 3,000,000 USD 3,000,000 Bond No Load CLASS L Yes
SHORT-INTERMEDIATE MUNI BOND - I JIMIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
GLOBAL ALLOCATION FUND - A GAOAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
TAX AWARE EQUITY FUND - A JPEAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
FLOATING RATE INCOME - A JPHAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
EQUITY FOCUS FUND - A JPFAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
MANAGED INCOME FUND - L JMGIX USD 3,000,000 USD 0 Bond No Load L SHARES Yes
JPM SMARTRETIREMENT 2055- R5 JFFIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
SHORT DURATION CORE PLUS FUND - A JSDHX USD 1,000 USD 0 Bond Front-End Load A SHARES No
EMERGING MARKETS STRATEGIC DEBT - A JECAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
GLOBAL BOND OPPORTUNITIES - A GBOAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INTERNATIONAL FOCUS FUND - A IUAEX USD 1,000 USD 0 Stock Front-End Load A SHARES No
CORPORATE BOND - A CBRAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
GOVERNMENT BOND FUND - I HLGAX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
SUSTAINABLE MUNICIPAL INCOME - I HLTAX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
INTL RESEARCH ENHANCED EQUITY - I OIEAX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
U.S. SMALL COMPANY FUND - I JSCSX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
U.S. EQUITY FUND - I JUESX USD 1,000,000 USD 0 N/A No Load I Yes
LIMITED DURATION BOND -SEL HLGFX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
EQUITY INCOME FUND - I HLIEX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
MID CAP GROWTH - I HLGEX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SHORT DURATION BOND FUND - I HLLVX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
LARGE CAP VALUE FUND - I HLQVX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
CORE BOND FUND - I WOBDX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
SMID CAP EQUITY FUND - I WOOPX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
EMERGING MARKETS EQUITY FUND - I JEMSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
EQUITY INDEX FUND - I HLEIX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INTERNATIONAL VALUE FUND - I JIESX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
CORE PLUS BOND FUND - I HLIPX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
LARGE CAP GROWTH FUND - I SEEGX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
DIVERSIFIED FUND - I JDVSX USD 1,000,000 USD 0 N/A No Load I Yes
SMALL CAP VALUE FUND - I PSOPX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
TAX FREE BOND FUND - I PRBIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
SMALL CAP EQUITY FUND - I VSEIX USD 1,000,000 USD 0 N/A No Load I Yes
U.S. VALUE FUND - I VGIIX USD 1,000,000 USD 0 N/A No Load I Yes
SMALL CAP GROWTH FUND - I OGGFX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INVESTOR BALANCED FUND - I OIBFX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
MID CAP EQUITY FUND - I VSNGX USD 1,000,000 USD 0 N/A No Load I Yes
SMALL CAP SUSTAINABLE LEADERS FUND -R5 VSSCX USD 0 USD 100,000,000,000,000 N/A No Load R5 Yes
INTERNATIONAL EQUITY FUND - I VSIEX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
INVESTOR GROWTH FUND - I ONIFX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
U.S. RESEARCH ENHANCED EQUITY FUND - I JDESX USD 1,000,000 USD 0 N/A No Load I Yes
EMERGING MARKETS DEBT FUND - I JEMDX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INVESTOR CONSERVATIVE GROWTH - I ONCFX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INVESTOR GROWTH & INCOME FUND - I ONGFX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
MRKT EXPANSION ENHANCED INDEX FUND-I PGMIX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SMALL CAP BLEND FUND - C VSCCX USD 1,000 USD 0 N/A Level Load C No
MORTGAGE-BACKED SECURITIES - I OMBIX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SUSTAINABLE MUNICIPAL INCOME - C OMICX USD 1,000 USD 0 Bond Level Load C SHARES No
SMALL CAP BLEND FUND - I JDSCX USD 1,000,000 USD 0 N/A No Load I Yes
CORE BOND FUND - C OBOCX USD 1,000 USD 0 Bond Level Load C SHARES No
SMID CAP EQUITY FUND -C ODMCX USD 1,000 USD 0 N/A Level Load C SHARES No
MRKT EXPANSION ENHANCED INDEX FUND-C OMECX USD 1,000 USD 0 N/A No Load C SHARES Yes
SMALL CAP VALUE FUND - C OSVCX USD 1,000 USD 0 N/A Level Load C SHARES No
INVESTOR GROWTH FUND - C OGGCX USD 500 USD 0 N/A Level Load C SHARES No
INVESTOR GROWTH & INCOME FUND - C ONECX USD 500 USD 0 N/A Level Load C SHARES No
INVESTOR BALANCED FUND - C OGBCX USD 500 USD 0 N/A Level Load C SHARES No
INVESTOR CONSERVATIVE GROWTH - C OCGCX USD 500 USD 0 N/A Level Load C SHARES No
LARGE CAP GROWTH FUND - C OLGCX USD 1,000 USD 0 N/A Level Load C SHARES No
LARGE CAP VALUE FUND - C OLVCX USD 1,000 USD 0 N/A Level Load C SHARES No
MID CAP GROWTH - C OMGCX USD 1,000 USD 0 N/A Level Load C SHARES No
EQUITY INDEX FUND - C OEICX USD 1,000 USD 0 N/A Level Load C SHARES No
EQUITY INCOME FUND - C OINCX USD 1,000 USD 0 Stock Level Load C SHARES No
SMALL CAP GROWTH FUND - C OSGCX USD 1,000 USD 0 N/A Level Load C SHARES No
CORE PLUS BOND FUND - C OBDCX USD 1,000 USD 0 Bond Level Load C SHARES No
GOVERNMENT BOND FUND - C OGVCX USD 1,000 USD 0 Bond Level Load C SHARES No
LIMITED DURATION BOND - C OGUCX USD 1,000 USD 0 Bond Level Load C SHARES No
SHORT DURATION BOND FUND - C OSTCX USD 1,000 USD 0 Bond Level Load C SHARES No
LIQUID ASSETS MMKT FUND - C OPCXX USD 10,000 USD 0 Money Market Level Load C SHARES No
U.S. TREAS PLUS MMKT - C OTCXX USD 10,000 USD 0 Money Market Level Load C SHARES No
HIGH YIELD FUND - C OGHCX USD 1,000 USD 0 Bond Level Load C SHARES No
HIGH YIELD FUND - I OHYFX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
EUROPE DYNAMIC FUND - C VEUCX USD 1,000 USD 0 Stock Level Load C SHARES No
U.S. VALUE FUND - C VGICX USD 1,000 USD 0 N/A Level Load C No
U.S. EQUITY FUND - C JUECX USD 1,000 USD 0 N/A Level Load C No
EUROPE DYNAMIC FUND - I JFESX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
NEW YORK TAX FREE BOND FUND - C JCNTX USD 1,000 USD 0 Bond Level Load C SHARES No
INTERNATIONAL EQUITY FUND - C JIECX USD 1,000 USD 0 Stock Level Load C SHARES No
U.S. GARP EQUITY FUND - I JPGSX USD 1,000,000 USD 0 N/A No Load I Yes
US APPLIED DATA SCIENCE VALUE FUND -I JPIVX USD 1,000,000 USD 0 N/A No Load I Yes
INTREPID AMERICA FUND - SEL JPIAX USD 1,000,000 USD 1,000,000 N/A No Load I SHARES Yes
U.S. SUSTAINABLE LEADERS FUND - I JIISX USD 1,000,000 USD 0 N/A No Load I Yes
INTERNATIONAL ADVANTAGE FUND - I JISIX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
MID CAP VALUE FUND - I JMVSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SHORT-INTERMEDIATE MUNI BOND - C STMCX USD 1,000 USD 0 Bond Level Load C SHARES No
MID CAP VALUE FUND - C JCMVX USD 1,000 USD 0 N/A Level Load C SHARES No
UNDISCVRD MGRS BEHAV VALUE - C UBVCX USD 1,000 USD 0 N/A Level Load C SHARES No
REALTY INCOME FUND - C URTCX USD 1,000 USD 0 N/A No Load C SHARES Yes
CALIFORNIA TAX FREE BOND FUND - C JCBCX USD 1,000 USD 0 Bond Level Load C SHARES No
TAX AWARE REAL RETURN FUND - C TXRCX USD 1,000 USD 0 Bond Level Load C SHARES No
INTREPID AMERICA FUND - C JIACX USD 1,000 USD 1,000 N/A Level Load C SHARES No
U.S. GARP EQUITY FUND - C JCICX USD 1,000 USD 0 N/A Level Load C No
LIQUID ASSETS MMKT FUND - PREMIER PJLXX USD 1,000,000 USD 0 Money Market No Load PREMIER SHARES Yes
U.S. SUSTAINABLE LEADERS FUND - C JICCX USD 1,000 USD 0 N/A Level Load C No
US APPLIED DATA SCIENCE VALUE FUND -C JIVCX USD 1,000 USD 0 N/A Level Load C No
SMALL CAP EQUITY FUND - C JSECX USD 1,000 USD 0 N/A Level Load C No
VALUE ADVANTAGE FUND - C JVACX USD 1,000 USD 0 N/A Level Load C No
VALUE ADVANTAGE FUND - I JVASX USD 1,000,000 USD 0 N/A No Load I Yes
DIVERSIFIED FUND - C JDVCX USD 1,000 USD 0 N/A Level Load C No
INATIONAL MUNICIPAL INCOME FUND - C JITCX USD 1,000 USD 0 Bond Level Load C SHARES No
JPM SMARTRETIREMENT INCOME - C JSRCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT INCOME - I JSRSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2030 - C JSMCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2030 - I JSMSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2020 - C JTTCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2020 - I JTTSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2040 - I SMTSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2040 - C SMTCX USD 500 USD 0 N/A Level Load C SHARES No
EMERGING MARKETS DEBT FUND - C JEDCX USD 1,000 USD 0 N/A Level Load C SHARES No
INTERNATIONAL VALUE FUND - C JIUCX USD 1,000 USD 0 Stock Level Load C SHARES No
EMERGING MARKETS EQUITY FUND - C JEMCX USD 1,000 USD 0 N/A Level Load C SHARES No
INTERNATIONAL ADVANTAGE FUND - C JIICX USD 1,000 USD 0 Stock Level Load C SHARES No
GROWTH ADVANTAGE FUND - C JGACX USD 1,000 USD 0 N/A Level Load C No
GROWTH ADVANTAGE FUND - I JGASX USD 1,000,000 USD 0 N/A No Load I Yes
TAX FREE BOND FUND - C JTFCX USD 1,000 USD 0 Bond Level Load C SHARES No
INCOME BUILDER FUND - C JNBCX USD 1,000 USD 0 N/A Level Load C SHARES No
INCOME BUILDER FUND - I JNBSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
U.S. SMALL COMPANY FUND - C JTUCX USD 1,000 USD 0 Stock Level Load C SHARES No
JPM SMARTRETIREMENT 2025 - C JNSCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2025 - I JNSSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2035 - C SRJCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2035 - I SRJSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2045 - C JSACX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2045 - I JSASX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT 2050 - C JTSCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2050 - I JTSSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
HIGH YIELD MUNICIPAL FUND - C JTICX USD 1,000 USD 0 Bond Level Load C SHARES No
HIGH YIELD MUNICIPAL FUND - I JTISX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
EMERGING ECONOMIES FUND C JEECX USD 1,000 USD 0 N/A Level Load C SHARES No
EMERGING ECONOMIES FUND SEL JEESX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
TOTAL RETURN FUND - C JMTCX USD 1,000 USD 0 Bond Level Load C SHARES No
TOTAL RETURN FUND - I JMTSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
INFLATION MANAGED BOND FUND - C JIMCX USD 1,000 USD 0 Bond No Load C SHARES Yes
INFLATION MANAGED BOND - I JRBSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
MID CAP EQUITY - C JMCCX USD 1,000 USD 0 N/A Level Load C No
GLOBAL ALLOCATION FUND - C GAOCX USD 1,000 USD 0 N/A Level Load C SHARES No
GLOBAL ALLOCATION FUND - I GAOSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
MID CAP GROWTH R6 JMGMX USD 15,000,000 USD 0 N/A No Load R6 SHARES Yes
TAX AWARE EQUITY FUND - C JPECX USD 1,000 USD 0 N/A Level Load C SHARES No
FLOATING RATE INCOME FUND - C JPHCX USD 1,000 USD 0 Bond Level Load C SHARES No
FLOATING RATE INCOME - I JPHSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
EQUITY FOCUS FUND - C JPFCX USD 1,000 USD 0 N/A Level Load C No
EQUITY FOCUS FUND - I JPFSX USD 1,000,000 USD 0 N/A No Load I Yes
JPM SMARTRETIREMENT 2055- C JFFCX USD 500 USD 0 N/A Level Load C SHARES No
JPM SMARTRETIREMENT 2055- I JFFSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2020 - I JSSRX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2025 - I JBSSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2030 - I JRBEX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2035 - I JPSRX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2040 - I JOBEX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2045 - I JMSSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2050 - I JNEAX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2055 - I JPTBX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND INC - I JIJSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
SHORT DURATION CORE PLUS FUND- I JSDSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
SHORT DURATION CURE PLUS FUND - C JSDCX USD 1,000 USD 0 Bond Level Load C SHARES No
UNDISCVRD MGRS BEHAV VALUE - I UBVSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
EMERGING MARKETS STRATEGIC DEBT - I JECSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
EMERGING MARKETS STRATEGIC DEBT - C JECCX USD 1,000 USD 0 N/A Level Load C SHARES No
MORTGAGE-BACKED SECURITIES - C OBBCX USD 1,000 USD 0 N/A Level Load C SHARES No
GLOBL RESCH ENHAN IDX SEL JEITX USD 1,000,000 USD 1,000,000 Stock No Load I SHARES Yes
GLOBAL BOND OPPORTUNITIES - C GBOCX USD 1,000 USD 0 Bond Level Load C SHARES No
GLOBAL BOND OPPORTUNITIES - I GBOSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
INTERNATIONAL FOCUS FUND - I IUESX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
INTERNATIONAL FOCUS FUND - C IUCEX USD 1,000 USD 0 Stock Level Load C SHARES No
INTERNATIONAL FOCUS FUND - R6 IUENX USD 15,000,000 USD 0 Stock No Load R6 SHARES Yes
CORPORATE BOND - C CBRCX USD 1,000 USD 0 Bond Level Load C SHARES No
CORPORATE BOND - I CBFSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
EMERGING MARKETS EQUITY FUND - R6 JEMWX USD 15,000,000 USD 0 N/A No Load R6 SHARES Yes
RESEARCH MARKET NEUTRAL FUND - L JPMNX USD 3,000,000 USD 3,000,000 N/A No Load CLASS L Yes
RESEARCH MARKET NEUTRAL FUND - A JMNAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
UNCONSTRAINED DEBT - A JSIAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
UNCONSTRAINED DEBT - C JINCX USD 1,000 USD 0 Stock Level Load C SHARES No
UNCONSTRAINED DEBT - I JSISX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
RESEARCH MARKET NEUTRAL FUND - C JMNCX USD 1,000 USD 0 N/A Level Load C SHARES No
RESEARCH MARKET NEUTRAL FUND - I JMNSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
U.S. LARGE CAP CORE PLUS FUND - A JLCAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
U.S. LARGE CAP CORE PLUS FUND - C JLPCX USD 1,000 USD 0 N/A Level Load C No
U.S. LARGE CAP CORE PLUS FUND - I JLPSX USD 1,000,000 USD 0 N/A No Load I Yes
STRATEGIC INCOME OPPORTUNITIES - A JSOAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
STRATEGIC INCOME OPPORTUNITIES - C JSOCX USD 1,000 USD 0 Bond Level Load C SHARES No
STRATEGIC INCOME OPPORTUNITIES - I JSOSX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
HEDGED EQUITY FUND - A JHQAX USD 1,000 USD 0 N/A Front-End Load A SHARES No
HEDGED EQUITY FUND - C JHQCX USD 1,000 USD 0 N/A Level Load C No
HEDGED EQUITY FUND - I JHEQX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
INCOME FUND - A JGIAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
INCOME FUND - C JGCGX USD 1,000 USD 0 Bond Level Load C SHARES No
INCOME FUND - I JMSIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
SYSTEMATIC ALPHA - A JSALX USD 1,000 USD 1,000 N/A Front-End Load A SHARES No
SYSTEMATIC ALPHA - C JSYAX USD 1,000 USD 1,000 N/A Level Load C SHARES No
SYSTEMATIC ALPHA - SEL SSALX USD 1,000,000 USD 1,000,000 N/A No Load I SHARES Yes
OPPORTUNISTIC EQTY LONG/SHORT - I JOEQX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
OPP EQUITY LONG/SHORT-A JOELX USD 1,000 USD 0 N/A Front-End Load A SHARES No
OPPORTUNISTIC EQTY LONG/SHORT - C JOECX USD 1,000 USD 0 N/A Level Load C SHARES No
ACCESS BALANCED FUND - I JXBSX USD 1,000,000 USD 0 Balanced No Load I SHARES Yes
ACCESS GROWTH FUND - I JXGSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
ACCESS BALANCED FUND - L JXBIX USD 3,000,000 USD 3,000,000 Balanced No Load CLASS L Yes
ACCESS GROWTH FUND - L JXGIX USD 3,000,000 USD 3,000,000 N/A No Load CLASS L Yes
JPM SMARTRETIREMENT 2060 - R5 JAKIX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
MANAGED INCOME FUND - I JMGLX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
INTL RESEARCH ENHANCED EQUITY - R6 JEIQX USD 15,000,000 USD 0 Stock No Load R6 SHARES Yes
EQUITY PREMIUM INCOME FUND - I JEPIX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
TAX AWARE EQUITY FUND - R6 JPELX USD 15,000,000 USD 0 N/A No Load R6 SHARES Yes
INCOME BUILDER FUND - R6 JNBZX USD 15,000,000 USD 0 N/A No Load R6 SHARES Yes
HEDGED EQUITY 3 FUND - R6 JHTRX USD 15,000,000 USD 0 Stock No Load R6 SHARES Yes
HEDGED EQUITY 2 FUND - R6 JHDRX USD 15,000,000 USD 0 Stock No Load R6 SHARES Yes
HEDGED EQUITY 3 FUND - I JHQTX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
HEDGED EQUITY 2 FUND - A JHDAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
HEDGED EQUITY 2 FUND - I JHQDX USD 1,000,000 USD 0 Stock No Load I SHARES Yes
HEDGED EQUITY 3 FUND - A JHTAX USD 1,000 USD 0 Stock Front-End Load A SHARES No
HEDGED EQUITY 2 FUND - C JHDCX USD 1,000 USD 0 Stock Level Load C SHARES No
HEDGED EQUITY 3 FUND - C JHTCX USD 1,000 USD 0 Stock Level Load C SHARES No
PREFERRED AND INCOME SECURITIES - I JPDIX USD 1,000,000 USD 0 Bond No Load I SHARES Yes
PREFERRED AND INCOME SECURITIES - A JPDAX USD 1,000 USD 0 Bond Front-End Load A SHARES No
JPM SMARTRETIREMENT BLEND 2065 - R5 JSMDX USD 0 USD 100,000,000,000,000 N/A No Load R5 SHARES Yes
JPM SMARTRETIREMENT BLEND 2065 - I JSBSX USD 1,000,000 USD 0 N/A No Load I SHARES Yes
JPM SMARTRETIREMENT BLEND 2065 - R2 JSBZX USD 0 USD 0 N/A No Load R2 SHARES No
JPM SMARTRETIREMENT BLEND 2065 - R3 JSBPX USD 0 USD 0 N/A No Load R3 SHARES No
JPM SMARTRETIREMENT BLEND 2065 - R4 JSBQX USD 0 USD 0 N/A No Load R4 SHARES Yes
JPM SMARTRETIREMENT BLEND 2065 - R6 JSBYX USD 15,000,000 USD 0 N/A No Load R6 SHARES Yes
HIGH YIELD FUND - R4 JRJKX USD 0 USD 0 Bond No Load R4 SHARES Yes
HIGH YIELD FUND - R3 JRJYX USD 0 USD 0 Bond No Load R3 SHARES No
SMALL CAP SUSTAINABLE LEADERS FUND -I VSSWX USD 1,000,000 USD 0 N/A No Load I Yes

Notes:

  1. Advisor minimums may be lower.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport