JPMorgan US Equity A (JUEAX)

Min Initial Investment

0

Min Initial Investment, IRA

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Min Initial Investment, AIP

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Min Subsequent Investment

0

Min Subsequent Investment, IRA

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Min Subsequent Investment, AIP

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• Northwestern Mutual Inv Srvc, LLC
• Ausdal Financial Partners Inc
• Mutual Of Omaha Investor Services Inc
• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• Pruco Securities, LLC
• UBS Financial Services Inc
• Protected Investors of America
• Comerica Bank
• E TRADE Financial
• H&R Block Financial Advisors Inc
• American Trust Custody
• Morgan Stanley - Brokerage Accounts
• Pershing FundCenter
• Schwab Institutional
• Scottrade Load
• EP Fee Small
• Shareholders Services Group
• JPMorgan
• Merrill Lynch
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• Fifth Third Securities, Inc.
• Edward Jones
• LPL SAM Eligible
• Nationwide Retirement Innovator
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• DATALynx
• DATALynx NTF
• DATALynx NAV
• Dreyfus NTF
• Ameriprise Brokerage
• Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
• Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
• Nationwide Retirement Resource
• RBC Wealth Management-Advisory Eligible
• Schwab Institutional Only
• Ameriprise SPS Advantage
• Mony Securities Corp
• CommonWealth Core
• SunAmerica Securities Premier / Pinnacle
• Vanguard NTF
• ETrade No Load NTF
• ETrade No Load Fee
• ETrade Load Fee
• SunGard Transaction Network
• Royal Alliance
• Raymond James
• Raymond James WRAP Eligible
• Bear Stearns No-Load Transaction Fee
• Commonwealth Universe
• Robert W. Baird & Co.
• DATALynx IMS
• DATALynx IMS NAV
• Bear Stearns Load-Waived NTF
• HSBC Brokerage (USA) Inc
• JPMorgan INVEST
• WFA MF Advisory Updated 9.2.26
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• DailyAccess Corporation FRIAG
• Sterne, Agee & Leach, Inc.,
• EP Comm Small
• EP Comm Large
• EP Fee Large
• JPMorgan INVEST NTF
• ING Financial Ptnrs PAM and PRIME Approv
• Ameritas NTFN
• Ameritas NTF P
• Firstrade
• Scottrade TF
• Ameriprise Financial
• SB Fidelity Advisor 401(k)
• CitiStreet 401(k) Advisor
• Prudential Retail
• Diversified 401(k)
• Sun Life CPS
• Sun Life Recordkeeper Plus
• TIAA-CREF Brokerage Services
• Fidelity Advisor 401(k) I Shares
• Fidelity Advisor 401(k) ACT Shares
• Thrivent – Advisory Eligible
• Pershing FundVest NTF
• Morgan Stanley Consulting Group Advisor
• Morgan Stanley Select UMA
• Morgan Stanley TRAK Fund Solution
• Matrix Financial Solutions
• Trade PMR Transaction Fee
• Trade PMR NTF
• SB Pychx OFS R
• SB Pychx OFS A
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ING Financial Advisers - SAS Funds
• NYLIM 401(k) Complete
• Hartford RK Plus
• Hartford CPS
• ING Framewor(k)
• Met Life Resources MFSP Alliance List
• ADP Access
• Mid Atlantic Capital Group
• HD Vest - Vest Advisor
• Securities America Advisors
• Bear Stearns
• Protected Investors of America NTF
• JP MORGAN NO-LOAD NTF
• JP MORGAN LOAD-WAIVED NTF
• JP MORGAN NTF
• JP MORGAN LOAD
• JP MORGAN NO-LOAD TRANSACTION FEE
• Northwestern Mutual Investment Services, Llc
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• Trust Company of America
• TIAA-CREF NTF
• MSWM Brokerage
• WFA Fdntl Choice/PIM Updated 9.2.26
• ADP Access Open Fund Architecture
• ADP Access Tier 0
• ADP Access IPS R
• DailyAccess Corporation Mid-Atlantic
• RBC Wealth Management-Wrap Eligible
• Waddell & Reed Choice MAP Flex
• E-Plan Services, Inc.
• H Beck Inc.
• ING Financial Partners Inc.
• Securities America Inc.
• Vanguard Load
• Vanguard TF
• Morgan Stanley Portfolio Management
• Nationwide Retirement Flexible Advantage
• Smith Barney Portfolio Manager
• Merrill Edge
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• PAS
• Fidelity Advisor 401(k) A Shares
• Cetera Financial Specialist LLC – Premier, mAA Advisor
• NM WMC
• LPL SWM
• Schwab Advisor Services All Funds Available
• Schwab Retirement Only
• Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
• Nationwide Retirement Innovator Advantage
• ADP Access Tier 2
• Fidelity Advisor 401(k) C Shares
• Fidelity Advisor 401(k) M Shares
• Lincoln Investment Planning
• Pershing Retirement Plan Network
• Ameriprise SPS Advisor
• Prudential Advisors Command
• HD Vest
• ADP Access Tier 3
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access 3(21) Tier 0
• ADP Advisor Access 3(21) Tier 2
• ADP Advisor Access 3(21) Tier 3
• ADP Advisor Access 3(38) Tier 0
• ADP Advisor Access 3(38) Tier 2
• ADP Advisor Access 3(38) Tier 3
• ADP Advisor Access Tier 0
• ADP Advisor Access Tier 2
• ADP Advisor Access Tier 3
• LPL Brokerage Availability
• Thrivent – Retail Eligible
• Pruco Securities LLC -PruChoice Mutual Funds
• Pruco Securities LLC -PruUMA’s Mutual Funds
• ADP SPS 3(38) Tier 2
• ADP Raymond James 3(38)
• Avantax
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement
• Nylife Securities LLC
• NYLIFE Securities Mutual Fund Advantage Available
• Schwab Advisor Services Transaction-Fee Funds
• Schwab Advisor Services Institutional No Transaction Fee Funds
• Schwab Advisor Services Institutional Share Class Funds
• Schwab Advisor Services Load-Waived Funds
• Schwab Advisor Services Funds for Transfer, Custody and Redemption Only
• Schwab Advisor Services Funds for Subsequent Purchases Only
• Schwab Advisor Services Funds Available for Approved Inv Managers Only

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.