APPENDIX B FORM OF AGREEMENT AND PLAN OF REORGANIZATION AMONG SERIES OF JPMORGAN TRUST I AND JPMORGAN TRUST IIAgreement and Plan of Reorganization • December 1st, 2017 • Jpmorgan Trust Ii • Delaware
Contract Type FiledDecember 1st, 2017 Company JurisdictionTHIS AGREEMENT AND PLAN OF REORGANIZATION (“Agreement”) is made as of this day of , 2018, by and between JPMorgan Trust II, a Delaware statutory trust (“Trust II”), on behalf of its series JPMorgan Tax Free Bond Fund (the “Acquiring Fund”), and JPMorgan Trust I, a Delaware statutory trust (“Trust I,” together with Trust II, a “Trust” or the “Trusts”), on behalf of its series JPMorgan Tax Aware Income Opportunities Fund (the “Acquired Fund”).
AGREEMENT AND PLAN OF REORGANIZATION AMONG SERIES OF JPMORGAN TRUST IAgreement and Plan of Reorganization • November 30th, 2017 • JPMorgan Trust I • Delaware
Contract Type FiledNovember 30th, 2017 Company JurisdictionTHIS AGREEMENT AND PLAN OF REORGANIZATION (“Agreement”) is made as of this 6th day of April, 2018, by JPMorgan Trust I, a Delaware statutory trust (“Trust I”), on behalf of its series JPMorgan Large Cap Core Plus Fund (the “Acquiring Fund”) and on behalf of its series JPMorgan U.S. Dynamic Plus Fund (the “Acquired Fund”).
AGREEMENT AND PLAN OF REORGANIZATION AMONG SERIES OF JPMORGAN TRUST I AND JPMORGAN TRUST IIAgreement and Plan of Reorganization • November 30th, 2017 • JPMorgan Trust I • Delaware
Contract Type FiledNovember 30th, 2017 Company JurisdictionTHIS AGREEMENT AND PLAN OF REORGANIZATION (“Agreement”) is made as of this day of , 2018, by and between JPMorgan Trust I, a Delaware statutory trust (“Trust I”), on behalf of its series JPMorgan Research Market Neutral Fund (the “Acquiring Fund”), and JPMorgan Trust II, a Delaware statutory trust (“Trust II,” together with Trust I, a “Trust” or the “Trusts”), on behalf of its series JPMorgan Multi-Cap Market Neutral Fund (the “Acquired Fund”).