AMENDMENTJPMorgan Institutional Trust • November 20th, 2023 • New York
This Amendment (“Amendment”) to the Amended and Restated Global Custody and Fund Accounting Agreement between the trusts (each, a “Trust”) acting on behalf of each of the portfolios listed under their names in Schedule A (each, a “Customer” or a “Fund”) thereto and JPMorgan Chase Bank, N.A. (“Bank”) dated as of March 31, 2022, as amended (the “Principal Agreement”), is entered into as of [ ] (the “Effective Date”) as approved by the Board on November 16, 2023.
AMENDMENT TO THE AGENCY AGREEMENTThe Agency Agreement • November 20th, 2023 • JPMorgan Institutional Trust
THIS AMENDMENT entered into on [ ] as approved by the Board on November 16, 2023 (the “Amendment”) hereby amends the Global Securities Lending Agency Agreement, dated October 4, 2018, as previously amended (the “Agency Agreement”), between JPMorgan Trust I, JPMorgan Trust II, JPMorgan Trust IV, J.P. Morgan Fleming Mutual Fund Group, Inc., J.P. Morgan Mutual Fund Investment Trust, JPMorgan Institutional Trust, and Undiscovered Managers Funds (each, a “Trust”, and, collectively, the “Trusts”), each a registered management investment company organized and existing under the laws of Delaware, Massachusetts, or Maryland, each on behalf of their series portfolios listed as corresponding to such Trust’s name on Exhibit A severally and not jointly, (each series portfolio, a “Lender” and collectively, the “Lenders”) and Citibank, N.A. (“Agent”) (collectively, the “Parties”). All capitalized terms used but not defined herein shall have the meaning given to them in the Agency Agreement.
Appendix A Transfer Agency Agreement for JPMorgan Funds List of Entities Covered by the Transfer Agency Agreement As of November 16, 2023Transfer Agency Agreement • November 20th, 2023 • JPMorgan Institutional Trust
Amendment to Amended and Restated Transfer Agency AgreementTransfer Agency Agreement • November 20th, 2023 • JPMorgan Institutional Trust
This amendment, which is signed and effective this 28th day of August, 2023 (the “Effective Date”) as approved by the Funds’ Board of Trustees on August 10, 2023 (the “Amendment”), hereby amends the Amended and Restated Transfer Agency Agreement (the “Agreement”), dated September 1, 2014, as amended from time to time, by and among SS&C GIDS, Inc., (successor in interest to DST Asset Manager Solutions, Inc., “SS&C”) and each of the entities listed on Appendix A to the Agreement (the “Funds”).
SCHEDULE A TO THE ADMINISTRATION AGREEMENT FOR JPMORGAN INSTITUTIONAL TRUST (Amended as of November 16, 2023)Administration Agreement • November 20th, 2023 • JPMorgan Institutional Trust
