JPMorgan Trust II Files Proxy Materials

TL;DR

JPM Trust II filed proxy docs for Large Cap Growth Fund. All good.

AI Summary

JPMorgan Trust II filed a Definitive Additional Materials proxy statement on December 23, 2024. This filing relates to the JPMorgan Large Cap Growth Fund, which offers various share classes including Class I (SEEGX), Class A (OLGAX), and Class C (OLGCX). The filing is made under the Securities Exchange Act of 1934.

Why It Matters

This filing provides shareholders of the JPMorgan Large Cap Growth Fund with important information regarding their rights and the governance of the fund, as required by the SEC.

Risk Assessment

Risk Level: low — This is a routine regulatory filing for a mutual fund, not indicating any specific financial distress or unusual activity.

Key Players & Entities

• JPMORGAN TRUST II (company) — Registrant
• JPMorgan Large Cap Growth Fund (company) — Fund Name
• SEEGX (company) — Class I Ticker
• OLGAX (company) — Class A Ticker
• OLGCX (company) — Class C Ticker
• 20241223 (date) — Filing Date

FAQ

Filing Documents

• d908985ddefa14a.htm (DEFA14A) — 19KB
• 0001193125-24-284318.txt ( ) — 21KB
• S000003856
• C000010797 (SEEGX)
• C000010798 (OLGAX)
• C000010800 (OLGCX)
• C000070644 (JLGZX)
• C000076449 (JLGRX)
• C000093777 (JLGMX)
• C000173565 (JLGPX)
• C000173566 (JLGQX)

From the Filing

TRUST II JPMorgan Trust II UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant Filed by a Party other than the Registrant Check the appropriate box: Preliminary Proxy Statement Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) Definitive Proxy Statement Definitive Additional Materials Soliciting Material Pursuant to Rule 14a-12 JPMorgan Trust II (Name of Registrant as Specified In Its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): No fee required. Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11. 1) Title of each class of securities to which transaction applies: 2) Aggregate number of securities to which transaction applies: 3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (Set forth the amount on which the filing fee is calculated and state how it was determined): 4) Proposed maximum aggregate value of transaction: 5) Total fee paid: Fee paid with preliminary materials. Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. 1) Amount Previously Paid: 2) Form, Schedule or Registration Statement No.: 3) Filing Party: 4) Date Filed: J.P. Morgan U.S. Equity Funds JPMorgan Large Cap Growth Fund (the Fund) (a series of JPMorgan Trust II) Supplement dated December 23, 2024 to the current Summary Prospectuses, Prospectuses and NOTICE IS HEREBY GIVEN that the special joint meeting of shareholders of the Fund originally scheduled for October 2, 2024, was adjourned due to lack of quorum and is now scheduled to be held at 11:00 a.m. Eastern Time on January 30, 2025, at 277 Park Avenue, New York, NY 10172, 17th Floor (the Meeting). The Meeting is being held to consider the following proposal (the Proposal): To change the Fund from a diversified company to a non-diversified company by eliminating the related fundamental investment policy. Shareholders as of close of business on July 31, 2024 (the Record Date) are entitled to participate and to vote at the Meeting, including any additional postponement(s) and adjournment(s). If a shareholder wishes to participate in the Meeting but does not wish to authorize the execution of a proxy by telephone or through the Internet, the shareholder may still submit the Proxy Card included with the Proxy Statement or attend the Meeting in person. Important Notice Regarding the Availability of Proxy Materials for the Special Meeting of Shareholders to Be Held on January 30, 2025. This Notice presents an overview of the more complete proxy materials, which contain important information and are available on the Funds website or by mail. This Notice is not a ballot or other form for voting. The Proxy Statement is available at https://vote.proxyonline.com/jpmorgan/docs/2024mtg.pdf and a paper copy can be obtained at no charge by calling 1-888-628-1041. Your vote is extremely important, and voting is quick and easy. You can vote in any of four ways: by telephone, via the Internet, by returning the Proxy Card by mail, or by participating in the Meeting. We encourage you to vote by telephone or via the Internet, which will reduce the time and costs associated with this proxy solicitation. To vote by Telephone: To vote by Internet: (1) Read the Proxy Statement and have your Proxy Card at hand. (1) Read the Proxy Statement and have your Proxy Card at hand. SUP-LCG-1224 (2) Call the toll-free number shown on your Proxy Card. (2) Go to the website shown on your Proxy Card. (3) Enter the control number shown on your Proxy Card and follow the simple instructions. (3) Enter the control number shown on your Proxy Card and follow the simple instructions. Shares represented by proxies, unless previously revoked, will be voted at the Meeting in accordance with the instructions of the shareholders. If you have not already voted, please vote all proxies you received at your earliest convenience, even if you plan to attend the Meeting. Your vote is extremely important, no matter how many shares you own. Whichever method you choose, please read the Proxy Statement carefully before you vote. INVESTORS SHOULD RETAIN THIS SUPPLEMENT WITH THE SUMMARY PROSPECTUSES, PROSPECTUSES AND STATEMENT OF ADDITIONAL INFORMATION FOR FUTURE REFERENCE SUP-LCG-1224

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View this DEFA14A filing on SEC EDGAR