Election of Trustees
All 170 funds
“This is the funds’ version of electing a board of directors. It’s routine and doesn’t change how your money is invested.”
1Start here
Ready for the client call in 60 seconds
Watch the short explainer, then keep the talking points to hand.
Key shareholder talking points
- You received a proxy because you owned a J.P. Morgan Fund on the record date. Every fund is voting to elect its Trustees, a routine item.
- A small group of 4 mutual funds and 19 ETFs is also voting on one or two additional changes: a unified fee (16 ETFs), a move to non-diversified status, or an industry concentration policy change.
- Investment objectives don’t change, and J.P. Morgan continues to manage every fund. The Board recommends voting FOR each proposal.
- Voting takes a few minutes online, by phone or by mail using the control number on the proxy materials.
- Voting doesn’t affect the account or our relationship, but every vote helps the funds reach quorum and avoid follow-up calls.
Draft talking points, subject to compliance review.
2Proposals at a glance
Four proposals, said simply
One line per proposal you can use with clients. Full plain-English explanations are on the shareholder site.
Unified management fee
16 ETFs
“Your ETF would pay one all-in fee, the way most ETFs already work. The proxy shows the before-and-after for your fund.”
Non-diversified status
3 mutual funds · 1 ETF
“The fund wants room to hold bigger positions in its best ideas. The goal stays the same.”
Industry concentration
1 mutual fund · 2 ETFs
“The fund wants to follow its strategy even when one industry becomes a bigger part of the market.”
3Resources
Everything in one place
Proposal overview
Each proposal in plain English, with a one-line client explanation.
View“What you need to know”
A one-page summary of the meeting, proposals and key dates.
Download PDFAdvisor FAQs
Answers to the questions clients are most likely to ask you.
Download PDFKey talking points
Five short points to keep a client conversation clear and accurate.
ViewImportant dates
Record date, mailing, voting deadline and meeting date.
ViewProxy materials
Proxy statement, sample proxy card and any supplements.
ViewWho to contact
Your J.P. Morgan representative and the proxy solicitor helpline.
ViewClient materials
Client-ready shareholder guide you can share or send.
Download PDF4Downloads
Advisor documents
For financial professional use only. Client-ready materials are marked as shareable.
For your use Not for public distribution
5Important dates
Key dates at a glance
Proposed dates. Final dates will be confirmed in the proxy statement.
Step 1
Record date
Fri, November 20, 2026Proposed
Clients who held fund shares at the close of business on this date are entitled to vote.
Step 2
Proxy mailing
On or about Mon, December 7, 2026Proposed
Expect client calls to start as materials arrive.
Step 3 · Vote now
Voting period
Dec 7, 2026 – Feb 14, 2027Proposed
Online and phone voting close at 11:59 p.m. ET on Sunday, February 14.
Step 4
Shareholder meeting
Mon, February 15, 2027Proposed
Votes are counted and results are announced. If a quorum isn’t reached, the meeting may be adjourned.
6Who to contact
Questions? We’re here to help
For youAdvisor Service Center
[1-800-XXX-XXXX] · [Mon – Fri, 8:00 a.m. – 6:00 p.m. ET]
Or contact your J.P. Morgan representative.
For your clients: voting help
D.F. King & Co., Inc.
D.F. King & Co., Inc.[1-800-XXX-XXXX] · [Mon – Fri, 9:00 a.m. – 10:00 p.m. ET]
For your clients: fund questionsJ.P. Morgan Funds
[1-800-XXX-XXXX] · [Mon – Fri, 8:00 a.m. – 6:00 p.m. ET]