JPMorgan cuts the fee on 20 funds, effective 27 October 2026

On 27 October 2026, JPMorgan lowered the expense ratio of 20 funds tracked on this site. The largest change is JSBSX (JPMorgan SmartRetirement Blend 2065 Fund), from 2.22% to 1.66%.

The changes

• JSBSX JPMorgan SmartRetirement Blend 2065 Fund: 2.22% to 1.66%, saving $56 a year on every $10,000
• JSMOX JPMorgan SmartRetirement 2065 Fund: 0.89% to 0.60%, saving $29 a year on every $10,000
• JLPSX JPMorgan U.S. Large Cap Core Plus Fund: 1.69% to 1.62%, saving $7 a year on every $10,000
• JIJSX JPMorgan SmartRetirement* Blend Income Fund: 0.74% to 0.70%, saving $4 a year on every $10,000
• HLGEX JPMorgan Mid Cap Growth Fund: 0.96% to 0.93%, saving $3 a year on every $10,000
• JVASX JPMorgan Value Advantage Fund: 0.86% to 0.84%, saving $2 a year on every $10,000
• SEEGX JPMorgan Large Cap Growth Fund: 0.75% to 0.73%, saving $2 a year on every $10,000
• VSNGX JPMorgan Mid Cap Equity Fund: 0.97% to 0.95%, saving $2 a year on every $10,000
• JPSRX JPMorgan SmartRetirement* Blend 2035 Fund: 0.69% to 0.67%, saving $2 a year on every $10,000
• JPTBX JPMorgan SmartRetirement* Blend 2055 Fund: 0.69% to 0.67%, saving $2 a year on every $10,000
• HLIEX JPMorgan Equity Income Fund: 0.70% to 0.69%, saving $1 a year on every $10,000
• HLQVX JPMorgan Large Cap Value Fund: 0.75% to 0.74%, saving $1 a year on every $10,000
• JACSX JPMorgan SmartRetirement Blend 2060 Fund: 0.62% to 0.61%, saving $1 a year on every $10,000
• JIISX JPMorgan U.S. Sustainable Leaders Fund: 0.72% to 0.71%, saving $1 a year on every $10,000
• ONGFX JPMorgan Investor Growth & Income Fund: 0.72% to 0.71%, saving $1 a year on every $10,000
• ONIFX JPMorgan Investor Growth Fund: 0.73% to 0.72%, saving $1 a year on every $10,000
• SRJAX JPMorgan SmartRetirement 2035 Fund: 0.91% to 0.90%, saving $1 a year on every $10,000
• VSEIX JPMorgan Small Cap Equity Fund: 1.00% to 0.99%, saving $1 a year on every $10,000
• JAKAX JPMorgan SmartRetirement 2060 Fund: 0.94% to 0.93%, saving $1 a year on every $10,000
• OIBFX JPMorgan Investor Balanced Fund: 0.69% to 0.68%, saving $1 a year on every $10,000

Sources

• Prospectus (form 485BPOS) filed with the SEC on 27 October 2026
• Prospectus (form 485BPOS) filed with the SEC on 27 October 2026
• Prospectus (form 485BPOS) filed with the SEC on 27 October 2026
• Prospectus (form 485BPOS) filed with the SEC on 27 October 2026

Figures taken from SEC bulk data are rounded to 0.01%; the fund company's own documents may show a more precise number. The date is the prospectus date, which is usually when the new fee took effect.

This is a record of a fee change, not a recommendation. A fund's fee is one fact among many.