JPMorgan raises the fee on 7 funds, effective 27 October 2026

On 27 October 2026, JPMorgan raised the expense ratio of 7 funds tracked on this site. The largest change is JDVSX (JPMorgan Diversified Fund), from 1.01% to 1.04%.

The changes

• JDVSX JPMorgan Diversified Fund: 1.01% to 1.04%, costing $3 a year on every $10,000
• JAKBX JPMorgan SmartRetirement 2070 Fund: 0.60% to 0.62%, costing $2 a year on every $10,000
• WOOPX JPMorgan SMID Cap Equity Fund: 0.95% to 0.97%, costing $2 a year on every $10,000
• JSMAX JPMorgan SmartRetirement 2030 Fund: 0.87% to 0.88%, costing $1 a year on every $10,000
• JSRAX JPMorgan SmartRetirement Income Fund: 0.88% to 0.89%, costing $1 a year on every $10,000
• ONCFX JPMorgan Investor Conservative Growth Fund: 0.67% to 0.68%, costing $1 a year on every $10,000
• JHTRX JPMorgan Hedged Equity 3 Fund: 0.34% to 0.35%, costing $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.