11/08/2024 | Press release | Distributed by Public on 11/08/2024 05:01
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
J.P. Morgan Mutual Fund Investment Trust
(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: |
or need new proxy materials, call toll-free at 855-737-3175 and a proxy voting specialist will assist you. Specialists are available Monday through Friday, 9AM to 10PM Eastern Time. Voting takes just a few moments and will benefit all shareholders. Thank you for your prompt attention to this matter. AUTOMATED ANSWERING MACHINE MESSAGE (ONLY ON LANDLINES): Hello, this is the Broadridge Proxy Services Center calling with an important message on behalf of JPMorgan Funds. You should have received proxy material electronically or in the mail concerning the special joint meeting of Shareholders to be held on NOVEMBER 21,2024. Your vote is very important. Please sign, date, and promptly mail your proxy card in the postage-paid envelope provided. Internet and telephone voting are also available. To vote over the Internet please follow the instructions provided in the proxy materials. If you have any questions, would like to vote over the telephone or need new proxy materials, call toll-free at 855-737-3175and a proxy voting specialist will assist you. Specialists are available Monday through Friday, 9AM to 10PM Eastern Time. Voting takes just a few moments and will benefit all shareholders. Thank you for your prompt attention to this matter. PRE-RECORDED MESSAGES CANNOT BE UPDATED INBOUNDCLOSED RECORDING: Thank you for calling the Broadridge Proxy Services Center. Our offices are now closed. Please call us back during our normal business hours which are, Monday through Friday, 9AM to 10PM Eastern Time. Thank you. INBOUNDCALL IN QUEUE MESSAGE: Thank you for calling the Broadridge Proxy Services Center. Our proxy specialists are currently assisting other callers. Your call is important to us. Please continue to hold and your call will be answered in the order it was received. END OF CAMPAIGN MESSAGE: Thank you for calling the Broadridge Proxy Services Center. The meeting has been held and as a result, this toll-free number is no longer in service for proxy related calls. If you have questions regarding your investment, please contact your investment professional. Thank you. CC Hours (Eastern Time): Monday through Friday, 9AM to 10PM Ready for Next CONFIDENTIAL INFORMATION ©2023 3
Phone Script Option
Verbal Script not to be emailed
Mr./Ms. FA,
I want to thank you for partnering with JP Morgan and our Large Cap Growth and Growth Advantage Funds.
As you probably know, LCG and GA are trying to move from a diversified to a non-diversified fund. This change will provide the fund management teams with more flexibility in how they manage the portfolio. In order to make this change, the shareholders have to approve this and the way they do that is by casting their votes. They can vote for, against or vote to abstain. Our board is recommending a vote for the change.
However, while shareholders have likely received phone calls and mailings asking them to vote their shares, unfortunately, many are simply ignoring these requests and havent cast their votes. Since our board is recommending a vote for this change, we wanted to make sure to bring this matter to your attention to allow you to engage in whatever steps you feel appropriate to assist in matters of this nature, such as contacting your clients that own LCG/GA and asking them to please vote their shares. Note, returning a proxy card indicating you have no authority could help the LCG/GA Fund reach quorum (this is known as authorizing the use of uninstructed shares). Uninstructed shares will be counted for quorum purposes only and will not be voted on any proposal. We are aware of other firms that have authorized the use of uninstructed shares for this proposal.
Voting instructions can be found on the proxy card.
We wouldnt ask for this if it wasnt critically important.
Thank you.
Email Option Follow up to Phone Conversation
Subject: JP Morgan Funds - Uninstructed Shares Request
Good <_morning2c_ _afternoon2c_="" evening=""> [ ], Thank you for taking the time to speak with me earlier <_today2c_ yesterday="">. As we discussed, the Special Meeting of Shareholder (Meeting) for the JPMorgan Growth Advantage Fund and JPMorgan Large Cap Growth Fund (Funds) has been adjourned to November 21, 2024, due to a lack of shareholder participation.Because of this, the Funds are asking [ADD BROKER] for authorization to use uninstructed shares to help these Funds reach quorum for the Fund CUSIPs below. The uninstructed shares will be counted for quorum purposes only and will not be voted on any proposal(s).
FUND NAME | CUSIP | |
JPMorgan Growth Advantage Fund | 62826M483 | |
JPMorgan Growth Advantage Fund | 4812A3692 | |
JPMorgan Growth Advantage Fund | 4812A3718 | |
JPMorgan Growth Advantage Fund | 46640W108 | |
JPMorgan Growth Advantage Fund | 48123X108 | |
JPMorgan Growth Advantage Fund | 46640W306 | |
JPMorgan Growth Advantage Fund | 46640W405 | |
JPMorgan Growth Advantage Fund | 62826M426 | |
JPMorgan Large Cap Growth Fund | 4812C0506 | |
JPMorgan Large Cap Growth Fund | 4812C0522 | |
JPMorgan Large Cap Growth Fund | 4812C2379 | |
JPMorgan Large Cap Growth Fund | 4812C0530 | |
JPMorgan Large Cap Growth Fund | 4812C2544 | |
JPMorgan Large Cap Growth Fund | 48121L841 | |
JPMorgan Large Cap Growth Fund | 4812CA108 | |
JPMorgan Large Cap Growth Fund | 4812CA207 |
Below is the e-mail text request that needs to be forwarded back to us, since Broadridge is not tabulating.
For the CUSIPs listed below, please accept this as instruction that [ADD BROKER] has not received instructions on how to vote the shares on the proposal(s) at the Meeting or any adjournments thereof.
FUND NAME | CUSIP | |
JPMorgan Growth Advantage Fund | 62826M483 | |
JPMorgan Growth Advantage Fund | 4812A3692 | |
JPMorgan Growth Advantage Fund | 4812A3718 | |
JPMorgan Growth Advantage Fund | 46640W108 |
JPMorgan Growth Advantage Fund | 48123X108 | |
JPMorgan Growth Advantage Fund | 46640W306 | |
JPMorgan Growth Advantage Fund | 46640W405 | |
JPMorgan Growth Advantage Fund | 62826M426 | |
JPMorgan Large Cap Growth Fund | 4812C0506 | |
JPMorgan Large Cap Growth Fund | 4812C0522 | |
JPMorgan Large Cap Growth Fund | 4812C2379 | |
JPMorgan Large Cap Growth Fund | 4812C0530 | |
JPMorgan Large Cap Growth Fund | 4812C2544 | |
JPMorgan Large Cap Growth Fund | 48121L841 | |
JPMorgan Large Cap Growth Fund | 4812CA108 | |
JPMorgan Large Cap Growth Fund | 4812CA207 |
Thanks again with your help on this matter.