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401k, 403b plan

JPMorgan Chase 401(k)

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Plan was created by kivalia on 2/22/2012.
Number of Followers: 46


COMMENTS plan comments help
comment plan bmurphy 2/27/2012 4:58:04 PM
2/27/12 - all of the plan's investment options are now displayed in our fund list, though some proxies have been added...for example, added index ETFs to take the place of "index" funds in the plan, added the limited duration fund to the mix as well.

comment plan bmurphy 3/31/2017 11:37:57 AM
3/31/17 - all plan investment options are included in the list, but are proxied by higher-cost traded JP Morgan funds. Realized results of subscribers should be higher than we present here.

comment plan brian 6/27/2021 1:48:16 PM
6/27/21 - we suspect the plan is out of date as of present. Please provide us with the current 401(k) plan options in order for us to provide meaningful advice.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Short-Term Fixed Income Fundwas added by bmurphy3/31/2017Remove
JPMorgan Mid Cap Value Fund Class AJAMCXwas removed by bmurphy3/31/2017
JPMorgan Mid Cap Growth Fund Class AOSGIXwas removed by bmurphy3/31/2017
JPMorgan Growth And Income Fund Class AVGRIXwas removed by bmurphy3/31/2017
JPMorgan International Research Enhanced Equity Fund Class AOEIAXwas removed by bmurphy3/31/2017
JPMorgan International Value Fund Class AJFEAXwas removed by bmurphy3/31/2017
JPMorgan Short-Term Bond II AHSTGXwas removed by bmurphy3/31/2017
Emerging Market Equity Index Fundwas added by bmurphy3/31/2017Remove
JPMorgan Emerging Markets Equity Fund Class AJFAMXwas removed by bmurphy3/31/2017
JPMorgan Equity Index Fund Class AOGEAXwas removed by bmurphy3/31/2017
International Small Cap Index Fundwas added by bmurphy3/31/2017Remove
International Small Cap Index Fundwas removed by bmurphy3/31/2017Remove
International Large Cap Index Fundwas added by bmurphy3/31/2017Remove
International Large Cap Index Fundwas removed by bmurphy3/31/2017Remove
International Large Cap Value Fundwas added by bmurphy3/31/2017Remove
Small Cap Blend Fundwas added by bmurphy3/31/2017Remove
JPMorgan Small Cap Equity Fund Class AVSEAXwas removed by bmurphy3/31/2017
Small Cap Core Fundwas added by bmurphy3/31/2017Remove
Small Cap Core Fundwas removed by bmurphy3/31/2017Remove
Small Cap Index Fundwas added by bmurphy3/31/2017Remove
Small Cap Index Fundwas removed by bmurphy3/31/2017Remove
S&P MidCap 400 Index Fundwas added by bmurphy3/31/2017Remove
Large Cap Growth Fundwas added by bmurphy3/31/2017Remove
JPMorgan Large Cap Growth Fund Class AOLGAXwas removed by bmurphy3/31/2017
Large Cap Growth Index Fundwas added by bmurphy3/31/2017Remove
Large Cap Growth Index Fundwas removed by bmurphy3/31/2017Remove
S&P 500 Index Fundwas added by bmurphy3/31/2017Remove
JPMorgan Large Cap Value Fund Class AOLVAXwas removed by bmurphy3/31/2017
Large Cap Value Fundwas added by bmurphy3/31/2017Remove
Large Cap Value Index Fundwas added by bmurphy3/31/2017Remove
Large Cap Value Index Fundwas removed by bmurphy3/31/2017Remove
JPMorgan High Yield Fund Class AOHYAXwas removed by bmurphy3/31/2017
High Yield Bond Fundwas added by bmurphy3/31/2017Remove
JPMorgan Limited Duration Bond Fund Class AONUAXwas removed by bmurphy3/31/2017
Intermediate Bond Fundwas added by bmurphy3/31/2017Remove
Intermediate Bond Fundwas removed by bmurphy3/31/2017Remove
Intermediate Bond Fundwas added by bmurphy3/31/2017Remove
JPMorgan Core Bond Fund Class APGBOXwas removed by bmurphy3/31/2017
Core Bond Fundwas added by bmurphy3/31/2017Remove
Core Bond Fundwas removed by bmurphy3/31/2017Remove
Core Bond Fundwas added by bmurphy3/31/2017Remove
JPMorgan Inflation Managed Bond Fund Class A SharesJIMAXwas removed by bmurphy3/31/2017
Government Inflation-Protected Bond Fundwas added by bmurphy3/31/2017Remove
Stable Value Fundwas added by bmurphy3/31/2017Remove
Stable Value Fundwas removed by bmurphy3/31/2017Remove
Target Date 2055 Fundwas added by bmurphy3/30/2017Remove
Target Date 2050 Fundwas added by bmurphy3/30/2017Remove
Target Date 2045 Fundwas added by bmurphy3/30/2017Remove
Target Date 2045 Fundwas removed by bmurphy3/30/2017Remove
Target Date 2045 Fundwas added by bmurphy3/30/2017Remove
Target Date 2040 Fundwas added by bmurphy3/30/2017Remove
Target Date 2035 Fundwas added by bmurphy3/30/2017Remove
Target Date 2030 Fundwas added by bmurphy3/30/2017Remove
Target Date 2025 Fundwas added by bmurphy3/30/2017Remove
Target Date Income Fundwas added by bmurphy3/30/2017Remove
Target Date 2020 Fundwas added by bmurphy3/30/2017Remove
Target Date 2055 Fundwas removed by bmurphy3/30/2017
Target Date 2050 Fundwas removed by bmurphy3/30/2017
Target Date 2045 Fundwas removed by bmurphy3/30/2017
Target Date 2040 Fundwas removed by bmurphy3/30/2017
Target Date 2035 Fundwas removed by bmurphy3/30/2017
Target Date 2030 Fundwas removed by bmurphy3/30/2017
Target Date 2020 Fundwas removed by bmurphy3/30/2017
Target Date 2025 Fundwas removed by bmurphy3/30/2017
Target Date Income Fundwas removed by bmurphy3/30/2017
Target Date 2055 Fundwas added by bmurphy3/30/2017
Target Date 2050 Fundwas added by bmurphy3/30/2017
Target Date 2045 Fundwas added by bmurphy3/30/2017
Target Date 2040 Fundwas added by bmurphy3/30/2017
Target Date 2035 Fundwas added by bmurphy3/30/2017
Target Date 2030 Fundwas added by bmurphy3/30/2017
Target Date 2020 Fundwas added by bmurphy3/30/2017
Target Date 2025 Fundwas added by bmurphy3/30/2017
Target Date Income Fundwas added by bmurphy3/30/2017
Target Date 2050 Fundwas removed by bmurphy3/30/2017Remove
Target Date 2045 Fundwas removed by bmurphy3/30/2017Remove
Target Date 2040 Fundwas removed by bmurphy3/30/2017Remove
Target Date 2035 Fundwas removed by bmurphy3/30/2017Remove
Target Date 2030 Fundwas removed by bmurphy3/30/2017Remove
Target Date 2025 Fundwas removed by bmurphy3/30/2017Remove
Target Date 2020 Fundwas removed by bmurphy3/30/2017Remove
JPMorgan SmartRetirement 2015 Fund Class A SharesJSFAXwas removed by bmurphy3/30/2017
Target Date Income Fundwas removed by bmurphy3/30/2017Remove
Small Cap Index Fundwas added by bmurphy2/27/2012Remove
International Small Cap Index Fundwas added by bmurphy2/27/2012Remove
International Large Cap Index Fundwas added by bmurphy2/27/2012Remove
Large Cap Growth Index Fundwas added by bmurphy2/27/2012Remove
Large Cap Value Index Fundwas added by bmurphy2/27/2012Remove
JPMorgan Equity Index Fund Class AOGEAXwas added by bmurphy2/27/2012
JPMorgan Limited Duration Bond Fund Class AONUAXwas added by bmurphy2/27/2012
JPMorgan Intermediate Tax Free Bond Fund Class AJITAXwas removed by bmurphy2/27/2012
JPMorgan Intermediate Tax Free Bond Fund Class AJITAXwas added by kivalia2/22/2012
JPMorgan High Yield Fund Class AOHYAXwas added by kivalia2/22/2012
JPMorgan Large Cap Value Fund Class AOLVAXwas added by kivalia2/22/2012
JPMorgan Growth And Income Fund Class AVGRIXwas added by kivalia2/22/2012
JPMorgan Large Cap Growth Fund Class AOLGAXwas added by kivalia2/22/2012
JPMorgan Mid Cap Value Fund Class AJAMCXwas added by kivalia2/22/2012
JPMorgan Mid Cap Growth Fund Class AOSGIXwas added by kivalia2/22/2012
Small Cap Core Fundwas added by kivalia2/22/2012Remove
JPMorgan Small Cap Equity Fund Class AVSEAXwas added by kivalia2/22/2012
JPMorgan International Value Fund Class AJFEAXwas added by kivalia2/22/2012
JPMorgan International Research Enhanced Equity Fund Class AOEIAXwas added by kivalia2/22/2012
JPMorgan Emerging Markets Equity Fund Class AJFAMXwas added by kivalia2/22/2012
JPMorgan Chase & Co.JPMwas added by kivalia2/22/2012Remove
Stable Value Fundwas added by kivalia2/22/2012Remove
Target Date Income Fundwas added by kivalia2/22/2012Remove
JPMorgan SmartRetirement 2015 Fund Class A SharesJSFAXwas added by kivalia2/22/2012
Target Date 2020 Fundwas added by kivalia2/22/2012Remove
Target Date 2025 Fundwas added by kivalia2/22/2012Remove
Target Date 2030 Fundwas added by kivalia2/22/2012Remove
Target Date 2035 Fundwas added by kivalia2/22/2012Remove
Target Date 2040 Fundwas added by kivalia2/22/2012Remove
Target Date 2045 Fundwas added by kivalia2/22/2012Remove
Target Date 2050 Fundwas added by kivalia2/22/2012Remove
JPMorgan Short-Term Bond II AHSTGXwas added by kivalia2/22/2012
JPMorgan Inflation Managed Bond Fund Class A SharesJIMAXwas added by kivalia2/22/2012
JPMorgan Core Bond Fund Class APGBOXwas added by kivalia2/22/2012
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Plan Transactions

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