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Mutual Funds Available to Clients of Atlantic Financial
  JPMorgan Funds (Part 4)
                  Part 1  |  Part 2  |  Part 3  |  Part 4

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FUND NAME CUSIP SYMBOL OBJECTIVE  
JPMORGAN SHORT DURATION BD ULTRA CL CUSIP 4812C0167 SYMBOL JSDUX    
JPMORGAN SHORT DURATION BOND CL A CUSIP 4812C1306 SYMBOL OGLVX  Corporate Bond  
JPMORGAN SHORT DURATION BOND CL B CUSIP 4812C1314 SYMBOL OVBBX  Corporate Bond  
JPMORGAN SHORT DURATION BOND CL C CUSIP 4812C1322 SYMBOL OSTCX  Corporate Bond  
JPMORGAN SHORT DURATION BOND SELECT CUSIP 4812C1330 SYMBOL HLLVX  Corporate Bond  
JPMORGAN SHORT TERM BOND FUND CLASS A CUSIP 4812A1746 SYMBOL JSTAX  Corporate Bond  
JPMORGAN SHORT TERM BOND INSTL CLASS CUSIP 4812A1753 SYMBOL JMSBX  Corporate Bond  
JPMORGAN SHORT TERM BOND SELECT CLASS CUSIP 4812C1371 SYMBOL PGUIX  Municipal Bond  
JPMORGAN SHORT TERM BOND SELECT CLASS CUSIP 4812A1761 SYMBOL JSBSX  Corporate Bond  
JPMORGAN SHORT TERM MUNICIPAL BOND CL A CUSIP 4812C1348 SYMBOL OSTAX  Municipal Bond  
JPMORGAN SHORT TERM MUNICIPAL BOND CL B CUSIP 4812C1355 SYMBOL OSTBX  Municipal Bond  
JPMORGAN SHORT TERM MUNICIPAL BOND CL C CUSIP 4812C1363 SYMBOL STMCX  Municipal Bond  
JPMORGAN SHORT-TRM BOND FUND II CL A CUSIP 928374784 SYMBOL HSTGX  Corporate Bond  
JPMORGAN SHORT-TRM BOND FUND II SEL CL CUSIP 628263105 SYMBOL TRSBX  Corporate Bond  
JPMORGAN SMALL CAP CORE FD SELECT CLASS CUSIP 4812A1233 SYMBOL VSSCX  Small Company  
JPMORGAN SMALL CAP EQUITY CLASS A CUSIP 4812A1365 SYMBOL VSEAX  Small Company  
JPMORGAN SMALL CAP EQUITY FND SELECT CL CUSIP 4812A1373 SYMBOL VSEIX  Small Company  
JPMORGAN SMALL CAP EQUITY FUND CLASS B CUSIP 4812A1357 SYMBOL VSEBX  Small Company  
JPMORGAN SMALL CAP EQUITY FUND CLASS C CUSIP 4812A2405 SYMBOL JSECX    
JPMORGAN SMALL CAP GROWTH CLASS A CUSIP 4812C0548 SYMBOL PGSGX  Small Company  
JPMORGAN SMALL CAP GROWTH CLASS B CUSIP 4812C0555 SYMBOL OGFBX  Small Company  
JPMORGAN SMALL CAP GROWTH CLASS C CUSIP 4812C0563 SYMBOL OSGCX  Small Company  
JPMORGAN SMALL CAP GROWTH INSTL CL CUSIP 4812C0290 SYMBOL JISGX    
JPMORGAN SMALL CAP GROWTH SELECT CLASS CUSIP 4812C0571 SYMBOL OGGFX  Small Company  
JPMORGAN SMALL CAP VALUE CLASS A CUSIP 4812C1769 SYMBOL PSOAX  Growth  
JPMORGAN SMALL CAP VALUE CLASS B CUSIP 4812C1777 SYMBOL PSOBX  Growth  
JPMORGAN SMALL CAP VALUE CLASS C CUSIP 4812C1785 SYMBOL OSVCX  Growth  
JPMORGAN SMALL CAP VALUE SELECT CL CUSIP 4812C1793 SYMBOL PSOPX  Growth  
JPMORGAN SMALL CAP VALUE ULTRA SHARES CUSIP 4812C0225 SYMBOL JSVUX    
JPMORGAN SMART RET 2010 CL A CUSIP 4812A2157 SYMBOL JSWAX    
JPMORGAN SMART RET 2010 CL C CUSIP 4812A2140 SYMBOL JSWCX    
JPMORGAN SMART RET 2010 INSTL CL CUSIP 4812A2124 SYMBOL JSWIX    
JPMORGAN SMART RET 2010 SELECT CL SH CUSIP 4812A2132 SYMBOL JSWSX    
JPMORGAN SMART RET 2015 CL A CUSIP 4812A3106 SYMBOL JSFAX    
JPMORGAN SMART RET 2015 CLASS C CUSIP 4812A3205 SYMBOL JSFCX    
JPMORGAN SMART RET 2015 INSTL CL CUSIP 4812A3403 SYMBOL JSFIX    
JPMORGAN SMART RET 2015 SELECT CL SH CUSIP 4812A3304 SYMBOL JSFSX    
JPMORGAN SMART RET 2020 CLASS A CUSIP 4812A3502 SYMBOL JTTAX    
JPMORGAN SMART RET 2020 CLASS C CUSIP 4812A3601 SYMBOL JTTCX    
JPMORGAN SMART RET 2020 INSTL CLASS CUSIP 4812A3809 SYMBOL JTTIX    
JPMORGAN SMART RET 2020 SELECT CLASS CUSIP 4812A3700 SYMBOL JTTSX    
JPMORGAN SMART RET 2030 FUND CLASS A CUSIP 4812A3882 SYMBOL JSMAX    
JPMORGAN SMART RET 2030 FUND CLASS C CUSIP 4812A3874 SYMBOL JSMCX    
JPMORGAN SMART RET 2030 SELECT CLASS CUSIP 4812A3866 SYMBOL JSMSX    
JPMORGAN SMART RET 2040 CLASS A CUSIP 4812A3841 SYMBOL SMTAX    
JPMORGAN SMART RET 2040 FUND CLASS C CUSIP 4812A3833 SYMBOL SMTCX    
JPMORGAN SMART RET 2040 INSTL CLASS CUSIP 4812A3817 SYMBOL SMTIX    
JPMORGAN SMART RET 2040 SELECT CLASS CUSIP 4812A3825 SYMBOL SMTSX    
JPMORGAN SMART RET INCOME CLASS A CUSIP 4812A2199 SYMBOL JSRAX    
JPMORGAN SMART RET INCOME CLASS C CUSIP 4812A2181 SYMBOL JSRCX    
JPMORGAN SMART RET INCOME INSTL CLASS CUSIP 4812A2165 SYMBOL JSIIX    
JPMORGAN SMART RET INCOME SELECT CLASS CUSIP 4812A2173 SYMBOL JSRSX    
JPMORGAN STRATEGIC INCOME FND SELECT CL CUSIP 4812A1217 SYMBOL JSISX  Asset Allocation  
JPMORGAN STRATEGIC INCOME FUND CLASS A CUSIP 4812A1225 SYMBOL JSIAX  Asset Allocation  
JPMORGAN STRATEGIC INCOME FUND CLASS B CUSIP 4812A0102 SYMBOL JGSBX    
JPMORGAN STRATEGIC INCOME FUND CLASS C CUSIP 4812A0110 SYMBOL JGSCX    
JPMORGAN STRATEGIC INCOME FUND INSTL CL CUSIP 4812A1191 SYMBOL JPIGX  Asset Allocation  
JPMORGAN TAX AWARE DISCIP EQUITY INSTL CUSIP 4812A1654 SYMBOL JPDEX  Growth  
JPMORGAN TAX AWARE ENHANCED INC CL A CUSIP 4812A1621 SYMBOL JTAAX  Municipal Bond  
JPMORGAN TAX AWARE ENHANCED INC INSTL CUSIP 4812A1639 SYMBOL JPAEX  Municipal Bond  
JPMORGAN TAX AWARE ENHANCED INCOME SEL CUSIP 4812A1647 SYMBOL JPTEX  Municipal Bond  
JPMORGAN TAX AWARE REAL RETURN FD CL A CUSIP 4812A2520 SYMBOL TXRAX    
JPMORGAN TAX AWARE REAL RETURN FD CL C CUSIP 4812A2512 SYMBOL TXRCX    
JPMORGAN TAX AWARE REAL RETURN FD INSTL CUSIP 4812A2538 SYMBOL TXRIX    
JPMORGAN TAX AWARE REAL RTRN SELECT CL CUSIP 4812A2546 SYMBOL TXRSX    
JPMORGAN TAX AWARE SHORT INT INC SELECT CUSIP 4812A1738 SYMBOL JPSIX  Income  
JPMORGAN TAX AWARE SHORT INTERM INC INS CUSIP 4812A1720 SYMBOL JPIIX  Income  
JPMORGAN TAX AWARE US EQUITY CL B CUSIP 4812A1571 SYMBOL JTEBX  Growth  
JPMORGAN TAX AWARE US EQUITY CLASS A CUSIP 4812A1589 SYMBOL JTEAX  Growth  
JPMORGAN TAX AWARE US EQUITY CLASS C CUSIP 4812A1563 SYMBOL JTECX  Growth  
JPMORGAN TAX AWARE US EQUITY INSTL CL CUSIP 4812A1597 SYMBOL JTUIX  Growth  
JPMORGAN TAX AWARE US EQUITY SELECT CL CUSIP 4812A1613 SYMBOL JPTAX  Growth  
JPMORGAN TAX FREE BOND CLASS B CUSIP 4812C0449 SYMBOL PUBBX  Municipal Bond  
JPMORGAN TAX FREE BOND FUND CLASS A CUSIP 4812C0431 SYMBOL PMBAX  Municipal Bond  
JPMORGAN TAX FREE BOND SELECT CLASS CUSIP 4812C0456 SYMBOL PRBIX  Municipal Bond  
JPMORGAN TAX FREE MMKT AGENCY SHS CUSIP 4812A2751 SYMBOL VTIXX    
JPMORGAN TAX FREE MMKT INSTL CLASS CUSIP 4812A2744 SYMBOL JTFXX    
JPMORGAN TAX FREE MMKT MORGAN SHS CUSIP 4812A2728 SYMBOL VTMXX    
JPMORGAN TAX FREE MMKT PREMIER SHS CUSIP 4812A2736 SYMBOL VXPXX    
JPMORGAN TREASURY & AGENCY CLASS A CUSIP 4812C1389 SYMBOL OTABX  Income  
JPMORGAN TREASURY & AGENCY CLASS B CUSIP 4812C1397 SYMBOL ONTBX  Income  
JPMORGAN TREASURY & AGENCY SELECT SHS CUSIP 4812C1405 SYMBOL OGTFX  Income  
JPMORGAN ULTRA SHORT DURATION BD A CUSIP 4812C1413 SYMBOL ONUAX  Govt Bond - ARM  
JPMORGAN ULTRA SHORT DURATION BD B CUSIP 4812C1421 SYMBOL ONUBX  Govt Bond - ARM  
JPMORGAN ULTRA SHORT DURATION BD C CUSIP 4812C1439 SYMBOL OGUCX  Govt Bond - ARM  
JPMORGAN ULTRA SHRT DURATION BD SEL CUSIP 4812C1447 SYMBOL HLGFX  Govt Bond - ARM  
JPMORGAN US EQUITY FUND CLASS A CUSIP 4812A1183 SYMBOL JUEAX  Growth & Inc  
JPMORGAN US EQUITY FUND CLASS B CUSIP 4812A1175 SYMBOL JUEBX  Growth & Inc  
JPMORGAN US EQUITY FUND CLASS C CUSIP 4812A1167 SYMBOL JUECX  Growth & Inc  
JPMORGAN US EQUITY FUND INSTL CLASS CUSIP 4812A1142 SYMBOL JMUEX  Growth & Inc  
JPMORGAN US EQUITY FUND SELECT CLASS CUSIP 4812A1159 SYMBOL JUESX  Growth & Inc  
JPMORGAN US GOVT MM KT MORGAN SHS CUSIP 4812C2676 SYMBOL MJGXX    
JPMORGAN US GOVT MM KT PREMIER SHS CUSIP 4812C0688 SYMBOL OGSXX    
JPMORGAN US GOVT MONEY MKT RESERVE CL CUSIP 4812C2692 SYMBOL RJGXX    
JPMORGAN US LG CAP CORE PLUS SELECT SHS CUSIP 4812A2389 SYMBOL JLPSX    
JPMORGAN US REAL ESTATE CLASS A CUSIP 4812C0589 SYMBOL SUSIX  Real Estate  
JPMORGAN US REAL ESTATE FD CL C CUSIP 4812C0605 SYMBOL JPRCX    
JPMORGAN US REAL ESTATE FD SELECT SHS CUSIP 4812C0613 SYMBOL SUIEX    
JPMORGAN US SMALL COMPANY FUND INSTL CUSIP 4812A1696 SYMBOL JUSSX  Small Company  
JPMORGAN US SMALL COMPANY FUND SELECT CUSIP 4812A1712 SYMBOL JSCSX  Small Company  
JPMORGAN US TREAS PLUS AGENCY SHS CUSIP 4812C2742 SYMBOL AJTXX    
JPMORGAN US TREAS PLUS MMKT CLASS B CUSIP 4812C0704 SYMBOL OTBXX    
JPMORGAN US TREAS PLUS MMKT CLASS C CUSIP 4812C0712 SYMBOL OTCXX    
JPMORGAN US TREAS PLUS MMKT MORGAN CL CUSIP 4812C2726 SYMBOL MJTXX    
JPMORGAN US TREAS PLUS MMKT PREMIER CUSIP 4812C2718 SYMBOL PJTXX    
JPMORGAN US TREAS PLUS MMKT RESERVE CUSIP 4812C0696 SYMBOL HTIXX    
JPMORGAN US TRESURY PLUS MMKT INV SHRS CUSIP 4812C0720 SYMBOL HGOXX    
JPMORGAN VALUE ADV FD INSTL CL SH CUSIP 4812A2587 SYMBOL JVAIX    
JPMORGAN VALUE ADVANTAGE CL A CUSIP 4812A2637 SYMBOL JVAAX    
JPMORGAN VALUE ADVANTAGE FUND CL C CUSIP 4812A2611 SYMBOL JVACX    
JPMORGAN VALUE OPPORTUNITIES CL A CUSIP 46626B102 SYMBOL JVOAX  Growth  
JPMORGAN VALUE OPPORTUNITIES CL B CUSIP 46626B201 SYMBOL JVOBX  Growth  
JPMORGAN VALUE OPPORTUNITIES CL C CUSIP 4812A2645 SYMBOL JVOCX    
JPMORGAN VALUE OPPORTUNITIES INSTL CUSIP 46626B300 SYMBOL JVOIX    
JPMORGAN W VIRGINIA TAX FREE BOND CL A CUSIP 4812C1454 SYMBOL OGWAX  Municipal Bond  
JPMORGAN W VIRGINIA TAX FREE BOND CL B CUSIP 4812C1462 SYMBOL OGWBX  Municipal Bond  
JPMORGAN WEST VIRGINIA MUNI BD SEL CUSIP 4812C1470 SYMBOL OGWFX  Municipal Bond  
JPMORGAN100% US TRES SEC MM PREM CL CUSIP 4812A2819 SYMBOL VHPXX    
ONE GROUP OFFSHORE INFINITY MMKT CL A CUSIP 000005926 SYMBOL QAEQQ    
UNDISCOVERED MNGR BEHAVIOR GROW INVS CUSIP 904504800 SYMBOL UBRRX  Growth  
UNDISCOVERED MNGR BEHAVIOR GRWTH CL B CUSIP 904504545 SYMBOL UMGBX  Growth  
UNDISCOVERED MNGR BEHAVIORAL GRTH CL A CUSIP 904504610 SYMBOL UBGAX  Growth  
UNDISCOVERED MNGR BEHAVIORAL VAL CL A CUSIP 904504586 SYMBOL UBVAX  Growth  
UNDISCOVERED MNGR BEHAVIORAL VAL CL C CUSIP 904504578 SYMBOL UBVCX  Growth  
UNDISCOVERED MNGR BEHAVIORL GROW INSTL CUSIP 904504206 SYMBOL UBRLX  Growth  
UNDISCOVERED MNGR SMALL CAP GRTH FD A CUSIP 904504636 SYMBOL USRAX  Small Company  
UNDISCOVERED MNGR BEHAVIOR VALUE INSTL CUSIP 904504842 SYMBOL UBVLX  Growth  
UNDISCOVERED MNGR SMALL CAP GRW INSTL CUSIP 904504677 SYMBOL USRLX  Small Company  
UNDISCOVERED MNGR BEHAVIORAL VAL CL B CUSIP 904504537 SYMBOL UBVBX  Growth  
UNDISOCVERED MNGR BEHAVIORAL GRWTH C CUSIP 904504594 SYMBOL UBGCX  Growth  

Note: Mutual Fund availability subject to change. 
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