JPMorgan Large Cap Growth Fund A Shares: OLGAX I Shares: SEEGX C Shares: OLGCX FUND STORY | JUNE 30, 2020 Invest in America’s biggest and best. Targeting companies with large markets, sustainable competitive advantages and strong price momentum, the Large Cap Growth Fund seeks to harness the return potential of America’s fastest-growing companies. EXPERTISE • Experienced portfolio manager Giri Devulapally is supported by five dedicated growth analysts. EXCESS GROWTH OF $100,000 OVER 10 YEARS Compared to benchmark and category average, in thousands (difference vs. benchmark) $490,288 ($0) $547,538 ($57,250) $393,471 (-$96,818) JPMorgan Large Cap Growth I Shares Morningstar category average Russell 1000 Growth Index $50 $100 $200 $300 $400 $500 $600 6/20 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 PORTFOLIO • Style-pure large cap growth strategy that uses a fundamental, bottom-up approach to identify companies with strong growth potential. SUCCESS • Top-decile performance over 1, 3, 5, & 10 years. 1 • Top-quintile batting average & top-decile information ratio over 3, 5 and 10 years. 2 1 Source: Morningstar, I Shares as of 6/30/20. Minimum eligibility requirements for the I share class apply; please see prospectus for further details. Large Growth Category. Ranked: 1-yr. (111/1343), 3-yrs. (69/1237), 5-yrs. (59/1084) and 10-yrs. (42/809). 2 Batting average measures manager’s ability to meet or beat the market consistently, calculated by dividing the number of quarters/months when the manager beats/matches the index by the total number of quarters/months in the period. 1-yr. (95/1366), 3-yrs. (132/1315), 5-yrs. (147/1251) & 10-yrs. (133/1100). For information ratio, the excess return vs. the benchmark divided by tracking error.1-yr. (127/1366), 3-yrs. (41/1315), 5-yrs. (89/1251) & 10-yrs. (60/1100). Chart source: Morningstar, J.P. Morgan Asset Management; as of 6/30/20. Large Growth Category. I Shares. Other share classes may have higher expenses, resulting in lower returns. 10-year growth with dividends and capital gains reinvested. There is no direct correlation between a hypothetical investment and the anticipated performance of the Fund. The $0 value for benchmark growth is the baseline for the over and under comparison. Past performance does not guarantee future results. SUPERIOR GROWTH AT A MODEST PREMIUM We believe strong growth stocks have large addressable markets, sustainable competitive advantages and good price momentum. Our risk-minded approach aims to maximize upside when stocks meet this criteria, while position sizes are reduced to mitigate downside risk when ideas are more scarce. As a result, the manager has been able to capture a portfolio of stocks expected to grow faster than the broad-based index of growth stocks. Source: FactSet, J.P. Morgan Asset Management. Data as of 6/30/20. The manager seeks to achieve the stated objectives. There is no guarantee those objectives will be met. Past performance is not indicative of future results. Next 12 months earnings per share growth (EPS Growth). Projected EPS Growth and Sales Growth based on 12-month forward-looking calculations. GENERATING ALPHA THROUGH A STYLE PURE APPROACH EPS Growth Sales Growth JPMorgan Large Cap Growth Russell 1000 Growth Index 15.8% 14.4% 15.4% 12.7% MORE ROOM FOR GROWTH Though equities in general have rallied considerably over a multi-year period, they have done so on the back of impressive earnings growth. We continue to believe there is opportunity for disciplined active management to deliver better outcomes in the large- cap growth space. J.P. MORGAN FUNDS OBJECTIVE STYLE BOX MORNINGSTAR As of 6/30/20 Analyst Rating BRONZE (3/11/20) Overall rating Category Large Growth Source: Morningstar. I Shares. Three-year rating: 5 stars, 1237 funds rated. Five-year rating: 5 stars, 1084 funds rated. Ten year rating: 5 stars, 809 funds rated. For overall rating, 1237 funds were rated. Ratings reflect risk-adjusted performance. Different share classes may have different ratings. Ratings do not take sales loads into account. The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five- and 10-year (if applicable) Morningstar Rating metrics. SMALL VALUE BLEND GROWTH MID LARGE 0903c02a81057ef0 

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jpmorgan-large-cap-growth-fund-fact-sheetpdf

JPMorgan Large Cap Growth Fund - Fact Sheet.pdf

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