News
JPMorgan – Changes to Eligibility Criteria for X2 Share Classes
With effect from 19th September 2025 the eligibility criteria and minimum investment, holding and redemption amounts for the X2 Share Class have been changed as below.
Before
| Share Class | Eligible investors | Initial Investment/holding | Additional Investment | Redemption | Additional features |
| X2 | • Clients of JPMorgan Chase & Co. approved by the ACD who pay a fee directly to the relevant JPMorgan Chase & Co. entity and who have a significant investment, as determined by the ACD, which can be aggregated across JPMorgan Fund ICVC, JPMorgan Fund II ICVC and JPMorgan Fund III ICVC. | On application | On application | On application | None |
After
| Share Class | Eligible investors | Initial Investment/holdings | Additional Investment | Redemption | Additional features |
| X2 | • Clients of JPMorgan Chase & Co. approved by the ACD who pay a fee directly to the relevant JPMorgan Chase & Co. entity. | GBP 50 million and on application | On application | On application | None |
Should you have any questions about the changes being made or any other aspect of JPMorgan Fund ICVC, JPMorgan Fund II ICVC or JPMorgan Fund III ICVC, please contact your usual local representative.
Please see shareholder mailings below
Should you have any questions about the changes being made or any other aspect of JPMorgan Fund ICVC, JPMorgan Fund II ICVC or JPMorgan Fund III ICVC, please contact your usual local representative.