# Product Snapshot - JPMorgan Credit Markets Fund

> Audience: country=us, language=en, role=adv.
> Generated: 2026-10-24T15:17:44.544121870Z.

## Identity

- **Fund Name**: JPMorgan Credit Markets Fund
- **Share Class Name**: JPMorgan Credit Markets Fund-S
- **Product Page**: [Product Page](https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-credit-markets-fund-s-48130q104)
- **Ticker Symbol**: JPSMX
- **CUSIP**: 48130Q104
- **Fund Type**: INTERVAL
- **Asset Class**: Specialty

## Overview

### Designed to provide income and capital appreciation over the long term through a diversified approach to private credit investing.

Invests in a broad mix of private credit strategies across primaries, secondaries and co-investments~~Diversifies across several dimensions, including manager, security type, collateral type, geography, vintage, obligor and industry~~Maintains a portion of assets in short-term debt securities, mutual funds and ETFs to help manage portfolio liquidity



## Fund Facts

- **Ticker**: JPSMX
- **CUSIP**: 48130Q104
- **Share Class Number**: 7051
- **Asset Class**: Specialty
- **Fund Inception Date**: 09/23/2026
- **Share Class Inception Date**: 09/23/2026

## Fund Stats

- **NAV  As of 10/23/2026**: $10.19
- **NAV Change ($) As of 10/23/2026**: $0.00
- **NAV Change (%) As of 10/23/2026**: 0.00%
- **Fund Assets As of 10/23/2026**: $101.92mn
- **Number of Holdings As of 09/30/2026**: 2

## Fees & Charges

### Fees

- **Gross Expenses**: 3.59%
- **Net Expenses**: 2.84%
 [Disclosure 1]

## Investment Terms

### Minimum Investments

#### IRA

- **Minimum Investment**: $25,000
- **Subsequent Investment**: $100

#### Regular

- **Minimum Investment**: $25,000
- **Subsequent Investment**: $100



## Portfolio Managers

### Brian Coleman

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/brian-coleman/)
- **In the industry**: 31 years
- **With J.P. Morgan**: 22 years
- **Managing this fund**: Less than one year

### Mary Rooney

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/mary-rooney/)
- **In the industry**: 33 years
- **With J.P. Morgan**: 14 years
- **Managing this fund**: Less than one year

### Lynnette Ferguson

- **Biography**: [Biography](https://am.jpmorgan.com/us/en/asset-management/adv/bios/lynnette-ferguson/)
- **In the industry**: 25 years
- **With J.P. Morgan**: 12 years
- **Managing this fund**: Less than one year

## Portfolio

### Portfolio Stats

- **Number of Holdings** (As of 09/30/2026): 2


## Documents

- [Fund Story: JPMorgan Credit Markets Fund](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/literature/fund-story/sto-jcred.pdf)
- [Presentation: JPMorgan Credit Markets Fund](https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/literature/product-presentation/presentation-jpmorgan-credit-markets-fund.pdf)
- [Summary Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/48130Q104/SP?site=JPMorganv3)
- [Prospectus](https://am.jpmorgan.com/JPMorgan/TVT/48130Q104/P?site=JPMorganv3)
- [Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/48130Q104/AR?site=JPMorganv3)
- [Semi-Annual Report to Shareholders](https://am.jpmorgan.com/JPMorgan/TVT/48130Q104/SAR?site=JPMorganv3)
- [Statement of Additional Information](https://am.jpmorgan.com/JPMorgan/TVT/48130Q104/S?site=JPMorganv3)

## Disclosures

1. The Fund pays the Adviser a monthly Advisory Fee at an annual rate of 1.00% based on value of the Fund's net assets, calculated and accrued daily. For purposes of determining the Advisory Fee payable to the Adviser, the value of the Fund's net assets will be calculated prior to the inclusion of the Advisory Fee, payable to the Adviser or to any purchases or repurchases of Shares of the Fund or any distributions by the Fund. The Adviser has contractually agreed to reduce its Advisory Fee to an annual rate of 0.25% for a one-year term from the date the Fund commences operations (the "Fee Waiver Agreement"). Unless otherwise extended by agreement between the Fund and the Adviser, the Advisory Fee payable by the Fund after the conclusion of the first year of operations will be at the annual rate of 1.00%. The reduction of the Advisory Fee under the Fee Waiver Agreement is not subject to recoupment by the Adviser under the Expense Limitation Agreement described in the prospectus.