<SEC-DOCUMENT>0001193125-14-253056-index.html : 20150806 <SEC-HEADER>0001193125-14-253056.hdr.sgml : 20150806 <ACCEPTANCE-DATETIME>20140627145759 <PRIVATE-TO-PUBLIC> ACCESSION NUMBER: 0001193125-14-253056 CONFORMED SUBMISSION TYPE: POS AMI PUBLIC DOCUMENT COUNT: 22 FILED AS OF DATE: 20140627 DATE AS OF CHANGE: 20150616 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JPMorgan Institutional Trust CENTRAL INDEX KEY: 0001303608 IRS NUMBER: 201491791 STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: POS AMI SEC ACT: 1940 Act SEC FILE NUMBER: 811-21638 FILM NUMBER: 14945672 BUSINESS ADDRESS: STREET 1: C/O JPMORGAN DISTRIBUTION SERVICES, INC. STREET 2: 270 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: C/O JPMORGAN DISTRIBUTION SERVICES, INC. STREET 2: 270 PARK AVENUE CITY: NEW YORK STATE: NY ZIP: 10017 <SERIES-AND-CLASSES-CONTRACTS-DATA> <EXISTING-SERIES-AND-CLASSES-CONTRACTS> <SERIES> <OWNER-CIK>0001303608 <SERIES-ID>S000007336 <SERIES-NAME>JPMorgan Intermediate Bond Trust <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000020140 <CLASS-CONTRACT-NAME>JPMorgan Intermediate Bond Trust </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001303608 <SERIES-ID>S000007337 <SERIES-NAME>JPMorgan Core Bond Trust <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000020141 <CLASS-CONTRACT-NAME>JPMorgan Core Bond Trust </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001303608 <SERIES-ID>S000007338 <SERIES-NAME>JPMorgan Equity Index Trust <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000020142 <CLASS-CONTRACT-NAME>JPMorgan Equity Index Trust </CLASS-CONTRACT> </SERIES> </EXISTING-SERIES-AND-CLASSES-CONTRACTS> </SERIES-AND-CLASSES-CONTRACTS-DATA> </SEC-HEADER> <DOCUMENT> <TYPE>POS AMI <SEQUENCE>1 <FILENAME>d741631dposami.htm <DESCRIPTION>JPMORGAN INSTITUTIONAL TRUST <TEXT> Document 1 - file: d741631dposami.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(A)(2) <SEQUENCE>2 <FILENAME>d741631dex99a2.htm <DESCRIPTION>DECLARATION OF TRUST (AMENDED MAY 14, 2014) <TEXT> Document 2 - file: d741631dex99a2.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(F) <SEQUENCE>3 <FILENAME>d741631dex99f.htm <DESCRIPTION>DEFERRED COMPENSATION PLAN FOR ELIGIBLE TRUSTEES OF THE TRUST <TEXT> Document 3 - file: d741631dex99f.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(G)(1)(B) <SEQUENCE>4 <FILENAME>d741631dex99g1b.htm <DESCRIPTION>FORM OF AMENDED SCHEDULE A TO THE AMENDED & RESTATED GLOBAL CUSTODY <TEXT> Document 4 - file: d741631dex99g1b.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(G)(1)(C) <SEQUENCE>5 <FILENAME>d741631dex99g1c.htm <DESCRIPTION>AMENDMENT TO THE AMENDED AND RESTATED GLOBAL CUSTODY & FUND ACCOUNTING AGREEMENT <TEXT> Document 5 - file: d741631dex99g1c.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(H)(1)(A) <SEQUENCE>6 <FILENAME>d741631dex99h1a.htm <DESCRIPTION>FORM OF AMENDED APPENDIX A-1 TO THE TRANSFER AGENCY AGREEMENT, DATE 6/25/14 <TEXT> Document 6 - file: d741631dex99h1a.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(H)(1)(B) <SEQUENCE>7 <FILENAME>d741631dex99h1b.htm <DESCRIPTION>AMENDMENT TO TRANSFER AGENCY AGREEMENT BETWEEN THE TRUST AND BFDS, AS OF 2/17/11 <TEXT> Document 7 - file: d741631dex99h1b.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(H)(1)(C) <SEQUENCE>8 <FILENAME>d741631dex99h1c.htm <DESCRIPTION>ADDENDUM TO TRANSFER AGENCY AGREEMENT BETWEEN THE TRUST & BDFD, DTD AS OF 3/1/12 <TEXT> Document 8 - file: d741631dex99h1c.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(H)(1)(D) <SEQUENCE>9 <FILENAME>d741631dex99h1d.htm <DESCRIPTION>AMENDMENT TO TRANSFER AGENCY AGREEMENT BETWEEN THE TRUST AND BFDS, DATED 3/30/12 <TEXT> Document 9 - file: d741631dex99h1d.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(H)(1)(E) <SEQUENCE>10 <FILENAME>d741631dex99h1e.htm <DESCRIPTION>FORM OF AMENDMENT TO TRANSFER AGENCY AGREEMENT BETWEEN THE TRUST AND BFDS <TEXT> Document 10 - file: d741631dex99h1e.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(H)(6) <SEQUENCE>11 <FILENAME>d741631dex99h6.htm <DESCRIPTION>FORM OF FEE WAIVER AGREEMENT , DATED JUNE 27, 2014 <TEXT> Document 11 - file: d741631dex99h6.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(P)(1) <SEQUENCE>12 <FILENAME>d741631dex99p1.htm <DESCRIPTION>CODE OF ETHICS OF TRUST (AS UPDATED FEBRUARY 25, 2014) <TEXT> Document 12 - file: d741631dex99p1.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(P)(2) <SEQUENCE>13 <FILENAME>d741631dex99p2.htm <DESCRIPTION>CODE OF ETHICS OF ADVISER, (EFFECTIVE FEBRUARY 1, 2005, REVISED AUGUST 1, 2013) <TEXT> Document 13 - file: d741631dex99p2.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(99)(B) <SEQUENCE>14 <FILENAME>d741631dex9999b.htm <DESCRIPTION>POWER OF ATTORNEY FOR ROBERT L. YOUNG <TEXT> Document 14 - file: d741631dex9999b.htm
</DOCUMENT> <DOCUMENT> <TYPE>EX-99.(99)(C) <SEQUENCE>15 <FILENAME>d741631dex9999c.htm <DESCRIPTION>POWER OF ATTORNEY FOR LAURA M. DEL PRATO <TEXT> Document 15 - file: d741631dex9999c.htm
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>17 <FILENAME>g691269g19t27.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 17 - file: g691269g19t27.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>18 <FILENAME>g691269g39e88.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 18 - file: g691269g39e88.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>19 <FILENAME>g691269g53j36.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 19 - file: g691269g53j36.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>20 <FILENAME>g741631g04u75.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 20 - file: g741631g04u75.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>21 <FILENAME>g741631g78g30.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 21 - file: g741631g78g30.jpg
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>22 <FILENAME>g741631g88b25.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 22 - file: g741631g88b25.jpg
</DOCUMENT> <DOCUMENT> <TYPE>COVER <SEQUENCE>23 <FILENAME>filename23.htm <TEXT> Document 23 - file: filename23.htm
</DOCUMENT> </SEC-DOCUMENT>