-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, FAG3/5yqj2z3qJnRe0o/BmTdHfMrBCFi2oBkJqJ8Sn2pDS/epsK/xn6naK86ZeU6 7A8vjI6ZrPgyDNVbtP22jQ== 0001325358-09-000249.txt : 20090514 0001325358-09-000249.hdr.sgml : 20090514 20090514110720 ACCESSION NUMBER: 0001325358-09-000249 CONFORMED SUBMISSION TYPE: NSAR-B PUBLIC DOCUMENT COUNT: 3 CONFORMED PERIOD OF REPORT: 20090228 FILED AS OF DATE: 20090514 DATE AS OF CHANGE: 20090514 EFFECTIVENESS DATE: 20090514 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: NSAR-B SEC ACT: 1940 Act SEC FILE NUMBER: 811-21638 FILM NUMBER: 09824924 BUSINESS ADDRESS: STREET 1: C/O JPMORGAN DISTRIBUTION SERVICES, INC. STREET 2: 1111 POLARIS PARKWAY CITY: COLUMBUS STATE: OH ZIP: 43240 BUSINESS PHONE: 800-480-4111 MAIL ADDRESS: STREET 1: C/O JPMORGAN DISTRIBUTION SERVICES, INC. STREET 2: 1111 POLARIS PARKWAY CITY: COLUMBUS STATE: OH ZIP: 43240 0001303608 S000007336 JPMorgan Intermediate Bond Trust C000020140 JPMorgan Intermediate Bond Trust 0001303608 S000007337 JPMorgan Core Bond Trust C000020141 JPMorgan Core Bond Trust 0001303608 S000007338 JPMorgan Equity Index Trust C000020142 JPMorgan Equity Index Trust NSAR-B 1 answer.fil MAIN DOCUMENT 000 B00AA00 02/28/2009 000 C00AA00 0001303608 000 D00AA00 N 000 E00AA00 NF 000 F00AA00 Y 000 G00AA00 N 000 H00AA00 N 000 I00AA00 6.1 000 J00AA00 B 001 A00AA00 JPMORGAN INSTITUTIONAL TRUST 001 B00AA00 811-21638 001 C00AA00 8003431113 002 A00AA00 245 PARK AVENUE 002 B00AA00 NEW YORK 002 C00AA00 NY 002 D01AA00 10167 003 00AA00 N 004 00AA00 N 005 00AA00 N 006 00AA00 N 007 A00AA00 Y 007 B00AA00 3 007 C010100 1 007 C020100 JPMORGAN CORE BOND TRUST 007 C030100 N 007 C010200 2 007 C020200 JPMORGAN EQUITY INDEX TRUST 007 C030200 N 007 C010300 3 007 C020300 JPMORGAN INTERMEDIATE BOND TRUST 007 C030300 N 007 C010400 4 007 C010500 5 007 C010600 6 007 C010700 7 007 C010800 8 007 C010900 9 007 C011000 10 008 A00AA01 J.P. 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Maleski TITLE Treasurer EX-99.77O RULE 10F-3 2 institutionaltrust10f-322809.htm 
Fund	JPMorgan Core Bond Trust
Trade Date	10/7/2008
Issuer	Southern California Edison (EIX
5.75% 3/15/2014)
Cusip	842400FK
Bonds	350,000
Offering Price	$99.49
Spread	$0.60
Cost	$348,222
Dealer Executing Trade	Citigroup Global
Markets
% of Offering  purchased by firm	0.40%
Syndicate Members	Banc of America Securities
LLC, Citigroup Global Markets Inc, Deutsche
Bank Securities Inc, JPMorgan Securities,
Cabrera Capital Markets Inc, UBS Securities
Fund	JPMorgan Core Bond Trust
Trade Date	10/23/2008
Issuer	National Rural Utilities
Cooperative Finance Corporation (NRUC 10.375%
11/1/2018)
Cusip	637432LR
Bonds	200,000
Offering Price	$99.24
Spread	$0.65
Cost	$198,474
Dealer Executing Trade	Deutsche Bank Alex
Brown Inc.
% of Offering  purchased by firm	1.15%
Syndicate Members	Deutsche Bank Securities
Inc, JPMorgan Securities, Merrill Lynch & Co,
RBS Greenwich Capital, Keybanc Capital
Markets, Lazard Capital Markets LLC, Mizuho
Securities USA, Suntrust Capital Markets, US
Bancorp Investments Inc
Fund	JPMorgan Core Bond Trust
Trade Date	11/18/2008
Issuer	Kroger Company (KR 7.5% 1/15/2014)
Cusip	501044CL
Bonds	850,000
Offering Price	$99.81
Spread	$0.60
Cost	$848,368
Dealer Executing Trade	Goldman Sachs and Co.
% of Offering  purchased by firm	0.53%
Syndicate Members	Goldman Sachs & Co, JPMorgan
Securities, Bank of New York Mellon Corp,
CastleOak Securities LP, Rabobank Nederland
IS, RBS Greenwich Capital, US Bancorp, Wells
Fargo
Fund	JPMorgan Core Bond Trust
Trade Date	11/25/2008
Issuer	Burlington North Santa Fe (BNI
7.0% 2/1/2014)
Cusip	12189TBB
Bonds	450,000
Offering Price	$99.98
Spread	$0.60
Cost	$449,924
Dealer Executing Trade	Goldman Sachs and Co.
% of Offering  purchased by firm	3.63%
Syndicate Members	Citigroup Global Markets
Inc, Goldman Sachs & Co, JPMorgan Securities,
Bank Of New York Mellon Corp, BNP Paribas
Securities Corp, US Bancorp Investments,
Utendahl Capital Partners LP.
Fund	JPMorgan Core Bond Trust
Trade Date	11/25/2008
Issuer	Dominion Resources (D 8.875%
1/15/2019)
Cusip	25746UBG
Bonds	600,000
Offering Price	$99.97
Spread	$0.60
Cost	$599,832
Dealer Executing Trade	Barclays Capital Inc.
% of Offering  purchased by firm	0.39%
Syndicate Members	Barclays Capital, JPMoragn,
Credit Suisse, Deutsche Bank Securities Inc,
Keybanc Capital Markets, BB&T Capital Markets,
HVB Capital Markets Inc, Scotia Capital Inc,
Suntrust Robinson Humphrey
Fund	JPMorgan Intermediate Bond Trust
Trade Date	11/18/2008
Issuer	Kroger Company (KR 7.5% 1/15/2014)
Cusip	501044CL
Bonds	50,000
Offering Price	$99.81
Spread	$0.60
Cost	$49,904
Dealer Executing Trade	Goldman Sachs and Co.
% of Offering  purchased by firm	0.53%
Syndicate Members	Goldman Sachs & Co, JPMorgan
Securities, Bank of New York Mellon Corp,
CastleOak Securities LP, Rabobank Nederland
IS, RBS Greenwich Capital, US Bancorp, Wells
Fargo
Fund	JPMorgan Intermediate Bond Trust
Trade Date	11/25/2008
Issuer	Burlington North Santa Fe (BNI
7.0% 2/1/2014)
Cusip	12189TBB
Bonds	100,000
Offering Price	$99.98
Spread	$0.60
Cost	$99,983
Dealer Executing Trade	Goldman Sachs and Co.
% of Offering  purchased by firm	3.63%
Syndicate Members	Citigroup Global Markets
Inc, Goldman Sachs & Co, JPMorgan Securities,
Bank Of New York Mellon Corp, BNP Paribas
Securities Corp, US Bancorp Investments,
Utendahl Capital Partners LP.
Fund	JPMorgan Intermediate Bond Trust
Trade Date	11/25/2008
Issuer	Dominion Resources (D 8.875%
1/15/2019)
Cusip	25746UBG
Bonds	150,000
Offering Price	$99.97
Spread	$0.60
Cost	$149,958
Dealer Executing Trade	Barclays Capital Inc.
% of Offering  purchased by firm	0.39%
Syndicate Members	Barclays Capital, JPMoragn,
Credit Suisse, Deutsche Bank Securities Inc,
Keybanc Capital Markets, BB&T Capital Markets,
HVB Capital Markets Inc, Scotia Capital Inc,
Suntrust Robinson Humphrey
EX-99.77B ACCT LTTR 3 jpmorganinstitutionaltrust-n.htm 


Report of Independent Registered Public Accounting Firm

To the Trustees of JPMorgan Institutional Trust and the Shareholders of JPMorgan Core Bond Trust, JPMorgan Equity Index Trust and JPMorgan Intermediate Bond Trust:


In planning and performing our audits of the financial statements of the JPMorgan Core Bond Trust, JPMorgan Equity Index Trust and JPMorgan Intermediate Bond Trust (hereafter collectively referred to as the ?Funds?) as of and for the period ended February 28, 2009, in accordance with the standards of the Public Company Accounting Oversight Board (United States), we considered the Funds? internal control over financial reporting, including control activities for safeguarding securities, as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial statements and to comply with the requirements of Form N-SAR, but not for the purpose of expressing an opinion on the effectiveness of the Funds? internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the Funds? internal control over financial reporting.

The management of the Funds is responsible for establishing and maintaining effective internal control over financial reporting.  In fulfilling this responsibility, estimates and judgments by management are required to assess the expected benefits and related costs of controls.  A fund?s internal control over financial reporting is a process designed to provide reasonable assurance regarding the reliability of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles.  A fund's internal control over financial reporting includes those policies and procedures that (1) pertain to the maintenance of records that, in reasonable detail, accurately and fairly reflect the transactions and dispositions of the assets of the fund; (2) provide reasonable assurance that transactions are recorded as necessary to permit preparation of financial statements in accordance with generally accepted accounting principles, and that receipts and
 expenditures of the fund are being made only in accordance with authorizations of management and Trustees of the fund; and (3)  provide reasonable assurance regarding prevention or timely detection of unauthorized acquisition, use or disposition of a fund?s assets that could have a material effect on the financial statements.

Because of its inherent limitations, internal control over financial reporting may not prevent or detect misstatements.  Also, projections of any evaluation of effectiveness to future periods are subject to the risk that controls may become inadequate because of changes in conditions, or that the degree of compliance with the policies or procedures may deteriorate.

A deficiency in internal control over financial reporting exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect misstatements on a timely basis.  A material weakness is a deficiency, or a combination of deficiencies, in the internal controls over financial reporting, such that there is a reasonable possibility that a material misstatement of the Funds' annual or interim financial statements will not be prevented or detected on a timely basis.

Our consideration of the Funds' internal control over financial reporting was for the limited purpose described in the first paragraph and would not necessarily disclose all deficiencies in internal control over financial reporting that might be material weaknesses under standards established by the Public Company Accounting Oversight Board (United States).  However, we noted no deficiencies in the Funds' internal control over financial reporting and its operation, including controls over safeguarding securities, that we consider to be material weaknesses as defined above as of February 28, 2009.


This report is intended solely for the information and use of management, the Trustees of JPMorgan Institutional Trust and the Securities and Exchange Commission and is not intended to be and should not be used by anyone other than these specified parties.



/s/ PricewaterhouseCoopers LLP
New York, New York
April 28, 2009
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