-----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, MH6A+oSiDAir+0VKlMNcUPkj5GPITbQsW+XjlrgvjrHlvNBQDrIKWpW2Q3kNiMqG 7B8GG1gCWQgq+phJiXobRw== 0001325358-09-000594.txt : 20091030 0001325358-09-000594.hdr.sgml : 20091030 20091030160054 ACCESSION NUMBER: 0001325358-09-000594 CONFORMED SUBMISSION TYPE: NSAR-A PUBLIC DOCUMENT COUNT: 3 CONFORMED PERIOD OF REPORT: 20090831 FILED AS OF DATE: 20091030 DATE AS OF CHANGE: 20091030 EFFECTIVENESS DATE: 20091030 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-A SEC ACT: 1940 Act SEC FILE NUMBER: 811-21638 FILM NUMBER: 091148204 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-A 1 answer.fil MAIN DOCUMENT 000 A00AA00 08/31/2009 000 C00AA00 0001303608 000 D00AA00 N 000 E00AA00 NF 000 F00AA00 Y 000 G00AA00 N 000 H00AA00 N 000 I00AA00 6.1 000 J00AA00 A 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-99.77C VOTES 2 jpmorganinstitutionaltrust-7.htm 

JPMorgan Institutional Trust (the "Trust") held a special meeting of shareholders on
April 22, 2009, for the purpose of considering and voting upon the following proposal:

Proposal: For election of Trustees

Trustees were elected by the shareholders of all of the series of the Trust. The results of
the voting were as follows (by dollars):



Amounts in
thousands
Fergus Reid, III

  In Favor
$1,630,391
  Withheld
55,358
William J. Armstrong

  In Favor
1,630,391
  Withheld
55,358
John F. Finn

  In Favor
1,630,391
  Withheld
55,358
Dr. Matthew Goldstein

  In Favor
1,630,391
  Withheld
55,358
Robert J. Higgins

  In Favor
1,630,391
  Withheld
55,358
Frankie D. Hughes

  In Favor
1,630,391
  Withheld
55,358
Peter C. Marshall

  In Favor
1,630,391
  Withheld
55,358
Marilyn McCoy

  In Favor
1,630,391
  Withheld
55,358
William G. Morton, Jr.

  In Favor
1,630,391
  Withheld
55,358
Robert A. Oden, Jr.

  In Favor
1,630,391
  Withheld
55,358
Frederick W. Ruebeck

  In Favor
1,630,391
  Withheld
55,358
James J.Schonbachler

  In Favor
1,630,391
  Withheld
55,358
Leonard M. Spalding, Jr.

  In Favor
1,630,391
  Withheld
55,358
EX-99.77O RULE 10F-3 3 jpmorganinstitutionaltrust-8.htm 
JPMorgan Funds - JPMorgan Institutional Trust
Rule 10f-3 Transactions
For the period from March 1, 2009 to August 31, 2009

The following securities were purchased pursuant to Rule 10f-3 and all requirements of the Rule 10f-3 Procedures of the Funds:

Fund	JPMorgan Core Bond Trust
Trade Date	3/2/2009
Issuer	Anadarko Petroleum Corporation (APC, 6.725% 3/15/2019)
Cusip	032511BD
Bonds	1,800,000
Offering Price	$99.70
Spread	$0.60
Cost	$1,794,600.00
Dealer Executing Trade	UBS Securities Ltd.
% of Offering  purchased by firm	2.03%
Syndicate Members	Credit Suisse, JPMorgan, UBS Securities, Banc of America Securities, Citigroup Global Markets, Deutsche Bank, Morgan Stanley, RBS Greenwich Capital, Wells Fargo, Barclays Capital, DnB NOR Bank, Goldman Sachs & Co, Scotia Capital, Societe Generale
Fund	JPMorgan Intermediate Bond Trust
Trade Date	3/2/2009
Issuer	Anadarko Petroleum Corporation (APC, 6.725% 3/15/2019)
Cusip	032511BD
Bonds	300,000
Offering Price	$99.70
Spread	$0.60
Cost	$299,100.00
Dealer Executing Trade	UBS Securities Ltd.
% of Offering  purchased by firm	2.03%
Syndicate Members	Credit Suisse, JPMorgan, UBS Securities, Banc of America Securities, Citigroup Global Markets, Deutsche Bank, Morgan Stanley, RBS Greenwich Capital, Wells Fargo, Barclays Capital, DnB NOR Bank, Goldman Sachs & Co, Scotia Capital, Societe Generale
Fund	JPMorgan Core Bond Trust
Trade Date	3/3/2009
Issuer	Cargill Inc. (GARGIL, 7.35% 03/06/2019) 144A
Cusip	141784DK
Bonds	850,000
Offering Price	$99.86
Spread	$0.63
Cost	$848,810.00
Dealer Executing Trade	Citigroup Global Markets
% of Offering  purchased by firm	1.11%
Syndicate Members	Citigroup Global Markets, JPMorgan, RBS Greenwich Capital, ANZ Securities, Calyon New York, HSBC Securities, Intesa Sanpaolo, Mitsubishi UFJ Securities, Rabobank, TD Securities, UniCredit Capital Markets
Fund	JPMorgan Core Bond Trust
Trade Date	3/4/2009
Issuer	NiSource Finance Corp. (NI, 10.75%, 3/15/2016)
Cusip	65473QAU
Bonds	450,000
Offering Price	$98.80
Spread	$0.63
Cost	$444,577.50
Dealer Executing Trade	Citigroup Global Markets
% of Offering  purchased by firm	0.49%
Syndicate Members	Citigroup Global Markets, JPMorgan, Wachovia Capital Markets, Banc of America Securities, Credit Suisse, US bamcorp, Loop Capital Markets, Mitsubishi UFJ Securities, Mizuho Securities, PNC Capital Markets
Fund	JPMorgan Core Bond Trust
Trade Date	3/17/2009
Issuer	Pfizer, Inc. (PFE, 4.45% 3/15/2012)
Cusip	717081CZ
Bonds	2,000,000
Offering Price	$99.86
Spread	$0.30
Cost	$1,997,260.00
Dealer Executing Trade	Citigroup Global Markets
% of Offering  purchased by firm	0.27%
Syndicate Members	Banc of America Securities, Barclays Capital, Citigroup Global Markets, Credit Suisse, Deutsche Bank, Goldman Sachs & Co, HSBC Securities, JPMorgan, Mitsubishi UFJ Securities, RBS Greenwich Capital, Santander Invetsment Securities, UBS Securities
Fund	JPMorgan Intermediate Bond Trust
Trade Date	3/17/2009
Issuer	Pfizer, Inc. (PFE, 4.45% 3/15/2012)
Cusip	717081CZ
Bonds	200,000
Offering Price	$99.86
Spread	$0.30
Cost	$199,726.00
Dealer Executing Trade	Citigroup Global Markets
% of Offering  purchased by firm	0.27%
Syndicate Members	Banc of America Securities, Barclays Capital, Citigroup Global Markets, Credit Suisse, Deutsche Bank, Goldman Sachs & Co, HSBC Securities, JPMorgan, Mitsubishi UFJ Securities, RBS Greenwich Capital, Santander Invetsment Securities, UBS Securities
Fund	JPMorgan Core Bond Trust
Trade Date	3/23/2009
Issuer	Time Warner Cable Inc. (TWC, 8.25% 4/01/2019)
Cusip	88732JAS
Bonds	800,000
Offering Price	$99.35
Spread	$0.45
Cost	$794,784.00
Dealer Executing Trade	Citigroup Global Markets
% of Offering  purchased by firm	0.46%
Syndicate Members	Banc of America Securities, Barclays Capital, BNP Paribas, Citigroup Global Markets, Daiwa Securities, Deutsche bank, Fortis Securities, Golman Sachs & Co, HSBC Securities, JPMorgan, Mitsubishi UFJ Securities, Mizuho Securities, Morgan Stanley, RBS Greenwich Capital, Scotia Capital, UBS Securities, Wachovia Capital Markets
Fund	JPMorgan Intermediate Bond Trust
Trade Date	3/23/2009
Issuer	Time Warner Cable Inc. (TWC, 8.25% 4/01/2019)
Cusip	88732JAS
Bonds	150,000
Offering Price	$99.35
Spread	$0.45
Cost	$149,022.00
Dealer Executing Trade	Citigroup Global Markets
% of Offering  purchased by firm	0.46%
Syndicate Members	Banc of America Securities, Barclays Capital, BNP Paribas, Citigroup Global Markets, Daiwa Securities, Deutsche bank, Fortis Securities, Golman Sachs & Co, HSBC Securities, JPMorgan, Mitsubishi UFJ Securities, Mizuho Securities, Morgan Stanley, RBS Greenwich Capital, Scotia Capital, UBS Securities, Wachovia Capital Markets
Fund	JPMorgan Core Bond Trust
Trade Date	3/24/2009
Issuer	Verizon Communications (VZ, 7.35% 04/01/2039)
Cusip	92343VAU
Bonds	1,250,000
Offering Price	$98.29
Spread	$0.08
Cost	$1,228,600.00
Dealer Executing Trade	Barclays Capital Inc.
% of Offering  purchased by firm	0.50%
Syndicate Members	Banc of America Securities, Barclays Capital, Citigroup Global Markets, Credit Suisse, Goldman Sachs & Co, Morgan Stanley, RBS Greenwich Capital, UBS Securities, JPMorgan, Mitsubishi UFJ Securities, RBC Dominion Securities, Wachovia Securities
Fund	JPMorgan Core Bond Trust
Trade Date	4/27/2009
Issuer	BB&T Corporation (BBT 6.85% 4/30/19)
Cusip	05531FAB
Bonds	750,000
Offering Price	$99.84
Spread	$0.45
Cost	$748,777.50
Dealer Executing Trade	BB&T Capital Markets
% of Offering  purchased by firm	1.50%
Syndicate Members	BB&T Capital Markets, Barclays Capital, JP Morgan Securities
Fund	JPMorgan Core Bond Trust
Trade Date	4/29/2009
Issuer	Encana Corporation (ECACN 6.50% 5/1/19)
Cusip	292505AH
Bonds	150,000
Offering Price	$99.82
Spread	$0.65
Cost	$149,733.00
Dealer Executing Trade	Deutsche Banc Alex Brown
% of Offering  purchased by firm	0.37%
Syndicate Members	Banc of America Securities LLC, Deutsche Bank Securities Inc.
Fund	JPMorgan Core Bond Trust
Trade Date	5/5/2009
Issuer	Honda Auto Receivables Owner Trust 2009-2 A3 (2.79% 7/15/11)
Cusip	43812UAC5
Bonds	630,000
Offering Price	$100.00
Spread	$0.30
Cost	$629,981.10
Dealer Executing Trade	BNP Paribas Securities
% of Offering  purchased by firm	2.39%
Syndicate Members	JPMorgan, BNP Paribas, Barclays Capital, Credit Suisse, HSBC Securities, Mitsubishi UFJ Securities, Wachovia Securities
Fund	JPMorgan Intermediate Bond Trust
Trade Date	5/5/2009
Issuer	Honda Auto Receivables Owner Trust 2009-2 A3 (2.79% 7/15/11)
Cusip	43812UAC5
Bonds	315,000
Offering Price	$100.00
Spread	$0.30
Cost	$314,990.55
Dealer Executing Trade	BNP Paribas Securities
% of Offering  purchased by firm	2.39%
Syndicate Members	JPMorgan, BNP Paribas, Barclays Capital, Credit Suisse, HSBC Securities, Mitsubishi UFJ Securities, Wachovia Securities
Fund	JPMorgan Intermediate Bond Trust
Trade Date	5/5/2009
Issuer	Honda Auto Receivables Owner Trust 2009-2 A4 (4.43% 1/15/13)
Cusip	43812UAD3
Bonds	100,000
Offering Price	$99.97
Spread	$0.35
Cost	$99,972.00
Dealer Executing Trade	BNP Paribas Securities
% of Offering  purchased by firm	1.88%
Syndicate Members	JPMorgan, BNP Paribas, Barclays Capital, Credit Suisse, HSBC Securities, Mitsubishi UFJ Securities, Wachovia Securities
Fund	JPMorgan Core Bond Trust
Trade Date	5/6/2009
Issuer	Xerox Corporation (XRX 8.25%, 5/15/2014)
Cusip	984121BY
Bonds	100,000
Offering Price	$99.98
Spread	$0.60
Cost	$99,982.00
Dealer Executing Trade	BancAmerica Securities
% of Offering  purchased by firm	5.94%
Syndicate Members	Banc of America Securities, Citigroup Global Markets, Goldman Sachs & Co, JPMorgan
Fund	JPMorgan Core Bond Trust
Trade Date	5/11/2009
Issuer	Becton Dickinson & Co. (5%, 5/15/2019)
Cusip	075887AU3
Bonds	100,000
Offering Price	$99.35
Spread	$0.65
Cost	$99,348.00
Dealer Executing Trade	Goldman Sachs and Company
% of Offering  purchased by firm	0.60%
Syndicate Members	Goldman Sachs & Co, Morgan Stanley, Banc of America Securities, Banc Intesa, Banco Bilbao Vizcaya Argentaria, BNY Mellon, BNP Paribas, Calyon Securities, Citigroup Global Markets, ING Bank, JPMorgan, Mitsubishi UFJ Securities, Mizuho Securities, Santander Investment Securities, Standard Chartered Bank, Wachovia Capital Markets
Fund	JPMorgan Intermediate Bond Trust
Trade Date	5/11/2009
Issuer	Becton Dickinson & Co. (5%, 5/15/2019)
Cusip	075887AU3
Bonds	40,000
Offering Price	$99.35
Spread	$0.65
Cost	$39,739.20
Dealer Executing Trade	Goldman Sachs and Company
% of Offering  purchased by firm	0.60%
Syndicate Members	Goldman Sachs & Co, Morgan Stanley, Banc of America Securities, Banc Intesa, Banco Bilbao Vizcaya Argentaria, BNY Mellon, BNP Paribas, Calyon Securities, Citigroup Global Markets, ING Bank, JPMorgan, Mitsubishi UFJ Securities, Mizuho Securities, Santander Investment Securities, Standard Chartered Bank, Wachovia Capital Markets
Fund	JPMorgan Core Bond Trust
Trade Date	5/18/2009
Issuer	ConocoPhillips (6% 1/15/2020)
Cusip	20825CAU8
Bonds	150,000
Offering Price	$99.25
Spread	$0.45
Cost	$148,870.50
Dealer Executing Trade	Royal Bank of Scotland
% of Offering  purchased by firm	0.70%
Syndicate Members	Banc Of America Securities, Barclays Capital, Citigroup Global Markets, Credit Suisse, Deutsche Bank, JPMorgan, RBS Greenwich Capital
Fund	JPMorgan Core Bond Trust
Trade Date	5/19/2009
Issuer	Capital One Financial Co  (7.375% 5/23/2014)
Cusip	14040HAS
Bonds	240,000
Offering Price	$99.51
Spread	$0.35
Cost	$238,826.40
Dealer Executing Trade	Credit Suisse Securities
% of Offering  purchased by firm	3.39%
Syndicate Members	Credit Suisse, Deutsche Bank, JPMorgan, RBS Greenwich Capital, Banc of America Securities, Keefe Bruyette & Woods, RBC Capital Markets
Fund	JPMorgan Core Bond Trust
Trade Date	6/4/2009
Issuer	Bunge Limited Finance Corporation (BG 8.50% 6/15/19)
Cusip	120568AT
Bonds	200,000
Offering Price	$100.00
Spread	$0.65
Cost	$199,994.00
Dealer Executing Trade	RBS Securities Inc.
% of Offering  purchased by firm	0.68%
Syndicate Members	BNP Paribas, HSBC Securities, JPMorgan, RBS Securities, Bank of Tokyo Mitsubishi Trust Co, BBVA Compass, Calyon Securities, Citigroup Global Markets, ING, Rabobank International, Societe Generale, Standard Chartered Bank
Fund	JPMorgan Intermediate Bond Trust
Trade Date	6/4/2009
Issuer	Bunge Limited Finance Corporation (BG 8.50% 6/15/19)
Cusip	120568AT
Bonds	25,000
Offering Price	$100.00
Spread	$0.65
Cost	$24,999.25
Dealer Executing Trade	RBS Securities Inc.
% of Offering  purchased by firm	0.68%
Syndicate Members	BNP Paribas, HSBC Securities, JPMorgan, RBS Securities, Bank of Tokyo Mitsubishi Trust Co, BBVA Compass, Calyon Securities, Citigroup Global Markets, ING, Rabobank International, Societe Generale, Standard Chartered Bank
Fund	JPMorgan Core Bond Trust
Trade Date	6/25/2009
Issuer	Jefferies Group Inc. (JEF 8.50% 7/15/19)
Cusip	472319AF
Bonds	350,000
Offering Price	$98.91
Spread	$0.65
Cost	$346,199.00
Dealer Executing Trade	Citigroup Global Markets
% of Offering  purchased by firm	0.53%
Syndicate Members	Citigroup Global Markets, Jefferies & Co, JPMorgan, Banc of America Securities, BNP Paribas, BNY Mellon, Deutsche Bank, Keefe Bruyette & Woods
Fund	JPMorgan Intermediate Bond Trust
Trade Date	6/25/2009
Issuer	Jefferies Group Inc. (JEF 8.50% 7/15/19)
Cusip	472319AF
Bonds	75,000
Offering Price	$98.91
Spread	$0.65
Cost	$74,185.50
Dealer Executing Trade	Citigroup Global Markets
% of Offering  purchased by firm	0.53%
Syndicate Members	Citigroup Global Markets, Jefferies & Co, JPMorgan, Banc of America Securities, BNP Paribas, BNY Mellon, Deutsche Bank, Keefe Bruyette & Woods
Fund	JPMorgan Core Bond Trust
Trade Date	6/30/2009
Issuer	Oracle Corporation (ORCL 5.00% 7/8/19)
Cusip	68389XAG
Bonds	500,000
Offering Price	$99.63
Spread	$0.45
Cost	$498,135.00
Dealer Executing Trade	BancAmerica Securities
% of Offering  purchased by firm	0.52%
Syndicate Members	Banc of America Securities, Morgan Stanley, Wachovia Capital Markets, BNP Paribas, Citigroup Global Markets, Mitsubishi UFJ Securities, Mizuho Securities, RBS Securities, BNY Mellon, HSBC Securities, JPMorgan, RBC Capital Markets, SG Americas Securities, US Bancorp Investments
Fund	JPMorgan Intermediate Bond Trust
Trade Date	7/7/2009
Issuer	AmeriCredit Automobile Receivables Trust 2009-1 Class A-3 (AMCAR 2009-1 A-3 3.04%  October 15, 2013)
Cusip	03064AAC
Bonds	175,000
Offering Price	$100.00
Spread	$0.45
Cost	$174,993.00
Dealer Executing Trade	Deutsche Bank Securities Inc.
% of Offering  purchased by firm	4.36%
Syndicate Members	Credit Suisse, Barclays Capital, JP Morgan, RBS, Deutsche Bank Securities, Wells Fargo Securities
Fund	JPMorgan Core Bond Trust
Trade Date	8/20/2009
Issuer	News America Incorporated (NWSA 6.90% August 15, 2039 144A)
Cusip	652482BW
Bonds	250,000
Offering Price	$99.80
Spread	$0.88
Cost	$249,505.00
Dealer Executing Trade	Deutsche Bank Securities Inc.
% of Offering  purchased by firm	1.33%
Syndicate Members	Banc of America Securities LLC, Citigroup Global Markets Inc., Deutsche Bank Securities Inc., JP Morgan Securities
Fund	JPMorgan Core Bond Trust
Trade Date	8/24/2009
Issuer	Westpac Banking Corporation (WSTP 4.20% February 27, 2015)
Cusip	961214BH
Bonds	900,000
Offering Price	$99.90
Spread	$0.35
Cost	$899,082.00
Dealer Executing Trade	Banc of America Securities LLC
% of Offering  purchased by firm	1.86%
Syndicate Members	Bank of America Merrill Lynch, JP Morgan Securities
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