0001325358-17-000378.txt : 20170428 0001325358-17-000378.hdr.sgml : 20170428 20170428170816 ACCESSION NUMBER: 0001325358-17-000378 CONFORMED SUBMISSION TYPE: NSAR-B PUBLIC DOCUMENT COUNT: 3 CONFORMED PERIOD OF REPORT: 20170228 FILED AS OF DATE: 20170428 DATE AS OF CHANGE: 20170428 EFFECTIVENESS DATE: 20170428 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: 17796896 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

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 02/28/2017 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 270 PARK AVENUE 002 B00AA00 NEW YORK 002 C00AA00 NY 002 D01AA00 10017 003 00AA00 N 004 00AA00 N 005 00AA00 N 006 00AA00 N 007 A00AA00 Y 007 B00AA00 2 007 C010100 1 007 C020100 JPMORGAN CORE BOND TRUST 007 C030100 N 007 C010200 2 007 C020200 JPMORGAN EQUITY INDEX TRUST 007 C030200 Y 007 C010300 3 007 C020300 JPMORGAN INTERMEDIATE BOND TRUST 007 C030300 N 008 A00AA01 J.P. MORGAN INVESTMENT MANAGEMENT INC. 008 B00AA01 A 008 C00AA01 801-21011 008 D01AA01 NEW YORK 008 D02AA01 NY 008 D03AA01 10017 010 A00AA01 J.P. MORGAN INVESTMENT MANAGEMENT, INC 010 B00AA01 801-00000 010 C01AA01 COLUMBUS 010 C02AA01 OH 010 C03AA01 43240 011 A00AA01 JPMORGAN DISTRIBUTION SERVICES, INC. 011 B00AA01 8-000001 011 C01AA01 COLUMBUS 011 C02AA01 OH 011 C03AA01 43240 012 A00AA01 BOSTON FINANCIAL DATA SERVICES, INC. 012 B00AA01 84-00896 012 C01AA01 QUINCY 012 C02AA01 MA 012 C03AA01 02169 013 A00AA01 PRICEWATERHOUSECOOPERS, LLP 013 B01AA01 NEW YORK 013 B02AA01 NY 013 B03AA01 10017 014 A00AA01 BANC ONE SECURITIES GROUP 014 B00AA01 8-00000 014 A00AA02 CHASE INVESTMENT SERVICES CORP. 014 B00AA02 8-00000 014 A00AA03 INVESTORS BROKERAGE SERVICES, INC. 014 B00AA03 8-00000 014 A00AA04 J.P. MORGAN INSTITUTIONAL INVESTMENTS, INC. 014 B00AA04 8-00000 014 A00AA05 J.P. MORGAN INVEST LLC 014 B00AA05 8-00000 014 A00AA06 J.P. MORGAN SECURITIES, INC. 014 B00AA06 8-36950 014 A00AA07 JPMORGAN CHASE BANK 014 B00AA07 8-00000 014 A00AA08 JPMORGAN DISTRIBUTION SERVICES, INC. 014 B00AA08 8-00000 014 A00AA09 NEOVEST TRADING, INC. 014 B00AA09 8-00000 014 A00AA10 PMG SECURITIES CORP. 014 B00AA10 8-00000 015 A00AA01 JPMORGAN CHASE BANK, N.A. 015 B00AA01 C 015 C01AA01 BROOKLYN 015 C02AA01 NY 015 C03AA01 11245 015 E03AA01 X 018 00AA00 Y 019 A00AA00 Y 019 B00AA00 172 019 C00AA00 JPMORGAN F 020 A00AA01 MORGAN STANLEY & CO., INC. 020 B00AA01 13-2655985 020 C00AA01 56 020 A00AA02 CITIGROUP GLOBAL MARKETS, INC. 020 B00AA02 11-2418067 020 C00AA02 5 020 A00AA03 CREDIT SUISSE FIRST BOSTON LLC 020 B00AA03 13-2853402 020 C00AA03 5 020 A00AA04 DEUTSCHE BANK AG 020 B00AA04 13-2730828 020 C00AA04 3 020 A00AA05 BANC OF AMERICA SECURITIES LLC 020 B00AA05 56-2058405 020 C00AA05 3 020 A00AA06 GOLDMAN SACHS & CO., INC. 020 B00AA06 13-5108880 020 C00AA06 1 020 A00AA07 WEEDEN & CO. 020 B00AA07 13-3364318 020 C00AA07 1 020 A00AA08 JEFFERIES LLC 020 B00AA08 95-2622900 020 C00AA08 0 020 A00AA09 KNIGHT EQUITY MARKETS, L.P. 020 B00AA09 22-3660471 020 C00AA09 0 020 A00AA10 ROSENBLATT SECURITIES, INC. 020 B00AA10 00-0000000 020 C00AA10 0 021 00AA00 74 022 A00AA01 CITIGROUP GLOBAL MARKETS, INC. 022 B00AA01 11-2418067 022 C00AA01 63639 022 D00AA01 255840 022 A00AA02 BANC OF AMERICA SECURITIES LLC 022 B00AA02 56-2058405 022 C00AA02 90622 022 D00AA02 145432 022 A00AA03 DIRECT ACCESS PARTNERS LLC 022 B00AA03 82-0543776 022 C00AA03 111698 022 D00AA03 73102 022 A00AA04 BARCLAYS BANK PLC 022 B00AA04 13-4942190 022 C00AA04 35240 022 D00AA04 133432 022 A00AA05 GOLDMAN SACHS & CO., INC. 022 B00AA05 13-5108880 022 C00AA05 76884 022 D00AA05 67892 022 A00AA06 DEUTSCHE BANK AG 022 B00AA06 13-2730828 022 C00AA06 59831 022 D00AA06 76575 022 A00AA07 NOMURA SECURITIES INTERNATIONAL, INC. 022 B00AA07 13-2642206 022 C00AA07 31333 022 D00AA07 85448 022 A00AA08 WELLS FARGO SECURITIES LLC 022 B00AA08 52-1972128 022 C00AA08 41287 022 D00AA08 46437 022 A00AA09 MORGAN STANLEY & CO., INC. 022 B00AA09 13-2655985 022 C00AA09 44914 022 D00AA09 41486 022 A00AA10 BANK OF NEW YORK MELLON CORP. 022 B00AA10 13-5160382 022 C00AA10 26851 022 D00AA10 51511 023 C00AA00 2138845 023 D00AA00 2876880 026 A00AA00 N 026 B00AA00 Y 026 C00AA00 N 026 D00AA00 Y 026 E00AA00 N 026 F00AA00 N 026 G01AA00 N 026 G02AA00 N 026 H00AA00 N 027 00AA00 Y 054 A00AA00 Y 054 B00AA00 Y 054 C00AA00 N 054 D00AA00 N 054 E00AA00 N 054 F00AA00 N 054 G00AA00 Y 054 H00AA00 N 054 I00AA00 N 054 J00AA00 Y 054 K00AA00 N 054 L00AA00 N 054 M00AA00 Y 054 N00AA00 N 054 O00AA00 N 077 A00AA00 Y 077 B00AA00 Y 077 C00AA00 N 077 D00AA00 N 077 E00AA00 N 077 F00AA00 N 077 G00AA00 N 077 H00AA00 N 077 I00AA00 N 077 J00AA00 N 077 K00AA00 N 077 L00AA00 N 077 M00AA00 N 077 N00AA00 N 077 O00AA00 Y 077 P00AA00 N 077 Q01AA00 N 077 Q02AA00 N 077 Q03AA00 N 078 00AA00 N 080 A00AA00 St. Paul Fire and Marine insurance Company 080 C00AA00 19650 081 A00AA00 Y 081 B00AA00 172 082 A00AA00 N 082 B00AA00 0 083 A00AA00 N 083 B00AA00 0 084 A00AA00 N 084 B00AA00 0 085 A00AA00 N 085 B00AA00 N 024 000100 Y 025 A000101 BANC OF AMERICA SECURITIES LLC 025 B000101 56-2058405 025 C000101 D 025 D000101 61650 025 A000102 BANK OF NEW YORK MELLON CORP. 025 B000102 13-5160382 025 C000102 D 025 D000102 5001 025 A000103 BARCLAYS BANK PLC 025 B000103 13-4942190 025 C000103 D 025 D000103 11313 025 A000104 CITIGROUP GLOBAL MARKETS, INC. 025 B000104 11-2418067 025 C000104 D 025 D000104 18591 025 A000105 CREDIT SUISSE FIRST BOSTON LLC 025 B000105 13-2853402 025 C000105 D 025 D000105 14491 025 A000106 DEUTSCHE BANK AG 025 B000106 13-2730828 025 C000106 D 025 D000106 3017 025 A000107 GOLDMAN SACHS & CO., INC. 025 B000107 13-5108880 025 C000107 D 025 D000107 31381 025 A000108 JEFFERIES LLC 025 B000108 95-2622900 025 C000108 D 025 D000108 3188 025 A000109 MORGAN STANLEY & CO., INC. 025 B000109 13-2655985 025 C000109 D 025 D000109 24492 025 A000110 NOMURA GROUP 025 B000110 13-2642206 025 C000110 D 025 D000110 898 025 A000111 WELLS FARGO SECURITIES LLC 025 B000111 52-1972128 025 C000111 D 025 D000111 33451 028 A010100 20253 028 A020100 9162 028 A030100 0 028 A040100 109413 028 B010100 2747 028 B020100 8526 028 B030100 0 028 B040100 19769 028 C010100 14926 028 C020100 8890 028 C030100 0 028 C040100 240921 028 D010100 60497 028 D020100 40047 028 D030100 0 028 D040100 153457 028 E010100 12149 028 E020100 6794 028 E030100 0 028 E040100 105002 028 F010100 15968 028 F020100 8136 028 F030100 0 028 F040100 17264 028 G010100 126540 028 G020100 81555 028 G030100 0 028 G040100 645826 028 H000100 0 029 000100 N 030 A000100 0 030 B000100 0.00 030 C000100 0.00 031 A000100 0 031 B000100 0 032 000100 0 033 000100 0 034 000100 N 035 000100 0 036 B000100 0 037 000100 N 038 000100 0 039 000100 N 040 000100 N 042 A000100 0 042 B000100 0 042 C000100 0 042 D000100 0 042 E000100 0 042 F000100 0 042 G000100 0 042 H000100 0 043 000100 0 044 000100 0 045 000100 Y 046 000100 N 047 000100 Y 048 000100 0.30 048 A010100 0 048 A020100 0.000 048 B010100 0 048 B020100 0.000 048 C010100 0 048 C020100 0.000 048 D010100 0 048 D020100 0.000 048 E010100 0 048 E020100 0.000 048 F010100 0 048 F020100 0.000 048 G010100 0 048 G020100 0.000 048 H010100 0 048 H020100 0.000 048 I010100 0 048 I020100 0.000 048 J010100 0 048 J020100 0.000 048 K010100 0 048 K020100 0.000 049 000100 N 050 000100 N 051 000100 N 052 000100 N 053 A000100 Y 053 B000100 Y 053 C000100 N 055 A000100 Y 055 B000100 N 056 000100 Y 057 000100 N 058 A000100 N 059 000100 Y 060 A000100 Y 060 B000100 Y 061 000100 10000000 062 A000100 Y 062 B000100 0.0 062 C000100 0.0 062 D000100 0.0 062 E000100 0.0 062 F000100 0.0 062 G000100 0.0 062 H000100 0.0 062 I000100 0.0 062 J000100 0.0 062 K000100 0.0 062 L000100 1.3 062 M000100 16.2 062 N000100 20.9 062 O000100 0.3 062 P000100 59.4 062 Q000100 1.6 062 R000100 0.0 063 A000100 0 063 B000100 7.2 064 A000100 N 064 B000100 N 066 A000100 N 067 000100 N 068 A000100 N 068 B000100 N 069 000100 N 070 A010100 Y 070 A020100 N 070 B010100 N 070 B020100 N 070 C010100 Y 070 C020100 N 070 D010100 N 070 D020100 N 070 E010100 Y 070 E020100 N 070 F010100 N 070 F020100 N 070 G010100 Y 070 G020100 N 070 H010100 N 070 H020100 N 070 I010100 N 070 I020100 N 070 J010100 Y 070 J020100 Y 070 K010100 Y 070 K020100 Y 070 L010100 Y 070 L020100 Y 070 M010100 N 070 M020100 N 070 N010100 Y 070 N020100 N 070 O010100 Y 070 O020100 Y 070 P010100 Y 070 P020100 N 070 Q010100 N 070 Q020100 N 070 R010100 N 070 R020100 N 071 A000100 603258 071 B000100 1547621 071 C000100 3707266 071 D000100 16 072 A000100 12 072 B000100 125127 072 C000100 322 072 D000100 0 072 E000100 0 072 F000100 11378 072 G000100 3793 072 H000100 0 072 I000100 32 072 J000100 342 072 K000100 0 072 L000100 27 072 M000100 32 072 N000100 0 072 O000100 0 072 P000100 0 072 Q000100 0 072 R000100 73 072 S000100 62 072 T000100 0 072 U000100 0 072 V000100 0 072 W000100 152 072 X000100 15891 072 Y000100 10342 072 Z000100 119900 072AA000100 38262 072BB000100 0 072CC010100 0 072CC020100 73971 072DD010100 120356 072DD020100 0 072EE000100 31700 073 A010100 0.3381 073 A020100 0.0000 073 B000100 0.0990 073 C000100 0.0000 074 A000100 0 074 B000100 0 074 C000100 0 074 D000100 3109904 074 E000100 0 074 F000100 0 074 G000100 0 074 H000100 0 074 I000100 39478 074 J000100 1139 074 K000100 0 074 L000100 14668 074 M000100 35 074 N000100 3165224 074 O000100 5561 074 P000100 322 074 Q000100 074 R010100 0 074 R020100 0 074 R030100 0 074 R040100 109 074 S000100 0 074 T000100 3159232 074 U010100 305806 074 U020100 0 074 V010100 10.33 074 V020100 0.00 074 W000100 0.0000 074 X000100 85 074 Y000100 0 075 A000100 0 075 B000100 3801436 076 000100 0.00 024 000200 N 028 A010200 0 028 A020200 0 028 A030200 0 028 A040200 22157 028 B010200 0 028 B020200 0 028 B030200 0 028 B040200 34800 028 C010200 0 028 C020200 0 028 C030200 0 028 C040200 32799 028 D010200 0 028 D020200 0 028 D030200 0 028 D040200 0 028 E010200 0 028 E020200 0 028 E030200 0 028 E040200 0 028 F010200 0 028 F020200 0 028 F030200 0 028 F040200 0 028 G010200 0 028 G020200 0 028 G030200 0 028 G040200 89756 028 H000200 0 029 000200 N 030 A000200 0 030 B000200 0.00 030 C000200 0.00 031 A000200 0 031 B000200 0 032 000200 0 033 000200 0 034 000200 N 035 000200 0 036 B000200 0 037 000200 N 038 000200 0 039 000200 N 040 000200 N 042 A000200 0 042 B000200 0 042 C000200 0 042 D000200 0 042 E000200 0 042 F000200 0 042 G000200 0 042 H000200 0 043 000200 0 044 000200 0 045 000200 Y 046 000200 N 047 000200 Y 048 000200 0.25 048 A010200 0 048 A020200 0.000 048 B010200 0 048 B020200 0.000 048 C010200 0 048 C020200 0.000 048 D010200 0 048 D020200 0.000 048 E010200 0 048 E020200 0.000 048 F010200 0 048 F020200 0.000 048 G010200 0 048 G020200 0.000 048 H010200 0 048 H020200 0.000 048 I010200 0 048 I020200 0.000 048 J010200 0 048 J020200 0.000 048 K010200 0 048 K020200 0.000 049 000200 N 050 000200 N 051 000200 N 052 000200 N 053 A000200 Y 053 B000200 Y 053 C000200 N 055 A000200 N 055 B000200 N 056 000200 Y 057 000200 N 058 A000200 N 059 000200 Y 060 A000200 Y 060 B000200 Y 061 000200 10000000 062 A000200 N 062 B000200 0.0 062 C000200 0.0 062 D000200 0.0 062 E000200 0.0 062 F000200 0.0 062 G000200 0.0 062 H000200 0.0 062 I000200 0.0 062 J000200 0.0 062 K000200 0.0 062 L000200 0.0 062 M000200 0.0 062 N000200 0.0 062 O000200 0.0 062 P000200 0.0 062 Q000200 0.0 062 R000200 0.0 066 A000200 N 067 000200 N 068 A000200 N 068 B000200 N 069 000200 Y 070 A010200 Y 070 A020200 N 070 B010200 Y 070 B020200 N 070 C010200 Y 070 C020200 N 070 D010200 Y 070 D020200 N 070 E010200 Y 070 E020200 N 070 F010200 Y 070 F020200 Y 070 G010200 Y 070 G020200 N 070 H010200 Y 070 H020200 N 070 I010200 Y 070 I020200 N 070 J010200 Y 070 J020200 N 070 K010200 Y 070 K020200 Y 070 L010200 Y 070 L020200 N 070 M010200 Y 070 M020200 N 070 N010200 Y 070 N020200 N 070 O010200 Y 070 O020200 N 070 P010200 Y 070 P020200 N 070 Q010200 N 070 Q020200 N 070 R010200 N 070 R020200 N 071 A000200 0 071 B000200 0 071 C000200 0 071 D000200 0 072 A000200 8 072 B000200 5 072 C000200 4449 072 D000200 0 072 E000200 0 072 F000200 381 072 G000200 191 072 H000200 0 072 I000200 2 072 J000200 26 072 K000200 0 072 L000200 6 072 M000200 18 072 N000200 0 072 O000200 0 072 P000200 0 072 Q000200 0 072 R000200 15 072 S000200 3 072 T000200 0 072 U000200 0 072 V000200 00 072 W000200 13 072 X000200 655 072 Y000200 467 072 Z000200 4266 072AA000200 162083 072BB000200 0 072CC010200 1 072CC020200 0 072DD010200 2841 072DD020200 0 072EE000200 2904 073 A010200 0.2079 073 A020200 0.0000 073 B000200 0.2331 073 C000200 0.0000 074 A000200 0 074 B000200 0 074 C000200 0 074 D000200 0 074 E000200 0 074 F000200 0 074 G000200 0 074 H000200 0 074 I000200 0 074 J000200 0 074 K000200 0 074 L000200 0 074 M000200 0 074 N000200 0 074 O000200 0 074 P000200 0 074 Q000200 0 074 R010200 0 074 R020200 0 074 R030200 0 074 R040200 0 074 S000200 0 074 T000200 0 074 U010200 0 074 U020200 0 074 V010200 0 074 V020200 0 074 W000200 0.0000 074 X000200 0 074 Y000200 0 075 A000200 0 075 B000200 284657 076 000200 0.00 024 000300 Y 025 A000301 BANC OF AMERICA SECURITIES LLC 025 B000301 56-2058405 025 C000301 D 025 D000301 2935 025 A000302 BANK OF NEW YORK MELLON CORP. 025 B000302 13-5160382 025 C000302 D 025 D000302 232 025 A000303 BARCLAYS BANK PLC 025 B000303 13-4942190 025 C000303 D 025 D000303 319 025 A000304 CITIGROUP GLOBAL MARKETS, INC. 025 B000304 11-2418067 025 C000304 D 025 D000304 309 025 A000305 CREDIT SUISSE FIRST BOSTON LLC 025 B000305 13-2853402 025 C000305 D 025 D000305 259 025 A000306 DEUTSCHE BANK AG 025 B000306 13-2730828 025 C000306 D 025 D000306 492 025 A000307 GOLDMAN SACHS & CO., INC. 025 B000307 13-5108880 025 C000307 D 025 D000307 475 025 A000308 JEFFERIES LLC 025 B000308 95-2622900 025 C000308 D 025 D000308 143 025 A000309 MORGAN STANLEY & CO., INC. 025 B000309 13-2655985 025 C000309 D 025 D000309 1149 025 A000310 NOMURA GROUP 025 B000310 13-2642206 025 C000310 D 025 D000310 148 025 A000311 WELLS FARGO SECURITIES LLC 025 B000311 52-1972128 025 C000311 D 025 D000311 675 028 A010300 1 028 A020300 734 028 A030300 0 028 A040300 82400 028 B010300 12 028 B020300 540 028 B030300 0 028 B040300 23375 028 C010300 0 028 C020300 479 028 C030300 0 028 C040300 2632 028 D010300 280 028 D020300 6970 028 D030300 0 028 D040300 189 028 E010300 0 028 E020300 430 028 E030300 0 028 E040300 8156 028 F010300 20000 028 F020300 410 028 F030300 0 028 F040300 55705 028 G010300 20293 028 G020300 9563 028 G030300 0 028 G040300 172457 028 H000300 0 029 000300 N 030 A000300 0 030 B000300 0.00 030 C000300 0.00 031 A000300 0 031 B000300 0 032 000300 0 033 000300 0 034 000300 N 035 000300 0 036 B000300 0 037 000300 N 038 000300 0 039 000300 N 040 000300 N 042 A000300 0 042 B000300 0 042 C000300 0 042 D000300 0 042 E000300 0 042 F000300 0 042 G000300 0 042 H000300 0 043 000300 0 044 000300 0 045 000300 Y 046 000300 N 047 000300 Y 048 000300 0.30 048 A010300 0 048 A020300 0.000 048 B010300 0 048 B020300 0.000 048 C010300 0 048 C020300 0.000 048 D010300 0 048 D020300 0.000 048 E010300 0 048 E020300 0.000 048 F010300 0 048 F020300 0.000 048 G010300 0 048 G020300 0.000 048 H010300 0 048 H020300 0.000 048 I010300 0 048 I020300 0.000 048 J010300 0 048 J020300 0.000 048 K010300 0 048 K020300 0.000 049 000300 N 050 000300 N 051 000300 N 052 000300 N 053 A000300 Y 053 B000300 Y 053 C000300 N 055 A000300 Y 055 B000300 N 056 000300 Y 057 000300 N 058 A000300 N 059 000300 Y 060 A000300 Y 060 B000300 Y 061 000300 5000000 062 A000300 Y 062 B000300 0.0 062 C000300 0.0 062 D000300 0.0 062 E000300 0.0 062 F000300 0.0 062 G000300 0.0 062 H000300 0.0 062 I000300 0.0 062 J000300 0.0 062 K000300 0.0 062 L000300 1.3 062 M000300 22.2 062 N000300 13.1 062 O000300 0.0 062 P000300 62.5 062 Q000300 0.6 062 R000300 0.0 063 A000300 0 063 B000300 4.8 064 A000300 N 064 B000300 N 066 A000300 N 067 000300 N 068 A000300 N 068 B000300 N 069 000300 N 070 A010300 Y 070 A020300 N 070 B010300 N 070 B020300 N 070 C010300 Y 070 C020300 N 070 D010300 N 070 D020300 N 070 E010300 Y 070 E020300 N 070 F010300 N 070 F020300 N 070 G010300 Y 070 G020300 N 070 H010300 N 070 H020300 N 070 I010300 N 070 I020300 N 070 J010300 Y 070 J020300 Y 070 K010300 Y 070 K020300 Y 070 L010300 Y 070 L020300 Y 070 M010300 N 070 M020300 N 070 N010300 Y 070 N020300 N 070 O010300 Y 070 O020300 Y 070 P010300 Y 070 P020300 N 070 Q010300 N 070 Q020300 N 070 R010300 N 070 R020300 N 071 A000300 99860 071 B000300 348253 071 C000300 308768 071 D000300 32 072 A000300 12 072 B000300 9546 072 C000300 29 072 D000300 0 072 E000300 0 072 F000300 956 072 G000300 319 072 H000300 0 072 I000300 3 072 J000300 155 072 K000300 0 072 L000300 4 072 M000300 24 072 N000300 0 072 O000300 0 072 P000300 0 072 Q000300 0 072 R000300 61 072 S000300 5 072 T000300 0 072 U000300 0 072 V000300 0 072 W000300 22 072 X000300 1549 072 Y000300 1083 072 Z000300 9109 072AA000300 7529 072BB000300 0 072CC010300 0 072CC020300 9329 072DD010300 9134 072DD020300 0 072EE000300 7402 073 A010300 0.2981 073 A020300 0.0000 073 B000300 0.3360 073 C000300 0.0000 074 A000300 0 074 B000300 0 074 C000300 0 074 D000300 178386 074 E000300 0 074 F000300 0 074 G000300 0 074 H000300 0 074 I000300 2363 074 J000300 53 074 K000300 7 074 L000300 616 074 M000300 0 074 N000300 181425 074 O000300 0 074 P000300 38 074 Q000300 0 074 R010300 0 074 R020300 0 074 R030300 0 074 R040300 38 074 S000300 0 074 T000300 181349 074 U010300 18374 074 U020300 0 074 V010300 9.87 074 V020300 0.00 074 W000300 0.0000 074 X000300 19 074 Y000300 0 075 A000300 0 075 B000300 319478 076 000300 0.00 SIGNATURE Laura M. Del Prato TITLE Treasurer and Principal Financial Officer EX-99.77B ACCT LTTR 2 a1jpmorganinstitutionaltrust.htm EX-99.77B ACCT LTTR

Report of Independent Registered Public Accounting Firm

To the Board of Trustees and Shareholders
of JPMorgan Institutional Trust


In planning and performing our audit of the financial statements of the funds listed in Appendix I of JPMorgan Institutional Trust (hereafter referred to as the “Trust”) as of and for the period ended February 28, 2017, in accordance with the standards of the Public Company Accounting Oversight Board (United States), we considered the Trust’s internal control over financial reporting, including controls over 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 Trust’s internal control over financial reporting.  Accordingly, we do not express an opinion on the effectiveness of the Trust’s internal control over financial reporting.

The management of the Trust 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 internal control over financial reporting, such that there is a reasonable possibility that a material misstatement of the Trust’s annual or interim financial statements will not be prevented or detected on a timely basis.

Our consideration of the Trust’s 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 Trust’s 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, 2017.

This report is intended solely for the information and use of management and the Board of 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 26, 2017






Appendix I


JPMorgan Core Bond Trust
JPMorgan Intermediate Bond Trust

EX-99.77O RULE 10F-3 3 a2jpmorganinstitutionaltrust.htm EX-99.77O RULE 10F-3

JPMorgan Funds - JPMorgan Institutional Trust
Rule 10f-3 Transactions
For the period from September 1, 2016 to February 28, 2017

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
Account Number	159360
Trade Date	9/6/2016
Issuer	Home Depot Inc. (HD 2.125% September 15, 2026)
Cusip/ISIN/Sedol	437076BN1
Bonds	334,000
Offering Price	$98.90
Spread	0.45%
Cost	$330,339
Dealer Executing Trade	BoA Merrill Lynch
% of Offering	1.00%
synd_list	BAML,BARCS,BNYM,CITI,CS,DB,FIFTHI,GS,JPM,LEBENT,MIZUHO,MS,RBCCM,SUN,TDSECS,USB,WFC,WILLCP
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	9/6/2016
Issuer	Home Depot Inc. (HD 3.50% September 15, 2056)
Cusip/ISIN/Sedol	437076BP6
Bonds	196,000
Offering Price	$98.10
Spread	0.88%
Cost	$192,270
Dealer Executing Trade	BofA Merrill Lynch
% of Offering	3.13%
synd_list	BAML,BARCS,BNYM,CITI,CS,DB,FIFTHI,GS,JPM,LEBENT,MIZUHO,MS,RBCCM,SUN,TDSECS,USB,WFC,WILLCP
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	10/3/2016
Issuer	Xylem Inc. (XYL 3.25% November 1, 2026)
Cusip/ISIN/Sedol	98419MAJ9
Bonds	197,000
Offering Price	$99.79
Spread	0.65%
Cost	$196,594
Dealer Executing Trade	Wells Fargo Advisors LLC
% of Offering	1.32%
synd_list	CITI,JPM,WFC
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	10/3/2016
Issuer	Xylem Inc. (XYL 4.375% November 1, 2046)
Cusip/ISIN/Sedol	98419MAK6
Bonds	224,000
Offering Price	$98.96
Spread	0.88%
Cost	$221,664
Dealer Executing Trade	Citigroup Global Markets
% of Offering	2.09%
synd_list	CITI,JPM,WFC
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	10/6/2016
Issuer	President & Fellows of Harvard College (HARVRD 3.30% July 15, 2056)
Cusip/ISIN/Sedol	740816AN3
Bonds	643,000
Offering Price	$99.26
Spread	0.33%
Cost	$638,229
Dealer Executing Trade	Goldman Sachs and Company New York
% of Offering	3.00%
synd_list	GS,JPM,MS
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	10/14/2016
Issuer	New Residential Advance Receivables Trust 2016-T2 AT2 (NRART 2016-T2 AT2 2.5751% October 15, 2049 144A)
Cusip/ISIN/Sedol	62942QBC6
Bonds	2,565,000
Offering Price	$100.00
Spread	0.25%
Cost	$2,564,997
Dealer Executing Trade	Credit Suisse Securities (USA) LLC
% of Offering	12.27%
synd_list	BARC, CS, MS, JPM
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	10/26/2016
Issuer	Danone SA (BNFP 2.589% November 2, 2023 144A)
Cusip/ISIN/Sedol	23636TAD2
Bonds	500,000
Offering Price	$100.00
Spread	0.40%
Cost	$500,000
Dealer Executing Trade	Citigroup Global Markets
% of Offering	1.39%
synd_list	BARCS,BNPP,CACIB,CITI,HSBCL,ING,JPM,MUFG,NATIX,RBS,SANT,SG
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	10/27/2016
Issuer	Buckeye Partners LP (BPL 3.95% December 1, 2026)
Cusip/ISIN/Sedol	118230AQ4
Bonds	95,000
Offering Price	$99.64
Spread	0.65%
Cost	$94,662
Dealer Executing Trade	Barclays Capital Inc.
% of Offering	1.59%
synd_list	BARCS,BB&T,BNPP,DB,JPM,MS,PNCFIN,SMFGRP,SUN,WFC
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	11/16/2016
Issuer	Santander Drive Auto Receivables Trust 2016-C D (DRIVE 2016-C D 4.18% March 15, 2024 144A)
Cusip/ISIN/Sedol	26208BAN0
Bonds	3,101,000
Offering Price	$99.98
Spread	0.60%
Cost	$3,100,392
Dealer Executing Trade	Deutsche Bank Securities
% of Offering	22.21%
synd_list	DB, JPM, SOCGEN, WELLS
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	12/8/2016
Issuer	Roper Technologies Inc (ROP 3.80% December 15, 2026)
Cusip/ISIN/Sedol	776743AD8
Bonds	134,000
Offering Price	$99.98
Spread	0.65%
Cost	$133,979
Dealer Executing Trade	Mizuho Securities USA Inc.
% of Offering	2.19%
synd_list	BAML,BB&T,JPM,MIZUHO,MUFG,PNCFIN,RBCCM,REGFIN,SUN,TDSECS,WFC
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/4/2017
Issuer	American Airlines, Inc. 2017-1 AA PTT (AAL 2017-1 AA AAL 3.65% February 15, 2029)
Cusip/ISIN/Sedol	023761AA7
Bonds	565,000
Offering Price	$100.00
Spread	1.05%
Cost	$565,000
Dealer Executing Trade	Credit Suisse Securities (USA) LLC
% of Offering	5.62%
synd_list	BAML,BARCS,BNPP,CACIB,CITI,CS,DB,GS,ICBKC,JPM,MS,USB
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/4/2017
Issuer	Ford Motor Credit Company LLC (F 3.81% January 9, 2024)
Cusip/ISIN/Sedol	345397YG2
Bonds	378,000
Offering Price	$100.00
Spread	0.40%
Cost	$378,000
Dealer Executing Trade	Credit Agricole Securities USA Inc.
% of Offering	4.16%
synd_list	BARCS,CACIB,CS,JPM,MIZUHO,RBCCM,SMFGRP
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/9/2017
Issuer	Mash & McLennan Companies, Inc. (MMC 2.75% January 30, 2022)
Cusip/ISIN/Sedol	571748BB7
Bonds	192,000
Offering Price	$99.86
Spread	0.60%
Cost	$191,737
Dealer Executing Trade	Deutsche Bank Securities
% of Offering	0.91%
synd_list	ANZ SEC, DB, ML, US BANC, BNP PAR, BNY, SCOTIA CAP,  WILLIAMS, JPM
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/11/2017
Issuer	Broadcom Corporation and Broadcom Cayman Finance Limited (AVGO 3.625% Janury 15, 2024 144A)
Cusip/ISIN/Sedol	11134LAE9
Bonds	1,747,000
Offering Price	$99.90
Spread	0.45%
Cost	$1,745,183
Dealer Executing Trade	Credit Suisse Securities (USA) LLC
% of Offering	1.99%
synd_list	BAML,BARCS,BMO,CITI,CS,DB,GS,JPM,MIZUHO,MS,MUFG,RBCCM,SCOTIA,SMFGRP,WFC
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/11/2017
Issuer	Broadcom Corporation and Broadcom Cayman Finance Limited (AVGO 3.875% Janury 15, 2027 144A)
Cusip/ISIN/Sedol	11134LAG4
Bonds	1,626,000
Offering Price	$99.56
Spread	0.55%
Cost	$1,618,813
Dealer Executing Trade	Deutsche Bank Securities
% of Offering	1.14%
synd_list	BAML,BARCS,BMO,CITI,CS,DB,GS,JPM,MIZUHO,MS,MUFG,RBCCM,SCOTIA,SMFGRP,WFC
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/17/2017
Issuer	The Guardian Life Insurance Company of America (GUARDN 4.85% January 24, 2077 144A)
Cusip/ISIN/Sedol	401378AC8
Bonds	208,000
Offering Price	$99.04
Spread	0.88%
Cost	$205,993
Dealer Executing Trade	Credit Suisse Securities (USA) LLC
% of Offering	2.54%
synd_list	CS,DB,JPM,MS
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/23/2017
Issuer	AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (AER 3.50% May 26, 2022)
Cusip/ISIN/Sedol	00774MAA3
Bonds	390,000
Offering Price	$99.68
Spread	0.65%
Cost	$388,736
Dealer Executing Trade	BofA Merrill Lynch
% of Offering	3.80%
synd_list	BAML,BARCS,CACIB,CITI,CS,DB,GS,JPM,MIZUHO,MS,RBCCM,WFC
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/25/2017
Issuer	Smithfield Foods Inc. (SFD 4.25% February 1, 2027 144A)
Cusip/ISIN/Sedol	832248AZ1
Bonds	157,000
Offering Price	$99.88
Spread	0.65%
Cost	$156,810
Dealer Executing Trade	Barclays Capital Inc.
% of Offering	1.86%
synd_list	BANK OF CHINA, BARC, GS, ML, MS, BMO, JPM, RABO SEC, US BANC
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/30/2017
Issuer	Crown Castle International Corp (CCI 4.00% March 1, 2027)
Cusip/ISIN/Sedol	22822VAE1
Bonds	264,000
Offering Price	$99.58
Spread	0.65%
Cost	$262,886
Dealer Executing Trade	RBC Capital Markets LLC
% of Offering	1.62%
synd_list	BAML,BARCS,CACIB,CITI,FIFTHI,JPM,MIZUHO,MS,MUFG,PNCFIN,RBCCM,SMFGRP,SUN,TDSECS
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/30/2017
Issuer	Microsoft Corporation (MSFT 2.875% February 6, 2024)
Cusip/ISIN/Sedol	594918BX1
Bonds	902,000
Offering Price	$99.27
Spread	0.35%
Cost	$895,433
Dealer Executing Trade	HSBC Securities (USA) Inc.
% of Offering	1.63%
synd_list	ACADSE,BAML,BARCS,BLYLCK,BNP
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/30/2017
Issuer	Microsoft Corporation (MSFT 3.30% February 6, 2027)
Cusip/ISIN/Sedol	594918BY9
Bonds	836,000
Offering Price	$99.65
Spread	0.40%
Cost	$833,032
Dealer Executing Trade	HSBC Securities (USA) Inc.
% of Offering	2.14%
synd_list	ACADSE,BAML,BARCS,BLYLCK,BNPP,BNYM,CAVUSC,CITI,CLKING,CS,DRXHAM,GS,HSBCL,JPM,MISCH,MS,RAM,SIEBRT,USB
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/30/2017
Issuer	Microsoft Corporation (MSFT 4.10% February 6, 2037)
Cusip/ISIN/Sedol	594918BZ6
Bonds	1,359,000
Offering Price	$99.78
Spread	0.75%
Cost	$1,356,051
Dealer Executing Trade	HSBC Securities (USA) Inc.
% of Offering	3.10%
synd_list	ACADSE,BAML,BARCS,BLYLCK,BNPP,BNYM,CAVUSC,CITI,CLKING,CS,DRXHAM,GS,HSBCL,JPM,MISCH,MS,RAM,SIEBRT,USB
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/30/2017
Issuer	Microsoft Corporation (MSFT 4.50% February 6, 2057)
Cusip/ISIN/Sedol	594918CB8
Bonds	1,190,000
Offering Price	$99.71
Spread	0.75%
Cost	$1,186,490
Dealer Executing Trade	HSBC Securities (USA) Inc.
% of Offering	3.02%
synd_list	ACADSE,BAML,BARCS,BLYLCK,BNPP,BNYM,CAVUSC,CITI,CLKING,CS,DRXHAM,GS,HSBCL,JPM,MISCH,MS,RAM,SIEBRT,USB
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	1/31/2017
Issuer	National Rural Utilities Corporation (NRUC 2.95% February 7, 2024)
Cusip/ISIN/Sedol	637432NL5
Bonds	306,000
Offering Price	$99.81
Spread	0.63%
Cost	$305,403
Dealer Executing Trade	MUFG Securities Americas Inc.
% of Offering	4.04%
synd_list	MUFG, SEC, RBC CAP, SCOTIA CAP, US BANC, JPM, KEYBANC, MIZUHO, PNC SEC, REGIONS SEC, SUNTRUST, ICBC STANDARD,
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	2/2/2017
Issuer	Apple Inc (AAPL 3.00% February 9, 2024)
Cusip/ISIN/Sedol	037833CG3
Bonds	586,000
Offering Price	$99.96
Spread	0.15%
Cost	$585,742
Dealer Executing Trade	Goldman Sachs and Company
% of Offering	2.91%
synd_list	ACADSE,BAML,BARCS,CASOAK,DB,GS,HSBCL,JPM,MISCH,MS,RAM,STAN,WFC
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	2/6/2017
Issuer	Vale Overseas Limited (VALEBZ 6.25% August 10, 2026)
Cusip/ISIN/Sedol	91911TAP8
Bonds	306,000
Offering Price	$107.79
Spread	0.27%
Cost	$329,847
Dealer Executing Trade	MUFG Securities Americas Inc.
% of Offering	4.28%
synd_list	BBVA,BRADSC,JPM,MIZUHO,MUFG,SANT,SMFGRP
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	2/23/2017
Issuer	Danske Bank A/S (DANBNK 2.70% March 2, 2022 144A)
Cusip/ISIN/Sedol	23636AAM3
Bonds	387,000
Offering Price	$99.84
Spread	0.35%
Cost	$386,369
Dealer Executing Trade	BNP Paribas Securities
% of Offering	1.50%
synd_list	BAML,BNPP,DANBNK,GS,JPM,UBS
Fund	JPMorgan Core Bond Trust
Account Number	159360
Trade Date	2/28/2017
Issuer	Chevron Corporation (CVX 2.895% March 3, 2024)
Cusip/ISIN/Sedol	166764BT6
Bonds	215,000
Offering Price	$100.00
Spread	0.17%
Cost	$215,000
Dealer Executing Trade	Barclays Capital Inc.
% of Offering	3.73%
synd_list	BAML,BARCS,BNPP,CITI,GS,HSBCL,JPM,MUFG,SMFGRP,WFC