# EDGAR Filing Document

**Accession Number:** 0001303608
**File Stem:** 0002071691-26-009453
**Filing Date:** 2026-5
**Character Count:** 39048
**Document Hash:** 876e4ace27d4f593b09aec2baec3d9ef
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002071691-26-009453.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0002071691-26-009453

**CONFORMED SUBMISSION TYPE**: N-CEN

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260228

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260513

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JPMorgan Institutional Trust
- **CENTRAL INDEX KEY:** 0001303608

**ORGANIZATION NAME:**
- **EIN:** 201491791
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** N-CEN
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-21638
- **FILM NUMBER:** 26972873

**BUSINESS ADDRESS:**
- **STREET 1:** 390 MADISON AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 800-480-4111

**MAIL ADDRESS:**
- **STREET 1:** 390 MADISON AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

## Series and Classes Contracts Data

### JPMorgan Core Bond Trust (Series ID: S000007337)

| Class ID   | Class Name               | Ticker Symbol   |
|:---|:---|:---|
| C000020141 | JPMorgan Core Bond Trust |  |

## Internal

**Report of Independent Registered Public Accounting Firm** 

To the Board of Trustees of JPMorgan Institutional Trust and Shareholders of JPMorgan Core Bond Trust

In planning and performing our audit of the financial statements of JPMorgan Core Bond Trust (the "Fund") as of and for the year ended February 28, 2026, in accordance with the auditing standards of the Public Company Accounting Oversight Board (United States) (PCAOB), we considered the Fund'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-CEN, but not for the purpose of expressing an opinion on the effectiveness of the Fund's internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the Fund's internal control over financial reporting.

The management of the Fund 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 directors 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 fund's annual or interim financial statements will not be prevented or detected on a timely basis.

Our consideration of the Fund'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 PCAOB. However, we noted no deficiencies in the Fund'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, 2026.

This report is intended solely for the information and use of 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 29, 2026

---

| | |
|:---|:---|
| www.pwc.com | PricewaterhouseCoopers LLP, 300 Madison Avenue, |
|  | New York, New York, 10017 |
|  | 646 471 3000 |

---

# Form N-CEN: Annual Report for Registered Investment Companies

## N-CEN: Filer Information
**Submission Type:** N-CEN
**CIK:** 0001303608

## N-CEN: Series/Class (Contract) Information

**Series ID Record:1**
- **Series ID:** S000007337

### N-CEN: Part A: General Information

**Item A.1.a - Report for period ending:** 2026-02-28

**Item A.1.b - Does this report cover a period of less than 12 months?:** No

## N-CEN: Part B: Information About the Registrant

- **Item B.1.a - Full name of Registrant:** JPMorgan Institutional Trust

- **Item B.1.b - Investment Company Act file number:** 811-21638

- **Item B.1.c - CIK:** 0001303608

- **Item B.1.d - LEI:** 5493005FRK56SHN6MJ34

- **Item B.2.a - Street 1:** 390 Madison Avenue

- **Item B.2.b - City:** New York

- **Item B.2.c - State:** NY

- **Item B.2.e - Zip Code:** 10017

- **Item B.2.f - Telephone:** 800-480-4111

- **Item B.2.g - Public Website:** N/A

### Item B.3 - Location of books and records

**Location books Record: 1**

- **a. Name of person (e.g., a custodian of records):** JPMorgan Chase Bank, N.A.

- **b. Street 1:** 383 Madison Avenue

- **c. City:** New York

- **d. State, if applicable:** NY

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 10179

- **g. Telephone number:** 212-270-6000

- **h. Briefly describe the books and records kept at this location:** Records relating to its functions as sub-administrator and fund accounting agent

**Location books Record: 2**

- **a. Name of person (e.g., a custodian of records):** J.P. Morgan Institutional Investments, Inc.

- **b. Street 1:** 383 Madison Avenue

- **c. City:** New York

- **d. State, if applicable:** NY

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 10179

- **g. Telephone number:** 201-595-1958

- **h. Briefly describe the books and records kept at this location:** Records relating to its functions as placement agent

**Location books Record: 3**

- **a. Name of person (e.g., a custodian of records):** JPMorgan Chase Bank, N.A.

- **b. Street 1:** 4 Chase Metrotech Center

- **c. City:** Brooklyn

- **d. State, if applicable:** NY

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 11245

- **g. Telephone number:** 718-242-0609

- **h. Briefly describe the books and records kept at this location:** Records relating to its functions as custodian

**Location books Record: 4**

- **a. Name of person (e.g., a custodian of records):** SS&C GIDS, Inc.

- **b. Street 1:** 1055 Broadway St

- **c. City:** Kansas City

- **d. State, if applicable:** MO

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 64105

- **g. Telephone number:** 816-435-1000

- **h. Briefly describe the books and records kept at this location:** Records relating to its functions as transfer agent

**Location books Record: 5**

- **a. Name of person (e.g., a custodian of records):** J.P. Morgan Investment Management Inc.

- **b. Street 1:** 270 Park Avenue

- **c. City:** New York

- **d. State, if applicable:** NY

- **e. Foreign country, if applicable:** US

- **f. Zip code and zip code extension, or foreign postal code:** 10017

- **g. Telephone number:** 800-343-1113

- **h. Briefly describe the books and records kept at this location:** Records relating to its functions as investment adviser and administrator

- **Item B.4.a - Is this the first filing by the Registrant?:** No

- **Item B.4.b - Is this the last filing by the Registrant?:** No

- **Item B.5.a - Is the Registrant part of a family of investment companies?:** Yes

- **Item B.5.a.i - Full name of family of investment companies:** JPMorgan Funds

### Item B.6 - Organization

- [x] a. Open-end management investment company registered under the Act on Form N-1A

- [ ] b. Closed-end management investment company registered under the Act on Form N-2

- [ ] c. Separate account offering variable annuity contracts which is registered under the Act as a management investment company on Form N-3

- [ ] d. Separate account offering variable annuity contracts which is registered under the Act as a unit investment trust on Form N-4

- [ ] e. Small business investment company registered under the Act on Form N-5

- [ ] f. Separate account offering variable insurance contracts which is registered under the Act as a unit investment trust on Form N-6

- [ ] g. Unit investment trust registered under the Act on Form N-8B-2

- **Item B.6.i - Total number of Series:** 1

- **Item B.7 - Is the Registrant the issuer of a class of securities registered under the Securities Act?:** No

### Item B.8 - Directors

| Name                  | Is Interested Person?   | Other Investment Company File Numbers                                                             |
|:---|:---|:---|
| Marilyn McCoy         | No                      | 811-05526, 811-21295, 811-08437, 811-08189, 811-22903, 811-04236, 811-23117                       |
| Mary E. Martinez      | No                      | 811-08437, 811-22903, 811-08189, 811-05526, 811-04236, 811-21295, 811-23117                       |
| Kathleen M. Gallagher | No                      | 811-08189, 811-05526, 811-21295, 811-08437, 811-04236, 811-22903, 811-23117                       |
| Frankie D. Hughes     | No                      | 811-23117, 811-05526, 811-04236, 811-21295, 811-08189, 811-22903, 811-08437                       |
| Gary L. French        | No                      | 811-21295, 811-08437, 811-23117, 811-05526, 811-22903, 811-04236, 811-08189                       |
| Robert J. Grassi      | No                      | 811-08437, 811-04236, 811-08189, 811-23117, 811-05526, 811-21295, 811-22903                       |
| Shaun Real            | No                      | 811-08437, 811-04236, 811-08189, 811-21295, 811-23117, 811-05526, 811-22903                       |
| Stephen P. Fisher     | No                      | 811-08437, 811-22903, 811-21295, 811-08189, 811-05526, 811-04236, 811-23117                       |
| Nina O. Shenker       | Yes                     | 811-04236, 811-08189, 811-23117, 811-22903, 811-08437, 811-21295, 811-05526                       |
| Emily A. Youssouf     | No                      | 811-08189, 811-04236, 811-21295, 811-23117, 811-08437, 811-22903, 811-05526                       |
| Robert F. Deutsch     | Yes                     | 811-21295, 811-22903, 811-04236, 811-23117, 811-08189, 811-05526, 811-08437                       |
| Thomas P. Lemke       | No                      | 811-08189, 811-04236, 811-22920, 811-22903, 811-08437, 811-23091, 811-05526, 811-21295, 811-23117 |
| Raymond Kanner        | No                      | 811-23117, 811-08189, 811-04236, 811-21295, 811-08437, 811-22903, 811-05526                       |

### Item B.9. Chief compliance officer.

**Chief compliance officer Record: 1**

- **a. Full Name:** Stephen M. Ungerman

- **b. CRD Number, if any:** 002315698

- **c. Street Address 1:** 390 Madison Avenue

- **d. City:** New York

- **e. State, if applicable:** NY

- **f. Foreign country, if applicable:** US

- **g. Zip code:** 10017

- **h. Telephone number:** XXXXXX

- **i. Has the chief compliance officer changed since the last filing?:** No

If the chief compliance officer is compensated or employed by any person other than the Registrant, provide:

**CCO employer Record: 1**

- **i. Name of the person:** —

- **ii. Person’s IRS Employer Identification Number:** —

### Item B.10. Matters for security holder vote.

- **Were any matters submitted by the Registrant for its security holders’ vote during the reporting period?** No

- **Item B.11.a - Have there been any material legal proceedings?:** No

- **Item B.11.b - Has any proceeding previously reported been terminated?:** No

- **Item B.12.a - Were any claims with respect to the Registrant filed under a fidelity bond?:** No

- **Item B.13.a - Are the Registrant's officers or directors covered under any insurance policy?:** Yes

- **Item B.13.a.i - If yes, were any claims filed under the policy during the reporting period?:** No

- **Item B.14 - Did an affiliated person provide any form of financial support to the Registrant?:** No

- **Item B.15.a.i - Release numbers:**
  - IC-25654
  - IC-34180

### Item B.16. Principal underwriters.

No Principal Underwriters reported.

### Item B.17. Independent public accountant.

**Public accountant Record: 1**

- **a. Full Name:** PricewaterhouseCoopers LLP

- **b. PCAOB Number:** 238

- **c. LEI, if any:** 5493002GVO7EO8RNNS37

- **d. State, if applicable:** NY

- **e. Foreign country, if applicable:** US

- **f. Has the independent public accountant changed since the last filing?** No

- **Item B.18 - Did an independent public accountant's report on internal control note any material weaknesses?:** No

- **Item B.19 - Did an independent public accountant issue an opinion other than an unqualified opinion?:** No

- **Item B.20 - Have there been material changes in the method of valuation?:** No

- **Item B.21 - Have there been any changes in accounting principles or practices?:** No

- **Item B.22.a - Were any payments made to shareholders as a result of an error in calculating NAV?:** No

- **Item B.23 - Did the Registrant pay any dividend or make any distribution required to be accompanied by a written statement?:** No

## Part C: Additional Questions for Management Investment Companies

### Management Investment Record: 1 - JPMorgan Core Bond Trust

**Item C.1. Background information.**

- **a. Full Name of the Fund:** JPMorgan Core Bond Trust

- **b. Series identification number, if any:** S000007337

- **c. LEI:** 549300Q7485FUJKEMM46

- **d. Is this the first filing on this form by the Fund?:** No

**Item C.2. Classes of open-end management investment companies.**

- **a. How many Classes of shares of the Fund (if any) are authorized?:** 0

- **b. How many new Classes of shares of the Fund were added during the reporting period?:** 0

- **c. How many Classes of shares of the Fund were terminated during the reporting period?:** 0

**d. For each Class with shares outstanding, provide the information requested below:**

|   Shares Outstanding Record | i. Full name of Class    | ii. Class identification number, if any   | iii. Ticker symbol, if any   |
|---:|:---|:---|:---|
|                           1 | JPMorgan Core Bond Trust | C000020141                                | N/A                          |

**Item C.3. Type of fund.**

- [ ] Exchange-Traded Fund or Exchange-Traded Managed Fund or offers a Class that itself is an Exchange-Traded Fund or Exchange-Traded Managed Fund

-   [ ] i. Exchange-Traded Fund

-   [ ] ii. Exchange-Traded Managed Fund

- [ ] b. Index Fund

- [ ] c. Seeks to achieve performance results that are a multiple of a benchmark, the inverse of a benchmark, or a multiple of the inverse of a benchmark

- [ ] d. Interval Fund

- [ ] e. Fund of Funds

- [ ] f. Master-Feeder Fund

- [ ] g. Money Market Fund

- [ ] h. Target Date Fund

-   [ ] i. Underlying fund to a variable annuity or variable life insurance contract

- [x] N/A

**Item C.4 - Does the Fund seek to operate as a 'non-diversified company'?** No

**Item C.5 - Does the fund invest in a controlled foreign corporation?** No

**Item C.6. Securities lending.**

- **a. Is the Fund authorized to engage in securities lending transactions?** Yes

**c. Provide the information requested below about each securities lending agent, if any, retained by the Fund:**

**Securities Lending Record: 1**

- **i. Full name of securities lending agent:** Citibank N.A.

- **ii. LEI, if any:** E57ODZWZ7FF32TWEFA76

- **iii. Is the securities lending agent an affiliated person...?** No

- **iv. Does the securities lending agent... indemnify the Fund against borrower default?** Yes

- **v. If the entity providing the indemnification is not the securities lending agent, provide the following information:**

  **Idemnity Providers Record: 1**

  - **1. Name of person providing indemnification:** —

  - **2. LEI, if any:** —

- **vi. Did the Fund exercise its indemnification rights during the reporting period?** No

**d. If a person providing cash collateral management services to the Fund in connection with the Fund's securities lending activities does not also serve as securities lending agent, provide the following information about each cash collateral manager:**

**Collateral Managers Record: 1**

- **i. Full name of cash collateral manager:** J.P. Morgan Investment Management Inc.

- **ii. LEI, if any:** 549300W78QHV4XMM6K69

- **iii. Is the cash collateral manager an affiliated person, or an affiliated person of an affiliated person, of a securities lending agent retained by the Fund??** No

- **iv. Is the cash collateral manager an affiliated person of the Fund?** Yes

**e. Types of payments made to one or more securities lending agents and cash collateral managers (check all that apply):**

- [x] Revenue sharing split

- [ ] Fee-based revenue split (other than administrative fee)

- [ ] Administrative fee

- [x] Cash collateral reinvestment fee

- [ ] Indemnification fee

- [ ] Other

- [ ] N/A

- **f. Provide the monthly average of the value of portfolio securities on loan during the reporting period:** $0.00

- **g. Provide the net income from securities lending activities:** $0.00

**Item C.7. Reliance on certain statutory exemption and rules.**

Did the Fund rely on the following rules?

- Rule 32a-4 (17 CFR 270.32a-4)

- Rule 12d1-4 (17 CFR 270.12d1-4)

- Rule 12d1-1 (17 CFR 270.12d1-1)

- Rule 18f-4 (17 CFR 270.18f-4)

- Rule 10f-3 (17 CFR 270.10f-3)

- Rule 18f-4(c)(4) (17CFR 270.18f-4(c)(4))

- Rule 18f-4(f)(17 CFR 270.18f-4(f))

**Item C.8. Expense limitations.**

- **a. Did the Fund have an expense limitation arrangement?** Yes

- **b. Were any expenses reduced or waived?** Yes

- **c. Are the fees waived subject to recoupment?** No

- **d. Were any expenses previously waived recouped during the period?** No

**Item C.9. Investment advisers.**

**Investment Advisers Record: 1**

- **i. Full name:** J.P. Morgan Investment Management Inc.

- **ii. SEC file number:** 801-21011

- **iii. CRD number:** 000107038

- **iv. LEI, if any:** 549300W78QHV4XMM6K69

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Was the investment adviser hired during the reporting period?:** No

**Item C.10. Transfer agents.**

**Transfer Agents Record: 1**

- **i. Full name:** SS&C GIDS, Inc.

- **ii. SEC file number:** 84-00896

- **iii. LEI, if any:** 21B7QCD05XOK0YTYOP98

- **iv. State, if applicable:** MO

- **v. Foreign country, if applicable:** US

- **vi. Is the transfer agent an affiliated person of the Fund or its investment adviser(s)?:** No

- **vii. Is the transfer agent a sub-transfer agent?:** No

- **b. Has a transfer agent been hired or terminated during the reporting period?** No

**Item C.11. Pricing services.**

**Pricing Services Record: 1**

- **i. Full name:** LSEG US FIN CORP.

- **ii. LEI, if any, or provide and describe other identifying number:** 2138007FV67QQ13CGJ43

- **iii. State, if applicable:** DE

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 2**

- **i. Full name:** ICE Data Pricing & Reference Data, LLC

- **ii. LEI, if any, or provide and describe other identifying number:** 5493000NQ9LYLDBCTL34

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 3**

- **i. Full name:** Bloomberg L.P.

- **ii. LEI, if any, or provide and describe other identifying number:** 549300B56MD0ZC402L06

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** No

**Pricing Services Record: 4**

- **i. Full name:** PricingDirect Inc.

- **ii. LEI, if any, or provide and describe other identifying number:** 549300WIC0TOJ7N7GD54

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the pricing service an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **b. Was a pricing service hired or terminated during the reporting period?** No

**Item C.12. Custodians.**

**a. Provide the following information about each person that provided custodial services to the Fund during the reporting period:**

**Custodians Record: 1**

- **i. Full name:** JPMorgan Chase Bank, N.A.

- **ii. LEI, if any:** 7H6GLXDRUGQFU57RNE97

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the custodian a sub-custodian?:** No

- **vii. With respect to the custodian, check below to indicate the type of custody:** Self - rule 17f-2 (17 CFR 270.17f-2)

**Custodians Record: 2**

- **i. Full name:** BofA Securities, Inc.

- **ii. LEI, if any:** 549300HN4UKV1E2R3U73

- **iii. State, if applicable:** DE

- **iv. Foreign country, if applicable:** US

- **v. Is the custodian an affiliated person of the Fund or its investment adviser(s)?:** No

- **vi. Is the custodian a sub-custodian?:** Yes

- **vii. With respect to the custodian, check below to indicate the type of custody:** Futures commission merchants and commodity clearing organizations - rule 17f-6 (17 CFR 270.17f-6)

- **b. Was a custodian hired or terminated during the reporting period?** No

**Item C.13 - Shareholder Servicing Agents**

No Shareholder Servicing Agents reported.

**Item C.14. Administrators.**

**a. Provide the following information about each administrator of the Fund:**

**Administrators Record: 1**

- **i. Full name:** J.P. Morgan Investment Management Inc.

- **ii. LEI, if any, or other identifying number:** 549300W78QHV4XMM6K69

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** No

**Administrators Record: 2**

- **i. Full name:** JPMorgan Chase Bank, N.A.

- **ii. LEI, if any, or other identifying number:** 7H6GLXDRUGQFU57RNE97

- **iii. State, if applicable:** NY

- **iv. Foreign country, if applicable:** US

- **v. Is the administrator an affiliated person of the Fund or its investment adviser(s)?:** Yes

- **vi. Is the administrator a sub-administrator?:** Yes

- **b. Has a third-party administrator been hired or terminated during the reporting period?** No

**Item C.15 - Affiliated broker-dealers.**

No Affiliated Broker-Dealers reported.

**Item C.16. Brokers.**

**a. For each of the ten brokers that received the largest dollar amount of brokerage commissions...**

**Brokers Record: 1**

- **i. Full name of broker:** BofA Securities, Inc.

- **ii. SEC file number:** 8-69787

- **iii. CRD number:** 000283942

- **iv. LEI, if any:** 549300HN4UKV1E2R3U73

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $5,156.91

**Brokers Record: 2**

- **i. Full name of broker:** Citigroup Global Markets Inc.

- **ii. SEC file number:** 8-08177

- **iii. CRD number:** 000007059

- **iv. LEI, if any:** MBNUM2BPBDO7JBLYG310

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $21,570.04

**Brokers Record: 3**

- **i. Full name of broker:** Barclays Capital, Inc.

- **ii. SEC file number:** 8-41342

- **iii. CRD number:** 000019714

- **iv. LEI, if any:** AC28XWWI3WIBK2824319

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $10,752.59

**Brokers Record: 4**

- **i. Full name of broker:** Morgan Stanley & Co. LLC

- **ii. SEC file number:** 8-15869

- **iii. CRD number:** 000008209

- **iv. LEI, if any:** 9R7GPTSO7KV3UQJZQ078

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $12,652.17

**Brokers Record: 5**

- **i. Full name of broker:** Deutsche Bank Securities Inc.

- **ii. SEC file number:** 8-17822

- **iii. CRD number:** 000002525

- **iv. LEI, if any:** 9J6MBOOO7BECTDTUZW19

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $352.49

**Brokers Record: 6**

- **i. Full name of broker:** Goldman Sachs & Co. LLC

- **ii. SEC file number:** 8-00129

- **iii. CRD number:** 000000361

- **iv. LEI, if any:** FOR8UP27PHTHYVLBNG30

- **v. State, if applicable:** NY

- **vi. Foreign country, if applicable:** US

- **vii. Gross commissions paid by the Fund for the reporting period:** $3,006.15

**Aggregate Commission:** $53,490.35

**Item C.17.a. Principal transaction counterparties.**

| Name                          | SEC file number   |   CRD number | LEI                  | State   | Country   | Total Purchase/Sale ($)   |
|:---|:---|---:|:---|:---|:---|:---|
| Citadel Securities LLC        | 8-53574           |    000116797 | 12UUJYTN7D3SW8KCSG25 | FL      | US        | $169,692,158.78           |
| Goldman Sachs & Co. LLC       | 8-00129           |    000000361 | FOR8UP27PHTHYVLBNG30 | NY      | US        | $789,114,325.09           |
| Citigroup Global Markets Inc. | 8-08177           |    000007059 | MBNUM2BPBDO7JBLYG310 | NY      | US        | $151,083,443.69           |
| BofA Securities, Inc.         | 8-69787           |    000283942 | 549300HN4UKV1E2R3U73 | NY      | US        | $350,161,474.53           |
| Morgan Stanley & Co. LLC      | 8-15869           |    000008209 | 9R7GPTSO7KV3UQJZQ078 | NY      | US        | $506,160,483.09           |
| Wells Fargo Securities, LLC   | 8-65876           |    000126292 | VYVVCKR63DVZZN70PB21 | NC      | US        | $414,662,318.50           |
| BMO Capital Markets Corp.     | 8-34344           |    000016686 | RUC0QBLBRPRCU4W1NE59 | NY      | US        | $137,048,850.47           |
| BNP Paribas Securities Corp.  | 8-32682           |    000015794 | RCNB6OTYUAMMP879YW96 | NY      | US        | $290,295,511.98           |
| Barclays Capital, Inc.        | 8-41342           |    000019714 | AC28XWWI3WIBK2824319 | NY      | US        | $333,290,891.24           |
| StoneX Financial, Inc         | 8-51269           |    000045993 | 549300LNKU6K5TJCRG93 | FL      | US        | $105,436,803.24           |

- **Item C.17.b - Aggregate value of principal purchase/sale transactions:** $3,799,890,044.25

- **Item C.18 - Did the Fund pay commissions for 'brokerage and research services'?:** No

- **Item C.19.a - Fund's monthly average net assets:** $3,546,126,298.82

**Item C.20. Lines of credit, interfund lending and interfund borrowing.**

- **a. Does the Fund have available a line of credit?** Yes

**If yes, for each line of credit, provide the information requested below:**

**Line of Credit details Record: 1**

- **i. Is the line of credit a committed or uncommitted line of credit?** Uncommitted

- **ii. What size is the line of credit?** $100,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** JPMorgan Chase Bank, N.A.

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                | SEC File number   |
|:---|:---|
| J.P. Morgan Mutual Fund Investment Trust    | 811-05526         |
| Undiscovered Managers Funds                 | 811-08437         |
| JPMorgan Trust II                           | 811-04236         |
| JPMorgan Trust IV                           | 811-23117         |
| J.P. Morgan Exchange-Traded Fund Trust      | 811-22903         |
| J.P. Morgan Fleming Mutual Fund Group, Inc. | 811-08189         |
| JPMorgan Trust I                            | 811-21295         |

- **v. Did the Fund draw on the line of credit this period?** No

**Line of Credit details Record: 2**

- **i. Is the line of credit a committed or uncommitted line of credit?** Committed

- **ii. What size is the line of credit?** $1,500,000,000.00

- **iii. With which institution(s) is the line of credit?**

  - **Line Institutions Record: 1 Name of institution:** The Bank of New York Mellon

- **iv. Is the line of credit just for the Fund, or is it shared among multiple funds?** Shared

  - **1. If shared, list the names of other funds that may use the line of credit:**

| Name of fund                                            | SEC File number   |
|:---|:---|
| JPMorgan SmartRetirement 2035 Fund                      | 811-21295         |
| JPMorgan Emerging Markets Equity Fund                   | 811-21295         |
| J.P. Morgan Fleming Mutual Fund Group, Inc.             | 811-08189         |
| JPMorgan U.S. Sustainable Leaders Fund                  | 811-21295         |
| JPMorgan Strategic Income Opportunities Fund            | 811-21295         |
| JPMorgan U.S. Value Fund                                | 811-21295         |
| JPMorgan Income Builder Fund                            | 811-21295         |
| JPMorgan Hedged Equity 3 Fund                           | 811-23117         |
| JPMorgan SmartRetirement Income Fund                    | 811-21295         |
| JPMorgan Small Cap Blend Fund                           | 811-21295         |
| JPMorgan Tax Aware Real Return Fund                     | 811-21295         |
| JPMorgan Core Plus Bond Fund                            | 811-04236         |
| JPMorgan Ultra-Short Municipal Fund                     | 811-23117         |
| JPMorgan Managed Income Fund                            | 811-21295         |
| JPMorgan Small Cap Value Fund                           | 811-04236         |
| JPMorgan Core Plus Bond ETF                             | 811-22903         |
| JPMorgan SmartRetirement Blend 2045 Fund                | 811-21295         |
| JPMorgan Europe Dynamic Fund                            | 811-21295         |
| JPMorgan SmartRetirement Blend Income Fund              | 811-21295         |
| JPMorgan SmartRetirement 2070 Fund                      | 811-23117         |
| JPMorgan Income Fund                                    | 811-21295         |
| JPMorgan International Focus Fund                       | 811-21295         |
| JPMorgan SmartRetirement Blend 2055 Fund                | 811-21295         |
| JPMorgan Investor Conservative Growth Fund              | 811-04236         |
| JPMorgan Hedged Equity Fund                             | 811-21295         |
| JPMorgan Mid Cap Growth Fund                            | 811-04236         |
| JPMorgan Global Allocation Fund                         | 811-21295         |
| JPMorgan Small Cap Equity Fund                          | 811-21295         |
| JPMorgan U.S. GARP Equity Fund                          | 811-21295         |
| JPMorgan Short Duration Bond Fund                       | 811-04236         |
| JPMorgan Short-Intermediate Municipal Bond Fund         | 811-04236         |
| JPMorgan U.S. Small Company Fund                        | 811-21295         |
| JPMorgan SmartRetirement Blend 2035 Fund                | 811-21295         |
| JPMorgan SmartRetirement Blend 2065 Fund                | 811-23117         |
| JPMorgan Ultra-Short Income ETF                         | 811-22903         |
| JPMorgan SmartRetirement 2065 Fund                      | 811-23117         |
| JPMorgan Hedged Equity 2 Fund                           | 811-23117         |
| JPMorgan Equity Premium Income Fund                     | 811-23117         |
| JPMorgan SmartRetirement Blend 2030 Fund                | 811-21295         |
| JPMorgan U.S. Large Cap Core Plus Fund                  | 811-21295         |
| JPMorgan SmartRetirement Blend 2025 Fund                | 811-21295         |
| JPMorgan SmartRetirement Blend 2070 Fund                | 811-23117         |
| JPMorgan SmartRetirement 2055 Fund                      | 811-21295         |
| JPMorgan New York Tax Free Bond Fund                    | 811-21295         |
| JPMorgan California Tax Free Bond Fund                  | 811-21295         |
| JPMorgan SmartRetirement Blend 2060 Fund                | 811-21295         |
| JPMorgan Tax Free Bond Fund                             | 811-04236         |
| JPMorgan Global Bond Opportunities Fund                 | 811-21295         |
| Undiscovered Managers Funds                             | 811-08437         |
| JPMorgan Investor Growth & Income Fund                  | 811-04236         |
| JPMorgan Developed International Value Fund             | 811-21295         |
| JPMorgan High Yield Fund                                | 811-04236         |
| JPMorgan SmartRetirement Blend 2040 Fund                | 811-21295         |
| JPMorgan SmartRetirement 2040 Fund                      | 811-21295         |
| JPMorgan Large Cap Value Fund                           | 811-04236         |
| JPMorgan Equity Index Fund                              | 811-04236         |
| JPMorgan International Bond Opportunities ETF           | 811-22903         |
| JPMorgan SmartRetirement 2060 Fund                      | 811-21295         |
| JPMorgan Research Market Neutral Fund                   | 811-21295         |
| JPMorgan Investor Balanced Fund                         | 811-04236         |
| JPMorgan Floating Rate Income Fund                      | 811-21295         |
| JPMorgan Government Bond Fund                           | 811-04236         |
| JPMorgan Income ETF                                     | 811-22903         |
| JPMorgan Emerging Markets Debt Fund                     | 811-21295         |
| JPMorgan Emerging Markets Research Enhanced Equity Fund | 811-23117         |
| JPMorgan SmartRetirement Blend 2050 Fund                | 811-21295         |
| JPMorgan SmartRetirement 2050 Fund                      | 811-21295         |
| JPMorgan U.S. Research Enhanced Equity Fund             | 811-21295         |
| JPMorgan Investor Growth Fund                           | 811-04236         |
| JPMorgan SmartRetirement 2025 Fund                      | 811-21295         |
| JPMorgan Value Advantage Fund                           | 811-21295         |
| JPMorgan Corporate Bond Fund                            | 811-21295         |
| J.P. Morgan Mutual Fund Investment Trust                | 811-05526         |
| JPMorgan Small Cap Growth Fund                          | 811-04236         |
| JPMorgan Preferred and Income Securities Fund           | 811-23117         |
| JPMorgan SMID Cap Equity Fund                           | 811-04236         |
| JPMorgan Diversified Fund                               | 811-21295         |
| JPMorgan Mid Cap Equity Fund                            | 811-21295         |
| JPMorgan Core Bond Fund                                 | 811-04236         |
| JPMorgan International Equity Fund                      | 811-21295         |
| JPMorgan U.S. Equity Fund                               | 811-21295         |
| JPMorgan Equity Income Fund                             | 811-04236         |
| JPMorgan Short Duration Core Plus Fund                  | 811-21295         |
| JPMorgan SmartRetirement 2045 Fund                      | 811-21295         |
| JPMorgan SmartRetirement 2030 Fund                      | 811-21295         |
| JPMorgan Large Cap Growth Fund                          | 811-04236         |

- **v. Did the Fund draw on the line of credit this period?** No

- **b. Did the Fund engage in interfund lending?** No

- **c. Did the Fund engage in interfund borrowing?** No

**Item C.21. Swing pricing.**

- **a. Did the Fund (if not a Money Market Fund, Exchange-Traded Fund, or Exchange-Traded Managed Fund) engage in swing pricing?** No

## N-CEN: Part G: Attachments

**Item G.1a. Attachments.**

Attachments applicable to all Registrants. All Registrants shall file the following attachments, as applicable, with the current report. Indicate the attachments filed with the current report by checking the applicable items below:

- [ ] i. Legal proceedings

- [ ] ii. Provision of financial support

- [x] iii. Independent public accountant's report on internal control (management investment companies other than small business investment companies only)

- [ ] iv. Change in accounting principles and practices

- [ ] v. Information required to be filed pursuant to exemptive orders

- [ ] vi. Other information required to be included as an attachment pursuant to Commission rules and regulations

## N-CEN: Signature

Pursuant to the requirements of the Investment Company Act of 1940, the Registrant has duly caused this report to a be signed on its behalf by the undersigned hereunto duly authorized.

**Registrant:** JPMorgan Institutional Trust

**Date:** 2026-05-13

**Signature:** Timothy J. Clemens

**Title:** Treasurer and Principal Financial Officer