# EDGAR Filing Document

**Accession Number:** 0001099485
**File Stem:** 0001099485-26-000004
**Filing Date:** 2026-3
**Character Count:** 2842
**Document Hash:** 03104d8ab09dfdd33666e535c96bc149
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001099485-26-000004.hdr.sgml**: 20260320

**ACCESSION NUMBER**: 0001099485-26-000004

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260320

**DATE AS OF CHANGE**: 20260320

**EFFECTIVENESS DATE**: 20260320

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
- **CENTRAL INDEX KEY:** 0001099485

**ORGANIZATION NAME:**
- **EIN:** 134062153
- **STATE OF INCORPORATION:** DE

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-52182
- **FILM NUMBER:** 26779464

**BUSINESS ADDRESS:**
- **STREET 1:** 270 PARK AVENUE
- **STREET 2:** NY1-K462
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 973-476-1840

**MAIL ADDRESS:**
- **STREET 1:** 480 WASHINGTON BLVD, FLOOR 11
- **STREET 2:** NY1-F019
- **CITY:** JERSEY CITY
- **STATE:** NJ
- **ZIP:** 07310-1616

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** J. P. MORGAN ADVISORS, INC.
- **DATE OF NAME CHANGE:** 20020403

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** J P MORGAN ADVISORS INC                                 /BD
- **DATE OF NAME CHANGE:** 20020403

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MORGAN J P ADVISORS INC  /NY                            /BD
- **DATE OF NAME CHANGE:** 20010820

### Attached PDF Documents

**Attachment 1:** `jpmiipublicfin2025final.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001099485

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

**Business Address:** 270 PARK AVENUE, NY1-K462, NEW YORK, NY, 10017

**Contact Person:** Kevin Kloza

**Contact Phone:** 2015951958

### Independent Public Accountant Identification

**Accountant Name:** PriceWaterhouse Coopers LLP

**Accountant Address:** 300 Madison Avenue, New York, NY, 10017

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Loren Strife**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.**, as of **12-31-2025**, are true and correct.

**Signature:** Loren Strife

**Title:** Principal Financial and Operations Officer