Form D · Other Investment Fund

JPMorgan Equity Index Trust

New York, NY · CIK 0001468036

Offering snapshot reported Jul 14, 2016 · SEC filing

Reported sold
$865M
Indefinite offering
Investors reported
12
Form D · investor count
Minimum accepted
$10M
Reported outside-investor minimum
First sale
Feb 4, 2005
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$432M$865MJan 12, 2010: $188,437,968.00Jan 12, 2010Jan 11, 2011: $306,810,547.00Jan 11, 2012: $342,295,824.00Jan 9, 2013: $377,869,940.00Mar 8, 2013: $378,884,396.00Mar 7, 2014: $400,142,648.00Mar 6, 2015: $854,231,802.00Mar 3, 2016: $863,125,920.00Jul 14, 2016: $864,932,074.00Jul 14, 2016

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$863,125,920 → $864,932,074

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 14, 2016Amendment$864,932,074$1,806,154vs Mar 3, 201612SEC filing
Mar 3, 2016Amendment$863,125,920$8,894,118vs Mar 6, 201512SEC filing
Mar 6, 2015Amendment$854,231,802$454,089,154vs Mar 7, 201412SEC filing
Mar 7, 2014Amendment$400,142,648$21,258,252vs Mar 8, 201312SEC filing
Mar 8, 2013Amendment$378,884,396$36,588,572vs Jan 11, 201210SEC filing
Jan 9, 2013Amendment$377,869,940$35,574,116vs Jan 11, 201210SEC filing
Jan 11, 2012Amendment$342,295,824$35,485,277vs Jan 11, 201110SEC filing
Jan 11, 2011Amendment$306,810,547$118,372,579vs Jan 12, 201010SEC filing
Jan 12, 2010Initial$188,437,968No comparison8SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-137692

Source: Form D, filed Jul 14, 2016. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
William J. Armstrong Director
Laura M. Del Prato Executive
Joy C. Dowd Executive
John F. Finn Director
George C.W. Gatch Executive
Matthew Goldstein Director
Robert J. Higgins Director
Frankie D. Hughes Director
J.P. Morgan Investment Management Inc. Promoter
N/A J.P. Morgan Investment Management Inc. Promoter
Patricia A. Maleski Executive
Peter C. Marshall Director
Mary E. Martinez Director
Marilyn Mc Coy Director
Mitchell M. Merin Director
William G. Morton Director
William G. Morton, Jr. Director
Frank J. Nasta Executive
Robert A. Oden, Jr. Director
Marian U. Pardo Director
Fergus Reid Iii Director
Frederick W. Ruebeck Director
James J. Schonbachler Director
Brian S. Shlissel Executive
Leonard M. Spalding Director
Leonard M. Spalding, Jr. Director
Stephen M. Ungerman Executive
Robert L. Young Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Jpmorgan Institutional Trust 270 Park Avenue
New York, NY, 10017