Form D · Other Investment Fund
JPMorgan Intermediate Bond Trust
New York, NY · CIK 0001468038
Offering snapshot reported Mar 27, 2023 · SEC filing
- Reported sold
- $1.18B Indefinite offering
- Investors reported
- 22 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Feb 4, 2005 As reported in this filing
Fundraising history
Reported soldDates 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$1,174,069,202 → $1,176,044,202
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 27, 2023 | Amendment | $1,176,044,202 | $1,975,000vs Jan 6, 2022 | 22 | SEC filing |
| Jan 6, 2022 | Amendment | $1,174,069,202 | $1,335,000vs Aug 19, 2021 | 22 | SEC filing |
| Aug 19, 2021 | Amendment | $1,172,734,202 | $1,750,000vs Feb 16, 2021 | 22 | SEC filing |
| Feb 16, 2021 | Amendment | $1,170,984,202 | $3,000,000vs Jan 13, 2021 | 22 | SEC filing |
| Jan 13, 2021 | Amendment | $1,167,984,202 | $4,650,000vs Jan 16, 2020 | 22 | SEC filing |
| Jan 16, 2020 | Amendment | $1,163,334,202 | $1,710,000vs May 15, 2019 | 22 | SEC filing |
| May 15, 2019 | Amendment | $1,161,624,202 | $2,500,000vs Nov 8, 2018 | 22 | SEC filing |
| Nov 8, 2018 | Amendment | $1,159,124,202 | $0vs Aug 1, 2018 | 22 | SEC filing |
| Aug 1, 2018 | Amendment | $1,159,124,202 | $0vs May 30, 2018 | 22 | SEC filing |
| May 30, 2018 | Amendment | $1,159,124,202 | $0vs Apr 11, 2018 | 22 | SEC filing |
| Apr 11, 2018 | Amendment | $1,159,124,202 | $20,512,000vs Jan 25, 2018 | 22 | SEC filing |
| Jan 25, 2018 | Amendment | $1,138,612,202 | $16,000,000vs Dec 5, 2017 | 22 | SEC filing |
| Dec 5, 2017 | Amendment | $1,122,612,202 | $22,344,655vs May 15, 2017 | 21 | SEC filing |
| May 15, 2017 | Amendment | $1,100,267,547 | $20,000,000vs Jan 13, 2017 | 20 | SEC filing |
| Jan 13, 2017 | Amendment | $1,080,267,547 | $568,413vs Jul 14, 2016 | 19 | SEC filing |
| Jul 14, 2016 | Amendment | $1,079,699,134 | $1,022,644vs Mar 3, 2016 | 18 | SEC filing |
| Mar 3, 2016 | Amendment | $1,078,676,490 | $134,790,358vs Mar 6, 2015 | 18 | SEC filing |
| Mar 6, 2015 | Amendment | $943,886,132 | $486,613,408vs Mar 7, 2014 | 17 | SEC filing |
| Mar 7, 2014 | Amendment | $457,272,724 | $45,942,318vs Mar 8, 2013 | 22 | SEC filing |
| Mar 8, 2013 | Amendment | $411,330,406 | $61,006,515vs Jan 11, 2012 | 20 | SEC filing |
| Jan 9, 2013 | Amendment | $408,537,732 | $58,213,841vs Jan 11, 2012 | 20 | SEC filing |
| Jan 11, 2012 | Amendment | $350,323,891 | -$6,628,832vs Jan 11, 2011 | 19 | SEC filing |
| Jan 11, 2011 | Amendment | $356,952,723 | $71,103,783vs Jan 12, 2010 | 14 | SEC filing |
| Jan 12, 2010 | Initial | $285,848,940 | No comparison | 10 | SEC 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
- 021-137691
Source: Form D, filed Mar 27, 2023. 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.
| Name | Reported role |
|---|---|
| William J. Armstrong | Director |
| Timothy J. Clemens | Executive |
| Laura M. Del Prato | Executive |
| Robert F. Deutsch | Director |
| Joy C. Dowd | Executive |
| John F. Finn | Director |
| Stephen P. Fisher | Director |
| Gary L. French | Director |
| Kathleen M. Gallagher | Director |
| George C.W. Gatch | Executive |
| Matthew Goldstein | Director |
| Matthew Golstein | Director |
| Robert J. Grassi | Director |
| Noah D. Greenhill | Executive |
| Dennis P. Harrington | 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 |
| Raymond Kanner | Director |
| Thomas P. Lemke | Director |
| Lawrence R. Maffia | Director |
| Patricia A. Maleski | Executive |
| Peter C. Marshall | Director |
| Mary E. Martinez | Director |
| Marilyn Mc Coy | Director |
| Mitchell M. Merin | Director |
| William G. Morton, Jr. | Director |
| Frank J. Nasta | Executive |
| Robert A. Oden, Jr. | Director |
| Marian U. Pardo | Director |
| Matthew Plastina | Executive |
| Fergus Reid Iii | Director |
| Frederick W. Ruebeck | Director |
| Gregory S. Samuels | Executive |
| James J. Schonbachler | Director |
| Nina O. Shenker | Director |
| Brian S. Shlissel | Executive |
| Leonard M. Spalding | Director |
| Leonard M. Spalding, Jr. | Director |
| Stephen M. Ungerman | Executive |
| Robert L. Young | Executive |
| Emily A. Youssouf | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
Jpmorgan Institutional Trust 277 Park Avenue
New York, NY, 10172
New York, NY, 10172