Full text of J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.'s X-17A-5 filed 2026-03-20 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # **J.P. Morgan Institutional Investments Inc.** **(An indirect, wholly owned subsidiary of JPMorgan Chase & Co.) Statement of Financial Condition December 31, 2025** **Available for Public Inspection** {1}------------------------------------------------ | UNITED STATES<br>SECURITIES AND EXCHANGE COMMISSION<br>Washington, D.C. 20549<br>ANNUAL REPORTS | | 0MB APPROVAL<br>0MB Number: 3235-0123<br>Expires: Nov. 30, 2026<br>Estimated average burden<br>hours per response:<br>12 | | | | | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------|---------------------------|------------------------------------------|--|--| | | | | | SEC FILE NUMBER | | | | | FORM X-17A-5 | | | 8-52182 | | | | | PART Ill | | | | | | | | FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | | | AND ENDING 12/31/25<br>FILING FOR THE PERIOD BEGINNING O 1/01 /25 | | | | | | | | | MM/DD/YY | | | MM/DD/YY | | | | | A. REGISTRANT IDENTIFICATION | | | | | | | NAME oF FIRM: J.P.Morgan Institutional Investments Inc. | | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>0 Broker-dealer<br>D Check here if respondent is also an OTC derivatives dealer | D Security-based swap dealer | | | □ Major security-based swap participant | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | | 383 Madison Avenue | | | | | | | | | (No. and Street) | | | | | | | New York | New York | | | 10179 | | | | (City) | (State) | | | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | | | | | | | | | Loren Strife | 614-213-7930 | | loren.strife@jpmorgan.com | | | | | (Name) | {Area Code -Telephone Number) | | (Email Address) | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | | | PricewaterhouseCoopers LLP | | | | | | | | 300 Madison Avenue | (Name - if individual, state last, first, and middle name)<br>New York | | | New York 10017 | | | | (Address) | (City) | (State) | | (Zip Cod…Read the full text as markdown