# JPMorgan Intermediate Bond Trust — Form D

JPMorgan Intermediate Bond Trust of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2010-01-12. $285.8M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2010-01-12
- Form: D
- Accession: 0001468036-10-000002
- Industry: Pooled Investment Fund
- Exemptions: 06
- Amount sold: $285.8M
- Investors: 10
- Date of first sale: 2005-02-04
- Security types: fund interests
- SEC file number: 021-137691

## Issuer

- Name: JPMorgan Intermediate Bond Trust
- CIK: 0001468038
- Entity type: Other
- Jurisdiction: DELAWARE
- Address: JPMORGAN INSTITUTIONAL TRUST, NEW YORK, NY, 10172
- Phone: 800-343-1113

## Officers, directors & promoters (48)

_Showing 25 of 48 people._

| Name | Role | Location |
| --- | --- | --- |
| Matthew F Golstein | Director | New York, NY |
| George CW Gatch | Executive Officer | New York, NY |
| Frank J Nasta | Executive Officer | Warrendale, PA |
| Nina O Shenker | Director | New York, NY |
| Gary L French | Director | New York, NY |
| Gregory S Samuels | Executive Officer | New York, NY |
| John F Finn | Director | New York, NY |
| Raymond M Kanner | Director | New York, NY |
| Mary E Martinez | Director | New York, NY |
| Robert F Deutsch | Director | New York, NY |
| Timothy J Clemens | Executive Officer | New York, NY |
| Marilyn F McCoy | Director | New York, NY |
| Stephen M Ungerman | Executive Officer | New York, NY |
| Lawrence R Maffia | Director | New York, NY |
| Emily A Youssouf | Director | New York, NY |
| Thomas P Lemke | Director | New York, NY |
| Kathleen M Gallagher | Director | New York, NY |
| Frankie D Hughes | Director | New York, NY |
| Robert J Grassi | Director | New York, NY |
| Stephen P Fisher | Director | New York, NY |
| Brian S Shlissel | Executive Officer | New York, NY |
| Marian U Pardo | Director | New York, NY |
| Robert A Oden, Jr. | Director | New York, NY |
| N/A R J.P. Morgan Investment Management Inc. | Promoter | New York, NY |
| Raymond U Kanner | Director | New York, NY |

## Other filings by this issuer (23)

_Showing 15 of 23 filings._

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2023-03-27](https://search.stillhousedata.com/formd/0000943663-23-000053) | D/A | — | $1.2B |
| [2022-01-06](https://search.stillhousedata.com/formd/0000943663-22-000002) | D/A | — | $1.2B |
| [2021-08-19](https://search.stillhousedata.com/formd/0000943663-21-000140) | D/A | — | $1.2B |
| [2021-02-16](https://search.stillhousedata.com/formd/0000943663-21-000042) | D/A | — | $1.2B |
| [2021-01-13](https://search.stillhousedata.com/formd/0000943663-21-000009) | D/A | — | $1.2B |
| [2020-01-16](https://search.stillhousedata.com/formd/0000943663-20-000007) | D/A | — | $1.2B |
| [2019-05-15](https://search.stillhousedata.com/formd/0000943663-19-000125) | D/A | — | $1.2B |
| [2018-11-08](https://search.stillhousedata.com/formd/0000943663-18-000209) | D/A | — | $1.2B |
| [2018-08-01](https://search.stillhousedata.com/formd/0000943663-18-000172) | D/A | — | $1.2B |
| [2018-05-30](https://search.stillhousedata.com/formd/0000943663-18-000154) | D/A | — | $1.2B |
| [2018-04-11](https://search.stillhousedata.com/formd/0000943663-18-000139) | D/A | — | $1.2B |
| [2018-01-25](https://search.stillhousedata.com/formd/0000943663-18-000029) | D/A | — | $1.1B |
| [2017-12-05](https://search.stillhousedata.com/formd/0000943663-17-000251) | D/A | — | $1.1B |
| [2017-05-15](https://search.stillhousedata.com/formd/0000943663-17-000160) | D/A | — | $1.1B |
| [2017-01-13](https://search.stillhousedata.com/formd/0000943663-17-000025) | D/A | — | $1.1B |

## More

- [CIK 1468038 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1468038&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001468036-10-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.