# JPMorgan Equity Index Trust — Form D/A

JPMorgan Equity Index Trust of NEW YORK, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2011-01-11. $306.8M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2011-01-11
- Form: D/A
- Accession: 0001468036-11-000002
- Industry: Pooled Investment Fund
- Exemptions: 06
- Amount sold: $306.8M
- Minimum investment: $10.0M
- Investors: 10
- Date of first sale: 2005-02-04
- Security types: fund interests
- SEC file number: 021-137692

## Issuer

- Name: JPMorgan Equity Index Trust
- CIK: 0001468036
- Entity type: Other
- Jurisdiction: DELAWARE
- Address: JPMORGAN INSTITUTIONAL TRUST, NEW YORK, NY, 10017
- Phone: 800-343-1113

## Officers, directors & promoters (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| William G Morton | Director | Birmingham, AL |
| Leonard M Spalding | Director | New York, NY |
| Frank J Nasta | Executive Officer | Warrendale, PA |
| John F Finn | Director | New York, NY |
| Mary E Martinez | Director | New York, NY |
| Stephen M Ungerman | Executive Officer | New York, NY |
| Frankie D Hughes | 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 M J.P. Morgan Investment Management Inc. | Promoter | New York, NY |
| Mitchell M Merin | Director | New York, NY |
| Marilyn C McCoy | Director | New York, NY |
| Peter C Marshall | Director | New York, NY |
| Matthew F Goldstein | Director | New York, NY |
| James J Schonbachler | Director | New York, NY |
| Frederick W Ruebeck | Director | New York, NY |
| William G Morton, Jr. | Director | New York, NY |
| Laura M Del Prato | Executive Officer | New York, NY |
| Robert J Higgins | Director | New York, NY |
| Joy C Dowd | Executive Officer | New York, NY |
| Patricia A Maleski | Executive Officer | New York, NY |
| J.P. Morgan M Investment Management Inc. | Promoter | New York, NY |
| Fergus A Reid III | Director | New York, NY |
| Leonard M Spalding, Jr. | Director | New York, NY |

## Other filings by this issuer (8)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2016-07-14](https://search.stillhousedata.com/formd/0000943663-16-000409) | D/A | — | $864.9M |
| [2016-03-03](https://search.stillhousedata.com/formd/0000943663-16-000298) | D/A | — | $863.1M |
| [2015-03-06](https://search.stillhousedata.com/formd/0000894579-15-000070) | D/A | — | $854.2M |
| [2014-03-07](https://search.stillhousedata.com/formd/0000943663-14-000020) | D/A | — | $400.1M |
| [2013-03-08](https://search.stillhousedata.com/formd/0000945621-13-000119) | D/A | — | $378.9M |
| [2013-01-09](https://search.stillhousedata.com/formd/0000945621-13-000009) | D/A | — | $377.9M |
| [2012-01-11](https://search.stillhousedata.com/formd/0001303608-12-000002) | D/A | — | $342.3M |
| [2010-01-12](https://search.stillhousedata.com/formd/0001468036-10-000003) | D | — | $188.4M |

## More

- [CIK 1468036 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1468036&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001468036-11-000002.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.