Summary
This 8-K filing from JPMorgan Chase & Co. (JPM) on December 4, 2006, primarily details the filing of several tax opinions related to specific note offerings. These opinions, provided by Davis Polk & Wardwell, pertain to "Return Enhanced Notes" linked to various international and domestic stock indices. While not a financial performance update, these filings are important for investors in understanding the legal and tax implications of these structured products. The notes themselves are linked to indices such as the AMEX Hong Kong 30 Index, FTSE/Xinhua China 25 Index, Korea Stock Price Index 200, MSCI Taiwan Index, MSCI Singapore Index, the Dow Jones EURO STOXX 50® Index, and the S&P 500® Index. The filing indicates that these tax opinions are incorporated by reference into JPMorgan Chase & Co.'s existing Form S-3ASR registration statement.
Key Highlights
- 1JPMorgan Chase & Co. filed an 8-K on December 4, 2006.
- 2The filing primarily concerns the submission of tax opinions from Davis Polk & Wardwell.
- 3The tax opinions relate to 'Return Enhanced Notes' with specific maturity dates in 2007 and 2008.
- 4These notes are linked to various international and domestic stock market indices, including Asian, European, and US indices.
- 5The filing references specific indices such as the AMEX Hong Kong 30, FTSE/Xinhua China 25, Korea Stock Price Index 200, MSCI Taiwan, MSCI Singapore, Dow Jones EURO STOXX 50®, and S&P 500®.
- 6These tax opinions are incorporated by reference into JPMorgan Chase & Co.'s Form S-3ASR registration statement.