8-KExhibits & Filings

JPMORGAN CHASE & CO 8-K Report, Exhibit Filing (Mar 1, 2007)

Filed March 1, 2007For Securities:JPMJPM-PCJPM-PDJPM-PKJPM-PLJPM-PMJPM-PJAMJBVYLD

Summary

JPMorgan Chase & Co. (JPM) filed a Current Report on Form 8-K on March 1, 2007, to disclose the filing of two tax opinions as exhibits. These opinions are related to specific note issuances by the company. The first opinion concerns "Return Notes Linked to the JPMorgan IncomeFX Strategy due January 30, 2009," and the second pertains to "11.0% Reverse Exchangeable Notes due March 4, 2008, Linked to the Common Stock of Archer-Daniels-Midland Company." These filings are technical in nature and primarily intended to provide legal and tax clarity for the investors holding or considering these specific structured financial products. Investors interested in these particular notes should review the tax opinions for detailed information on the tax implications of their investment, as provided by legal counsel Davis Polk & Wardwell. The report does not contain any material updates regarding the company's overall financial performance, strategic direction, or significant operational changes.

Key Highlights

  • 1JPM filed an 8-K on March 1, 2007, primarily to file exhibits.
  • 2The filed exhibits are tax opinions from Davis Polk & Wardwell.
  • 3One tax opinion relates to 'Return Notes Linked to the JPMorgan IncomeFX Strategy' due January 30, 2009.
  • 4The second tax opinion concerns '11.0% Reverse Exchangeable Notes' linked to Archer-Daniels-Midland Company stock, due March 4, 2008.
  • 5These exhibits are incorporated by reference into a previously filed Form S-3ASR registration statement.
  • 6The filing is a routine procedural disclosure related to specific financial product issuances.

Frequently Asked Questions

The primary purpose of this Form 8-K filing is to publicly disclose two tax opinions provided by Davis Polk & Wardwell concerning specific note issuances by JPMorgan Chase & Co.

The tax opinions cover 'Return Notes Linked to the JPMorgan IncomeFX Strategy due January 30, 2009' and '11.0% Reverse Exchangeable Notes due March 4, 2008, Linked to the Common Stock of Archer-Daniels-Midland Company'.

These tax opinions are primarily relevant to investors who hold or are considering investing in the specific note structures mentioned. They provide legal guidance on the tax implications of these particular financial products, rather than general company financial information.

No, this filing is procedural and focuses solely on the disclosure of tax opinions for specific note issuances. It does not contain information regarding JPMorgan Chase & Co.'s overall financial performance, earnings, or business operations.