Summary
This Form 8-K filing by JPMorgan Chase & Co. (JPM) on May 3, 2007, is primarily an informational filing related to specific financial instruments. The core of the report details an exhibit: a tax opinion from Davis Polk & Wardwell concerning "Lesser Index Principal Protected Notes Linked to the Nikkei 225 Index and the S&P 500® Index due April 25, 2008." This indicates the company is issuing or has issued these notes, and the filing is to provide the associated tax advice for these structured products.
Key Highlights
- 1JPMorgan Chase & Co. filed a Form 8-K on May 3, 2007.
- 2The filing's primary purpose is to include an exhibit related to specific financial products.
- 3The exhibit is a tax opinion from Davis Polk & Wardwell.
- 4The tax opinion pertains to 'Lesser Index Principal Protected Notes Linked to the Nikkei 225 Index and the S&P 500® Index'.
- 5These notes have a maturity date of April 25, 2008.
- 6The filing is incorporated by reference into a previously filed Registration Statement on Form S-3ASR.