8-KExhibits & Filings

JPMORGAN CHASE & CO 8-K Report, Exhibit Filing (Jan 9, 2008)

Filed January 9, 2008For Securities:JPMJPM-PCJPM-PDJPM-PKJPM-PLJPM-PMJPM-PJAMJBVYLD

Summary

This 8-K filing by JPMorgan Chase & Co. (JPM) on January 9, 2008, primarily serves to disclose an exhibit related to a specific financial product: 7.00% Reverse Exchangeable Notes due July 11, 2008, which are linked to the common stock of Alcoa Inc. The key document filed is a Tax Opinion from Davis Polk & Wardwell, which is incorporated by reference into JPM's existing Form S-3ASR registration statement. This filing does not contain new financial results or material operational updates about the company itself, but rather provides legal and tax assurance for this particular note issuance.

Key Highlights

  • 1JPMorgan Chase & Co. (JPM) filed an 8-K on January 9, 2008, reporting an event on January 7, 2008.
  • 2The primary purpose of the filing is to disclose Exhibit 8.1, a Tax Opinion from Davis Polk & Wardwell.
  • 3The Tax Opinion pertains to specific financial instruments: 7.00% Reverse Exchangeable Notes due July 11, 2008.
  • 4These notes are linked to the performance of Alcoa Inc. common stock.
  • 5The filing incorporates this Tax Opinion by reference into JPM's Form S-3ASR registration statement (333-130051).
  • 6This 8-K does not contain interim financial statements or significant business updates.
  • 7The filing is procedural, providing legal documentation for a structured product issuance.

Frequently Asked Questions