Summary
JPMorgan Chase & Co. filed an 8-K on May 5, 2008, reporting on an event that occurred on April 25, 2008. The primary purpose of this filing was to disclose an exhibit related to specific financial instruments: Principal Protected Asset Allocation Notes. These notes are linked to the performance of reference portfolios composed of four asset classes and have maturity dates in April 2013 and April 2014. The exhibit itself is a tax opinion from Sullivan & Cromwell concerning these notes.
Key Highlights
- 1JPMorgan Chase & Co. filed a Form 8-K on May 5, 2008.
- 2The filing concerns an event date of April 25, 2008.
- 3The key disclosure is Exhibit 8.1: A tax opinion from Sullivan & Cromwell.
- 4The tax opinion pertains to Principal Protected Asset Allocation Notes.
- 5These notes are linked to the performance of specific reference portfolios.
- 6The reference portfolios consist of four asset classes.
- 7The notes have maturity dates of April 30, 2013, and April 30, 2014.