Summary
JPMorgan Chase & Co. (JPM) filed an 8-K on May 20, 2008, to disclose exhibits related to specific debt offerings. The filing primarily serves to incorporate by reference tax opinions from Davis Polk & Wardwell into its existing S-3ASR registration statement. These opinions pertain to two distinct series of "Principal Protected Notes." The first set of notes is linked to the performance of the U.S. Dollar against a currency basket, with a maturity date of May 23, 2011. The second set of notes is linked to a basket of equity indices, specifically the S&P 500®, Dow Jones EURO STOXX 50®, and S&P BRIC 40®, with a maturity date of November 22, 2013.
Key Highlights
- 1JPM filed an 8-K on May 20, 2008, concerning debt issuances.
- 2The filing incorporates by reference tax opinions from Davis Polk & Wardwell.
- 3The exhibits relate to two specific "Principal Protected Notes" offerings.
- 4One offering involves notes linked to U.S. Dollar performance against a currency basket, maturing May 23, 2011.
- 5The other offering involves notes linked to a basket of equity indices (S&P 500®, EURO STOXX 50®, BRIC 40®), maturing November 22, 2013.
- 6These filings are part of JPM's ongoing registration process under its S-3ASR shelf registration statement.