8-KExhibits & Filings

JPMORGAN CHASE & CO 8-K Report, Exhibit Filing (Jun 16, 2008)

Filed June 16, 2008For Securities:JPMJPM-PCJPM-PDJPM-PKJPM-PLJPM-PMJPM-PJAMJBVYLD

Summary

JPMorgan Chase & Co. (JPM) filed an 8-K report on June 15, 2008, primarily to disclose the filing of two tax opinions related to specific debt offerings. These offerings involve "Buffered Return Enhanced Notes" linked to the NASDAQ-100 Index® and the Russell 2000® Index, both due to mature on July 1, 2009. The inclusion of these tax opinions suggests that the company has completed the issuance or is in the process of completing the issuance of these notes. Investors considering these particular note offerings, or those who have already invested, would find this information relevant for understanding the tax implications associated with their investment. The filing itself does not contain new financial performance data or operational updates, but rather supports the legal and tax aspects of these structured financial products.

Key Highlights

  • 1JPM filed an 8-K on June 15, 2008, reporting an event date of June 11, 2008.
  • 2The filing's primary purpose is to provide exhibits related to specific debt issuances.
  • 3Two tax opinions from Davis Polk & Wardwell are filed as exhibits.
  • 4The tax opinions pertain to "Buffered Return Enhanced Notes" linked to the NASDAQ-100 Index®.
  • 5The tax opinions also pertain to "Buffered Return Enhanced Notes" linked to the Russell 2000® Index.
  • 6Both note issuances have a maturity date of July 1, 2009.

Frequently Asked Questions

The main purpose of this 8-K filing is to provide and incorporate by reference two tax opinions from Davis Polk & Wardwell regarding specific debt note offerings by JPMorgan Chase & Co.

The filing mentions "Buffered Return Enhanced Notes" linked to the NASDAQ-100 Index® and "Buffered Return Enhanced Notes" linked to the Russell 2000® Index, both with a maturity date of July 1, 2009.

No, this filing does not contain any new financial statements, performance updates, or operational information. It is solely focused on providing tax-related documentation for specific note issuances.

Davis Polk & Wardwell is a law firm providing legal opinions. Their tax opinions are important because they address the tax treatment of the "Buffered Return Enhanced Notes," which is crucial information for investors in these structured products.