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JPMORGAN CHASE & CO 8-K Report, Corporate Update (Oct 25, 2013)

Filed October 25, 2013For Securities:JPMJPM-PCJPM-PDJPM-PKJPM-PLJPM-PMJPM-PJAMJBVYLD

Summary

JPMorgan Chase & Co. (JPM) announced on October 25, 2013, a significant resolution of its outstanding mortgage-backed securities (MBS) litigation with the Federal Housing Finance Agency (FHFA), acting as conservator for Freddie Mac and Fannie Mae. The company has agreed to a total settlement of $5.1 billion to resolve all MBS litigation claims and repurchase claims related to whole loan purchases. This settlement, which addresses the firm's largest MBS case, involves approximately $33.8 billion of securities purchased by Fannie Mae and Freddie Mac. The agreement is a crucial step in resolving broader MBS-related matters with governmental entities, demonstrating the company's commitment to addressing legacy legal issues. The resolution is a positive development for investors, reducing ongoing legal uncertainties and potential future liabilities associated with these historical transactions.

Key Highlights

  • 1JPMorgan Chase reached an agreement to resolve all MBS litigation with FHFA (conservator for Freddie Mac & Fannie Mae) for $4 billion.
  • 2The settlement covers the firm's largest MBS case, involving approximately $33.8 billion of securities purchased by Fannie Mae and Freddie Mac.
  • 3An additional $1.1 billion settlement resolves Fannie Mae's and Freddie Mac's repurchase claims for whole loan purchases from 2000 to 2008.
  • 4The total settlement amount for both MBS litigation and repurchase claims is $5.1 billion.
  • 5This resolution is a significant step towards resolving broader MBS-related matters with governmental entities.
  • 6The settlements reflect significant efforts and involvement from the Department of Justice and other federal and state agencies.

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