Skip to content
ChickenStockChickenStock
ResearchFilings

AI English summary of an SEC filing — figures as filed

JPMorgan Chase logoJPMorgan Chase JPM

The company said it closed public offerings of four series of notes: Floating Rate Notes due 2028 and Fixed-to-Floating Rate Notes due 2028, 2030 and 2035, as of April 22, 2024.

8-KOther EventsFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said it closed public offerings of four series of notes: Floating Rate Notes due 2028 and Fixed-to-Floating Rate Notes due 2028, 2030 and 2035, as of April 22, 2024.

  2. JPMorgan Chase said the aggregate principal amount of the Floating Rate Notes due 2028 was $750,000,000, and the aggregate principal amount of the Fixed-to-Floating Rate Notes due 2028 was $2,500,000,000.

  3. It said the aggregate principal amount of the Fixed-to-Floating Rate Notes due 2030 was $2,750,000,000, and the aggregate principal amount of the Fixed-to-Floating Rate Notes due 2035 was $3,000,000,000.

  4. The company said the notes were registered under the Securities Act of 1933 on Form S-3 (File No. 333-263304), and that the legal opinion of Simpson Thacher & Bartlett LLP will be filed as Exhibit 5.1.

Summary

AI-written

Analysis scope · Filing bodyWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

April 22, 2024 closes 4-tranche note offering

The company said it closed public offerings of four series of notes: Floating Rate Notes due 2028 and Fixed-to-Floating Rate Notes due 2028, 2030 and 2035, as of April 22, 2024.

Source · Based on the filing body and exhibits

Principal amounts of two note series due 2028

JPMorgan Chase said the aggregate principal amount of the Floating Rate Notes due 2028 was $750,000,000, and the aggregate principal amount of the Fixed-to-Floating Rate Notes due 2028 was $2,500,000,000.

Source · Based on the filing body and exhibits

Principal of 2030 and 2035 Fixed-to-Floating Rate Notes

It said the aggregate principal amount of the Fixed-to-Floating Rate Notes due 2030 was $2,750,000,000, and the aggregate principal amount of the Fixed-to-Floating Rate Notes due 2035 was $3,000,000,000.

Source · Based on the filing body and exhibits

Form S-3 registration and legal opinion filed

The company said the notes were registered under the Securities Act of 1933 on Form S-3 (File No. 333-263304), and that the legal opinion of Simpson Thacher & Bartlett LLP will be filed as Exhibit 5.1.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.