8-K 1 y75593e8vk.htm FORM 8-K 8-K
 
 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 8-K
CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF
THE SECURITIES EXCHANGE ACT OF 1934
Date of Report (date of earliest event reported): March 30, 2009
JPMORGAN CHASE & CO.
(Exact name of registrant as specified in its charter)
         
Delaware   1-5805   13-2624428
(State or Other Jurisdiction of   (Commission File Number)   (IRS Employer
Incorporation)       Identification No.)
         
270 Park Avenue, New York, NY       10017
(Address of Principal Executive Offices)       (Zip Code)
Registrant’s telephone number, including area code: (212) 270-6000
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
o   Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
o   Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
o   Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
o   Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
 
 

 


 

Item 8.01 — Other Events
On May 30, 2008, BSC Merger Corporation, a wholly-owned subsidiary of JPMorgan Chase & Co. (“JPMorgan Chase” or the “Firm”) merged with The Bear Stearns Companies Inc. (“Bear Stearns”) pursuant to the Agreement and Plan of Merger, dated as of March 16, 2008, as amended March 24, 2008, and Bear Stearns became a wholly-owned subsidiary of JPMorgan Chase (the “merger”). As a result of the merger, each outstanding share of Bear Stearns common stock was converted into the right to receive 0.21753 shares of JPMorgan Chase common stock. The merger was accounted for using the purchase method of accounting under U.S. generally accepted accounting principles.
Unaudited pro forma combined financial information for the years ended December 31, 2008, and 2007 presenting the results of operations of the Firm as they may have appeared if the merger had been completed on January 1, 2007, is set forth in this Form 8-K.

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Item 9.01 Financial Statements and Exhibits
(d)   Exhibits
     
Exhibit Number
  Description of Exhibit
 
   
99.1
  Unaudited pro forma combined financial information for the years ended December 31, 2008 and 2007

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SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
             
    JPMORGAN CHASE & CO.
   
         
    (Registrant)
   
 
           
 
  By:   /s/ Louis Rauchenberger    
 
           
 
      Louis Rauchenberger    
 
           
 
      Managing Director and Controller    
 
        [Principal Accounting Officer]    
Dated: March 30, 2009

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EXHIBIT INDEX
     
Exhibit Number
  Description of Exhibit
 
   
99.1
  Unaudited pro forma combined financial information for the years ended December 31, 2008 and 2007

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