JPMorgan Issues New Preferred Stock, Modifies Security Holder Rights

EditorLuke Juricic
Published 05-02-2025, 03:48 am
© Reuters.

JPMorgan Chase & Co. (NYSE:JPM) has announced the issuance of 300,000 shares of its 6.500% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series OO, on Monday. The shares, with a par value of $1.00 and a liquidation preference of $10,000 per share, were deposited against delivery of depositary receipts representing 3,000,000 depositary shares, each share representing a one-tenth interest in a share of the preferred stock.

The offering, completed on Monday, is tied to restrictions on the company’s ability to pay dividends or make other distributions on its common stock and other junior or parity stock, should JPMorgan fail to declare dividends on the Series OO Preferred Stock for the most recent dividend period. Notably, JPMorgan has maintained dividend payments for 55 consecutive years and currently offers a 1.87% yield. In addition, these restrictions come into play if the company does not pay the required liquidation distributions to the holders of the Series OO Preferred Stock.

The terms of the Series OO Preferred Stock and the related depositary shares are detailed in the Certificate of Designations and the Deposit Agreement, respectively. These documents were filed with the Secretary of State of the State of Delaware on Sunday and became effective upon filing.

This move by JPMorgan Chase & Co. comes after entering an Underwriting Agreement on January 28, 2025, with J.P. Morgan Securities LLC and several other underwriters. The sale was conducted pursuant to the company’s existing Registration Statement.

The legal opinion regarding the legality of the Depositary Shares and the Series OO Preferred Stock has been filed, ensuring compliance with legal requirements for the issuance.

This financial maneuver is expected to impact the rights of current security holders, as the company adjusts its capital structure. With a P/E ratio of 13.54 and trading near its 52-week high, JPMorgan shows strong market performance. Get comprehensive analysis and 13 additional key insights about JPM through InvestingPro’s detailed research reports. The information for this article is based on a press release statement.

In other recent news, JPMorgan Chase & Co. has been actively making strategic moves. The financial giant has successfully closed public offerings of various notes totaling $8 billion, providing flexible capital for its operations. The firm has also hired Jonathan Slaughter, a former Goldman Sachs (NYSE:GS) executive, to expand its reach in Europe and the Middle East. In addition, JPMorgan is in negotiations to lease a substantial amount of space in the Canary Wharf office building, previously the UK headquarters for Credit Suisse (SIX:CSGN), to accommodate its growing operations.

The firm’s CEO, James Dimon, has seen his annual compensation rise to $39 million for 2024, reflecting his effective management of the firm which reported record revenue for the seventh consecutive year at $180.6 billion and a record net income of $58.5 billion. In an interview, Mr. Dimon expressed concern over the expansion of US bureaucracy, the potential impacts of tariffs, and commented on somewhat inflated asset prices in the US stock market.

These are the latest developments as JPMorgan continues to navigate the financial landscape, maintaining a robust balance sheet and liquidity position.

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