Vanguard Group Inc ownership in JPM / JPMorgan Chase & Co.
2023-02-09- Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of274,622,643shares of JPMorgan Chase & Co. (US:JPM).This represents 9.36 percent ownership of the company.In their previous filing dated 2022-02-09, Vanguard Group Inc had reported owning 260,062,354 shares,indicating an increase of 5.60 percent.
Institutional Ownership: 13D/G Filings
This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this tableare not directly comparable to any numbers shown in the 13F table (if any).
| File Date | Effective Date | Form | Prev Shares | Latest Shares | ΔShares (Percent) | Ownership (Percent) | ΔOwnership (Percent) |
|---|---|---|---|---|---|---|---|
| 260,062,354 | 274,622,643 | 5.60 | 9.36 | 6.36 | |||
| 243,407,749 | 260,062,354 | 6.84 | 8.80 | 10.14 | |||
| 246,807,787 | 243,407,749 | -1.38 | 7.99 | 1.65 | |||
| 259,207,050 | 246,807,787 | -4.78 | 7.86 | 0.90 | |||
| 251,812,585 | 259,207,050 | 2.94 | 7.79 | 7.45 | |||
| 237,846,805 | 251,812,585 | 5.87 | 7.25 | 9.19 | |||
| 217,513,853 | 237,846,805 | 9.35 | 6.64 | 12.54 | |||
| 217,513,853 | 5.90 | ||||||
| 202,761,481 | 5.42 |
Important Note:One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end,firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, theseindirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes.Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.
