STOCK TITAN

Arthur J. Gallagher (NYSE: AJG) gets 5.5% beneficial holder in JPMorgan

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

JPMorgan Chase & Co. filed an amended Schedule 13G reporting beneficial ownership of 14,160,776 shares of Arthur J. Gallagher & Co. common stock, representing 5.5% of the class. JPMorgan reports 12,878,661 shares with sole voting power and 137,134 with shared voting power.

The firm has sole dispositive power over 14,134,613 shares and shared dispositive power over 24,903 shares. Multiple JPMorgan-related entities, including banks, broker-dealers, and asset management subsidiaries, are identified as the subsidiaries through which these holdings are maintained.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 14,160,776 shares Common stock of Arthur J. Gallagher & Co. beneficially owned by JPMorgan Chase & Co.
Percent of class 5.5% Portion of Arthur J. Gallagher & Co. common stock class held by JPMorgan Chase & Co.
Sole voting power 12,878,661 shares Shares for which JPMorgan Chase & Co. has sole power to vote or direct the vote
Shared voting power 137,134 shares Shares for which JPMorgan Chase & Co. has shared power to vote or direct the vote
Sole dispositive power 14,134,613 shares Shares for which JPMorgan Chase & Co. has sole power to dispose or direct disposition
Shared dispositive power 24,903 shares Shares for which JPMorgan Chase & Co. has shared power to dispose or direct disposition
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 14160776"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole power to vote financial
"(i) Sole power to vote or to direct the vote: 12878661"
shared power to vote financial
"(ii) Shared power to vote or to direct the vote: 137134"
sole power to dispose financial
"(iii) Sole power to dispose or to direct the disposition of: 14134613"
shared power to dispose financial
"(iv) Shared power to dispose or to direct the disposition of: 24903"
Ownership of more than 5 Percent regulatory
"Item 6. | Ownership of more than 5 Percent on Behalf of Another Person."

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What ownership stake in AJG does JPMorgan Chase & Co. report in this Schedule 13G/A?

JPMorgan Chase & Co. reports beneficial ownership of 14,160,776 Arthur J. Gallagher & Co. shares, representing 5.5% of the common stock class. This reflects holdings across various JPMorgan-related entities.

How many AJG shares does JPMorgan Chase & Co. control the voting power for?

JPMorgan reports sole voting power over 12,878,661 AJG shares and shared voting power over 137,134 shares. Voting power indicates the ability to vote or direct the voting of those shares.

What dispositive power over AJG shares does JPMorgan Chase & Co. disclose?

JPMorgan discloses sole dispositive power over 14,134,613 AJG shares and shared dispositive power over 24,903. Dispositive power refers to the authority to dispose of or direct the disposition of the shares.

Which JPMorgan entities are involved in holding AJG shares according to this filing for AJG?

The filing lists several subsidiaries, including JPMorgan Chase Bank, National Association, J.P. Morgan Securities LLC, and multiple asset management units, as entities through which the AJG securities are held.

Does any other person have a more-than-5% economic interest in AJG through JPMorgan’s holdings?

The filing states “Not Applicable” for ownership of more than 5% on behalf of another person, indicating no such other person is identified with rights to dividends or sale proceeds exceeding 5% of the class.





363576109

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



JPMORGAN CHASE & CO.
Signature:Rachel Tsvaygoft
Name/Title:Vice President
Date:07/27/2026