Arthur J. Gallagher (NYSE: AJG) gets 5.5% beneficial holder in JPMorgan
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.
Key Figures
Beneficially owned shares: 14,160,776 shares
Percent of class: 5.5%
Sole voting power: 12,878,661 shares
+3 more
6 metrics
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
Key Terms
beneficially owned, sole power to vote, shared power to vote, sole power to dispose, +2 more
6 terms
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"
sole power to dispose financial
"(iii) Sole power to dispose or to direct the disposition of: 14134613"
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.
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.
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.