JPMorgan Chase (NYSE: JPM) discloses 4.3% beneficial stake in Healthpeak Properties
Rhea-AI Filing Summary
JPMorgan Chase & Co. filed an amended Schedule 13G reporting its beneficial ownership in Healthpeak Properties, Inc. common stock. JPMorgan reports beneficial ownership of 29,934,020 shares of common stock, representing 4.3% of the class.
The filing breaks down this position into 17,715,724 shares with sole voting power and 11,377,964 shares with shared voting power. JPMorgan also reports 18,546,974 shares with sole dispositive power and 11,381,545 shares with shared dispositive power. The position is reported as ownership of 5 percent or less of the class.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 29,934,020 shares
Percent of class: 4.3%
Sole voting power: 17,715,724 shares
+3 more
6 metrics
Beneficially owned shares
29,934,020 shares
Healthpeak Properties common stock beneficially owned by JPMorgan Chase & Co.
Percent of class
4.3%
Portion of Healthpeak Properties common stock class held by JPMorgan Chase & Co.
Sole voting power
17,715,724 shares
Shares for which JPMorgan Chase & Co. has sole power to vote
Shared voting power
11,377,964 shares
Shares for which JPMorgan Chase & Co. has shared power to vote
Sole dispositive power
18,546,974 shares
Shares for which JPMorgan Chase & Co. has sole power to dispose
Shared dispositive power
11,381,545 shares
Shares for which JPMorgan Chase & Co. has shared power to dispose
Key Terms
beneficially owned, sole voting power, shared voting power, sole dispositive power, +1 more
5 terms
beneficially owned financial
"Ownership (a) | Amount beneficially owned: 29934020"
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 voting power financial
"Sole Voting Power 17,715,724.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 18,546,974.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Healthpeak Properties (DOC) does JPMorgan Chase & Co. own?
JPMorgan Chase & Co. reports beneficial ownership of 4.3% of Healthpeak Properties common stock. This corresponds to 29,934,020 shares of common stock as disclosed in the amended Schedule 13G.
Which JPMorgan subsidiaries are involved in the Healthpeak (DOC) holdings?
The filing lists several subsidiaries, including J.P. Morgan Securities LLC, JPMorgan Chase Bank, National Association, and J.P. Morgan Investment Management Inc., among others, as entities related to the acquisition or holding of the securities.