JPMorgan discloses 5.0% Kulicke & Soffa stake (NASDAQ: KLIC)
Rhea-AI Filing Summary
JPMorgan Chase & Co. reports beneficial ownership of 2,628,921 shares of Kulicke & Soffa Industries Inc. common stock, representing 5.0% of the outstanding class. The securities are common stock without par value identified by CUSIP 501242101.
The position includes 2,449,914 shares with sole voting power and 2,545 shares with shared voting power. JPMorgan also holds sole dispositive power over 2,624,706 shares and shared dispositive power over 4,002 shares, through various subsidiaries such as JPMorgan Chase Bank, National Association and J.P. Morgan Securities LLC.
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Key Figures
Beneficial ownership: 2,628,921 shares
Percent of class: 5.0 %
Sole voting power: 2,449,914 shares
+3 more
6 metrics
Beneficial ownership
2,628,921 shares
Common stock of Kulicke & Soffa beneficially owned by JPMorgan Chase & Co.
Percent of class
5.0 %
Portion of Kulicke & Soffa common stock class held by JPMorgan
Sole voting power
2,449,914 shares
Shares for which JPMorgan can unilaterally vote or direct the vote
Shared voting power
2,545 shares
Shares for which JPMorgan shares voting authority
Sole dispositive power
2,624,706 shares
Shares JPMorgan can solely dispose of or direct the disposition
Shared dispositive power
4,002 shares
Shares for which JPMorgan shares dispositive authority
Key Terms
beneficially owned, sole power to vote, shared power to vote, dispositive power, +2 more
6 terms
beneficially owned financial
"Amount beneficially owned: 2,628,921"
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
"Sole power to vote or to direct the vote: 2,449,914"
dispositive power financial
"Sole power to dispose or to direct the disposition of: 2,624,706"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
parent holding company regulatory
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
Schedule 13G regulatory
"Identification and Classification of the Subsidiary ... on this schedule"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake in KLIC does JPMorgan Chase & Co. report holding?
JPMorgan Chase & Co. reports beneficial ownership of 2,628,921 Kulicke & Soffa (KLIC) shares, representing 5.0% of the company’s common stock. This reflects shares across multiple JPMorgan subsidiaries.
Which class of Kulicke & Soffa (KLIC) securities is reported in this filing?
The filing covers Kulicke & Soffa (KLIC) Common Stock, without par value. The securities are identified by CUSIP number 501242101 in the ownership report.
What form of SEC ownership report did JPMorgan file for KLIC?
JPMorgan filed a Schedule 13G regarding its Kulicke & Soffa (KLIC) holdings. Schedule 13G is used for certain institutional or passive beneficial owners crossing the 5% ownership threshold.