MKS Inc (MKSI) sees JPMorgan disclose 3.4M-share, 5% beneficial stake
Rhea-AI Filing Summary
JPMorgan Chase & Co. reports beneficial ownership of 3,417,585 shares of MKS Inc common stock, representing 5.0% of the class.
It has sole power to vote 3,229,004 shares and shared voting power over 4,191 shares, plus sole dispositive power over 3,416,018 shares and shared dispositive power over 1,243 shares. The position is held through multiple JPMorgan subsidiaries.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 3,417,585 shares
Percent of class: 5.0%
Sole voting power: 3,229,004 shares
+3 more
6 metrics
Beneficial ownership
3,417,585 shares
Shares of MKS Inc common stock beneficially owned by JPMorgan Chase & Co.
Percent of class
5.0%
Portion of MKS Inc common stock class beneficially owned
Sole voting power
3,229,004 shares
Shares over which JPMorgan has sole power to vote or direct the vote
Shared voting power
4,191 shares
Shares over which JPMorgan has shared power to vote or direct the vote
Sole dispositive power
3,416,018 shares
Shares over which JPMorgan has sole power to dispose or direct disposition
Shared dispositive power
1,243 shares
Shares over which JPMorgan has shared power to dispose or direct disposition
Key Terms
beneficially owned, Sole power to vote or to direct the vote, Sole power to dispose or to direct the disposition of, Schedule 13G, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: 3,417,585"
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 or to direct the vote financial
"Number of shares as to which the person has | (i) Sole power to vote or to direct the vote"
Sole power to dispose or to direct the disposition of financial
"(iii) Sole power to dispose or to direct the disposition of: 3,416,018"
Schedule 13G regulatory
"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company"
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.
parent holding company regulatory
"If a parent holding company has filed this schedule, pursuant to (ii)(G)"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake in MKSI does JPMorgan Chase & Co. report in this Schedule 13G?
JPMorgan Chase & Co. reports beneficial ownership of 3,417,585 MKS Inc shares, representing 5.0% of the common stock class. This ownership level triggers a Schedule 13G disclosure as a significant institutional holder of the company’s shares.
What dispositive power over MKSI stock does JPMorgan report?
JPMorgan reports sole dispositive power over 3,416,018 shares and shared dispositive power over 1,243 shares. Dispositive power refers to the authority to sell or otherwise direct the disposition of the MKS Inc common stock.
What class of MKSI securities is covered by JPMorgan’s 13G?
The Schedule 13G covers MKS Inc common stock with no par value. JPMorgan’s reported beneficial ownership, voting power, and dispositive power all relate specifically to this class of common equity securities identified by CUSIP 55306N104.