JPMorgan Chase & Co. (NYSE: TWLO) discloses 8% beneficial ownership in Twilio
Rhea-AI Filing Summary
JPMorgan Chase & Co. reports beneficial ownership of Class A common stock of Twilio Inc. on an amended Schedule 13G. JPMorgan discloses beneficial ownership of 12,202,360 shares of Twilio Class A common stock, representing 8.0% of the class.
The filing states JPMorgan has sole voting power11,657,013 shares and shared voting power25,174 shares. It also reports sole dispositive power12,175,391 shares and shared dispositive power25,673 shares. Several affiliated entities, including J.P. Morgan Securities LLC, JPMorgan Chase Bank, National Association, and multiple asset management and trust subsidiaries, are identified as subsidiaries through which the securities are held.
Positive
- None.
Negative
- None.
Key Figures
Beneficially Owned Shares: 12,202,360 shares
Percent of Class: 8.0%
Sole Voting Power: 11,657,013 shares
+3 more
6 metrics
Beneficially Owned Shares
12,202,360 shares
Class A common stock of Twilio Inc. beneficially owned by JPMorgan Chase & Co.
Percent of Class
8.0%
Percentage of Twilio Inc. Class A common stock beneficially owned
Sole Voting Power
11,657,013 shares
Shares over which JPMorgan has sole power to vote or direct the vote
Shared Voting Power
25,174 shares
Shares over which JPMorgan has shared power to vote or direct the vote
Sole Dispositive Power
12,175,391 shares
Shares over which JPMorgan has sole power to dispose or direct disposition
Shared Dispositive Power
25,673 shares
Shares over which JPMorgan has shared power to dispose or direct disposition
Key Terms
beneficially owned, sole voting power, shared voting power, sole dispositive power, +2 more
6 terms
beneficially owned financial
"Ownership (a) | Amount beneficially owned: 12202360"
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 11,657,013.00"
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 12,175,391.00"
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.
Schedule 13G regulatory
"Ownership of more than 5 Percent on Behalf of Another Person."
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 percentage of Twilio Inc. (TWLO) does JPMorgan Chase & Co. report owning?
JPMorgan Chase & Co. reports beneficial ownership of 8.0% of Twilio Inc.’s Class A common stock. This corresponds to 12,202,360 shares, as disclosed in the amended Schedule 13G filing.
What dispositive power does JPMorgan Chase & Co. report for its Twilio (TWLO) holdings?
JPMorgan Chase & Co. reports sole dispositive power12,175,391 Twilio shares and shared dispositive power25,673 shares. Dispositive power reflects authority to sell or otherwise dispose of these securities.