JPMorgan Chase & Co. (VTR) discloses 42.6M Ventas shares in 13G/A filing
Rhea-AI Filing Summary
JPMorgan Chase & Co. filed an amended Schedule 13G reporting its beneficial ownership of common stock of Ventas, Inc.. JPMorgan reports beneficial ownership of 42,614,309 shares of Ventas common stock, representing 8.7% of the class. It reports 36,825,651 shares with sole voting power and 1,565,354 shares with shared voting power. JPMorgan also reports sole dispositive power over 41,469,372 shares and shared dispositive power over 1,143,854 shares. Multiple subsidiaries, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, National Association, are identified as entities through which these holdings are maintained.
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Key Figures
Beneficial ownership: 42,614,309 shares
Percent of class: 8.7%
Sole voting power: 36,825,651 shares
+3 more
6 metrics
Beneficial ownership
42,614,309 shares
Total Ventas, Inc. common shares beneficially owned by JPMorgan Chase & Co.
Percent of class
8.7%
Portion of Ventas, Inc. common stock class owned by JPMorgan Chase & Co.
Sole voting power
36,825,651 shares
Shares of Ventas common stock over which JPMorgan has sole power to vote
Shared voting power
1,565,354 shares
Shares of Ventas common stock over which JPMorgan has shared voting power
Sole dispositive power
41,469,372 shares
Shares of Ventas common stock over which JPMorgan has sole dispositive power
Shared dispositive power
1,143,854 shares
Shares of Ventas common stock over which JPMorgan has shared dispositive power
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: 42614309"
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
"5 | Sole Voting Power 36,825,651.00"
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
"7 | Sole Dispositive Power 41,469,372.00"
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 Ventas, Inc. (VTR) does JPMorgan Chase & Co. own?
JPMorgan Chase & Co. reports ownership of 8.7% of Ventas, Inc.’s common stock. This stake is large enough to require Schedule 13G filing as a beneficial owner above 5%.
How much voting power does JPMorgan Chase & Co. have in Ventas, Inc. (VTR)?
JPMorgan reports 36,825,651 Ventas shares with sole voting power and 1,565,354 shares with shared voting power. These figures indicate how many shares it can vote alone versus jointly with others.