JPMorgan Chase & Co. Reports Ownership Reduction Below 5% in MKS Inc.
MKS INC.
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Filing Summary
š SCHEDULE 13G/A FILING ALERT
Issuer: MKS INC. (CIK: 0001049502)
Reporting Person: JPMORGAN CHASE & CO.
Filing Date: September 3, 2026
Event Date: August 31, 2026
Ownership Summary:
⢠Aggregate Shares Beneficially Owned: 2,005,756
⢠Percentage of Class: 2.9%
⢠Voting Power: Sole 1,817,051 | Shared 4,188
⢠Dispositive Power: Sole 2,003,316 | Shared 452
⢠Ownership Status: Decreased below the 5% reporting threshold
Comprehensive Analysis
Schedule 13G/A Filing Overview
On September 3, 2026, JPMorgan Chase & Co. filed an amended Schedule 13G (Amendment No. 1) with the SEC regarding its holdings in MKS INC. (CIK: 0001049502).
Key Highlights
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Ownership Level Below 5% Threshold:
- Beneficial Ownership: 2,005,756 shares of Common Stock (no par value).
- Ownership Percentage: 2.9% of the outstanding shares.
- Item 5 Certification: JPMorgan Chase & Co. verified that as of August 31, 2026, it has ceased to be the beneficial owner of more than five percent of the class of securities.
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Voting and Dispositive Breakdown:
- Sole Voting Power: 1,817,051 shares
- Shared Voting Power: 4,188 shares
- Sole Dispositive Power: 2,003,316 shares
- Shared Dispositive Power: 452 shares
-
Entities Covered:
- Holdings are held across several subsidiary entities, including J.P. Morgan Securities LLC, J.P. Morgan Investment Management Inc., and JPMorgan Chase Bank, N.A., among others.
Impact & Significance
- Trading Significance: Low. This is a standard regulatory amendment disclosing that an institutional asset manager has reduced its beneficial ownership below 5% in the ordinary course of business without activist intent.
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