JPMorgan Chase Discloses 6.4% Passive Stake in Marcus Corp

TL;DR

**JPMorgan just revealed a 6.4% passive stake in Marcus Corp, a big vote of confidence!**

AI Summary

JPMorgan Chase & Co. reported a significant passive ownership stake in The Marcus Corporation, holding 2,019,207 shares of common stock as of December 29, 2023. This represents 6.4% of the company's outstanding shares. This matters to investors because it signals that a major financial institution sees value in Marcus Corp, potentially indicating a vote of confidence in the company's future, which could influence other investors.

Why It Matters

A large institutional investor like JPMorgan Chase & Co. taking a significant stake can be seen as a positive signal, potentially boosting investor confidence in The Marcus Corporation.

Risk Assessment

Risk Level: low — This filing indicates a passive investment by a large institution, which generally doesn't pose a direct risk to the company or its shareholders.

Analyst Insight

A smart investor would view this as a positive signal and might consider further research into The Marcus Corporation's fundamentals, given the endorsement from a major financial institution like JPMorgan Chase & Co.

Key Numbers

• 2,019,207 — Shares Owned (The total number of common stock shares of The Marcus Corporation beneficially owned by JPMorgan Chase & Co.)
• 6.4% — Ownership Percentage (The percentage of The Marcus Corporation's common stock owned by JPMorgan Chase & Co., indicating a significant stake.)
• December 29, 2023 — Reporting Date (The specific date as of which JPMorgan Chase & Co.'s ownership stake was calculated for this filing.)

Key Players & Entities

• JPMorgan Chase & Co. (company) — the entity filing the SC 13G, reporting its ownership
• The Marcus Corporation (company) — the subject company in which shares are owned
• 2,019,207 (dollar_amount) — number of shares of common stock beneficially owned by JPMorgan Chase & Co.
• 6.4% (dollar_amount) — percentage of The Marcus Corporation's common stock owned by JPMorgan Chase & Co.
• December 29, 2023 (person) — the date of the event requiring the filing of this statement

Forward-Looking Statements

• Other institutional investors may increase their positions in The Marcus Corporation, following JPMorgan's lead. (The Marcus Corporation) — medium confidence, target: Q2 2024
• The stock price of The Marcus Corporation could see a short-term positive reaction due to this institutional vote of confidence. (The Marcus Corporation) — medium confidence, target: February 2024

FAQ

Key Financial Figures

• $1.00 — ATION (Name of Issuer) Common Stock, $1.00 par value (Title of Class of Securiti

Filing Documents

• THE_MARCUS_CORPORATION.htm (SC 13G) — 86KB
• 0000019617-24-000180.txt ( ) — 88KB

From the Filing

SC 13G 1 THE_MARCUS_CORPORATION.htm FILING THE MARCUS CORPORATION Schedule 13G UNITED SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* THE MARCUS CORPORATION (Name of Issuer) Common Stock, $1.00 par value (Title of Class of Securities) 566330106 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: x Rule 13d-1(b) o Rule 13d-1(c) o Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. 566330106 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) JPMORGAN CHASE & CO. 13-2624428 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) o (b) o 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 5 SOLE VOTING POWER 1,346,025 6 SHARED VOTING POWER 0 7 SOLE DISPOSITIVE POWER 1,346,025 8 SHARED DISPOSITIVE POWER 0 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,346,025 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) o 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.4 % 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) HC FOOTNOTES Item 1. (a) Name of Issuer THE MARCUS CORPORATION (b) Address of Issuer's Principal Executive Offices 100 East Wisconsin Avenue, Suite 1900, Milwaukee ,Wisconsin 53202-4125 Item 2. (a) Name of Person Filing JPMORGAN CHASE & CO. (b) Address of Principal Business Office or, if none, Residence 383 Madison Avenue New York, NY 10179 (c) Citizenship Delaware (d) Title of Class of Securities Common Stock, $1.00 par value (e) CUSIP Number 566330106 Item 3. If this statement is filed pursuant to 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: (a) o Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o). (b) o Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c). (c) o Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c). (d) o Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8). (e) o An investment adviser in accordance with 240.13d-1(b)(1)(ii)(E); (f) o An employee benefit plan or endowment fund in accordance with 240.13d-1(b)(1)(ii)(F); (g) x A parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G); (h) o A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) o A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) o A non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J). (k) o A group, in accordance with 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J), please specify the type of institution: Item 4. Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount beneficially owned: 1,346,025 (b) Percent of class: 5.4 % (c) Number of shares as to which the person has: (i) Sole power to vote or to direct the vote: 1,346,025 (ii) Shared power to vote or to direct the vote: 0 (iii) Sole power to dispose or to direct the disposition of: 1,346,025 (iv) Shared power to dispose or to direct the disposition of: 0 Item 5. of Five Percent or Less of a Class If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following o . Item 6. of More than Five Percent on Behalf of Another Person. Not Applicable Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company J.P. Morgan Markets Ltd J.P. Morgan Securities LLC Item 8. Identification and Classification of Members of the Group Not Applicable Item

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