JPMorgan Chase Amends Ventas, Inc. (VTR) Stake Filing

TL;DR

**JPMorgan Chase still owns Ventas stock, signaling continued institutional interest.**

AI Summary

JPMorgan Chase & Co. filed an amended SC 13G/A on January 4, 2024, indicating its ownership of Ventas, Inc. common stock as of December 29, 2023. This filing, an amendment to a previous disclosure, signals that JPMorgan Chase continues to hold a significant, but passive, stake in Ventas, Inc. For investors, this means a major financial institution sees value in Ventas, Inc., potentially offering a vote of confidence, though the exact change in their holding isn't detailed in this snippet.

Why It Matters

This filing shows that a major institutional investor, JPMorgan Chase, maintains a significant position in Ventas, Inc., which can be a positive signal for other investors.

Risk Assessment

Risk Level: low — This is a routine amendment filing by a large institutional investor, indicating passive ownership and not a significant change in company control or strategy.

Analyst Insight

Investors should note that a major institution like JPMorgan Chase maintains a position in Ventas, Inc., suggesting continued confidence, but this filing alone doesn't provide details on changes in their holding or future intentions.

Key Players & Entities

• JPMorgan Chase & Co. (company) — the entity filing the SC 13G/A, reporting its ownership in Ventas, Inc.
• Ventas, Inc. (company) — the subject company whose common stock is being reported on.
• December 29, 2023 (date) — the date of the event which required the filing of this statement.
• $0.25 (dollar_amount) — the par value of Ventas, Inc. common stock.

FAQ

From the Filing

0000019617-24-000016.txt : 20240104 0000019617-24-000016.hdr.sgml : 20240104 20240104081103 ACCESSION NUMBER: 0000019617-24-000016 CONFORMED SUBMISSION TYPE: SC 13G/A CONFIRMING COPY: PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240104 DATE AS OF CHANGE: 20240104 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Ventas, Inc. CENTRAL INDEX KEY: 0000740260 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] ORGANIZATION NAME: 05 Real Estate & Construction IRS NUMBER: 611055020 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-40710 BUSINESS ADDRESS: STREET 1: 353 N. CLARK STREET STREET 2: SUITE 3300 CITY: CHICAGO STATE: IL ZIP: 60654 BUSINESS PHONE: 3126603800 MAIL ADDRESS: STREET 1: 353 N. CLARK STREET STREET 2: SUITE 3300 CITY: CHICAGO STATE: IL ZIP: 60654 FORMER COMPANY: FORMER CONFORMED NAME: VENTAS INC DATE OF NAME CHANGE: 19980507 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: JPMORGAN CHASE & CO CENTRAL INDEX KEY: 0000019617 STANDARD INDUSTRIAL CLASSIFICATION: NATIONAL COMMERCIAL BANKS [6021] ORGANIZATION NAME: 02 Finance IRS NUMBER: 132624428 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 383 MADISON AVENUE CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 2122706000 MAIL ADDRESS: STREET 1: 383 MADISON AVENUE CITY: NEW YORK STATE: NY ZIP: 10017 FORMER COMPANY: FORMER CONFORMED NAME: J P MORGAN CHASE & CO DATE OF NAME CHANGE: 20010102 FORMER COMPANY: FORMER CONFORMED NAME: CHASE MANHATTAN CORP /DE/ DATE OF NAME CHANGE: 19960402 FORMER COMPANY: FORMER CONFORMED NAME: CHEMICAL BANKING CORP DATE OF NAME CHANGE: 19920703 SC 13G/A 1 Ventas_Inc.htm FILING VENTAS, INC. Schedule 13G   UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   SCHEDULE 13G     Under the Securities Exchange Act of 1934 (Amendment No. 01 )*   Ventas, Inc.   (Name of Issuer)   Common Stock, $0.25 par value (Title of Class of Securities)   92276F100 (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.  92276F100                           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       17,597,831       6   SHARED VOTING POWER       86,257       7   SOLE DISPOSITIVE POWER     &#1