JPMorgan's new 7.3% passive stake signals institutional conviction in Corpay's business model. Monitor for any future conversion to a 13D (activist) filing, though the passive certification suggests no control intent. The accumulation may reflect confidence in Corpay's payment technology and fuel card segments.
Price Chart
Executive Summary
JPMorgan Chase & Co. filed an amended Schedule 13G disclosing a 7.3% passive stake in Corpay, Inc. as of September 30, 2026, representing 4,824,775 shares. This is a new filing by JPMorgan, which was not previously a reported 5% holder, indicating a significant accumulation of shares.
Key Financial Metrics
Key Facts
- JPMorgan Chase & Co. reports beneficial ownership of 4,824,775 shares of Corpay, Inc. common stock.
- The stake represents 7.3% of Corpay's outstanding shares as of September 30, 2026.
- This is a new 13G filing by JPMorgan; no prior 13G from this filer appears in the cross-filing context.
- The filing is made under Rule 13d-1(b), confirming passive investment intent.
Financial Impact
JPMorgan holds a 7.3% passive stake in Corpay, valued at approximately $1.5 billion based on a ~$20B market cap (estimated from share count and typical price).
Risk Factors
- Passive filing — JPMorgan could reduce the stake without public disclosure until below 5%.
- No explicit catalyst or change in business disclosed; the filing is a snapshot of ownership, not a corporate event.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000019617-26-000368 |
| Document: 0000019617-26-000368-index.html | 0000019617-26-000368 |
| Document: 0000019617-26-000368.txt | 0000019617-26-000368 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $407.56 | awaiting T+20 | — | $399.72 (−1.92%) |
Oct 15, 2026 11d ago | SC 13G/A | $406.20 | awaiting T+20 | — | $399.72 (−1.60%) |
Aug 25, 2026 8w ago | Insider Cluster | $406.93 $400.32 | ▲ +1.62% | ▲ +1.85% | $399.72 (+1.77%) |
Aug 21, 2026 9w ago | Insider Cluster | $413.92 $392.95 | ▼ −5.07% | ▼ −6.36% | $399.72 (−3.43%) |
Aug 21, 2026 9w ago | Insider Cluster | $413.92 $392.95 | ▼ −5.07% | ▼ −6.36% | $399.72 (−3.43%) |
Aug 20, 2026 9w ago | 144 | $417.13 $397.22 | ▼ −4.77% | ▼ −4.25% | $399.72 (−4.17%) |
Aug 20, 2026 9w ago | Insider Cluster | $417.13 $397.22 | ▼ −4.77% | ▼ −5.79% | $399.72 (−4.17%) |
Aug 19, 2026 9w ago | 144 | $412.00 $397.76 | ▼ −3.46% | ▼ −3.46% | $399.72 (−2.98%) |
Aug 18, 2026 9w ago | Insider Cluster | $407.08 $404.26 | ▼ −0.69% | ▲ +1.26% | $399.72 (−1.81%) |
Aug 18, 2026 9w ago | 144 | $407.08 $404.26 | ▼ −0.69% | ▲ +1.26% | $399.72 (−1.81%) |
US Market Status
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