Monitor for additional institutional selling in upcoming 13F filings. The reduction by a major passive holder below 5% removes a disclosure backstop and may precede further distribution.
Price Chart
Executive Summary
JPMorgan Chase & Co. filed an amended Schedule 13G disclosing a 4.5% passive stake in Middleby Corp as of September 30, 2026, down from a prior 5.5%+ position. The reduction below the 5% threshold removes the requirement for ongoing public disclosure and signals reduced institutional conviction.
Key Financial Metrics
Key Facts
- JPMorgan Chase & Co. reported beneficial ownership of 2,051,817 shares of Middleby Corp common stock, representing 4.5% of shares outstanding as of September 30, 2026.
- This is a decrease from the prior filing (May 2026) where JPMorgan held over 5% (above the 5% threshold).
- The filing is an amendment to Schedule 13G, confirming passive intent and no activist conversion.
- JPMorgan's stake dropped below the 5% threshold, eliminating the requirement for future 13G filings unless the position increases again.
Financial Impact
JPMorgan reduced its stake from above 5% to 4.5%, a reduction of at least ~0.5% of shares outstanding. At current market prices, this represents tens of millions of dollars in shares sold.
Risk Factors
- Further institutional selling could pressure the stock.
- Loss of a large passive holder reduces the stable ownership base.
- No catalyst identified to reverse the selling trend.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000019617-26-000353 |
| Document: 0000019617-26-000353-index.html | 0000019617-26-000353 |
| Document: 0000019617-26-000353.txt | 0000019617-26-000353 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $114.54 | awaiting T+1 | awaiting T+1 | $115.00 (+0.40%) |
Oct 23, 2026 4d ago | Institutional Cluster | $113.05 $114.46 | ▲ +1.25% | ▲ +0.54% | $115.00 (+1.72%) |
Oct 13, 2026 14d ago | SC 13G/A | $106.46 $106.16 | ▲ +0.28% | ▼ −0.80% | $115.00 (−8.02%) |
Sep 10, 2026 6w ago | 8-K | $105.72 $108.31 | ▲ +2.45% | ▲ +1.60% | $115.00 (+8.78%) |
Aug 11, 2026 11w ago | 8-K | $119.99 $118.95 | ▼ −0.87% | ▼ −1.12% | $115.00 (−4.16%) |
Jul 6, 2026 16w ago | 8-K | $179.20 $172.09 | ▼ −3.97% | ▼ −3.49% | $115.00 (−35.83%) |
Jun 29, 2026 17w ago | 8-K | $172.01 $170.90 | ▼ −0.65% | ▼ −0.51% | $115.00 (−33.14%) |
Jun 22, 2026 18w ago | 8-K | $166.65 $162.93 | ▼ −2.24% | ▼ −0.78% | $115.00 (−30.99%) |
May 26, 2026 22w ago | 8-K | $154.30 $154.11 | ▼ −0.12% | ▼ −0.67% | $115.00 (−25.47%) |
May 12, 2026 24w ago | 8-K | $150.15 $147.45 | ▼ −1.79% | ▼ −2.35% | $115.00 (−23.41%) |
US Market Status
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