SC 13G/A ·Filed Oct 15, 2026
Passive stake amendment
Actionable Insight • Neutral
Monitor for any future 13D conversion or a shift above 10% ownership threshold; no immediate catalyst from this passive filing alone.
Latest settled — T+5d
YUMC ▲ +0.20% at T+5d
NEUTRAL call +0.20% · α vs SPY +1.22% · entry $44.67 → $44.76
Latest observation: T+6 -1.11% FF3 residual α
T+1d
+1.01%
call +1.01% · α +2.11%
$45.12
settled 10d ago
T+5d
+0.20%
call +0.20% · α +1.22%
$44.76
settled 4d ago
T+20d
Pending
in 17d
T+60d
Pending
in 3mo
Price Chart
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Executive Summary
JPMorgan Chase & Co. filed an amended Schedule 13G disclosing a 5.7% passive stake in Yum China Holdings as of September 30, 2026. The filing confirms JPMorgan's holdings remain above the 5% threshold, indicating continued passive investment without activist intent.
Key Financial Metrics
Stake
5.7%
Investor
JPMorgan Chase & Co.
Key Facts
- JPMorgan Chase & Co. reported beneficial ownership of 19,559,978 shares of Yum China common stock, representing 5.7% of shares outstanding.
- The filing is an amendment to a Schedule 13G, confirming passive investment intent under Rule 13d-1(b).
- The filing date is October 15, 2026, with the ownership snapshot as of September 30, 2026.
Financial Impact
No financial impact — routine passive stake disclosure; stake value not disclosed in filing.
Risk Factors
- Potential future conversion to Schedule 13D if JPMorgan's intent changes, which could signal activist pressure.
- A reduction below 5% threshold in future filings could indicate a bearish exit.
Investment Themes
Consumer & Retail
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000019617-26-000373 |
| Document: 0000019617-26-000373-index.html | 0000019617-26-000373 |
| Document: 0000019617-26-000373.txt | 0000019617-26-000373 |
9 reports for YUMC
67% Hit rate @ T+5 Went positive at some point 2 of 3 best @ T+1▲ +1.37%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 9d ago | Institutional Cluster | $45.01 $45.53 | ▲ +1.15% | ▲ +1.29% | $45.53 (+1.15%) |
Oct 15, 2026 11d ago | SC 13G/A | $44.67 $44.76 | ▲ +0.20% | ▲ +1.22% | $45.53 (+1.93%) |
Sep 1, 2026 7w ago | 8-K | $44.88 $42.58 | ▼ −5.12% | ▼ −5.21% | $45.53 (+1.45%) |
Aug 19, 2026 9w ago | Insider Cluster | $47.58 $47.18 | ▼ −0.84% | ▼ −0.45% | $45.53 (−4.31%) |
Aug 7, 2026 11w ago | 8-K | $47.54 $47.59 | ▲ +0.10% | ▼ −0.30% | $45.53 (−4.24%) |
Jun 16, 2026 18w ago | 8-K | $43.28 $41.05 | ▼ −5.15% | ▼ −4.11% | $45.53 (+5.20%) |
Jun 16, 2026 18w ago | 8-K | $43.65 $40.96 | ▼ −6.16% | ▼ −3.93% | $45.53 (+4.31%) |
Apr 29, 2026 25w ago | 8-K | $48.56 $48.69 | ▲ +0.27% | ▼ −2.84% | $45.53 (−6.25%) |
Apr 8, 2026 28w ago | 8-K | $49.69 $49.37 | ▼ −0.64% | ▼ −4.16% | $45.53 (−8.38%) |
Showing 9 of 9
US Market Status
Market Closed — Opens Tue (< 1m)
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