SCHEDULE: JPMorgan Chase Discloses 4.4% Stake in Henry Schein

JPMorgan Chase & Co. has filed an amended Schedule 13G, reporting a 4.4% beneficial ownership stake in Henry Schein, Inc. as of September 30, 2025.

Summary

• JPMorgan Chase & Co. reported beneficial ownership of 5,345,253 shares of Henry Schein, Inc. common stock.
• This represents 4.4% of the class of securities.
• The filing is an Amendment No. 1 to a previous Schedule 13G.
• The shares are held by JPMorgan Chase & Co. and its subsidiaries, including J.P. Morgan Trust Company of Delaware, J.P. Morgan Securities LLC, JPMorgan Asset Management (UK) Limited, JPMorgan Chase Bank, National Association, J.P. Morgan Investment Management Inc., and JPMorgan Asset Management (China) Company Limited.
• JPMorgan Chase & Co. holds sole voting power over 4,871,460 shares and sole dispositive power over 5,344,448 shares.
• Shared voting power is 4 shares, and shared dispositive power is 805 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Henry Schein, Inc.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of beneficial ownership, providing factual information without explicit positive or negative sentiment regarding the issuer's performance or future prospects. The certification indicates a passive investment intent.

Positives

• A major financial institution, JPMorgan Chase & Co., holds a significant stake in Henry Schein, Inc., potentially signaling institutional confidence.
• The filing indicates the shares were acquired and are held in the ordinary course of business, not for control-influencing purposes, suggesting a passive investment.

Future Outlook

NA

Management Comments

• To the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.

Industry Context

NA

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional stake by JPMorgan Chase & Co. could be viewed positively, signaling confidence in Henry Schein, Inc.
• Management: Awareness of a large institutional holder may influence management's strategic decisions, though the filing explicitly states no intent to influence control.

Key Dates

Keywords

Henry Schein Inc., JPMorgan Chase & Co., Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing, Equity Stake, Financial Services