SCHEDULE: JPMorgan Chase Reports 3.3% Stake in Rocket Companies

JPMorgan Chase & Co. has filed an amended Schedule 13G, disclosing a 3.3% beneficial ownership stake in Rocket Companies, Inc.'s Class A common stock as of July 31, 2025.

Summary

• JPMorgan Chase & Co. reported beneficial ownership of 8,475,048 shares of Rocket Companies, Inc. Class A common stock.
• This ownership represents 3.3% of the Class A common stock outstanding.
• The filing is an Amendment No. 3 to a Schedule 13G, indicating a change from previous disclosures.
• JPMorgan Chase & Co. holds sole voting power over 8,016,061 shares and sole dispositive power over 8,435,125 shares.
• Shared voting power is 0 shares, and shared dispositive power is 698 shares.
• The filing was made under Rule 13d-1(b), classifying JPMorgan Chase & Co. as an institutional investor.
• Several subsidiaries, including J.P. Morgan Trust Company of Delaware, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, National Association, are identified as entities through which the securities are held.

Sentiment

Score: 5

Explanation: This filing is a routine disclosure of beneficial ownership by an institutional investor and does not contain information that inherently indicates positive or negative sentiment regarding the issuer's performance or outlook.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of beneficial ownership by a major financial institution in a publicly traded company. It does not provide specific insights into broader industry trends or competitive dynamics beyond the ownership structure.

Stakeholder Impact

• Provides transparency to shareholders and the market regarding a significant institutional investor's stake in Rocket Companies, Inc.

Key Dates

Keywords

Rocket Companies, RKT, JPMorgan Chase, JPM, Schedule 13G, Beneficial Ownership, Institutional Investor, Class A Common Stock