JPMorgan Asset Management discloses stakes in SEGRO, Prologis and Mitie

what happened

JPMorgan Asset Management has filed Form 8.3 disclosures through RNS, the news service of the London Stock Exchange, covering three UK-listed companies involved in takeover situations. The positions are stated as of 14 October 2026, and the filings were published on 15 October 2026.

In SEGRO plc, the fund manager holds 3,633,371 shares, or 0.27%, with no short positions, after selling 141 shares at 9.4520 GBP each. For Prologis, Inc., it holds 12,753,999.48 shares, or 1.35%, following a series of purchases and sales priced between 130.3250 and 132.9200 USD.

In Mitie Group plc, the holding stands at 19,297,265 shares, or 1.48%, plus 1,452,571 shares held through cash-settled derivatives, bringing the total to 20,749,836 shares, or 1.59%. The fund also sold 95,000 shares at 2.1050 GBP and increased a long position through an equity swap covering 1,629 reference shares at 2.1044 GBP.

why it matters

Under the Takeover Code, holdings of 1% or more in companies in an offer period must be disclosed, so these filings show how large shareholders are positioned during bids. For markets, the figures are a snapshot rather than a directional signal, and they do not indicate how the offers will end.

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