Holding(s) in Company

Summary by AI BETAClose X

JPMorgan Chase & Co. has acquired a 6.01% total holding in International Personal Finance Plc, comprising 1.81% in direct voting rights and 4.20% through financial instruments, including cash-settled equity swaps with various expiration dates up to March 2028. This acquisition crossed the notification threshold on March 11, 2026, with the issuer being notified on March 13, 2026. The total number of voting rights held amounts to 13,216,091.

Disclaimer*

International Personal Finance Plc
16 March 2026
 

TR-1: Standard form for notification of major holdings

1. Issuer Details

ISIN

GB00B1YKG049

Issuer Name

INTERNATIONAL PERSONAL FINANCE PLC

UK or Non-UK Issuer

UK

2. Reason for Notification

An acquisition or disposal of voting rights; An acquisition or disposal of financial instruments

3. Details of person subject to the notification obligation

Name

JPMorgan Chase & Co.

City of registered office (if applicable)

 

Country of registered office (if applicable)

US

4. Details of the shareholder

Name

City of registered office

Country of registered office

J.P. Morgan Securities PLC



5. Date on which the threshold was crossed or reached

11-Mar-2026

6. Date on which Issuer notified

13-Mar-2026

7. Total positions of person(s) subject to the notification obligation

% of voting rights attached to shares (total of 8.A)

% of voting rights through financial instruments (total of 8.B 1 + 8.B 2)

Total of both in % (8.A + 8.B)

Total number of voting rights held in issuer

Resulting situation on the date on which threshold was crossed or reached

1.811638

4.199807

6.011445

13216091

Position of previous notification (if applicable)

Below Minimum Threshold

Below Minimum Threshold

Below Minimum Threshold


8. Notified details of the resulting situation on the date on which the threshold was crossed or reached

8A. Voting rights attached to shares

Class/Type of shares ISIN code(if possible)

Number of direct voting rights (DTR5.1)

Number of indirect voting rights (DTR5.2.1)

% of direct voting rights (DTR5.1)

% of indirect voting rights (DTR5.2.1)

GB00B1YKG049


3982863


1.811638

Sub Total 8.A

3982863

1.811638%

8B1. Financial Instruments according to (DTR5.3.1R.(1) (a))

Type of financial instrument

Expiration date

Exercise/conversion period

Number of voting rights that may be acquired if the instrument is exercised/converted

% of voting rights

Right to recall shares lent out



839900

0.382037

Sub Total 8.B1


839900

0.382037%

8B2. Financial Instruments with similar economic effect according to (DTR5.3.1R.(1) (b))

Type of financial instrument

Expiration date

Exercise/conversion period

Physical or cash settlement

Number of voting rights

% of voting rights

Cash-settled Equity Swap

18/06/2026

18/06/2026

Cash

1515268

0.689238

Cash-settled Equity Swap

06/07/2026

06/07/2026

Cash

3013307

1.370640

Cash-settled Equity Swap

02/02/2027

02/02/2027

Cash

22711

0.010329

Cash-settled Equity Swap

24/02/2027

24/02/2027

Cash

14059

0.006393

Cash-settled Equity Swap

11/03/2027

11/03/2027

Cash

2000000

0.909719

Cash-settled Equity Swap

05/04/2027

05/04/2027

Cash

577225

0.262558

Cash-settled Equity Swap

14/04/2027

14/04/2027

Cash

224989

0.102338

Cash-settled Equity Swap

19/04/2027

19/04/2027

Cash

85673

0.038966

Cash-settled Equity Swap

20/04/2027

20/04/2027

Cash

151

0.000068

Cash-settled Equity Swap

01/03/2028

01/03/2028

Cash

207280

0.094278

Cash-settled Equity Swap

06/03/2028

06/03/2028

Cash

233249

0.106085

Cash-settled Equity Swap

07/03/2028

07/03/2028

Cash

436939

0.198742

Cash-settled Equity Swap

08/03/2028

08/03/2028

Cash

62477

0.028416

Sub Total 8.B2


8393328

3.817770%

9. Information in relation to the person subject to the notification obligation

2. Full chain of controlled undertakings through which the voting rights and/or the financial instruments are effectively held starting with the ultimate controlling natural person or legal entities (please add additional rows as necessary)

Ultimate controlling person

Name of controlled undertaking

% of voting rights if it equals or is higher than the notifiable threshold

% of voting rights through financial instruments if it equals or is higher than the notifiable threshold

Total of both if it equals or is higher than the notifiable threshold

JPMorgan Chase & Co.

J.P. Morgan Securities PLC


4.199807

5.822083%

JPMorgan Chase & Co.

J.P. Morgan SE




10. In case of proxy voting

Name of the proxy holder

 

The number and % of voting rights held

 

The date until which the voting rights will be held

 

11. Additional Information

Chain of controlled undertakings:

JPMorgan Chase & Co.
JPMorgan Chase Bank, National Association (100%)
J.P. Morgan International Finance Limited (100%)
J.P. Morgan Capital Holdings Limited (100%)
J.P. Morgan Securities PLC (100%)

JPMorgan Chase & Co.
JPMorgan Chase Bank, National Association (100%)
J.P. Morgan International Finance Limited (100%)
J.P. Morgan SE (100%)

12. Date of Completion

13-Mar-2026

13. Place Of Completion

London                                                                               

Legal Entity Identifier: 213800II1O44IRKUZB59

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