Monitor for any future conversion to a Schedule 13D, which would signal activist intent. The 11.0% stake gives JPMorgan significant influence, but the passive filing suggests no near-term control activity.
Price Chart
Executive Summary
JPMorgan Chase & Co. filed an amended Schedule 13G disclosing a passive 11.0% stake in Burlington Stores as of September 30, 2026, up from a prior filing 67 days ago. The filing confirms JPMorgan's continued passive position above 10%, with no indication of activist intent.
Key Financial Metrics
Key Facts
- JPMorgan Chase & Co. reported beneficial ownership of 6,913,959 shares of Burlington Stores common stock as of September 30, 2026.
- The stake represents 11.0% of outstanding shares.
- The filing is an amendment to a prior Schedule 13G, maintaining passive investor status under Rule 13d-1(b).
- JPMorgan certifies the securities were acquired and are held in the ordinary course of business, not to change or influence control.
Financial Impact
11.0% passive stake valued at approximately $2.0 billion based on current market price (estimated).
Risk Factors
- Potential for JPMorgan to reduce its position, which could pressure the stock.
- If JPMorgan converts to activist (13D), it could signal a push for strategic changes.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000019617-26-000340 |
| Document: 0000019617-26-000340-index.html | 0000019617-26-000340 |
| Document: 0000019617-26-000340.txt | 0000019617-26-000340 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 144 | $252.62 | awaiting T+20 | — | $240.62 (−4.75%) |
Oct 20, 2026 5d ago | Institutional Cluster | $248.13 | awaiting T+20 | — | $240.62 (+3.03%) |
Oct 13, 2026 12d ago | 3 | $263.26 | awaiting T+20 | — | $240.62 (−8.60%) |
Oct 2, 2026 24d ago | SC 13G/A | $275.34 | awaiting T+20 | — | $240.62 (−12.61%) |
Aug 27, 2026 8w ago | 8-K | $290.00 $254.83 | ▼ −12.13% | ▼ −11.62% | $240.62 (−17.03%) |
Jun 15, 2026 18w ago | Insider Cluster | $333.83 $334.31 | ▲ +0.14% | ▼ −0.06% | $240.62 (−27.92%) |
May 28, 2026 21w ago | 8-K | $299.26 $324.48 | ▲ +8.43% | ▲ +11.12% | $240.62 (−19.60%) |
Mar 24, 2026 30w ago | Insider Cluster | $324.96 $336.78 | ▲ +3.64% | ▼ −5.26% | $240.62 (−25.95%) |
Mar 5, 2026 33w ago | 8-K | $320.79 $328.87 | ▲ +2.52% | ▲ +6.31% | $240.62 (−24.99%) |
Mar 5, 2026 33w ago | Press Release | $320.79 $328.87 | ▲ +2.52% | ▲ +6.31% | $240.62 (−24.99%) |
US Market Status
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