SCHEDULE: JPMorgan Chase & Co. Maintains 9.2% Passive Stake in Burlington Stores
Beneficial Ownership Report
JPMorgan Chase & Co. has filed an amendment to its Schedule 13G, reporting a continued passive beneficial ownership of 9.2% in Burlington Stores, Inc. as of June 30, 2025.
Summary
- JPMorgan Chase & Co. beneficially owns an aggregate of 5,846,790 shares of Burlington Stores, Inc. common stock.
- This ownership represents 9.2% of the class of securities.
- JPMorgan Chase & Co. holds sole voting power over 5,395,666 shares and shared voting power over 116,421 shares.
- The firm has sole dispositive power over 5,807,279 shares and shared dispositive power over 38,424 shares.
- The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Burlington Stores, Inc.
Sentiment
Score: 5
Explanation: The filing is a routine regulatory disclosure of passive beneficial ownership and does not contain information that would inherently indicate positive or negative sentiment regarding the issuer's performance or prospects.
Positives
- NA
Negatives
- NA
Risks
- NA
Future Outlook
This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding the issuer's future performance or outlook.
Industry Context
This filing is a routine disclosure by a major financial institution regarding its passive investment stake in a publicly traded retail company, reflecting standard portfolio management activities rather than specific industry trends or competitive positioning.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional investor's passive stake in the company.
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of event which requires filing of this statement (reporting period end date for ownership calculation) |
| 07/22/2025 | Date of signature for the Schedule 13G Amendment No. 2 filing |
Keywords
JPMorgan Chase & Co., Burlington Stores Inc., Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Passive Investment
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