STOCK TITAN

Burlington Stores: JPMorgan reports 11% passive stake

The report distinguishes shares subject to sole and shared voting authority from those subject to sole and shared disposition authority.

(Moderate)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Burlington Stores, Inc. (BURL) common stock is the subject of JPMorgan Chase & Co.'s Amendment No. 5 reporting beneficial ownership of 6,913,959 shares, or 11.0% of the class, as of September 30, 2026. JPMorgan Chase reports sole voting power over 6,012,727 shares and shared voting power over 185,160 shares; it reports sole dispositive power over 6,880,125 shares and shared dispositive power over 32,517 shares.

Beneficial ownership 6,913,959 shares As of September 30, 2026
Percent of class 11.0% As of September 30, 2026
Sole voting power 6,012,727 shares As of September 30, 2026
Shared voting power 185,160 shares As of September 30, 2026
Sole dispositive power 6,880,125 shares As of September 30, 2026
Shared dispositive power 32,517 shares As of September 30, 2026
beneficially owned regulatory
"Amount beneficially owned: 6913959"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power regulatory
"Sole Voting Power 6,012,727.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Shared Voting Power regulatory
"Shared Voting Power 185,160.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
Sole Dispositive Power regulatory
"Sole Dispositive Power 6,880,125.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Shared Dispositive Power regulatory
"Shared Dispositive Power 32,517.00"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many BURL shares does JPMorgan Chase report beneficially owning?

JPMorgan Chase & Co. reports beneficial ownership of 6,913,959 Burlington Stores common shares, equal to 11.0% of the class, as of September 30, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





122017106

(CUSIP Number)
09/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



JPMORGAN CHASE & CO.
Signature:Rachel Tsvaygoft
Name/Title:Vice President
Date:10/02/2026

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