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Burns Matteson Capital Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burns Matteson Capital Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Burns Matteson Capital Management, LLC held 1,526 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,526 shares
    Change vs previous 13F -152 shares

    0.16% of the 13F portfolio, value $499,377.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,678 shares
    Change vs previous 13F -356 shares

    0.19% of the 13F portfolio, value $493,477.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,034 shares
    Change vs previous 13F -26 shares

    0.26% of the 13F portfolio, value $655,534.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,060 shares
    Change vs previous 13F +4 shares

    0.27% of the 13F portfolio, value $649,837.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,056 shares
    Change vs previous 13F +26 shares

    0.29% of the 13F portfolio, value $596,080.

    13F-HR 0001894164-25-000006 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,030 shares
    Change vs previous 13F +30 shares

    0.27% of the 13F portfolio, value $497,845.

    13F-HR 0001894164-25-000004 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,000 shares
    Change vs previous 13F +330 shares

    0.27% of the 13F portfolio, value $479,466.

    13F-HR 0001894164-25-000001 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,670 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $352,166.

    13F-HR 0001894164-24-000011 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).