Burns Matteson Capital Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1894164 CORNING, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$499,505

+$5,905 QoQ

Shares Held

1,526

-9.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#4,281

of 5,058 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Burns Matteson Capital Management, LLC holds $4,878,176 across 7 Banks - Diversified names. JPM ranks #6 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	41,970	$1,051,768
2	MUFG	Mitsubishi Ufj Financial Group Inc	47,835	$951,438
3	BCS	Barclays PLC	32,667	$877,435
4	SMFG	Sumitomo Mitsui Financial Group, Inc.	27,310	$643,969
5	BNY	Bank of New York Mellon Corp	4,329	$626,016
6	JPM	Jpmorgan Chase & Co This page	1,526	$499,505
7	TD	Toronto Dominion Bank	1,878	$228,045

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,505	1,526	-9.1%	Shares	Sole	2026-07-17
2026-03-31	$493,600	1,678	-17.5%	Shares	Sole	2026-05-15
2025-12-31	$655,395	2,034	-1.3%	Shares	Sole	2026-01-15
2025-09-30	$649,785	2,060	+0.2%	Shares	Sole	2025-10-16
2025-06-30	$596,054	2,056	+1.3%	Shares	Sole	2025-07-15
2025-03-31	$497,959	2,030	+1.5%	Shares	Sole	2025-05-02
2024-12-31	$479,420	2,000	+19.8%	Shares	Sole	2025-01-29
2024-09-30	$352,136	1,670	+16.9%	Shares	Sole	2024-10-10
2024-06-30	$289,029	1,429	+32.6%	Shares	Sole	2024-07-09
2024-03-31	$215,923	1,078	-13.0%	Shares	Sole	2024-05-14
2021-09-30	$202,811	1,239	—	Shares	Sole	2023-12-12
No filing history on record for this holder in this stock.