Balyasny Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.9M | Sell |
81,225
-543,782
| -87% | -$165M | 0.03% | 614 |
|
|
2025
Q4 | $201M | Buy |
625,007
+94,828
| +18% | +$29.4M | 0.26% | 68 |
|
|
2025
Q3 | $167M | Buy |
530,179
+181,670
| +52% | +$54M | 0.21% | 86 |
|
|
2025
Q2 | $101M | Buy |
348,509
+268,797
| +337% | +$68.6M | 0.15% | 149 |
|
|
2025
Q1 | $19.6M | Buy |
79,712
+71,997
| +933% | +$18.4M | 0.03% | 603 |
|
|
2024
Q4 | $1.85M | Sell |
7,715
-5,582
| -42% | -$1.3M | ﹤0.01% | 1697 |
|
|
2024
Q3 | $2.8M | Sell |
13,297
-88,722
| -87% | -$18.7M | ﹤0.01% | 1534 |
|
|
2024
Q2 | $20.6M | Sell |
102,019
-1,258,636
| -93% | -$246M | 0.04% | 593 |
|
|
2024
Q1 | $273M | Buy |
1,360,655
+211,283
| +18% | +$38.1M | 0.48% | 21 |
|
|
2023
Q4 | $196M | Buy |
1,149,372
+118,819
| +12% | +$18M | 0.37% | 35 |
|
|
2023
Q3 | $149M | Buy |
1,030,553
+877,252
| +572% | +$132M | 0.3% | 53 |
|
|
2023
Q2 | $22.3M | Buy |
153,301
+78,214
| +104% | +$10.8M | 0.05% | 487 |
|
|
2023
Q1 | $9.78M | Buy |
+75,087
| New | +$10.3M | 0.02% | 786 |
|
|
2022
Q4 | – | Sell |
-76,102
| Closed | -$9.64M | – | 3004 |
|
|
2022
Q3 | $7.95M | Sell |
76,102
-118,504
| -61% | -$13.6M | 0.02% | 792 |
|
|
2022
Q2 | $21.9M | Sell |
194,606
-235,704
| -55% | -$29.2M | 0.07% | 394 |
|
|
2022
Q1 | $58.7M | Buy |
430,310
+372,823
| +649% | +$55M | 0.19% | 103 |
|
|
2021
Q4 | $9.1M | Sell |
57,487
-653,852
| -92% | -$107M | 0.03% | 662 |
|
|
2021
Q3 | $116M | Buy |
711,339
+445,846
| +168% | +$69.9M | 0.48% | 21 |
|
|
2021
Q2 | $41.3M | Buy |
+265,493
| New | +$41.7M | 0.2% | 119 |
|
|
2020
Q3 | – | Sell |
-1,414,054
| Closed | -$139M | – | 1441 |
|
|
2020
Q2 | $133M | Buy |
1,414,054
+733,256
| +108% | +$69.6M | 1.15% | 1 |
|
|
2020
Q1 | $61.3M | Buy |
+680,798
| New | +$82.7M | 0.73% | 14 |
|
|
2019
Q4 | – | Sell |
-11,474
| Closed | -$1.35M | – | 1331 |
|
|
2019
Q3 | $1.35M | Buy |
11,474
+4,643
| +68% | +$525K | 0.01% | 775 |
|
|
2019
Q2 | $764K | Sell |
6,831
-457,963
| -99% | -$50.5M | ﹤0.01% | 1144 |
|
|
2019
Q1 | $47.1M | Sell |
464,794
-148,253
| -24% | -$15.3M | 0.31% | 69 |
|
|
2018
Q4 | $59.8M | Buy |
+613,047
| New | +$65.3M | 0.43% | 41 |
|
|
2018
Q3 | – | Sell |
-24,272
| Closed | -$2.53M | – | 1856 |
|
|
2018
Q2 | $2.53M | Sell |
24,272
-339,741
| -93% | -$37.3M | 0.01% | 857 |
|
|
2018
Q1 | $40M | Sell |
364,013
-2,503,507
| -87% | -$283M | 0.17% | 167 |
|
|
2017
Q4 | $307M | Sell |
2,867,520
-1,171,516
| -29% | -$119M | 0.96% | 5 |
|
|
2017
Q3 | $386M | Buy |
4,039,036
+4,027,036
| +33,559% | +$371M | 1.51% | 1 |
|
|
2017
Q2 | $1.1M | Sell |
12,000
-383,049
| -97% | -$33.1M | ﹤0.01% | 1075 |
|
|
2017
Q1 | $34.7M | Buy |
+395,049
| New | +$34.9M | 0.16% | 157 |
|
|
2016
Q1 | – | Sell |
-50,000
| Closed | -$2.92M | – | 1397 |
|
|
2015
Q4 | $3.3M | Buy |
+50,000
| New | +$3.26M | 0.02% | 579 |
|
|
2015
Q3 | – | Sell |
-83,700
| Closed | -$5.67M | – | 1269 |
|
|
2015
Q2 | $5.67M | Sell |
83,700
-161,119
| -66% | -$10.5M | 0.03% | 552 |
|
|
2015
Q1 | $14.8M | Buy |
+244,819
| New | +$14.5M | 0.12% | 256 |
|
|
2014
Q4 | – | Sell |
-476,179
| Closed | -$28.7M | – | 750 |
|
|
2014
Q3 | $28.7M | Sell |
476,179
-56,122
| -11% | -$3.28M | 0.22% | 113 |
|
|
2014
Q2 | $30.7M | Buy |
532,301
+286,977
| +117% | +$16.1M | 0.35% | 50 |
|
|
2014
Q1 | $14.9M | Buy |
+245,324
| New | +$14.2M | 0.17% | 156 |
|
|
2013
Q4 | – | Sell |
-155,800
| Closed | -$8.05M | – | 562 |
|
|
2013
Q3 | $8.05M | Buy |
155,800
+83,207
| +115% | +$4.46M | 0.11% | 256 |
|
|
2013
Q2 | $3.83M | Buy |
+72,593
| New | +$3.69M | 0.06% | 356 |
|
Other funds holding JPM
VCM
VPM
Balyasny Asset Management's JPM Position: Q1 2026 in Review
Balyasny Asset Management reduced its JPMorgan Chase (JPM) stake by 87% in Q1 2026, selling an estimated $165M and leaving 81,225 shares worth $23.9M. The position accounts for 0.03% of the portfolio, ranked #614.
Balyasny Asset Management first reported a position in JPM in Q2 2013 and has held it in 39 quarters since. The position peaked at $386M in Q3 2017. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Balyasny Asset Management held 81,225 shares of JPMorgan Chase worth $23.9M as of Q1 2026.
- Balyasny Asset Management sold 543,782 JPMorgan Chase shares in Q1 2026, an estimated $165M.
- JPMorgan Chase made up 0.03% of Balyasny Asset Management's portfolio in Q1 2026, its #614 holding.
- Balyasny Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 39 quarters since.
- Balyasny Asset Management's JPMorgan Chase position peaked at $386M in Q3 2017.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.