Balyasny Asset Management
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Balyasny Asset Management’s JPMorgan Chase JPM Stock Holding History

Balyasny Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.47M Sell
25,400
-22,900
-47% -$6.95M 0.01% 1168
2025
Q4 		$15.6M Buy
48,300
+22,600
+88% +$7M 0.02% 847
2025
Q3 		$8.11M Sell
25,700
-88,600
-78% -$26.4M 0.01% 1160
2025
Q2 		$33.1M Buy
114,300
+37,200
+48% +$9.49M 0.05% 471
2025
Q1 		$18.9M Sell
77,100
-71,500
-48% -$18.2M 0.03% 620
2024
Q4 		$35.6M Sell
148,600
-24,900
-14% -$5.8M 0.05% 438
2024
Q3 		$36.6M Sell
173,500
-42,900
-20% -$9.04M 0.06% 412
2024
Q2 		$43.8M Sell
216,400
-7,200
-3% -$1.41M 0.08% 327
2024
Q1 		$44.8M Sell
223,600
-86,600
-28% -$15.6M 0.08% 332
2023
Q4 		$52.8M Buy
310,200
+13,500
+5% +$2.05M 0.1% 265
2023
Q3 		$43M Buy
296,700
+50,500
+21% +$7.57M 0.09% 308
2023
Q2 		$35.8M Sell
246,200
-141,400
-36% -$19.4M 0.08% 348
2023
Q1 		$50.5M Sell
387,600
-41,000
-10% -$5.62M 0.13% 211
2022
Q4 		$57.5M Buy
428,600
+66,000
+18% +$8.36M 0.16% 159
2022
Q3 		$37.9M Buy
362,600
+189,300
+109% +$21.7M 0.12% 214
2022
Q2 		$19.5M Buy
173,300
+97,800
+130% +$12.1M 0.06% 429
2022
Q1 		$10.3M Buy
75,500
+60,500
+403% +$8.93M 0.03% 687
2021
Q4 		$2.38M Buy
+15,000
New +$2.46M 0.01% 1151
2021
Q1 		– Sell
-100,000
Closed -$12.7M – 1926
2020
Q4 		$12.7M Sell
100,000
-200,000
-67% -$22.4M 0.07% 376
2020
Q3 		$28.9M Buy
300,000
+200,000
+200% +$19.6M 0.21% 125
2020
Q2 		$9.41M Buy
+100,000
New +$9.49M 0.08% 351
2017
Q3 		– Sell
-132,500
Closed -$12.1M – 1986
2017
Q2 		$12.1M Buy
+132,500
New +$11.4M 0.05% 480
2016
Q4 		– Sell
-100,000
Closed -$318K – 1424
2016
Q3 		$318K Sell
100,000
-29,000
-22% -$1.89M ﹤0.01% 814
2016
Q2 		$8.02M Buy
129,000
+49,000
+61% +$3.06M 0.05% 413
2016
Q1 		$4.74M Buy
+80,000
New +$4.67M 0.03% 551
2014
Q4 		– Sell
-100,000
Closed -$6.02M – 749
2014
Q3 		$6.02M Buy
+100,000
New +$5.85M 0.05% 418

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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. 5,055 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.
  • 5,055 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.