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 		$50.8M Sell
172,600
-123,300
-42% -$37.4M 0.07% 345
2025
Q4 		$95.3M Buy
295,900
+9,900
+3% +$3.07M 0.12% 187
2025
Q3 		$90.2M Sell
286,000
-232,500
-45% -$69.1M 0.11% 199
2025
Q2 		$150M Buy
518,500
+125,600
+32% +$32.1M 0.23% 84
2025
Q1 		$96.4M Sell
392,900
-435,700
-53% -$111M 0.16% 139
2024
Q4 		$199M Buy
828,600
+164,600
+25% +$38.3M 0.3% 57
2024
Q3 		$140M Sell
664,000
-119,100
-15% -$25.1M 0.23% 82
2024
Q2 		$158M Sell
783,100
-413,200
-35% -$80.8M 0.28% 62
2024
Q1 		$240M Sell
1,196,300
-772,300
-39% -$139M 0.42% 28
2023
Q4 		$335M Buy
1,968,600
+524,700
+36% +$79.5M 0.63% 16
2023
Q3 		$209M Buy
1,443,900
+597,200
+71% +$89.5M 0.43% 27
2023
Q2 		$123M Sell
846,700
-235,600
-22% -$32.4M 0.27% 71
2023
Q1 		$141M Buy
1,082,300
+152,700
+16% +$20.9M 0.35% 36
2022
Q4 		$125M Buy
929,600
+286,400
+45% +$36.3M 0.34% 56
2022
Q3 		$67.2M Sell
643,200
-295,200
-31% -$33.9M 0.21% 100
2022
Q2 		$106M Sell
938,400
-400,000
-30% -$49.6M 0.34% 40
2022
Q1 		$182M Buy
1,338,400
+812,900
+155% +$120M 0.58% 10
2021
Q4 		$83.2M Buy
525,500
+325,500
+163% +$53.5M 0.28% 57
2021
Q3 		$32.7M Buy
+200,000
New +$31.4M 0.14% 207

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. 5,054 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.