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
Q2 		$133M Buy
406,400
+233,800
+135% +$72.6M 0.17% 136
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Balyasny Asset Management's JPM Position: Q2 2026 in Review

Balyasny Asset Management increased its JPMorgan Chase (JPM) stake by 612% in Q2 2026, buying an estimated $154M and bringing the position to 578,090 shares worth $189M. The position accounts for 0.24% of the portfolio, ranked #87.

Balyasny Asset Management first reported a position in JPM in Q2 2013 and has held it in 40 quarters since. The position peaked at $386M in Q3 2017. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Balyasny Asset Management held 578,090 shares of JPMorgan Chase worth $189M as of Q2 2026.
  • Balyasny Asset Management bought 496,865 JPMorgan Chase shares in Q2 2026, an estimated $154M.
  • JPMorgan Chase made up 0.24% of Balyasny Asset Management's portfolio in Q2 2026, its #87 holding.
  • Balyasny Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 40 quarters since.
  • Balyasny Asset Management's JPMorgan Chase position peaked at $386M in Q3 2017.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.