JP Morgan Chase
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JP Morgan Chase’s Truist Financial TFC Stock Holding History

JP Morgan Chase’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.58M Buy
+125,000
New +$6.18M ﹤0.01% 3225
2025
Q1 		– Sell
-195,000
Closed -$8.46M – 7725
2024
Q4 		$8.46M Sell
195,000
-25,000
-11% -$1.12M ﹤0.01% 2850
2024
Q3 		$9.41M Hold
220,000
– – ﹤0.01% 2656
2024
Q2 		$8.55M Sell
220,000
-75,000
-25% -$2.83M ﹤0.01% 2587
2024
Q1 		$11.5M Hold
295,000
– – ﹤0.01% 2357
2023
Q4 		$10.9M Buy
+295,000
New +$9.26M ﹤0.01% 2385
2023
Q1 		– Sell
-38,800
Closed -$1.67M – 7215
2022
Q4 		$1.67M Buy
38,800
+35,700
+1,152% +$1.57M ﹤0.01% 3694
2022
Q3 		$135K Hold
3,100
– – ﹤0.01% 5147
2022
Q2 		$147K Hold
3,100
– – ﹤0.01% 5224
2022
Q1 		$176K Hold
3,100
– – ﹤0.01% 5257
2021
Q4 		$182K Hold
3,100
– – ﹤0.01% 5409
2021
Q3 		$182K Buy
+3,100
New +$173K ﹤0.01% 5287
2021
Q1 		– Sell
-403,600
Closed -$19.3M – 6348
2020
Q4 		$19.3M Buy
+403,600
New +$18.3M ﹤0.01% 1636
2020
Q1 		– Sell
-209,792
Closed -$11.8M – 5719
2019
Q4 		$11.8M Buy
209,792
+54,792
+35% +$2.97M ﹤0.01% 1986
2019
Q3 		$8.27M Sell
155,000
-80,000
-34% -$3.96M ﹤0.01% 2283
2019
Q2 		$11.3M Hold
235,000
– – ﹤0.01% 2016
2019
Q1 		$10.9M Buy
235,000
+75,000
+47% +$3.66M ﹤0.01% 1975
2018
Q4 		$6.93M Buy
160,000
+110,000
+220% +$5.28M ﹤0.01% 2306
2018
Q3 		$2.43M Hold
50,000
– – ﹤0.01% 3321
2018
Q2 		$2.52M Hold
50,000
– – ﹤0.01% 3228
2018
Q1 		$2.6M Sell
50,000
-111,400
-69% -$6M ﹤0.01% 3079
2017
Q4 		$8.03M Buy
161,400
+50,000
+45% +$2.41M ﹤0.01% 2299
2017
Q3 		$5.16M Hold
111,400
– – ﹤0.01% 2553
2017
Q2 		$5.06M Buy
+111,400
New +$4.84M ﹤0.01% 2466
2015
Q1 		– Sell
-16,700
Closed -$649K – 4262
2014
Q4 		$649K Sell
16,700
-32,600
-66% -$1.23M ﹤0.01% 3559
2014
Q3 		$1.83M Buy
+49,300
New +$1.86M ﹤0.01% 2978

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase's TFC Position: Q1 2026 in Review

JP Morgan Chase reduced its Truist Financial (TFC) stake by 42% in Q1 2026, selling an estimated $263M and leaving 7,373,307 shares worth $329M. The position accounts for 0.02% of the portfolio, ranked #524.

JP Morgan Chase first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.37B in Q4 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • JP Morgan Chase held 7,373,307 shares of Truist Financial worth $329M as of Q1 2026.
  • JP Morgan Chase sold 5,328,500 Truist Financial shares in Q1 2026, an estimated $263M.
  • Truist Financial made up 0.02% of JP Morgan Chase's portfolio in Q1 2026, its #524 holding.
  • JP Morgan Chase first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Truist Financial position peaked at $3.37B in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.