JP Morgan Chase’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.93M | Sell |
97,500
-27,500
| -22% | -$1.35M | ﹤0.01% | 3464 |
|
|
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
JP Morgan Chase's TFC Position: Q2 2026 in Review
JP Morgan Chase reduced its Truist Financial (TFC) stake by 11% in Q2 2026, selling an estimated $41.5M and leaving 6,529,376 shares worth $330M. The position accounts for 0.02% of the portfolio, ranked #581.
JP Morgan Chase first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.37B in Q4 2021. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- JP Morgan Chase held 6,529,376 shares of Truist Financial worth $330M as of Q2 2026.
- JP Morgan Chase sold 843,931 Truist Financial shares in Q2 2026, an estimated $41.5M.
- Truist Financial made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #581 holding.
- JP Morgan Chase first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
- JP Morgan Chase's Truist Financial position peaked at $3.37B in Q4 2021.
- 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.