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
Q1 | $9.71M | Buy |
217,500
+201,500
| +1,259% | +$9.96M | ﹤0.01% | 2700 |
|
|
2025
Q4 | $787K | Hold |
16,000
| – | – | ﹤0.01% | 4755 |
|
|
2025
Q3 | $732K | Hold |
16,000
| – | – | ﹤0.01% | 4807 |
|
|
2025
Q2 | $688K | Sell |
16,000
-44,000
| -73% | -$1.72M | ﹤0.01% | 4605 |
|
|
2025
Q1 | $2.47M | Sell |
60,000
-220,000
| -79% | -$9.8M | ﹤0.01% | 3721 |
|
|
2024
Q4 | $12.1M | Buy |
280,000
+60,000
| +27% | +$2.68M | ﹤0.01% | 2511 |
|
|
2024
Q3 | $9.41M | Sell |
220,000
-140,000
| -39% | -$5.91M | ﹤0.01% | 2657 |
|
|
2024
Q2 | $14M | Buy |
360,000
+65,000
| +22% | +$2.46M | ﹤0.01% | 2165 |
|
|
2024
Q1 | $11.5M | Sell |
295,000
-4,500
| -2% | -$165K | ﹤0.01% | 2358 |
|
|
2023
Q4 | $11.1M | Buy |
+299,500
| New | +$9.4M | ﹤0.01% | 2363 |
|
|
2023
Q1 | – | Sell |
-41,500
| Closed | -$1.79M | – | 7216 |
|
|
2022
Q4 | $1.79M | Buy |
41,500
+32,900
| +383% | +$1.44M | ﹤0.01% | 3650 |
|
|
2022
Q3 | $374K | Hold |
8,600
| – | – | ﹤0.01% | 4630 |
|
|
2022
Q2 | $408K | Hold |
8,600
| – | – | ﹤0.01% | 4690 |
|
|
2022
Q1 | $488K | Buy |
+8,600
| New | +$531K | ﹤0.01% | 4724 |
|
|
2021
Q1 | – | Sell |
-402,600
| Closed | -$19.3M | – | 6349 |
|
|
2020
Q4 | $19.3M | Buy |
+402,600
| New | +$18.2M | ﹤0.01% | 1638 |
|
|
2020
Q1 | – | Sell |
-213,992
| Closed | -$12.1M | – | 5720 |
|
|
2019
Q4 | $12.1M | Buy |
213,992
+58,992
| +38% | +$3.19M | ﹤0.01% | 1967 |
|
|
2019
Q3 | $8.27M | Sell |
155,000
-80,000
| -34% | -$3.96M | ﹤0.01% | 2284 |
|
|
2019
Q2 | $11.3M | Hold |
235,000
| – | – | ﹤0.01% | 2017 |
|
|
2019
Q1 | $10.9M | Buy |
235,000
+45,000
| +24% | +$2.2M | ﹤0.01% | 1976 |
|
|
2018
Q4 | $8.23M | Buy |
190,000
+110,000
| +138% | +$5.28M | ﹤0.01% | 2177 |
|
|
2018
Q3 | $3.88M | Hold |
80,000
| – | – | ﹤0.01% | 2945 |
|
|
2018
Q2 | $4.04M | Hold |
80,000
| – | – | ﹤0.01% | 2848 |
|
|
2018
Q1 | $4.16M | Sell |
80,000
-210,900
| -72% | -$11.4M | ﹤0.01% | 2737 |
|
|
2017
Q4 | $14.5M | Buy |
290,900
+80,000
| +38% | +$3.86M | ﹤0.01% | 1832 |
|
|
2017
Q3 | $9.77M | Hold |
210,900
| – | – | ﹤0.01% | 2005 |
|
|
2017
Q2 | $9.58M | Buy |
210,900
+110,900
| +111% | +$4.82M | ﹤0.01% | 1999 |
|
|
2017
Q1 | $4.47M | Buy |
+100,000
| New | +$4.67M | ﹤0.01% | 2513 |
|
|
2016
Q3 | – | Sell |
-81,400
| Closed | -$2.9M | – | 4796 |
|
|
2016
Q2 | $2.9M | Buy |
+81,400
| New | +$2.84M | ﹤0.01% | 2606 |
|
|
2015
Q1 | – | Sell |
-13,200
| Closed | -$513K | – | 4263 |
|
|
2014
Q4 | $513K | Sell |
13,200
-5,100
| -28% | -$192K | ﹤0.01% | 3655 |
|
|
2014
Q3 | $681K | Buy |
+18,300
| New | +$691K | ﹤0.01% | 3533 |
|
Other funds holding TFC
VCM
VPM
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.