Truist Financial
JPIE icon

Truist Financial’s JPMorgan Income ETF JPIE Stock Holding History

Truist Financial’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.5M Buy
879,721
+69,727
+9% +$3.21M 0.05% 285
2026
Q1 		$37.3M Sell
809,994
-25,823
-3% -$1.2M 0.05% 294
2025
Q4 		$38.7M Buy
835,817
+80,077
+11% +$3.71M 0.05% 279
2025
Q3 		$35.1M Buy
755,740
+387,821
+105% +$18M 0.05% 294
2025
Q2 		$17M Buy
367,919
+154,142
+72% +$7.06M 0.02% 441
2025
Q1 		$9.85M Buy
213,777
+87,804
+70% +$4.03M 0.02% 572
2024
Q4 		$5.75M Buy
125,973
+59,964
+91% +$2.75M 0.01% 769
2024
Q3 		$3.06M Buy
66,009
+18,691
+40% +$857K ﹤0.01% 1047
2024
Q2 		$2.15M Sell
47,318
-1,234
-3% -$55.8K ﹤0.01% 1240
2024
Q1 		$2.21M Sell
48,552
-20,767
-30% -$943K ﹤0.01% 1236
2023
Q4 		$3.16M Buy
69,319
+61,355
+770% +$2.74M 0.01% 1040
2023
Q3 		$354K Buy
7,964
+705
+10% +$31.6K ﹤0.01% 2127
2023
Q2 		$328K Buy
+7,259
New +$330K ﹤0.01% 2201
2022
Q3 		– Sell
-30,024
Closed -$1.38M – 2600
2022
Q2 		$1.38M Buy
+30,024
New +$1.41M ﹤0.01% 1392

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial's JPIE Position: Q2 2026 in Review

Truist Financial increased its JPMorgan Income ETF (JPIE) stake by 8.6% in Q2 2026, buying an estimated $3.21M and bringing the position to 879,721 shares worth $40.5M. The position accounts for 0.05% of the portfolio, ranked #285.

Truist Financial first reported a position in JPIE in Q2 2022 and has held it in 14 quarters since. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Truist Financial held 879,721 shares of JPMorgan Income ETF worth $40.5M as of Q2 2026.
  • Truist Financial bought 69,727 JPMorgan Income ETF shares in Q2 2026, an estimated $3.21M.
  • JPMorgan Income ETF made up 0.05% of Truist Financial's portfolio in Q2 2026, its #285 holding.
  • Truist Financial first reported a position in JPMorgan Income ETF in Q2 2022 and has held it in 14 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.