Truist Financial
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Truist Financial’s JPMorgan Chase JPM Stock Holding History

Truist Financial’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
2025
Q2 		– Sell
-1,600
Closed -$392K – 2649
2025
Q1 		$392K Hold
1,600
– – ﹤0.01% 2001
2024
Q4 		$384K Buy
+1,600
New +$373K ﹤0.01% 2030

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Truist Financial's JPM Position: Q2 2026 in Review

Truist Financial increased its JPMorgan Chase (JPM) stake by 0.43% in Q2 2026, buying an estimated $4.15M and bringing the position to 3,121,918 shares worth $1.02B. The position accounts for 1.22% of the portfolio, ranked #14.

Truist Financial first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,767 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Truist Financial held 3,121,918 shares of JPMorgan Chase worth $1.02B as of Q2 2026.
  • Truist Financial bought 13,373 JPMorgan Chase shares in Q2 2026, an estimated $4.15M.
  • JPMorgan Chase made up 1.22% of Truist Financial's portfolio in Q2 2026, its #14 holding.
  • Truist Financial first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 2,767 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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