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TRUIST FINANCIAL CORP: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUIST FINANCIAL CORP on JEPI, newest first. How the timeline and the estimate are built.

TRUIST FINANCIAL CORP held 963,150 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 963,150 shares
    Change vs previous 13F -31,225 shares

    0.07% of the 13F portfolio, value $54,398,700.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 994,375 shares
    Change vs previous 13F +34,886 shares

    0.08% of the 13F portfolio, value $56,361,160.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 959,489 shares
    Change vs previous 13F -62,434 shares

    0.07% of the 13F portfolio, value $54,921,127.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,021,923 shares
    Change vs previous 13F +14,729 shares

    0.08% of the 13F portfolio, value $58,351,799.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,007,194 shares
    Change vs previous 13F +115,483 shares

    0.08% of the 13F portfolio, value $57,258,963.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 891,711 shares
    Change vs previous 13F +73,211 shares

    0.08% of the 13F portfolio, value $50,952,358.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 818,500 shares
    Change vs previous 13F +112,626 shares

    0.07% of the 13F portfolio, value $47,088,331.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 705,874 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $42,006,545.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).