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TRUIST FINANCIAL CORP: JEPQ position timeline

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

TRUIST FINANCIAL CORP held 613,914 JEPQ 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 613,914 shares
    Change vs previous 13F +14,438 shares

    0.05% of the 13F portfolio, value $37,731,154.

    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 599,476 shares
    Change vs previous 13F +21,074 shares

    0.04% of the 13F portfolio, value $33,282,882.

    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 578,402 shares
    Change vs previous 13F -9,307 shares

    0.04% of the 13F portfolio, value $33,616,731.

    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 587,709 shares
    Change vs previous 13F +37,905 shares

    0.05% of the 13F portfolio, value $33,805,002.

    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 549,804 shares
    Change vs previous 13F -125,669 shares

    0.04% of the 13F portfolio, value $29,909,322.

    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 675,473 shares
    Change vs previous 13F +160,233 shares

    0.06% of the 13F portfolio, value $34,976,011.

    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 515,240 shares
    Change vs previous 13F -88,344 shares

    0.05% of the 13F portfolio, value $29,049,207.

    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 603,584 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $33,154,864.

    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).