Truist Financial (NYSE: TFC) reports 0.25% holding in J.P. Morgan ETF

Rhea-AI Filing Summary

Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., reports beneficial ownership of shares of J.P. Morgan Exchange-Traded Fund Trust on an amended Schedule 13G. The filing states beneficial ownership of 345 shares of the exchange-traded fund, representing 0.25% of the class.

Truist reports no sole or shared voting power over these shares, but reports sole dispositive power over 345 shares and no shared dispositive power. The position is explicitly identified as ownership of 5 percent or less of the class, with Truist acting in its capacity as a parent holding company for its registered investment adviser affiliate.

Insights

Equity ownership & disclosure analyst

Small, passive stake disclosed; no control implications.

The filing shows Truist Financial Corporation, via its advisory affiliate, holding a modest position of 345 shares in J.P. Morgan Exchange-Traded Fund Trust, equal to 0.25% of the fund’s outstanding shares. It reports sole dispositive power but no voting power, indicating investment authority rather than control.

This is characterized as ownership of 5% or less of the class, so it does not signal an activist or controlling stake. The Schedule 13G/A format itself indicates a passive investment posture rather than an attempt to influence management or operations of the ETF.

Key Figures

Beneficial ownership: 345 shares Percent of class: 0.25% Sole voting power: 0 shares +3 more

6 metrics

Beneficial ownership 345 shares Amount beneficially owned in J.P. Morgan Exchange-Traded Fund Trust

Percent of class 0.25% Percentage of the ETF’s outstanding shares beneficially owned

Sole voting power 0 shares Shares over which Truist has sole power to vote

Shared voting power 0 shares Shares over which Truist has shared power to vote

Sole dispositive power 345 shares Shares over which Truist has sole power to dispose

Shared dispositive power 0 shares Shares over which Truist has shared power to dispose

Key Terms

beneficial ownership, dispositive power, Schedule 13G/A, parent holding company, +1 more

5 terms

beneficial ownership financial

"Item 4. | Ownership (a) | Amount beneficially owned: 345"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

dispositive power financial

"Sole power to dispose or to direct the disposition of: 345"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

Schedule 13G/A regulatory

"form_type": "SCHEDULE 13G/A"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

parent holding company financial

"Truist Financial Corporation as Parent Holding Company for Truist Advisory Services, Inc."

registered investment advisor financial

"Truist Advisory Services, Inc. an affiliated Registered Investment Advisor"

A registered investment advisor is a professional or firm that provides financial advice and manages investments for clients, operating under regulations that require them to act in their clients' best interests. This designation helps investors identify trustworthy advisors who are legally committed to providing transparent and fair guidance, much like a licensed doctor is bound to prioritize patient well-being.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 07/11/2026 - 02:02 PM Accepted by SEC EDGAR 07/10/2026 - 02:19 PM Learn about SEC filing dates

FAQ

What stake in J.P. Morgan Exchange-Traded Fund Trust does Truist Financial (TFC) report?

Truist Financial reports beneficial ownership of 345 shares of J.P. Morgan Exchange-Traded Fund Trust, representing 0.25% of the class. This position is explicitly described as ownership of 5 percent or less of the ETF’s outstanding shares.

Does Truist Financial (TFC) have voting power over the ETF shares reported?

Truist Financial reports no sole or shared voting power over the J.P. Morgan Exchange-Traded Fund Trust shares. The filing lists 0 shares with sole voting power and 0 shares with shared voting power, while retaining only dispositive authority over the position.

How much dispositive power does Truist Financial (TFC) have over the ETF position?

Truist Financial reports sole dispositive power over 345 shares of J.P. Morgan Exchange-Traded Fund Trust and no shared dispositive power. This means the Truist-affiliated adviser can decide when to sell or otherwise dispose of these shares.

Why is Truist Financial (TFC) filing a Schedule 13G/A for this ETF holding?

The Schedule 13G/A reflects beneficial ownership of J.P. Morgan Exchange-Traded Fund Trust shares by Truist, acting as a parent holding company for Truist Advisory Services, Inc., a registered investment adviser, and documents its small, passive stake.

What is the citizenship and organization status of Truist Financial in this 13G/A?

The filing states Truist Financial Corporation is a North Carolina corporation and Truist Advisory Services, Inc. is a Delaware corporation. The business address listed is 214 North Tryon Street, Charlotte, NC 28202.

Who signed the Truist Financial (TFC) Schedule 13G/A and when?

The Schedule 13G/A is signed by Edward M. Kwiatkowski, identified as Vice President. The signature date provided in the filing is 07/10/2026, confirming the timing of this ownership disclosure.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 3)

J.P. Morgan Exchange-Traded Fund Trust

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

46654Q674

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 46654Q674

1

Names of Reporting Persons

TRUIST FINANCIAL CORP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NORTH CAROLINA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 345.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

345.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.2 %

12

Type of Reporting Person (See Instructions)

IA, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: J.P. Morgan Exchange-Traded Fund Trust
(b)	Address of issuer's principal executive offices: 390 MADISON AVENUE, 390 MADISON AVENUE, NEW YORK, NEW YORK, 10017.
Item 2.
(a)	Name of person filing: Truist Financial Corporation as Parent Holding Company for Truist Advisory Services, Inc. an affiliated Registered Investment Advisor
(b)	Address or principal business office or, if none, residence: 214 North Tryon Street Charlotte, NC 28202
(c)	Citizenship: Truist Financial Corporation is a North Carolina Corporation; Truist Advisory Services, Inc. is a Delaware Corporation
(d)	Title of class of securities: Exchange Traded Fund
(e)	CUSIP No.: 46654Q674
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 345
(b)	Percent of class: 0.25 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 345
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

TRUIST FINANCIAL CORP

Signature:	Edward M. Kwiatkowski
Name/Title:	Vice President
Date:	07/10/2026