Truist reports 7,229-share (6.02%) stake in J.P. Morgan ETF

Truist Financial Corporation reports beneficial ownership of 7,229 shares of an Exchange Traded Fund issued by J.P.

Rhea-AI Filing Summary

Truist Financial Corporation reports beneficial ownership of 7,229 shares of an Exchange Traded Fund issued by J.P. Morgan Exchange-Traded Fund Trust, representing 6.02% of the class. The filing states Truist has sole dispositive power over 7,229 shares and no voting power. The report is signed 04/20/2026.

Key Figures

Shares beneficially owned: 7,229 shares Percent of class: 6.02% CUSIP: 46654Q674 +3 more

6 metrics

Shares beneficially owned 7,229 shares Amount beneficially owned as stated in Item 4(a)

Percent of class 6.02% Percent of class as stated in Item 4(b)

CUSIP 46654Q674 CUSIP for the Exchange Traded Fund

Sole dispositive power 7,229 shares Sole power to dispose as stated in Item 4(c)(iii)

Voting power 0 Sole voting power reported as 0 in Item 4(c)(i)

Signature date 04/20/2026 Date of signature by Vice President Edward M. Kwiatkowski

Key Terms

Schedule 13G/A, Beneficial ownership, Sole dispositive power, CUSIP

4 terms

Schedule 13G/A regulatory

"Item 1. (a) Name of issuer: J.P. Morgan Exchange-Traded Fund Trust"

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.

Beneficial ownership financial

"Item 4. (a) Amount beneficially owned: 7229"

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.

Sole dispositive power regulatory

"Item 4. (c)(iii) Sole power to dispose or to direct the disposition of: 7229"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

CUSIP financial

"Item 2. (d) CUSIP No.: 46654Q674"

A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Truist Financial (TFC) report in the J.P. Morgan ETF?

Truist reports beneficial ownership of 7,229 shares, representing 6.02% of the class. The filing lists sole dispositive control of 7,229 shares and reports no voting power held by Truist.

Does Truist (TFC) control voting rights for the reported ETF shares?

No. The filing shows 0 sole voting power and 0 shared voting power. Truist reports only dispositive authority to direct disposition of the 7,229 shares it beneficially owns.

When was the Schedule 13G/A signed and who signed it for Truist (TFC)?

The Schedule 13G/A is signed by Edward M. Kwiatkowski, Vice President, with a signature date of 04/20/2026. The filing lists Truist's business address in Charlotte, North Carolina.

What security is referenced by CUSIP 46654Q674 in the filing?

CUSIP 46654Q674 identifies the reported security as an Exchange Traded Fund of J.P. Morgan Exchange-Traded Fund Trust. The filing repeats the issuer name and its principal office at 390 Madison Avenue, New York.

How is ownership characterized in Truist's Schedule 13G/A filing?

Ownership is listed as beneficial ownership of 7,229 shares with sole dispositive power and no voting authority. The filing specifies Truist acts as parent holding company for an affiliated Registered Investment Advisor.

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

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Accepted by SEC EDGAR 04/20/2026 - 02:38 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

J.P. Morgan Exchange-Traded Fund Trust

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

46654Q674

(CUSIP Number)

03/31/2026

(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 7,229.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

7,229.00

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)

6.0 %

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: 7229
(b)	Percent of class: 6.02 %
(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: 7229
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
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:	04/20/2026