Ownership history in Betterment LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in JP Morgan Investment Management Inc (JMSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,595,871 | +235,384 | +17.3% | 0.15% | $80.4M | $50.09 |
| 2025 Q3 | ADDED | 1,360,487 | +225,859 | +19.9% | 0.14% | $68.3M | $49.31 |
| 2025 Q2 | ADDED | 1,134,628 | +398,284 | +54.1% | 0.12% | $56.1M | $48.09 |
| 2025 Q1 | ADDED | 736,344 | +276,315 | +60.1% | 0.09% | $36.7M | $48.00 |
| 2024 Q4 | ADDED | 460,029 | +172,457 | +60.0% | 0.05% | $23.0M | $47.98 |
| 2024 Q3 | ADDED | 287,572 | +112,840 | +64.6% | 0.04% | $14.7M | $48.31 |
| 2024 Q2 | INITIATED | 174,732 | — | — | 0.02% | $8.8M | — |
As of 2025 Q4 — sorted by position size