Ownership history in Betterment LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in JP Morgan (JPST). 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 | 13,181,100 | +1,002,505 | +8.2% | 1.27% | $666.8M | $50.25 |
| 2025 Q3 | ADDED | 12,178,595 | +887,516 | +7.9% | 1.22% | $617.8M | $49.67 |
| 2025 Q2 | ADDED | 11,291,079 | +2,105,432 | +22.9% | 1.22% | $572.2M | $49.07 |
| 2025 Q1 | ADDED | 9,185,647 | +2,969,594 | +47.8% | 1.10% | $465.1M | $48.47 |
As of 2025 Q4 — sorted by position size