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 |
| 2024 Q4 | ADDED | 6,216,053 | +494,436 | +8.6% | 0.75% | $313.1M | $47.87 |
| 2024 Q3 | ADDED | 5,721,617 | +541,269 | +10.4% | 0.69% | $290.3M | $47.44 |
| 2024 Q2 | ADDED | 5,180,348 | +493,098 | +10.5% | 0.68% | $261.5M | $46.56 |
| 2024 Q1 | ADDED | 4,687,250 | +1,118,756 | +31.4% | 0.63% | $236.5M | $45.93 |
| 2023 Q4 | REDUCED | 3,568,494 | -105,992 | -2.9% | 0.52% | $179.2M | $45.33 |
| 2023 Q3 | REDUCED | 3,674,486 | -4,902 | -0.1% | 0.58% | $184.4M | $44.49 |
As of 2025 Q4 — sorted by position size