Betterment LLC
JEPI icon

Betterment LLC’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Betterment LLC’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.55M Buy
45,161
+3,492
+8% +$197K ﹤0.01% 231
2026
Q1 		$2.36M Buy
41,669
+9,506
+30% +$553K ﹤0.01% 227
2025
Q4 		$1.84M Buy
32,163
+10,158
+46% +$580K ﹤0.01% 238
2025
Q3 		$1.26M Buy
22,005
+1,345
+7% +$76.4K ﹤0.01% 273
2025
Q2 		$1.18M Buy
20,660
+7,148
+53% +$396K ﹤0.01% 262
2025
Q1 		$772K Sell
13,512
-1,592
-11% -$92.8K ﹤0.01% 287
2024
Q4 		$869K Buy
15,104
+8,125
+116% +$482K ﹤0.01% 266
2024
Q3 		$415K Buy
6,979
+1,776
+34% +$102K ﹤0.01% 332
2024
Q2 		$295K Buy
5,203
+84
+2% +$4.75K ﹤0.01% 345
2024
Q1 		$296K Buy
5,119
+639
+14% +$36K ﹤0.01% 312
2023
Q4 		$246K Sell
4,480
-2,921
-39% -$157K ﹤0.01% 292
2023
Q3 		$396K Buy
7,401
+465
+7% +$25.6K ﹤0.01% 233
2023
Q2 		$384K Buy
+6,936
New +$379K ﹤0.01% 221

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC's JEPI Position: Q2 2026 in Review

Betterment LLC increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.4% in Q2 2026, buying an estimated $197K and bringing the position to 45,161 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Betterment LLC first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Betterment LLC held 45,161 shares of JPMorgan Equity Premium Income ETF worth $2.55M as of Q2 2026.
  • Betterment LLC bought 3,492 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $197K.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #231 holding.
  • Betterment LLC first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.