Betterment LLC
JEPQ icon

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

Betterment LLC’s Portfolio JEPQ Stock Details JEPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$567K Sell
10,423
-309
-3% -$16.8K ﹤0.01% 340
2025
Q1 		$556K Sell
10,732
-210
-2% -$10.9K ﹤0.01% 322
2024
Q4 		$617K Buy
10,942
+6,358
+139% +$359K ﹤0.01% 299
2024
Q3 		$252K Buy
+4,584
New +$252K ﹤0.01% 397