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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Buy	24,528 +4,333	+21%	+$257K	﹤0.01%	296
2026 Q1	$1.12M	Buy	20,195 +4,035	+25%	+$233K	﹤0.01%	309
2025 Q4	$939K	Buy	16,160 +6,204	+62%	+$360K	﹤0.01%	307
2025 Q3	$573K	Sell	9,956 -467	-4%	-$25.9K	﹤0.01%	359
2025 Q2	$567K	Sell	10,423 -309	-3%	-$15.9K	﹤0.01%	340
2025 Q1	$556K	Sell	10,732 -210	-2%	-$11.7K	﹤0.01%	322
2024 Q4	$617K	Buy	10,942 +6,358	+139%	+$357K	﹤0.01%	299
2024 Q3	$252K	Buy	+4,584	New	+$246K	﹤0.01%	397

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's JEPQ Position: Q2 2026 in Review

Betterment LLC increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 21% in Q2 2026, buying an estimated $257K and bringing the position to 24,528 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Betterment LLC first reported a position in JEPQ in Q3 2024 and has held it in 8 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Betterment LLC held 24,528 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $1.51M as of Q2 2026.
Betterment LLC bought 4,333 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $257K.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #296 holding.
Betterment LLC first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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