Betterment LLC
JPIB icon

Betterment LLC’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

Betterment LLC’s Portfolio JPIB Stock Details JPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$404K Buy
8,438
+2,043
+32% +$99.6K ﹤0.01% 477
2025
Q4 		$311K Buy
6,395
+1,159
+22% +$56.7K ﹤0.01% 486
2025
Q3 		$257K Buy
5,236
+408
+8% +$19.9K ﹤0.01% 479
2025
Q2 		$235K Buy
+4,828
New +$232K ﹤0.01% 473

Other funds holding JPIB

APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $732M AUM 28.13% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Betterment LLC's JPIB Position: Q1 2026 in Review

Betterment LLC increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 32% in Q1 2026, buying an estimated $99.6K and bringing the position to 8,438 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Betterment LLC first reported a position in JPIB in Q2 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold JPIB as of Q1 2026.

  • Betterment LLC held 8,438 shares of JPMorgan International Bond Opportunities ETF worth $404K as of Q1 2026.
  • Betterment LLC bought 2,043 JPMorgan International Bond Opportunities ETF shares in Q1 2026, an estimated $99.6K.
  • JPMorgan International Bond Opportunities ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #477 holding.
  • Betterment LLC first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.