Betterment LLC
JPIE icon

Betterment LLC’s JPMorgan Income ETF JPIE Stock Holding History

Betterment LLC’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$648K Buy
14,080
+3
+0% +$138 ﹤0.01% 429
2026
Q1 		$649K Buy
14,077
+1,988
+16% +$92K ﹤0.01% 386
2025
Q4 		$560K Buy
12,089
+1,465
+14% +$67.9K ﹤0.01% 379
2025
Q3 		$493K Buy
10,624
+1,406
+15% +$65.1K ﹤0.01% 389
2025
Q2 		$427K Sell
9,218
-906
-9% -$41.5K ﹤0.01% 384
2025
Q1 		$466K Sell
10,124
-945
-9% -$43.4K ﹤0.01% 340
2024
Q4 		$505K Buy
+11,069
New +$508K ﹤0.01% 325

Other funds holding JPIE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 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

Betterment LLC's JPIE Position: Q2 2026 in Review

Betterment LLC increased its JPMorgan Income ETF (JPIE) stake by 0.02% in Q2 2026, buying an estimated $138 and bringing the position to 14,080 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Betterment LLC first reported a position in JPIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $649K in Q1 2026. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

  • Betterment LLC held 14,080 shares of JPMorgan Income ETF worth $648K as of Q2 2026.
  • Betterment LLC bought 3 JPMorgan Income ETF shares in Q2 2026, an estimated $138.
  • JPMorgan Income ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #429 holding.
  • Betterment LLC first reported a position in JPMorgan Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Betterment LLC's JPMorgan Income ETF position peaked at $649K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

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