Betterment LLC
JPM icon

Betterment LLC’s JPMorgan Chase JPM Stock Holding History

Betterment LLC’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$835K Buy
2,550
+194
+8% +$60.2K ﹤0.01% 387
2026
Q1 		$693K Buy
2,356
+34
+1% +$10.3K ﹤0.01% 379
2025
Q4 		$748K Buy
2,322
+315
+16% +$97.5K ﹤0.01% 344
2025
Q3 		$633K Buy
2,007
+37
+2% +$11K ﹤0.01% 344
2025
Q2 		$571K Buy
1,970
+425
+28% +$108K ﹤0.01% 337
2025
Q1 		$379K Sell
1,545
-286
-16% -$72.9K ﹤0.01% 369
2024
Q4 		$439K Buy
1,831
+579
+46% +$135K ﹤0.01% 343
2024
Q3 		$264K Buy
+1,252
New +$264K ﹤0.01% 387

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Betterment LLC's JPM Position: Q2 2026 in Review

Betterment LLC increased its JPMorgan Chase (JPM) stake by 8.2% in Q2 2026, buying an estimated $60.2K and bringing the position to 2,550 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Betterment LLC first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Betterment LLC held 2,550 shares of JPMorgan Chase worth $835K as of Q2 2026.
  • Betterment LLC bought 194 JPMorgan Chase shares in Q2 2026, an estimated $60.2K.
  • JPMorgan Chase made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #387 holding.
  • Betterment LLC first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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