Betterment LLC
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$571K Buy
1,970
+425
+28% +$123K ﹤0.01% 337
2025
Q1 		$379K Sell
1,545
-286
-16% -$70.2K ﹤0.01% 369
2024
Q4 		$439K Buy
1,831
+579
+46% +$139K ﹤0.01% 343
2024
Q3 		$264K Buy
+1,252
New +$264K ﹤0.01% 387