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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Betterment LLC's JPM Position: Q1 2026 in Review

Betterment LLC increased its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, buying an estimated $10.3K and bringing the position to 2,356 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Betterment LLC first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $748K in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Betterment LLC held 2,356 shares of JPMorgan Chase worth $693K as of Q1 2026.
  • Betterment LLC bought 34 JPMorgan Chase shares in Q1 2026, an estimated $10.3K.
  • JPMorgan Chase made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #379 holding.
  • Betterment LLC first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • Betterment LLC's JPMorgan Chase position peaked at $748K in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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