Betterment LLC’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572M | Buy |
11,291,079
+2,105,432
| +23% | +$107M | 1.22% | 18 |
|
|
2025
Q1 | $465M | Buy |
9,185,647
+2,969,594
| +48% | +$150M | 1.1% | 19 |
|
|
2024
Q4 | $313M | Buy |
6,216,053
+494,436
| +9% | +$24.9M | 0.75% | 24 |
|
|
2024
Q3 | $290M | Buy |
5,721,617
+541,269
| +10% | +$27.5M | 0.69% | 24 |
|
|
2024
Q2 | $261M | Buy |
5,180,348
+493,098
| +11% | +$24.9M | 0.68% | 25 |
|
|
2024
Q1 | $236M | Buy |
4,687,250
+1,118,756
| +31% | +$56.4M | 0.63% | 26 |
|
|
2023
Q4 | $179M | Sell |
3,568,494
-105,992
| -3% | -$5.32M | 0.52% | 26 |
|
|
2023
Q3 | $184M | Sell |
3,674,486
-4,902
| -0.1% | -$246K | 0.58% | 26 |
|
|
2023
Q2 | $184M | Sell |
3,679,388
-165,254
| -4% | -$8.29M | 0.57% | 26 |
|
|
2023
Q1 | $193M | Sell |
3,844,642
-54,498
| -1% | -$2.74M | 0.63% | 24 |
|
|
2022
Q4 | $195M | Buy |
3,899,140
+184,806
| +5% | +$9.26M | 0.67% | 24 |
|
|
2022
Q3 | $186M | Hold |
3,714,334
| – | – | 0.67% | 24 |
|
|
2022
Q2 | $186M | Buy |
3,714,334
+37,787
| +1% | +$1.89M | 0.67% | 24 |
|
|
2022
Q1 | $185M | Buy |
3,676,547
+73,183
| +2% | +$3.68M | 0.59% | 25 |
|
|
2021
Q4 | $182M | Buy |
3,603,364
+29,068
| +0.8% | +$1.47M | 0.57% | 25 |
|
|
2021
Q3 | $181M | Buy |
3,574,296
+279,587
| +8% | +$14.2M | 0.61% | 24 |
|
|
2021
Q2 | $167M | Sell |
3,294,709
-118,446
| -3% | -$6.01M | 0.57% | 24 |
|
|
2021
Q1 | $173M | Buy |
3,413,155
+235,502
| +7% | +$12M | 0.65% | 21 |
|
|
2020
Q4 | $161M | Buy |
3,177,653
+220,310
| +7% | +$11.2M | 0.68% | 20 |
|
|
2020
Q3 | $150M | Buy |
2,957,343
+601,678
| +26% | +$30.6M | 0.74% | 21 |
|
|
2020
Q2 | $120M | Buy |
2,355,665
+925,582
| +65% | +$47M | 0.64% | 22 |
|
|
2020
Q1 | $71M | Buy |
+1,430,083
| New | +$71M | 0.44% | 26 |
|