JP Morgan Chase
BETA

JP Morgan Chase’s Beta Technologies Inc BETA Stock Holding History

JP Morgan Chase’s Portfolio BETA Stock Details BETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.05M Buy
306,997
+78,462
+34% +$1.31M ﹤0.01% 3445
2026
Q1 		$3.11M Buy
228,535
+113,215
+98% +$2.32M ﹤0.01% 3747
2025
Q4 		$3.25M Buy
+115,320
New +$3.44M ﹤0.01% 3699

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase's BETA Position: Q2 2026 in Review

JP Morgan Chase increased its Beta Technologies Inc (BETA) stake by 34% in Q2 2026, buying an estimated $1.31M and bringing the position to 306,997 shares worth $5.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3445.

JP Morgan Chase first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • JP Morgan Chase held 306,997 shares of Beta Technologies Inc worth $5.05M as of Q2 2026.
  • JP Morgan Chase bought 78,462 Beta Technologies Inc shares in Q2 2026, an estimated $1.31M.
  • Beta Technologies Inc made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3445 holding.
  • JP Morgan Chase first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.