Betterment LLC J P Morgan Exchange Traded Fd Transaction History

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Betterment LLC holds 97,435 shares of JCPB stock, worth $4.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

97,435

Previous 84,519 15.28%

Holding current value

$4.62 Million

Previous $3.98 Million 16.49%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$46.37 - $47.77 $598,914 - $616,997	12,916 Added 15.28%	97,435 $4.63 Million
Q2 2025 Aug 14, 2025	BUY	$45.9 - $47.2 $1.06 Million - $1.09 Million	23,086 Added 37.58%	84,519 $3.98 Million
Q1 2025 May 15, 2025	BUY	$45.56 - $47.23 $1.47 Million - $1.52 Million	32,228 Added 110.35%	61,433 $2.89 Million
Q4 2024 Feb 14, 2025	BUY	$46.07 - $48.17 $133,326 - $139,403	2,894 Added 11.0%	29,205 $1.35 Million
Q3 2024 Nov 14, 2024	BUY	$45.87 - $48.53 $110,500 - $116,908	2,409 Added 10.08%	26,311 $1.27 Million

Q2 2024 Aug 14, 2024	BUY	$45.27 - $46.67 $329,022 - $339,197	7,268 Added 43.69%	23,902 $1.11 Million
Q1 2024 May 10, 2024	BUY	$46.0 - $47.18 $765,164 - $784,792	16,634 New	16,634 $775,000

Others Institutions Holding JCPB

# of Institutions

417

Shares Held

150M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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