Betterment LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025

A detailed history of Betterment LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Betterment LLC holds 9,956 shares of JEPQ stock, worth $575,655. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,956
Previous 10,423 4.48%
Holding current value
$575,655
Previous $567,000 1.06%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$53.81 - $57.52 $25,129 - $26,861
-467 Reduced 4.48%
9,956 $573,000
Q2 2025

Aug 14, 2025
SELL
$45.88 - $54.4 $14,176 - $16,809
-309 Reduced 2.88%
10,423 $567,000
Q1 2025

May 15, 2025
SELL
$51.45 - $58.51 $10,804 - $12,287
-210 Reduced 1.92%
10,732 $556,000
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $342,950 - $369,717
6,358 Added 138.7%
10,942 $616,000
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $227,824 - $257,208
4,584 New
4,584 $251,000

Others Institutions Holding JEPQ

# of Institutions
916
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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