A detailed history of Betterment LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Betterment LLC holds 2,007 shares of JPM stock, worth $602,842. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,007
Previous 1,970 1.88%
Holding current value
$602,842
Previous $571,000 10.86%
% 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

BUY
$282.78 - $316.06 $10,462 - $11,694
37 Added 1.88%
2,007 $633,000
Q2 2025

Aug 14, 2025

BUY
$210.28 - $289.91 $89,369 - $123,211
425 Added 27.51%
1,970 $571,000
Q1 2025

May 15, 2025

SELL
$225.19 - $279.95 $64,404 - $80,065
-286 Reduced 15.62%
1,545 $379,000
Q4 2024

Feb 14, 2025

BUY
$205.18 - $250.29 $118,799 - $144,917
579 Added 46.25%
1,831 $438,000
Q3 2024

Nov 14, 2024

BUY
$194.9 - $224.8 $244,014 - $281,449
1,252 New
1,252 $263,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $881B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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