Betterment LLC JP Morgan Investment Management Inc Transaction History

Betterment LLC

  • $47 Billion
  • Q2 2025
Number of Shares
1,134,628
Previous 736,344 54.09%
Holding current value
$56.1 Million
Previous $36.7 Million 52.91%
% of portfolio
0.12%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
398,284 Added 54.09%
1,134,628 $56.1 Million
Q1 2025

May 15, 2025
BUY
N/A
276,315 Added 60.06%
736,344 $36.7 Million
Q4 2024

Feb 14, 2025
BUY
N/A
172,457 Added 59.97%
460,029 $0
Q3 2024

Nov 14, 2024
BUY
N/A
112,840 Added 64.58%
287,572 $0
Q2 2024

Aug 14, 2024
BUY
N/A
174,732 New
174,732 $8.79 Million
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