Betterment LLC JP Morgan Investment Management Inc Transaction History

Betterment LLC

  • $50.6 Billion
  • Q3 2025
Number of Shares
1,360,487
Previous 1,134,628 19.91%
Holding current value
$68.3 Million
Previous $56.1 Million 21.85%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Nov 13, 2025
BUY
N/A
225,859 Added 19.91%
1,360,487 $68.3 Million
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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