J P Morgan Exchange-traded F shares owned by Betterment
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 22k | 57.08 |
| 2025-06-30 | $1.2M | 21k | 56.87 |
| 2025-03-31 | $772k | 14k | 57.13 |
| 2024-12-31 | $869k | 15k | 57.53 |
| 2024-09-30 | $415k | 7.0k | 59.46 |
| 2024-06-30 | $295k | 5.2k | 56.70 |
| 2024-03-31 | $296k | 5.1k | 57.82 |
| 2023-12-31 | $246k | 4.5k | 54.91 |
| 2023-09-30 | $396k | 7.4k | 53.51 |
| 2023-06-30 | $384k | 6.9k | 55.36 |