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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Betterment

Quarter-by-quarter ownership of Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Jpmorgan Nasdaq Equity Premium Income Etf

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All positions including Jpmorgan Nasdaq Equity Premium Income Etf held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jpmorgan Nasdaq Equity Premium Income Etf by Betterment

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$573k	10k	57.55
2025-06-30	$567k	10k	54.40
2025-03-31	$556k	11k	51.81
2024-12-31	$617k	11k	56.39
2024-09-30	$252k	4.6k	54.97

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)

SPDR State Street Global Advisors Portfolio S&p500 (SPLG)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Ishares Tr Core Us Aggbd Et (AGG)

Ishares Tr National Mun Etf (MUB)

Ishares Tr Core S&p Ttl Stk (ITOT)

SPDR State Street Global Advisors Portfolio S&p400 (SPMD)

Vanguard Index Fds Value Etf (VTV)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Ishares Tr Core Msci Eafe (IEFA)

SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

Goldman Sachs Activebeta Us Lg (GSLC)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

Jpmorgan Chase & Co

Wells Fargo & Company

Ameriprise Financial

Royal Bank of Canada

Raymond James Financial

Advisor Group Holdings

Envestnet Asset Management

Commonwealth Equity Services

Cetera Investment Advisers

RiverFront Investment Group

Hanson McClain Advisors

Susquehanna International

Stifel Financial

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf

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