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J P Morgan Exchange-traded F shares owned by Betterment

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JPIE) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Betterment consolidated in one spreadsheet with up to 7 years of data

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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 $493k 11k 46.40
2025-06-30 $427k 9.2k 46.32
2025-03-31 $466k 10k 46.03
2024-12-31 $505k 11k 45.62

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Top funds holding J P Morgan Exchange-traded F

Jpmorgan Chase & Co
Sequoia Financial Advisors
Savant Capital Management
Wells Fargo & Company
Envestnet Asset Management
Heritage Financial Services
Royal Bank of Canada
Warren Averett Asset Management
Advisor Group Holdings
Janney Montgomery Scott
Cary Street Partners Financial
Syntegra Private Wealth Group
Enclave Advisors
D'Orazio & Associates
Hilton Capital Management

View all funds holding J P Morgan Exchange-traded F