SEC 13F Intelligence

Betterment LLC / JPST

Betterment LLC’s J P Morgan Exchange Traded F Position

Does Betterment LLC own J P Morgan Exchange Traded F (JPST)? Yes13.65M shares worth $691M (+1.31% of its 13F portfolio) as of Q1 2026, up from 13.18M shares the prior filed quarter.

Position Value
$691M
Q1 2026
Shares
13.65M
% of Portfolio
+1.31%
Quarters Held
24
currently held

Position History JPST

Reported value by quarter
Q1 ’20: $71MQ1 ’20Q2 ’20: $120MQ3 ’20: $150MQ4 ’20: $161MQ4 ’20Q2 ’21: $167MQ3 ’21: $181MQ4 ’21: $182MQ4 ’21Q1 ’22: $185MQ2 ’22: $186MQ3 ’22: $186MQ3 ’22Q4 ’22: $195MQ1 ’23: $193MQ2 ’23: $184MQ2 ’23Q3 ’23: $184MQ4 ’23: $179MQ1 ’24: $236MQ1 ’24Q2 ’24: $261MQ3 ’24: $290MQ4 ’24: $313MQ4 ’24Q1 ’25: $465MQ2 ’25: $572MQ3 ’25: $618MQ3 ’25Q4 ’25: $667MQ1 ’26: $691Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.65M$691M+1.31%
Q4 202513.18M$667M+1.27%
Q3 202512.18M$618M+1.22%
Q2 202511.29M$572M+1.22%
Q1 20259.19M$465M+1.10%
Q4 20246.22M$313M+0.75%
Q3 20245.72M$290M+0.69%
Q2 20245.18M$261M+0.68%
Q1 20244.69M$236M+0.63%
Q4 20233.57M$179M+0.52%
Q3 20233.67M$184M+0.58%
Q2 20233.68M$184M+0.57%
Q1 20233.84M$193M+0.63%
Q4 20223.90M$195M+0.67%
Q3 20223.71M$186M+0.67%
Q2 20223.71M$186M+0.67%
Q1 20223.68M$185M+0.59%
Q4 20213.60M$182M+0.57%
Q3 20213.57M$181M+0.61%
Q2 20213.29M$167M+0.57%
Q4 20203.18M$161M+0.68%
Q3 20202.96M$150M+0.74%
Q2 20202.36M$120M+0.64%
Q1 20201.43M$71M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Betterment LLC’s full portfolio or all institutional holders of JPST.