A detailed history of Betterment LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Betterment LLC holds 1,831 shares of JPM stock, worth $473,844. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,831
Previous 1,252 46.25%
Holding current value
$473,844
Previous $263,000 66.54%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$205.18 - $250.29 $118,799 - $144,917
579 Added 46.25%
1,831 $438,000
Q3 2024

Nov 14, 2024

BUY
$194.9 - $224.8 $244,014 - $281,449
1,252 New
1,252 $263,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $759B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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