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Disclosery

Betterment LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on JEPI, newest first. How the timeline and the estimate are built.

Betterment LLC held 45,161 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,161 shares
    Change vs previous 13F +3,492 shares

    <0.01% of the 13F portfolio, value $2,551,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,669 shares
    Change vs previous 13F +9,506 shares

    <0.01% of the 13F portfolio, value $2,362,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,163 shares
    Change vs previous 13F +10,158 shares

    <0.01% of the 13F portfolio, value $1,841,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 22,005 shares
    Change vs previous 13F +1,345 shares

    <0.01% of the 13F portfolio, value $1,256,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,660 shares
    Change vs previous 13F +7,148 shares

    <0.01% of the 13F portfolio, value $1,175,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,512 shares
    Change vs previous 13F -1,592 shares

    <0.01% of the 13F portfolio, value $772,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,104 shares
    Change vs previous 13F +8,125 shares

    <0.01% of the 13F portfolio, value $869,000.

    13F-HR 0001633901-25-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,979 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $415,000.

    13F-HR 0001633901-24-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).