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BetterWealth, LLC

SEC CIK
0001911702
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by BetterWealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
905
Value
$296.2K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of JPM by BetterWealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026905$296.2K0.1%00.0%UnchangedHolders
Q1 2026905$266.2K0.1%+272+43.0%AddedHolders
Q4 2025633$204.0K<0.1%−42−6.2%ReducedHolders
Q3 2025675$212.9K0.1%+675NewHolders