AssetMark Inc’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

AssetMark Inc’s Portfolio JUSA Stock Details JUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$44.1K	Buy	+644	New	+$44.1K	﹤0.01%	1940

Other funds holding JUSA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Accelerate Investment Advisors Aliso Viejo, California $178M AUM 15.63% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

AssetMark Inc's JUSA Position: Q3 2026 in Review

AssetMark Inc opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q3 2026: 644 shares worth $44.1K. The stake represents ﹤0.01% of the portfolio and ranks #1940 among its holdings.

35 funds tracked by Wall St. Rank hold JUSA as of Q3 2026.

AssetMark Inc held 644 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $44.1K as of Q3 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF was a new AssetMark Inc position in Q3 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1940 holding.
35 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.