CSPIA
JUSA

Cary Street Partners Investment Advisory’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

Cary Street Partners Investment Advisory’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
Q2 		$376K Buy
+5,596
New +$366K 0.08% 249

Other funds holding JUSA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cary Street Partners Investment Advisory's JUSA Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 5,596 shares worth $376K. The stake represents 0.08% of the portfolio and ranks #249 among its holdings.

32 funds tracked by Wall St. Rank hold JUSA as of Q2 2026.

  • Cary Street Partners Investment Advisory held 5,596 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $376K as of Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.08% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #249 holding.
  • 32 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.