Colonial River Investments’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

Colonial River Investments’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	$5.01M	Buy	+74,624	New	+$4.88M	1.43%	16

Other funds holding JUSA

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Colonial River Investments's JUSA Position: Q2 2026 in Review

Colonial River Investments opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 74,624 shares worth $5.01M. The stake represents 1.43% of the portfolio and ranks #16 among its holdings.

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

Colonial River Investments held 74,624 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $5.01M as of Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF was a new Colonial River Investments position in Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF made up 1.43% of Colonial River Investments's portfolio in Q2 2026, its #16 holding.
12 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.