CreativeOne Wealth’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

CreativeOne Wealth’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	$2.05M	Buy	+30,520	New	+$1.99M	0.04%	355

Other funds holding JUSA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

CreativeOne Wealth's JUSA Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 30,520 shares worth $2.05M. The stake represents 0.04% of the portfolio and ranks #355 among its holdings.

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

CreativeOne Wealth held 30,520 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $2.05M as of Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF was a new CreativeOne Wealth position in Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #355 holding.
39 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.