EWM
JUSA

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

Elevation Wealth Management’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 		$670K Buy
+9,971
New +$652K 0.5% 53

Other funds holding JUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return
IA
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Elevation Wealth Management's JUSA Position: Q2 2026 in Review

Elevation Wealth Management opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 9,971 shares worth $670K. The stake represents 0.5% of the portfolio and ranks #53 among its holdings.

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

  • Elevation Wealth Management held 9,971 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $670K as of Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF was a new Elevation Wealth Management position in Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.5% of Elevation Wealth Management's portfolio in Q2 2026, its #53 holding.
  • 19 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.