WAUI
JUSA

WELLINGTON-ALTUS USA INC.’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

WELLINGTON-ALTUS USA 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
Q2 		– Sell
-1,700
Closed -$114K – 720
2026
Q1 		$114K Buy
+1,700
New +$105K 0.07% 227

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s JUSA Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. sold out of JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026, closing a stake of 1,700 shares — an estimated $114K sold.

WELLINGTON-ALTUS USA INC. first reported a position in JUSA in Q1 2026 and held it in 1 quarter. The position peaked at $114K in Q1 2026. 40 funds tracked by Wall St. Rank hold JUSA as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. reported no remaining JPMorgan U.S. Research Enhanced Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • WELLINGTON-ALTUS USA INC. sold 1,700 JPMorgan U.S. Research Enhanced Large Cap ETF shares in Q2 2026, an estimated $114K.
  • WELLINGTON-ALTUS USA INC. first reported a position in JPMorgan U.S. Research Enhanced Large Cap ETF in Q1 2026 and held it in 1 quarter.
  • WELLINGTON-ALTUS USA INC.'s JPMorgan U.S. Research Enhanced Large Cap ETF position peaked at $114K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.