Farther Finance Advisors
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Farther Finance Advisors’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

Farther Finance Advisors’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
Q3 		$1.1M Buy
16,008
+5,142
+47% +$352K 0.01% 1069
2026
Q2 		$730K Buy
+10,866
New +$710K 0.01% 1296

Other funds holding JUSA

WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Farther Finance Advisors's JUSA Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) stake by 47% in Q3 2026, buying an estimated $352K and bringing the position to 16,008 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1069.

Farther Finance Advisors first reported a position in JUSA in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold JUSA as of Q3 2026.

  • Farther Finance Advisors held 16,008 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $1.1M as of Q3 2026.
  • Farther Finance Advisors bought 5,142 JPMorgan U.S. Research Enhanced Large Cap ETF shares in Q3 2026, an estimated $352K.
  • JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1069 holding.
  • Farther Finance Advisors first reported a position in JPMorgan U.S. Research Enhanced Large Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.