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

Firethorn Wealth Partners’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 		$722K Buy
10,547
+4,878
+86% +$334K 0.23% 86
2026
Q2 		$381K Buy
+5,669
New +$371K 0.12% 141

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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Firethorn Wealth Partners's JUSA Position: Q3 2026 in Review

Firethorn Wealth Partners increased its JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) stake by 86% in Q3 2026, buying an estimated $334K and bringing the position to 10,547 shares worth $722K. The position accounts for 0.23% of the portfolio, ranked #86.

Firethorn Wealth Partners 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.

  • Firethorn Wealth Partners held 10,547 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $722K as of Q3 2026.
  • Firethorn Wealth Partners bought 4,878 JPMorgan U.S. Research Enhanced Large Cap ETF shares in Q3 2026, an estimated $334K.
  • JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.23% of Firethorn Wealth Partners's portfolio in Q3 2026, its #86 holding.
  • Firethorn Wealth Partners 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 Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.