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

GeoWealth 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	$443K	Buy	+6,601	New	+$431K	0.01%	527

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

GeoWealth Management's JUSA Position: Q2 2026 in Review

GeoWealth Management opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 6,601 shares worth $443K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings.

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

GeoWealth Management held 6,601 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $443K as of Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF was a new GeoWealth Management position in Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #527 holding.
39 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.