IWC
JUSA

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

Integrated Wealth Concepts’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 		$931K Buy
+13,860
New +$906K ﹤0.01% 1378

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

Integrated Wealth Concepts's JUSA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 13,860 shares worth $931K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings.

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

  • Integrated Wealth Concepts held 13,860 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $931K as of Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1378 holding.
  • 39 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.