JWCA
JUSA

J.W. Cole Advisors’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

J.W. Cole 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
Q2 		$335K Buy
+4,985
New +$326K 0.01% 1214

Other funds holding JUSA

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
LFG
Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

J.W. Cole Advisors's JUSA Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 4,985 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #1214 among its holdings.

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

  • J.W. Cole Advisors held 4,985 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $335K as of Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1214 holding.
  • 12 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.