LSPW
JUSA

Lake Street Private Wealth’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

Lake Street Private Wealth’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 		$923K Buy
+13,746
New +$899K 0.11% 126

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
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
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

Lake Street Private Wealth's JUSA Position: Q2 2026 in Review

Lake Street Private Wealth opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 13,746 shares worth $923K. The stake represents 0.11% of the portfolio and ranks #126 among its holdings.

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

  • Lake Street Private Wealth held 13,746 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $923K as of Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF was a new Lake Street Private Wealth position in Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.11% of Lake Street Private Wealth's portfolio in Q2 2026, its #126 holding.
  • 29 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.