LFG
JUSA

Lockerman Financial Group’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

Lockerman Financial Group’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 		$1.39M Buy
+20,749
New +$1.36M 2.13% 12

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

Lockerman Financial Group's JUSA Position: Q2 2026 in Review

Lockerman Financial Group opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 20,749 shares worth $1.39M. The stake represents 2.13% of the portfolio and ranks #12 among its holdings.

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

  • Lockerman Financial Group held 20,749 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $1.39M as of Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF was a new Lockerman Financial Group position in Q2 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF made up 2.13% of Lockerman Financial Group's portfolio in Q2 2026, its #12 holding.
  • 39 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.