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

LPL Financial’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	$142M	Buy	+2,110,560	New	+$138M	0.03%	512

Other funds holding JUSA

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

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial's JUSA Position: Q2 2026 in Review

LPL Financial opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 2,110,560 shares worth $142M. The stake represents 0.03% of the portfolio and ranks #512 among its holdings.

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

LPL Financial held 2,110,560 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $142M as of Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF was a new LPL Financial position in Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #512 holding.
28 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.