MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$1.93M Buy
28,221
+5,892
+26% +$403K 0.05% 193
2026
Q2 		$1.5M Buy
+22,329
New +$1.46M 0.04% 216

Other funds holding JUSA

WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

MassMutual Private Wealth & Trust's JUSA Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) stake by 26% in Q3 2026, buying an estimated $403K and bringing the position to 28,221 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #193.

MassMutual Private Wealth & Trust first reported a position in JUSA in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold JUSA as of Q3 2026.

  • MassMutual Private Wealth & Trust held 28,221 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $1.93M as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 5,892 JPMorgan U.S. Research Enhanced Large Cap ETF shares in Q3 2026, an estimated $403K.
  • JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.05% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #193 holding.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan U.S. Research Enhanced Large Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.