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

Private Trust Company’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	$419K	Buy	+6,242	New	+$408K	0.03%	533

Other funds holding JUSA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Private Trust Company's JUSA Position: Q2 2026 in Review

Private Trust Company opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 6,242 shares worth $419K. The stake represents 0.03% of the portfolio and ranks #533 among its holdings.

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

Private Trust Company held 6,242 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $419K as of Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF was a new Private Trust Company position in Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.03% of Private Trust Company's portfolio in Q2 2026, its #533 holding.
39 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.