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

Unique 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
Q3 		$3.04M Buy
44,358
+15,685
+55% +$1.07M 0.35% 54
2026
Q2 		$1.93M Buy
+28,673
New +$1.87M 0.22% 69

Other funds holding JUSA

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Lockerman Financial Group
Lockerman Financial Group Newport Beach, California $69.7M AUM 11.75% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Unique Wealth's JUSA Position: Q3 2026 in Review

Unique Wealth increased its JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) stake by 55% in Q3 2026, buying an estimated $1.07M and bringing the position to 44,358 shares worth $3.04M. The position accounts for 0.35% of the portfolio, ranked #54.

Unique Wealth first reported a position in JUSA in Q2 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold JUSA as of Q3 2026.

  • Unique Wealth held 44,358 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $3.04M as of Q3 2026.
  • Unique Wealth bought 15,685 JPMorgan U.S. Research Enhanced Large Cap ETF shares in Q3 2026, an estimated $1.07M.
  • JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.35% of Unique Wealth's portfolio in Q3 2026, its #54 holding.
  • Unique Wealth first reported a position in JPMorgan U.S. Research Enhanced Large Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.