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 Q2	$1.93M	Buy	+28,673	New	+$1.87M	0.22%	69

Other funds holding JUSA

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Unique Wealth's JUSA Position: Q2 2026 in Review

Unique Wealth opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q2 2026: 28,673 shares worth $1.93M. The stake represents 0.22% of the portfolio and ranks #69 among its holdings.

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

Unique Wealth held 28,673 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $1.93M as of Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF was a new Unique Wealth position in Q2 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF made up 0.22% of Unique Wealth's portfolio in Q2 2026, its #69 holding.
12 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.