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WealthPlan Investment Management’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

WealthPlan Investment Management’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 		$33.8M Buy
+493,060
New +$33.7M 1.63% 9

Other funds holding JUSA

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
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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

WealthPlan Investment Management's JUSA Position: Q3 2026 in Review

WealthPlan Investment Management opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q3 2026: 493,060 shares worth $33.8M. The stake represents 1.63% of the portfolio and ranks #9 among its holdings.

12 funds tracked by Wall St. Rank hold JUSA as of Q3 2026.

  • WealthPlan Investment Management held 493,060 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $33.8M as of Q3 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF was a new WealthPlan Investment Management position in Q3 2026.
  • JPMorgan U.S. Research Enhanced Large Cap ETF made up 1.63% of WealthPlan Investment Management's portfolio in Q3 2026, its #9 holding.
  • 12 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.