WealthPLAN Partners’s JPMorgan U.S. Research Enhanced Large Cap ETF JUSA Stock Holding History

WealthPLAN Partners’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	$5.83M	Buy	+85,180	New	+$5.83M	1.07%	23

Other funds holding JUSA

WIM

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

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 Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

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 Partners's JUSA Position: Q3 2026 in Review

WealthPLAN Partners opened a new position in JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) in Q3 2026: 85,180 shares worth $5.83M. The stake represents 1.07% of the portfolio and ranks #23 among its holdings.

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

WealthPLAN Partners held 85,180 shares of JPMorgan U.S. Research Enhanced Large Cap ETF worth $5.83M as of Q3 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF was a new WealthPLAN Partners position in Q3 2026.
JPMorgan U.S. Research Enhanced Large Cap ETF made up 1.07% of WealthPLAN Partners's portfolio in Q3 2026, its #23 holding.
12 funds tracked by Wall St. Rank held JPMorgan U.S. Research Enhanced Large Cap ETF as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.