JPM US Rsrch Enhnc L Cap ETFJUSAETF

13F holders, Q2 2026 (June 30)
40holders +36
37new positions
2sold out
1famous investor
$67.12avg. 13F price*

At the end of Q2 2026, 40 institutions reported holding JPM US Rsrch Enhnc L Cap ETF (JUSA) in their 13F filings, up 36 from Q1 2026. 37 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($141.8M), Envestnet Asset Management Inc. ($60.5M) and Janney Montgomery Scott LLC ($58.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
JPM US Rsrch Enhnc L Cap ETF
Filed as
J P MORGAN EXCHANGE TRADED F (Q2 2026)
CUSIP
46654Q617
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 4Q1 2026Q2 2026: 40Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions37$331.5M
Exits2$118K

All 13F filers, Q1 2026 → Q2 2026: 5,263,762 shares bought and 1,763 shares sold, net +5,261,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 40 holders
LPL Financial LLC 0.03% New 2,110,560 $141.8M
Envestnet Asset Management Inc. 0.01% New 900,816 $60.5M
Janney Montgomery Scott LLC 0.11% New 865,901 $58.2M
JPMorgan Chase & Co. 0.00% Add +120.3% 594,978 $39.6M
Cambridge Investment Research Advisors, Inc. 0.06% New 383,266 $25.7M
Park Avenue Securities LLC 0.05% New 130,243 $8.7M
MML Investors Services, LLC 0.02% New 123,390 $8.3M
Colonial River Investments, LLC 1.43% New 74,624 $5.0M
Osaic Holdings, Inc. 0.00% New 34,755 $2.3M
CreativeOne Wealth, LLC 0.04% New 30,520 $2.1M
Unique Wealth, LLC 0.22% New 28,673 $1.9M
Citadel Advisors 0.00% Add +19.6% 23,049 $1.5M
Hopwood Nicholas Hunter 0.42% New 23,018 $1.5M
MLG Wealth Management DBA Pine Grove Financial Group 0.15% New 22,807 $1.5M
MassMutual Private Wealth & Trust, FSB 0.04% New 22,329 $1.5M
Lockerman Financial Group, Inc. 2.13% New 20,749 $1.4M
Wayfinding Financial, LLC 0.45% New 17,831 $1.2M
IFP Advisors, Inc 0.02% New 14,331 $963K
Lake Street Private Wealth, LLC 0.11% New 13,746 $923K
Integrated Wealth Concepts LLC 0.01% New 12,059 $810K
Envestnet Portfolio Solutions, Inc. 0.00% New 11,073 $744K
Farther Finance Advisors, LLC 0.01% New 10,866 $730K
Elevation Wealth Management LLC 0.50% New 9,971 $670K
Flow Traders U.S. LLC 0.03% New 9,775 $657K
Tower Research Capital LLC (TRC) 0.02% New 9,542 $641K
Global Retirement Partners, LLC 0.01% — 7,723 $519K
3Chopt Investment Partners, LLC 0.09% New 6,737 $453K
GeoWealth Management, LLC 0.01% New 6,601 $443K
Private Trust Co. NA 0.03% New 6,242 $419K
Firethorn Wealth Partners, LLC 0.12% New 5,669 $381K
Cary Street Partners Investment Advisory LLC 0.08% New 5,596 $376K
J.W. Cole Advisors, Inc. 0.01% New 4,985 $335K
Ascent Group, LLC 0.01% New 4,874 $327K
Aegis Wealth Management, Inc. 0.19% New 4,495 $302K
Gateway Wealth Partners, LLC 0.02% New 4,190 $281K
HighTower Advisors, LLC 0.00% New 3,262 $219K
Capital Analysts, LLC 0.00% New 1,262 $85K
Fifth Third Bancorp 0.00% New 175 $12K
Cordgrass Capital Advisors, LLC 0.00% New 137 $9K
Transamerica Financial Advisors, LLC 0.00% New 61 $4K

"% of holder's portfolio" is JUSA's weight in each manager's 13F, not the share of JPM US Rsrch Enhnc L Cap ETF the manager owns.