JUSA Institutional Ownership & Shareholders
JPM US RSRCH ENHNC L CAP ETF (JUSA) is currently held by 47 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $385.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JUSA tracked by InsiderSet, reporting ownership valued at approximately $141.78M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $143.07M, representing an estimated gain of +0.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed JUSA value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Janney Montgomery Scott Llc, and several other long-term asset managers with concentrated positions in JPM US RSRCH ENHNC L CAP ETF (JUSA).
This page ranks the largest institutional JUSA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
47
Total Reported Value
$385.24M
Largest Holder
Lpl Financial Llc
Largest Position
$141.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 2,110,560 | $141,778,933 | $143,074,862 | +$1,295,929 | +0.91% | |
| Envestnet Asset Management Inc | 0.01% | 900,816 | $60,513,229 | $61,066,317 | +$553,088 | +0.91% | |
| Janney Montgomery Scott Llc | 0.11% | 865,901 | $58,168,000 | $58,699,429 | +$531,429 | +0.91% | |
| Jpmorgan Chase & Co | 0.00% | 594,978 | $39,643,409 | $40,333,559 | +$690,150 | +1.74% | |
| Wealthplan Investment Management, Llc | 1.64% | 493,060 | $33,769,691 | $33,424,537 | -$345,154 | -1.02% | |
| Mml Investors Services, Llc | 0.02% | 123,390 | $8,288,839 | $8,364,608 | +$75,769 | +0.91% | |
| Wealthplan Partners, Llc | 1.07% | 85,180 | $5,833,952 | $5,774,352 | -$59,600 | -1.02% | |
| Colonial River Investments, Llc | 0.90% | 51,079 | $3,498,401 | $3,462,645 | -$35,756 | -1.02% | |
| Accelerate Investment Advisors Llc | 1.72% | 44,812 | $3,069,174 | $3,037,805 | -$31,369 | -1.02% | |
| Unique Wealth, Llc | 0.35% | 44,358 | $3,038,079 | $3,007,029 | -$31,050 | -1.02% | |
| Fermata Advisors, Llc | 0.47% | 35,367 | $2,422,286 | $2,397,529 | -$24,757 | -1.02% | |
| Osaic Holdings, Inc. | 0.00% | 34,755 | $2,334,749 | $2,356,041 | +$21,292 | +0.91% | |
| Creativeone Wealth, Llc | 0.04% | 30,520 | $2,050,241 | $2,068,951 | +$18,710 | +0.91% | |
| Massmutual Private Wealth & Trust, Fsb | 0.05% | 28,221 | $1,932,856 | $1,913,102 | -$19,754 | -1.02% | |
| Lockerman Financial Group, Inc. | 2.67% | 27,155 | $1,859,839 | $1,840,837 | -$19,002 | -1.02% | |
| Citadel Advisors Llc | 0.00% | 23,049 | $1,548,340 | $1,562,492 | +$14,152 | +0.91% | |
| Ifp Advisors, Inc | 0.02% | 20,845 | $1,427,674 | $1,413,083 | -$14,591 | -1.02% | |
| Lake Street Private Wealth, Llc | 0.15% | 20,130 | $1,378,704 | $1,364,613 | -$14,091 | -1.02% | |
| Wayfinding Financial, Llc | 0.45% | 17,831 | $1,197,000 | $1,208,763 | +$11,763 | +0.98% | |
| Farther Finance Advisors, Llc | 0.01% | 16,008 | $1,096,388 | $1,085,182 | -$11,206 | -1.02% | |
| Elevation Wealth Management Llc | 0.68% | 14,647 | $1,003,173 | $992,920 | -$10,253 | -1.02% | |
| Integrated Wealth Concepts Llc | 0.01% | 12,059 | $810,071 | $817,480 | +$7,409 | +0.91% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 11,073 | $743,840 | $750,639 | +$6,799 | +0.91% | |
| Firethorn Wealth Partners, Llc | 0.23% | 10,547 | $722,364 | $714,981 | -$7,383 | -1.02% | |
| Flow Traders U.S. Llc | 0.03% | 9,775 | $657,000 | $662,647 | +$5,647 | +0.86% | |
| Tower Research Capital Llc (Trc) | 0.02% | 9,542 | $640,993 | $646,852 | +$5,859 | +0.91% | |
| 3Chopt Investment Partners, Llc | 0.11% | 9,329 | $638,943 | $632,413 | -$6,530 | -1.02% | |
| Advisornet Financial, Inc | 0.03% | 8,508 | $587,137 | $576,757 | -$10,380 | -1.77% | |
| Aegis Wealth Management, Inc. | 0.34% | 8,531 | $584,288 | $578,316 | -$5,972 | -1.02% | |
| Private Trust Co Na | 0.04% | 7,775 | $532,510 | $527,067 | -$5,443 | -1.02% | |
| Ascent Group, Llc | 0.01% | 6,872 | $470,663 | $465,853 | -$4,810 | -1.02% | |
| Geowealth Management, Llc | 0.01% | 6,601 | $443,443 | $447,482 | +$4,039 | +0.91% | |
| Emergent Wealth Advisors, Llc | 0.20% | 5,611 | $384,297 | $380,370 | -$3,927 | -1.02% | |
| Cary Street Partners Investment Advisory Llc | 0.08% | 5,596 | $375,917 | $379,353 | +$3,436 | +0.91% | |
| J.W. Cole Advisors, Inc. | 0.01% | 4,985 | $334,839 | $337,933 | +$3,094 | +0.92% | |
| Gateway Wealth Partners, Llc | 0.02% | 4,190 | $281,468 | $284,040 | +$2,572 | +0.91% | |
| Commonwealth Equity Services, Llc | 0.00% | 3,927 | $268,990 | $266,211 | -$2,779 | -1.03% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 3,751 | $256,906 | $254,280 | -$2,626 | -1.02% | |
| Mgo One Seven Llc | 0.00% | 3,628 | $248,502 | $245,942 | -$2,560 | -1.03% | |
| Bam Wealth Management, Llc | 0.11% | 2,949 | $201,977 | $199,913 | -$2,064 | -1.02% | |
| Capital Analysts, Llc | 0.00% | 1,262 | $85,000 | $85,551 | +$551 | +0.65% | |
| Assetmark, Inc | 0.00% | 644 | $44,108 | $43,657 | -$451 | -1.02% | |
| Cambridge Investment Research Advisors, Inc. | 0.07% | 451,246 | $30,906 | $30,589,966 | +$30,559,060 | +98877.44% | |
| Cordgrass Capital Advisors, Llc | 0.01% | 300 | $20,547 | $20,337 | -$210 | -1.02% | |
| Fifth Third Bancorp | 0.00% | 175 | $11,756 | $11,863 | +$107 | +0.91% | |
| Park Avenue Securities Llc | 0.07% | 158,818 | $10,877 | $10,766,272 | +$10,755,395 | +98882.00% | |
| Transamerica Financial Advisors, Llc | 0.00% | 61 | $4,101 | $4,135 | +$34 | +0.83% |
Frequently asked questions about JUSA
Who are the largest institutional holders of JUSA?
The largest institutional holders of JUSA reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Janney Montgomery Scott Llc, Jpmorgan Chase & Co, and Wealthplan Investment Management, Llc. InsiderSet ranks institutional holders by their latest reported JUSA position.
What is JUSA institutional ownership?
This page tracks JUSA positions reported by institutional investment managers through SEC Form 13F. JPM US RSRCH ENHNC L CAP ETF (JUSA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JUSA?
InsiderSet currently tracks 47 institutional managers reporting JUSA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JUSA shareholders.
How much JUSA stock do institutions own?
Institutional investment managers disclosed approximately $385.24M in JUSA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JUSA institutional ownership last updated?
The latest JUSA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JUSA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JUSA position after the reporting date.
Are institutions buying or selling JUSA?
Institutional buying and selling can be analyzed by comparing JUSA positions across consecutive 13F reporting periods. InsiderSet's JUSA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JUSA ownership changes.
How has JUSA institutional ownership changed over time?
InsiderSet tracks JUSA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.