JPM US RSRCH ENHNC L CAP ETF (JUSA) Institutional Ownership Changes & 13F Activity
JPM US RSRCH ENHNC L CAP ETF (JUSA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Envestnet Asset Management Inc, Janney Montgomery Scott Llc, Jpmorgan Chase & Co, and Cambridge Investment Research Advisors, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +900,816 | — | 900,816 | $60.51M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +11,073 | — | 11,073 | $743.84K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +12,059 | — | 12,059 | $810.07K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +3,769 | +19.5% | 23,049 | $1.55M | Q2 2026 | Sep 02, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +61 | — | 61 | $4.10K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +34,755 | — | 34,755 | $2.33M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +9,775 | — | 9,775 | $657.00K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Buy | +30,520 | — | 30,520 | $2.05M | Q2 2026 | Aug 13, 2026 |
| Wayfinding Financial, Llc | Buy | +17,831 | — | 17,831 | $1.20M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +594,978 | — | 594,978 | $39.64M | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +9,542 | — | 9,542 | $640.99K | Q2 2026 | Aug 11, 2026 |
| Lake Street Private Wealth, Llc | Buy | +13,746 | — | 13,746 | $923.40K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +2,110,560 | — | 2,110,560 | $141.78M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +123,390 | — | 123,390 | $8.29M | Q2 2026 | Aug 07, 2026 |
| Cordgrass Capital Advisors, Llc | Buy | +137 | — | 137 | $9.20K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Buy | +865,901 | — | 865,901 | $58.17M | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, Llc | Buy | +1,262 | — | 1,262 | $85.00K | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Buy | +175 | — | 175 | $11.76K | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, Llc | Buy | +4,190 | — | 4,190 | $281.47K | Q2 2026 | Aug 04, 2026 |
| Ascent Group, Llc | Buy | +4,874 | — | 4,874 | $327.42K | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +383,266 | — | 383,266 | $25.75K | Q2 2026 | Jul 30, 2026 |
| Geowealth Management, Llc | Buy | +6,601 | — | 6,601 | $443.44K | Q2 2026 | Jul 30, 2026 |
| Elevation Wealth Management Llc | Buy | +9,971 | — | 9,971 | $669.84K | Q2 2026 | Jul 29, 2026 |
| 3Chopt Investment Partners, Llc | Buy | +6,737 | — | 6,737 | $452.56K | Q2 2026 | Jul 29, 2026 |
| Private Trust Co Na | Buy | +6,242 | — | 6,242 | $419.31K | Q2 2026 | Jul 28, 2026 |
| Colonial River Investments, Llc | Buy | +74,624 | — | 74,624 | $5.01M | Q2 2026 | Jul 24, 2026 |
| Unique Wealth, Llc | Buy | +28,673 | — | 28,673 | $1.93M | Q2 2026 | Jul 21, 2026 |
| J.W. Cole Advisors, Inc. | Buy | +4,985 | — | 4,985 | $334.84K | Q2 2026 | Jul 21, 2026 |
| Park Avenue Securities Llc | Buy | +130,243 | — | 130,243 | $8.75M | Q2 2026 | Jul 20, 2026 |
| Ifp Advisors, Inc | Buy | +14,331 | — | 14,331 | $962.70K | Q2 2026 | Jul 20, 2026 |
Frequently asked questions about JUSA activity
Which institutional owners are buying JUSA?
Institutional owners buying JUSA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JUSA activity?
"Buy" means an investor increased their reported position in JUSA compared to the prior reporting period. This reflects growing exposure to JPM US RSRCH ENHNC L CAP ETF (JUSA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JUSA increasing?
Institutional interest in JUSA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.