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JPM US Rsrch Enhnc L Cap ETF (JUSA)

CUSIP: 46654Q617 | NYSE | 59 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

WealthPlan Investment Management, LLC493,060
1.6% of portfolio›$33.8M
Cambridge Investment Research Advisors, Inc.451,246
0.0% of portfolio›$30.9K
Park Avenue Securities LLC158,818
0.0% of portfolio›$10.9K
WealthPLAN Partners, LLC85,180
1.1% of portfolio›$5.8M
Colonial River Investments, LLC51,079
0.9% of portfolio›$3.5M
Accelerate Investment Advisors LLC44,812
1.7% of portfolio›$3.1M
Unique Wealth, LLC44,358
0.3% of portfolio›$3.0M
Fermata Advisors, LLC35,367
0.5% of portfolio›$2.4M
MLG Wealth Management DBA Pine Grove Financial Group33,735
0.2% of portfolio›$2.3M
WBH Advisory Inc30,455
0.1% of portfolio›$2.1M
MassMutual Private Wealth & Trust, FSB28,221
0.1% of portfolio›$1.9M
Lockerman Financial Group, Inc.27,155
2.7% of portfolio›$1.9M
IFP Advisors, Inc20,845
0.0% of portfolio›$1.4M
Lake Street Private Wealth, LLC20,130
0.2% of portfolio›$1.4M
Farther Finance Advisors, LLC16,008
0.0% of portfolio›$1.1M
Elevation Wealth Management LLC14,647
0.7% of portfolio›$1.0M
Firethorn Wealth Partners, LLC10,547
0.2% of portfolio›$722.4K
3Chopt Investment Partners, LLC9,329
0.1% of portfolio›$638.9K
Aegis Wealth Management, Inc.8,531
0.3% of portfolio›$584.3K
AdvisorNet Financial, Inc8,508
0.0% of portfolio›$587.1K
Private Trust Co NA7,775
0.0% of portfolio›$532.5K
Ascent Group, LLC6,872
0.0% of portfolio›$470.7K
J.W. Cole Advisors, Inc.5,921
0.0% of portfolio›$405.5K
Emergent Wealth Advisors, LLC5,611
0.2% of portfolio›$384.3K
Bank of New York Mellon Corp4,842
0.0% of portfolio›$331.6K
Commonwealth Equity Services, LLC3,927
0.0% of portfolio›$269.0K
Prime Capital Investment Advisors, LLC3,751
0.0% of portfolio›$256.9K
MGO One Seven LLC3,628
0.0% of portfolio›$248.5K
BAM Wealth Management, LLC2,949
0.1% of portfolio›$202.0K
Assetmark, Inc644
0.0% of portfolio›$44.1K
Cordgrass Capital Advisors, LLC300
0.0% of portfolio›$20.5K
Horizon Financial Services, LLC206
0.0% of portfolio›$14.1K
US Bancorp \de\58
0.0% of portfolio›$4.0K
StyleTurnoverLocationFiled
WealthPlan Investment Management, LLC
493,060$33.8M1.6%GrowthMediumOmaha, NE2026-10-15
Cambridge Investment Research Advisors, Inc.
451,246$30.9K0.0%ETFLowFairfield, IA2026-11-02
Park Avenue Securities LLC
158,818$10.9K0.0%ETFMediumNew York, NY2026-10-26
WealthPLAN Partners, LLC
85,180$5.8M1.1%CoreMediumOmaha, NE2026-10-15
Colonial River Investments, LLC
51,079$3.5M0.9%GrowthMediumMidlothian, VA2026-10-19
Accelerate Investment Advisors LLC
44,812$3.1M1.7%ETFLowAliso Viejo, CA2026-11-02
Unique Wealth, LLC
44,358$3.0M0.3%ETFMediumTampa, FL2026-10-16
Fermata Advisors, LLC
35,367$2.4M0.5%ETFLowSonoma, CA2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
33,735$2.3M0.2%ETFMediumWoodbury, MN2026-10-13
WBH Advisory Inc
30,455$2.1M0.1%ETFLowBaltimore, MD2026-11-05
MassMutual Private Wealth & Trust, FSB
28,221$1.9M0.1%CoreLowSpringfield, MA2026-10-05
Lockerman Financial Group, Inc.
27,155$1.9M2.7%ETFMediumNewport Beach, CA2026-10-19
IFP Advisors, Inc
20,845$1.4M0.0%GrowthLowTampa, FL2026-10-16
Lake Street Private Wealth, LLC
20,130$1.4M0.2%GrowthLowChicago, IL2026-10-22
Farther Finance Advisors, LLC
16,008$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Elevation Wealth Management LLC
14,647$1.0M0.7%Agg GrowthLowEden Prairie, MN2026-11-02
Firethorn Wealth Partners, LLC
10,547$722.4K0.2%ETFLowAugusta, GA2026-10-14
3Chopt Investment Partners, LLC
9,329$638.9K0.1%CoreLowRichmond, VA2026-10-30
Aegis Wealth Management, Inc.
8,531$584.3K0.3%ETFMediumGuthrie Center, IA2026-10-26
AdvisorNet Financial, Inc
8,508$587.1K0.0%ETFLowMinnetonka, MN2026-10-15
Private Trust Co NA
7,775$532.5K0.0%CoreLowCleveland, OH2026-10-20
Ascent Group, LLC
6,872$470.7K0.0%CoreLowVirginia Beach, VA2026-10-30
J.W. Cole Advisors, Inc.
5,921$405.5K0.0%IndexLowTampa, FL2026-11-05
Emergent Wealth Advisors, LLC
5,611$384.3K0.2%ETFMediumWilliamsville, NY2026-10-09
Bank of New York Mellon Corp
4,842$331.6K0.0%CoreLowNew York, NY2026-11-05
Commonwealth Equity Services, LLC
3,927$269.0K0.0%ETFLowWaltham, MA2026-11-02
Prime Capital Investment Advisors, LLC
3,751$256.9K0.0%ETFLowOverland Park, KS2026-10-20
MGO One Seven LLC
3,628$248.5K0.0%GrowthLowBeachwood, OH2026-10-28
BAM Wealth Management, LLC
2,949$202.0K0.1%ETFHighLakewood, CO2026-10-15
Assetmark, Inc
644$44.1K0.0%ETFLowConcord, CA2026-10-21
Cordgrass Capital Advisors, LLC
300$20.5K0.0%CoreLowRaleigh, NC2026-10-30
Horizon Financial Services, LLC
206$14.1K0.0%ETFLowWinston Salem, NC2026-11-04
US Bancorp \de\
58$4.0K0.0%IndexLowMinneapolis, MN2026-11-05