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JPM US Rsrch Enhnc L Cap ETF (JUSA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,851,001 from 2,110,560
Change+740,441 (+35%)
Value$195.3M (+$53.5M)
Filed 2026-11-06
WealthPlan Investment Management, LLC
NEW
Shares493,060
Change+493,060
Value$33.8M
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares451,246 from 383,266
Change+67,980 (+18%)
Value$30.9K (-$25.7M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares158,818 from 130,243
Change+28,575 (+22%)
Value$10.9K (-$8.7M)
Filed 2026-10-26
WealthPLAN Partners, LLC
NEW
Shares85,180
Change+85,180
Value$5.8M
Filed 2026-10-15
Colonial River Investments, LLC
DECREASED
Shares51,079 from 74,624
Change-23,545 (-32%)
Value$3.5M (-$1.5M)
Filed 2026-10-19
Accelerate Investment Advisors LLC
NEW
Shares44,812
Change+44,812
Value$3.1M
Filed 2026-11-02
Unique Wealth, LLC
INCREASED
Shares44,358 from 28,673
Change+15,685 (+55%)
Value$3.0M (+$1.1M)
Filed 2026-10-16
Fermata Advisors, LLC
NEW
Shares35,367
Change+35,367
Value$2.4M
Filed 2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares33,735 from 22,807
Change+10,928 (+48%)
Value$2.3M (+$778.4K)
Filed 2026-10-13
WBH Advisory Inc
NEW
Shares30,455
Change+30,455
Value$2.1M
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares28,221 from 22,329
Change+5,892 (+26%)
Value$1.9M (+$432.9K)
Filed 2026-10-05
Lockerman Financial Group, Inc.
INCREASED
Shares27,155 from 20,749
Change+6,406 (+31%)
Value$1.9M (+$466.0K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares20,845 from 14,331
Change+6,514 (+45%)
Value$1.4M (+$465.0K)
Filed 2026-10-16
Lake Street Private Wealth, LLC
INCREASED
Shares20,130 from 13,746
Change+6,384 (+46%)
Value$1.4M (+$455.3K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares16,008 from 10,866
Change+5,142 (+47%)
Value$1.1M (+$366.5K)
Filed 2026-10-08
Elevation Wealth Management LLC
INCREASED
Shares14,647 from 9,971
Change+4,676 (+47%)
Value$1.0M (+$333.3K)
Filed 2026-11-02
Firethorn Wealth Partners, LLC
INCREASED
Shares10,547 from 5,669
Change+4,878 (+86%)
Value$722.4K (+$341.5K)
Filed 2026-10-14
3Chopt Investment Partners, LLC
INCREASED
Shares9,329 from 6,737
Change+2,592 (+38%)
Value$638.9K (+$186.4K)
Filed 2026-10-30
Aegis Wealth Management, Inc.
INCREASED
Shares8,531 from 4,495
Change+4,036 (+90%)
Value$584.3K (+$282.3K)
Filed 2026-10-26
AdvisorNet Financial, Inc
NEW
Shares8,508
Change+8,508
Value$587.1K
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares7,775 from 6,242
Change+1,533 (+25%)
Value$532.5K (+$113.2K)
Filed 2026-10-20
Ascent Group, LLC
INCREASED
Shares6,872 from 4,874
Change+1,998 (+41%)
Value$470.7K (+$143.2K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares5,921 from 4,985
Change+936 (+19%)
Value$405.5K (+$70.7K)
Filed 2026-11-05
Emergent Wealth Advisors, LLC
NEW
Shares5,611
Change+5,611
Value$384.3K
Filed 2026-10-09
Bank of New York Mellon Corp
NEW
Shares4,842
Change+4,842
Value$331.6K
Filed 2026-11-05
Commonwealth Equity Services, LLC
NEW
Shares3,927
Change+3,927
Value$269.0K
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
NEW
Shares3,751
Change+3,751
Value$256.9K
Filed 2026-10-20
MGO One Seven LLC
NEW
Shares3,628
Change+3,628
Value$248.5K
Filed 2026-10-28
BAM Wealth Management, LLC
NEW
Shares2,949
Change+2,949
Value$202.0K
Filed 2026-10-15
Assetmark, Inc
NEW
Shares644
Change+644
Value$44.1K
Filed 2026-10-21
Cordgrass Capital Advisors, LLC
INCREASED
Shares300 from 137
Change+163 (+119%)
Value$20.5K (+$11.3K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares220 from 175
Change+45 (+26%)
Value$15.1K (+$3.3K)
Filed 2026-11-05
Horizon Financial Services, LLC
NEW
Shares206
Change+206
Value$14.1K
Filed 2026-11-04
US Bancorp \de\
NEW
Shares58
Change+58
Value$4.0K
Filed 2026-11-05
Envestnet Asset Management Inc
N/A
Shares— from 900,816
Change-900,816 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 865,901
Change-865,901 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 594,978
Change-594,978 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 123,390
Change-123,390 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 34,755
Change-34,755 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 30,520
Change-30,520 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 23,049
Change-23,049 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 23,018
Change-23,018 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 17,831
Change-17,831 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 12,059
Change-12,059 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 11,073
Change-11,073 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,851,0012,110,560+740,441+35%$141.8M$195.3M+$53.5M2026-11-06
WealthPlan Investment Management, LLC
NEW493,060—+493,060——$33.8M—2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED451,246383,266+67,980+18%$25.7M$30.9K-$25.7M2026-11-02
Park Avenue Securities LLC
INCREASED158,818130,243+28,575+22%$8.7M$10.9K-$8.7M2026-10-26
WealthPLAN Partners, LLC
NEW85,180—+85,180——$5.8M—2026-10-15
Colonial River Investments, LLC
DECREASED51,07974,624-23,545-32%$5.0M$3.5M-$1.5M2026-10-19
Accelerate Investment Advisors LLC
NEW44,812—+44,812——$3.1M—2026-11-02
Unique Wealth, LLC
INCREASED44,35828,673+15,685+55%$1.9M$3.0M+$1.1M2026-10-16
Fermata Advisors, LLC
NEW35,367—+35,367——$2.4M—2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED33,73522,807+10,928+48%$1.5M$2.3M+$778.4K2026-10-13
WBH Advisory Inc
NEW30,455—+30,455——$2.1M—2026-11-05
MassMutual Private Wealth & Trust, FSB
INCREASED28,22122,329+5,892+26%$1.5M$1.9M+$432.9K2026-10-05
Lockerman Financial Group, Inc.
INCREASED27,15520,749+6,406+31%$1.4M$1.9M+$466.0K2026-10-19
IFP Advisors, Inc
INCREASED20,84514,331+6,514+45%$962.7K$1.4M+$465.0K2026-10-16
Lake Street Private Wealth, LLC
INCREASED20,13013,746+6,384+46%$923.4K$1.4M+$455.3K2026-10-22
Farther Finance Advisors, LLC
INCREASED16,00810,866+5,142+47%$729.9K$1.1M+$366.5K2026-10-08
Elevation Wealth Management LLC
INCREASED14,6479,971+4,676+47%$669.8K$1.0M+$333.3K2026-11-02
Firethorn Wealth Partners, LLC
INCREASED10,5475,669+4,878+86%$380.8K$722.4K+$341.5K2026-10-14
3Chopt Investment Partners, LLC
INCREASED9,3296,737+2,592+38%$452.6K$638.9K+$186.4K2026-10-30
Aegis Wealth Management, Inc.
INCREASED8,5314,495+4,036+90%$302.0K$584.3K+$282.3K2026-10-26
AdvisorNet Financial, Inc
NEW8,508—+8,508——$587.1K—2026-10-15
Private Trust Co NA
INCREASED7,7756,242+1,533+25%$419.3K$532.5K+$113.2K2026-10-20
Ascent Group, LLC
INCREASED6,8724,874+1,998+41%$327.4K$470.7K+$143.2K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED5,9214,985+936+19%$334.8K$405.5K+$70.7K2026-11-05
Emergent Wealth Advisors, LLC
NEW5,611—+5,611——$384.3K—2026-10-09
Bank of New York Mellon Corp
NEW4,842—+4,842——$331.6K—2026-11-05
Commonwealth Equity Services, LLC
NEW3,927—+3,927——$269.0K—2026-11-02
Prime Capital Investment Advisors, LLC
NEW3,751—+3,751——$256.9K—2026-10-20
MGO One Seven LLC
NEW3,628—+3,628——$248.5K—2026-10-28
BAM Wealth Management, LLC
NEW2,949—+2,949——$202.0K—2026-10-15
Assetmark, Inc
NEW644—+644——$44.1K—2026-10-21
Cordgrass Capital Advisors, LLC
INCREASED300137+163+119%$9.2K$20.5K+$11.3K2026-10-30
Fifth Third Bancorp
INCREASED220175+45+26%$11.8K$15.1K+$3.3K2026-11-05
Horizon Financial Services, LLC
NEW206—+206——$14.1K—2026-11-04
US Bancorp \de\
NEW58—+58——$4.0K—2026-11-05
Envestnet Asset Management Inc
N/A—900,816-900,816-100%$60.5M———
Janney Montgomery Scott LLC
N/A—865,901-865,901-100%$58.2M———
JPMorgan Chase & Co
N/A—594,978-594,978-100%$39.6M———
MML Investors Services, LLC
N/A—123,390-123,390-100%$8.3M———
Osaic Holdings, Inc.
N/A—34,755-34,755-100%$2.3M———
CreativeOne Wealth, LLC
N/A—30,520-30,520-100%$2.1M———
Citadel Advisors LLC
N/A—23,049-23,049-100%$1.5M———
Hopwood Nicholas Hunter
N/A—23,018-23,018-100%$1.5M———
Wayfinding Financial, LLC
N/A—17,831-17,831-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—12,059-12,059-100%$810.1K———
Envestnet Portfolio Solutions, Inc.
N/A—11,073-11,073-100%$743.8K———
Flow Traders U.S. LLC
N/A—9,775-9,775-100%$657.0K———
Tower Research Capital LLC (TRC)
N/A—9,542-9,542-100%$641.0K———
Global Retirement Partners, LLC
N/A—7,723-7,723-100%$518.8K———
GeoWealth Management, LLC
N/A—6,601-6,601-100%$443.4K———
Cary Street Partners Investment Advisory LLC
N/A—5,596-5,596-100%$375.9K———
Gateway Wealth Partners, LLC
N/A—4,190-4,190-100%$281.5K———
HighTower Advisors, LLC
N/A—3,262-3,262-100%$219.1K———
Capital Analysts, LLC
N/A—1,262-1,262-100%$85.0K———
Transamerica Financial Advisors, LLC
N/A—61-61-100%$4.1K———
Showing 55 of 55 institutions