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JPMorgan U.S. Research Enhanced Large Cap ETF
JUSA performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 24, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +0.92% | +3.09% | +8.31% | +16.60% | ||
| Flows | +$255M | +$628M | +$634M | +$637M | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | J.P. Morgan Asset Management |
| N° of holdings | 249 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | March 13, 2025 |
| ESG | No |
More data and info about JUSA on Trackinsight
Exposure
Data as of June 30, 2026Diversification
Total weight of top 15 holdings out of 249
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +12.56% | +12.50% | ||
Max drawdown | -4.44% | -8.92% | ||
Max drawdown duration | 52d | 63d | N/A | N/A |
Time to recover | N/A | 15d | N/A | N/A |
What type of ETF is JUSA?
JUSA is a Active ETF that provides exposure to Equity assets. It is managed by J.P. Morgan Asset Management.
What does JUSA invest in?
This ETF provides exposure to Other Large Cap US Equities. It is part of the segment: US Large Cap.
What is the expense ratio of JUSA?
The total expense ratio (TER) of JUSA is 0.18%, representing the annual fee charged by the fund manager.
When was JUSA launched?
JUSA was launched on March 13, 2025, marking its entry into the ETF market.
Who is the issuer of JUSA?
JUSA is issued by J.P. Morgan Asset Management.
What is the AUM of JUSA?
As of July 24, 2026, JUSA manages $664.28 M, reflecting the total assets held in the fund.
How has JUSA performed recently?
As of July 24, 2026, JUSA delivered a return of 0.92% over the past month (1M performance), 3.09% over the past three months (3M), and 8.31% year-to-date (YTD).
What are the recent fund flows for JUSA?
As of July 24, 2026, JUSA has seen net flows of +$255M in the past month (1M flow) and +$634M year-to-date (YTD).
Does JUSA pay dividends?
As of July 24, 2026, JUSA has a trailing 12-month distribution yield of 0.76%.
How many holdings are in JUSA
As of June 30, 2026, JUSA holds 249 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is JUSA?
As of June 30, 2026, JUSA holds 249 securities, with 43.79% of its assets concentrated in its top 15 holdings.
What are the top holdings of JUSA?
As of June 30, 2026, JUSA holds a portfolio of 249 underlyings, with its largest positions including NVIDIA Corp., Apple, Inc. and Microsoft Corp.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does JUSA invest in?
As of June 30, 2026, JUSA has its largest geographic exposures in USA.
What sectors or themes does JUSA focus on?
As of June 30, 2026, JUSA is primarily exposed to Technology, Finance and Consumer Non-Cyclicals.
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