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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 October 23, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -1.32% | +2.36% | +10.78% | +12.77% | ||
| Flows | +$29M | +$281M | +$695M | +$697M | - | - |
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 | 251 |
| 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 August 31, 2026Diversification
Total weight of top 15 holdings out of 251
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +10.86% | +12.55% | ||
Max drawdown | -3.50% | -8.92% | ||
Max drawdown duration | 71d | 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 October 23, 2026, JUSA manages $739.34 M, reflecting the total assets held in the fund.
How has JUSA performed recently?
As of October 23, 2026, JUSA delivered a return of -1.32% over the past month (1M performance), 2.36% over the past three months (3M), and 10.78% year-to-date (YTD).
What are the recent fund flows for JUSA?
As of October 23, 2026, JUSA has seen net flows of +$29M in the past month (1M flow) and +$695M year-to-date (YTD).
Does JUSA pay dividends?
As of October 23, 2026, JUSA has a trailing 12-month distribution yield of 0.72%.
How many holdings are in JUSA
As of August 31, 2026, JUSA holds 251 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 August 31, 2026, JUSA holds 251 securities, with 45.15% of its assets concentrated in its top 15 holdings.
What are the top holdings of JUSA?
As of August 31, 2026, JUSA holds a portfolio of 251 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 August 31, 2026, JUSA has its largest geographic exposures in USA.
What sectors or themes does JUSA focus on?
As of August 31, 2026, JUSA is primarily exposed to Technology, Finance and Healthcare.
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