JUSA · JPMorgan U.S. Research Enhanced Large Cap ETF ETF
$69.29
-0.21 (-0.30%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $3,080,422
Total Shares: 45,856
Institutional Ownership Trend
9 quarters
Holder Concentration
Across 2 13F filersTop Holder
50.3%
of institutional value
Top 5
100.0%
of institutional value
Top 10
100.0%
of institutional value
HHI
5,000
Highly concentrated
Quarterly Activity
vs Jun 30, 2023
New
2
Increased
0
Decreased
0
Sold Out
3
Unchanged
0
Holder count:
-1
Institutional value:
—
Shares held:
-91.3%
Top New Positions
vs Jun 30, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 23,049 | $1,548,339 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | 22,807 | $1,532,083 |
Top Sold-Out Positions
vs Jun 30, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| — PROEQUITIES, INC. | 0 | $0 | |
| Mega JPMORGAN CHASE & CO | 504,655 | $0 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,022 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC JUSA | $1,548,339 | 50.26% | 23,049 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group JUSA | $1,532,083 | 49.74% | 22,807 | Shares | 2026-09-02 |