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JUSA · JPMorgan U.S. Research Enhanced Large Cap ETF ETF

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$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.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $3,080,422
Total Shares: 45,856

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 2 13F filers · Δ vs Dec 31, 2025
Top Holder
50.3%
Dec 2021 → Jun 2026 · range 0.0% – 100.0%
−49.7 pts
Top 5
100.0%
Dec 2021 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2021 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
HHI
5,000
Dec 2021 → Jun 2026 · range 0 – 10,000
Highly concentrated−5,000

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: +226.1%
Shares held: +199.5%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 23,049 $1,548,339
MLG Wealth Management DBA Pine Grove Financial Group 22,807 $1,532,083

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Tower Research Capital LLC (TRC) 15,313 $944,750
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC JUSA $1,548,339 50.26% 23,049
MLG Wealth Management DBA Pine Grove Financial Group JUSA $1,532,083 49.74% 22,807