JUSA

J.P. Morgan$64.64+0.01 (+0.02%)
AUM $35.6MER 0.20%NAV $64.66Holdings 245

Price Chart

Key Statistics

Previous Close

$64.63

Day Range

$64.53$64.65

52-Week Range

$49.93$64.64

Avg Volume

1.0K

Dividend Yield

0.73%

Expense Ratio

0.20%

AUM

$35.6M

Shares Outstanding

481.5K

ETF Grades

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Sector Breakdown

SectorWeight %
Technology33.68%
Financial Services12.21%
Consumer Cyclical11.05%
Communication Services10.21%
Healthcare9.46%
Industrials8.29%
Consumer Defensive4.53%
Energy4.06%
Utilities2.62%
Basic Materials1.95%
Real Estate1.94%

Country Allocation

CountryWeight %
United States94.97%
Other5.03%

Fund Information

Category
Technology
Inception Date
Mar 13, 2025
Exchange
NYSE_ARCA
Description
Under normal circumstances, at least 80% of the fund’s assets will be invested in the equity securities of large, well-established companies located in the United States. Large, well-established companies are companies with market capitalizations similar to those within the universe of the S&P 500 Index (the Benchmark). The fund will invest primarily in the securities of large cap market capitalization companies, although the fund may also invest in mid cap securities. The equity securities in which the fund may invest will primarily consist of common stock of U.S. companies.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) is an exchange-traded fund issued by J.P. Morgan that launched on Mar 13, 2025. It currently manages $35.6M in assets under management. The fund charges an expense ratio of 0.20%. The fund holds 245 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 39.6% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVDANVIDIA CORP COMMON STOCK8.63%14,736$3.1M
2AAPLAPPLE INC COMMON STOCK6.43%8,436$2.3M
3MSFTMICROSOFT CORP COMMON5.45%4,569$1.9M
4AMZNAMAZON.COM INC COMMON4.62%6,222$1.6M
5AVGOBROADCOM INC COMMON3.43%2,888$1.2M
6GOOGLALPHABET INC-CL A -3.26%3,365$1.2M
7METAMETA PLATFORMS INC2.62%1,380$932K
8GOOGALPHABET INC-CL C -2.32%2,407$824K
9TSLATESLA INC COMMON STOCK1.56%1,471$554K
10BRK-BBERKSHIRE HATHAWAY INC1.33%1,006$472K
11XOMEXXON MOBIL1.33%3,168$472K
12JNJJOHNSON & COMMON1.14%1,786$406K
13VVISA INC COMMON STOCK1.12%1,292$400K
14MAMASTERCARD INC COMMON1.04%732$369K
15MUMICRON TECHNOLOGY INC1.03%741$368K
Page 1 of 5

Detailed Returns

PeriodReturnETF
1D
+0.02%
1W
+0.86%
1M
+13.01%
3M
+2.89%
6M
+4.11%
YTD
+4.75%
1Y
+29.46%
3Y
+36.90%
5Y
+33.28%

Moving Averages

20-Day MA

$61.54

Above 20-Day MA
50-Day MA

$61.30

Above 50-Day MA
200-Day MA

$60.39

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$64.64

Current Price

$64.64

52-Week Low

$49.93

$49.93$64.64

Current Yield

0.73%

Annual Dividend

$0.6149

Frequency

4x/year

Last Ex-Date

Dec 16, 2025

Dividend History

Ex-DateAmountPay Date
Dec 16, 2025$0.1810Dec 18, 2025
Dec 15, 2025$0.1699Dec 17, 2025
Sep 23, 2025$0.1521Sep 25, 2025
Jun 24, 2025$0.1119Jun 26, 2025
Dec 20, 2022$0.6886Dec 23, 2022
Dec 21, 2021$0.2816Dec 27, 2021

Dividend Payments Over Time

Category Comparison

MetricJUSATechnology(1414 ETFs)S&P 500(474 ETFs)
Fund Info
Expense Ratio0.20%0.67%0.76%
AUM$35.6M$6.79B$9.19B
Dividend Yield0.73%2.97%3.95%
Avg Volume1.0K575.4K994.3K
Holdings24520090
Performance
1-Month Return+8.98%+9.17%+4.21%
6-Month Return+7.04%+7.10%+3.76%
YTD Return+4.75%+7.03%+3.08%
1-Year Return+33.21%+40.63%+19.71%

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