# JUSA (JPMorgan U.S. Research Enhanced Large Cap ETF)

JPMorgan · Stock ETFs · U.S. large-cap blend · data as of Oct 2, 2026

JUSA is actively managed and returned +15.3% over the past year.

## Key facts

- JUSA, total return, 1 year: +15.3%, as of Oct 2, 2026.
- JUSA, expense ratio: 0.20%, as of Oct 2, 2026.
- JUSA, holdings: 249, as of Oct 2, 2026.
- JUSA, below its high: −1.3%, as of Oct 2, 2026.
- JUSA, net assets: $729m (issuer page, as of Oct 2, 2026).

## JUSA over each window to Oct 2, 2026

| Window | Total return | S&P 500 | Gap to S&P 500 | Gap to Nasdaq-100 |
| --- | --- | --- | --- | --- |
| 3 months | +3.2% | +3.6% | −0.4 pts | −2.1 pts |
| 6 months | +16.9% | +17.9% | −1.0 pts | −11.5 pts |
| 1 year | +15.3% | +16.2% | −0.9 pts | −9.0 pts |
| Since listing | +37.0% | +39.4% | −2.5 pts | −20.6 pts |

## Every published field

| Field | Value | Source |
| --- | --- | --- |
| What it tracks | No index, actively managed | ETFIQ |
| Fund type | Equity fund | ETFIQ |
| Category | Stocks · U.S. large-cap blend | ETFIQ |
| Expense ratio | 0.20% | 485BPOS XBRL, Oct 22, 2025 |
| Price | $69.10 | ETFIQ |
| Listed since | Mar 14, 2025 | ETFIQ |
| Net assets | $729m | issuer page, as of Oct 2, 2026 |
| Below its high | −1.3% | ETFIQ |
| Holdings | 249 | ETFIQ |
| Top ten weight | 38.0% | ETFIQ |
| Holdings as of | Jun 30, 2026 | SEC N-PORT |
| Already in the S&P 500, by weight | 99.2% | ETFIQ |
| Active share vs the S&P 500 | 25.1% | ETFIQ |
| Already in the Nasdaq-100, by weight | 53.7% | ETFIQ |

## Questions

### How has JUSA performed?

Over the year to Oct 2, 2026, JUSA returned +15.3% with distributions reinvested, against +16.2% for the S&P 500. Over three years the figure is not published.

### What does JUSA cost?

The prospectus expense ratio is 0.20% a year.

### What does JUSA hold?

249 positions as filed for Jun 30, 2026, with the top ten at 38.0% of the fund. 99% of its weight is in stocks the S&P 500 also holds.

### How far is JUSA below its high?

1.3% below its high of Aug 13, 2026, measured on the reinvested series to Oct 2, 2026.


## Cite this page

ETFIQ, JUSA, data as of Oct 2, 2026. https://etfiq.com/funds/jusa
Free to use with attribution; the underlying files are at https://etfiq.com/data/.

HTML: https://etfiq.com/funds/jusa  ·  JSON: https://etfiq.com/funds/jusa.json