ATLASJPMorgan U.S. Research Enhanced Large Cap ETF (JUSA): outlook, holdings and fees
JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) is an exchange-traded fund and is managed by JPMorgan. The expense ratio is 0.12% and the yield is 0.73%. The ten largest holdings are 40% of the fund.
Fund data as of Oct 14, 2026 · Price Nov 2, 2026
ATLAS view on JUSA
| Last price | $67.79 (-1.7%) |
|---|---|
| ATLAS chance of a higher price in 1 month | 56% |
| Likely 1-month range (50%) | $66.55 – $69.75 |
| Normal 1-day range (±1σ) | ±0.8% |
| Distribution yield | 0.73% |
ATLAS probabilities use the same calibrated model as every stock page. A fair value is shown for companies, not funds; the holdings below link to the fair value of each company.
JUSA fund facts
| Issuer | JPMorgan |
|---|---|
| Theme | US large caps |
| Assets under management | $740M |
| Expense ratio | 0.12% |
| Number of holdings | 49 |
| Inception | Mar 13, 2025 |
| Exchange | NYSE |
The fund manager seeks to provide capital appreciation through participation in the broad equity markets. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well-established, U.S. companies. In implementing its strategy, the fund primarily invests in the common stocks of U.S. companies. It is non-diversified.
JUSA top holdings
| Holding | Sector | Weight |
|---|---|---|
| NVIDIA Corporation NVDA | Technology | 8.42% |
| Apple Inc. AAPL | Technology | 7.24% |
| Microsoft Corporation MSFT | Technology | 6.18% |
| Amazon.com Inc AMZN | Consumer Cyclical | 4.17% |
| Alphabet Inc Class A GOOGL | Communication Services | 3.21% |
| Broadcom Inc AVGO | Technology | 2.65% |
| Meta Platforms Inc. META | Communication Services | 2.50% |
| Alphabet Inc Class C GOOG | Communication Services | 2.38% |
| Micron Technology Inc MU | Technology | 1.77% |
| Advanced Micro Devices Inc AMD | Technology | 1.50% |
Holdings with an ATLAS page link to their probability range, fair value and earnings calendar.
JUSA sector breakdown
| Sector | Weight |
|---|---|
| Technology | 41.6% |
| Financial Services | 11.3% |
| Communication Services | 9.6% |
| Consumer Cyclicals | 9.4% |
| Healthcare | 8.7% |
| Industrials | 7.0% |
| Consumer Defensive | 3.7% |
| Energy | 3.6% |
| Utilities | 2.0% |
| Real Estate | 1.6% |
| Basic Materials | 1.5% |
By region: North America 99.7%, Europe Developed 0.3%.
JUSA returns and risk
| Year to date | +13.7% |
|---|---|
| 1 year | +19.4% |
| Volatility (3 years) | 0.0% |
| Sharpe ratio (3 years) | 0.00 |
Past returns do not guarantee future results.
JUSA: frequently asked questions
What does JUSA invest in?
JPMorgan U.S. Research Enhanced Large Cap ETF invests in a portfolio of securities. Its largest holdings are NVIDIA Corporation (8.4%), Apple Inc. (7.2%), Microsoft Corporation (6.2%), Amazon.com Inc (4.2%), Alphabet Inc Class A (3.2%).
What is the JUSA expense ratio?
0.12% a year: about $12.00 for every $10,000 invested.
What is the JUSA dividend yield?
0.73%. ATLAS does not hold the exact distribution dates for ETFs.
Will JUSA go up?
Nobody can know. The ATLAS model puts the chance of a higher price in one month at 56%, with a likely range (50%) of $66.55 to $69.75 from $67.79 today. It is a probability, not a prediction.
How has JUSA performed?
Year to date +13.7%, one year +19.4%. Past returns do not guarantee future results.
Similar ETFs: US large caps
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- Schwab U.S. Large-Cap ETF (SCHX)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
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Educational information, not investment advice. Disclaimer