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Launched · SEC filings

JPMorgan U.S. Research Enhanced Large Cap ETF

JUSANYSE ArcaJ.P. MorganA

$67.46−0.33 (−0.49%)

As of Nov 2, 2026, 3:59 PM ET

A86/ 100

Rank 1 of 90 in US Active Growth

A86/100Rank 1 of 90inUS Active Growth
Intraday session: down, 73 prints from 67.79 to 67.46. Range 67.46 to 68.48. Use the arrow keys to read each point.67.6068.0068.2068.4010 AM12 PM2 PM4 PM
Expense ratio
0.18%
Fund size
$745M
1Y total return
+10.8%
Yield · Last 12 months
0.72%
Holdings
263
Avg volume · 30D
98.8K sh
52W range
low $57.20high $70.37
Launched
Filings
SEC EDGAR

The ETF.net JUSA Grade

A

Score 86 out of 100

Category
US Active Growth⁠
Rank
1 of 90
Six-pillar profile for JUSA. Scores out of 100: Cost 99, Risk 92, Mission 84, Tradability 58, Holdings 84, Durability 76. Strongest: Cost (99). Weakest: Tradability (58). Leans toward Cost.

Score 86 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

  • Cost

    The fund’s net expense ratio, ranked against its category.
    A99 out of 100
    Rank 1 of 90

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    A84 out of 100
    Rank 2 of 27

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    A92 out of 100
    Rank 4 of 85

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    B58 out of 100
    Rank 35 of 90

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    A84 out of 100
    Rank 10 of 90

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    A76 out of 100
    Rank 19 of 90

Our read on JUSA

ETF.net Research

In short

AActive stock picking in index clothing: J.P. Morgan analysts tilt roughly 300 large caps while sector weights and risk stay close to the S&P 500, for 0.18% a year with no waiver attached.

Stated mandate

The fund seeks capital appreciation through active, fundamental, bottom-up selection of large-cap U.S. equities. It targets companies with strong long-term earnings potential and attractive valuations relative to peers.

Why people hold it

  • 0.18% a year with no waiver propping it up, below its category median. GUSE charges 0.30% and LRGC 0.39% for similar enhanced-index work; FELG ties it at 0.18%.
  • Active where it counts, plain where it doesn't: bottom-up stock picks across roughly 300 large caps, with sector mix and risk profile kept close to the S&P 500.jpmorgan.com
  • Stands among the strongest implementations in a 90-fund peer group of active large-cap funds, helped by a low fee and tightly managed risk.

Worth knowing

  • Launched in March 2025, so there is only a short live record on this ticker to judge.
  • Moderately traded rather than a volume monster, so spreads can run wider than the giant index funds', especially in fast markets.
  • Tracking the S&P 500's sector weights limits how far results can stray from the benchmark in either direction. This is a nudge on the index, not a different bet.jpmorgan.com

JUSA Performance

Launched Mar 13, 2025

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

Not enough history yet.Not enough history yet.Not enough history yet.
JUSA$11,085
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,199
Oct 31, 2025 to Oct 30, 2026. JUSA $11,085. SPY $11,199. Use the arrow keys to read each point.$10,000$11,000Oct 2025Apr 2026Oct 2026

Oct 31, 2025 – Oct 30, 2026

Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for JUSA. Periods over one year show the average yearly return.
PeriodJUSA
Year to date+10.4%
1 month−1.0%
3 months+0.5%
1 year+10.8%
3 yearsFund is under 3 years oldper yearNo data
5 yearsFund is under 5 years oldper yearNo data
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for JUSA
YearReturn barJUSA
2026 YTD+10.4%
2025+21.7%

History from Mar 14, 2025

JUSA in the news

JUSA Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Oct 30, 2026.
0.72%Last 12 months
Payout per share
$0.49Last 12 months
Last payment
$0.13 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2025–2026

One bar per payment. 6 payments from 2025 to 2026 YTD. Jun 24, 2025 $0.11; Sep 23, 2025 $0.15; Dec 16, 2025 $0.18; Mar 24, 2026 $0.11; Jun 23, 2026 $0.06; Sep 22, 2026 $0.13. Use the arrow keys to read each point.20252026YTD
Ex-datePay dateAmount per share
Sep 22, 2026Sep 24, 2026$0.13
Jun 23, 2026Jun 25, 2026$0.06
Mar 24, 2026Mar 26, 2026$0.11
Dec 16, 2025Dec 18, 2025$0.18
Sep 23, 2025Sep 25, 2025$0.15
Jun 24, 2025Jun 26, 2025$0.11

$10,000 in JUSA 1 year ago paid $79.18 in dividends.

JUSA Risk

Risk pillarA92 out of 100Rank 4 of 85 in US Active Growth
How much the fund’s monthly returns vary, scaled to a year.
11.6%
Annualised · 19 months to Oct 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.41
vs 3-month T-bills · 19 months to Oct 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−14.0%
19 months · trough Apr 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.98
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

JUSA Cost

Tied cheapest in US Active Growth

$3,749

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • JUSA 0.18%

    $3,749

$10,000
30 years

Cost over time

  • JUSA 0.18%
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$1K$2K$3K$4K051015202530JUSA $3,749

Year by year

YearJUSA
10$328
20$1,281
30$3,749

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