JPMorgan U.S. Research Enhanced Large Cap ETF
$69.71−0.12 (−0.17%)
- 0.18%
- $740M
- +19.4%
- 0.70%
- 0.1M sh
- $69.78
- low $57.20high $70.37
The ETF.net JUSA Grade
A
Score 85 out of 100
- 1 of 90
Score 85 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 100Rank 1 of 90Mission
Whether the fund did what it promised, tested against its stated mandate.A84 out of 100Rank 2 of 27Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.A90 out of 100Rank 5 of 82Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.B58 out of 100Rank 33 of 90Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A82 out of 100Rank 11 of 89Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A77 out of 100Rank 17 of 90
Our read on JUSA
AActive stock picking at index-fund pricing. JPMorgan's analysts tilt a roughly 200-stock large-cap portfolio away from the benchmark, and the whole thing costs 0.12% a year.
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
- Charges 0.12% a year, a fraction of the typical fee in its active large-cap peer group. Fees are the one input you know in advance.
- The cheapest name among the top-rated funds in its cohort, undercutting FELG at 0.18% and GUSE at 0.30%.
- Roughly 200 holdings means many small tilts rather than a few big swings, keeping the portfolio's shape close to the US large-cap market.am.jpmorgan.com
- Bottom-up mandate: analysts pick large-cap US companies on long-term earnings power and valuation versus peers. Pays distributions quarterly.
Worth knowing
- Launched in 2025, so the live record is short. There is no long stretch of results to judge the process by yet.
- Trading is moderate rather than heavy, and assets are mid-sized for the category, which can mean wider spreads than the largest large-cap funds.
- Active by design: the analyst tilts can land on either side of the benchmark in any given stretch.
JUSA Holdings
- Stocks
- 262
- 40%
- NVDA
Sectors
- Technology40.7%
- Financials11.1%
- Communication10.0%
- Consumer Discretionary9.8%
- Health Care9.0%
- Industrials7.3%
- Consumer Staples3.6%
- Energy3.3%
- Utilities1.9%
- Real Estate1.7%
- Materials1.6%
Geography
- United States96.11%
- Ireland2.32%
- Singapore0.50%
- Netherlands0.33%
- Switzerland0.30%
- United Kingdom0.27%
- Bermuda0.17%
JUSA Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
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JUSA$11,935
Returns run to the Oct 12, 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.
| Period | JUSA |
|---|---|
| Year to date | +13.7% |
| 1 month | +1.7% |
| 3 months | +2.8% |
| 1 year | +19.4% |
| 3 years | — |
| 5 years | — |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | JUSA |
|---|---|---|
| 2026 YTD | +13.7% | |
| 2025 | +21.7% |
JUSA in the news
JUSA Dividends
- 0.70%
- $0.49
- $0.13 per share
- Quarterly
Distribution history
JUSA Risk
- 11.7%
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.
- 1.55
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.
- −14.0%
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.
- 0.98
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
JUSA Cost
0.18%
JUSA0.18%
- The middle half of US Active Growth funds
- Median 0.56%
No US Active Growth fund charges less.
Other funds in US Active Growth
- AFELGFidelity Enhanced Large Cap Growth ETFExpense ratio 0.18%1 year return +14.2%
- AGUSEGoldman Sachs Enhanced U.S. Equity ETFExpense ratio 0.30%1 year return —
- ALRGCAB US Large Cap Strategic Equities ETFExpense ratio 0.39%1 year return +16.3%
- AMAGSRoundhill Magnificent Seven ETFExpense ratio 0.30%1 year return +19.6%
- AGQQQEA Series Trust - Astoria US Quality Growth Kings ETFExpense ratio 0.35%1 year return +26.8%