JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA)
About this ETF
J.P. Morgan Exchange-Traded Funds - JPMorgan U.S. Research Enhanced Large Cap ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of large-cap companies, within the market capitalization range of the S&P 500 Index. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis to create its portfolio. J.P. Morgan Exchange-Traded Funds - JPMorgan U.S. Research Enhanced Large Cap ETF was formed on March 13, 2025 and is domiciled in the United States.
Price
Top 10 holdings
| NVIDIA CORP COMMON STOCK NVDA | 8.19% |
| APPLE INC COMMON STOCK AAPL | 6.94% |
| MICROSOFT CORP COMMON MSFT | 4.80% |
| AMAZON.COM INC COMMON AMZN | 4.01% |
| ALPHABET INC-CL A - GOOGL | 3.23% |
| BROADCOM INC COMMON AVGO | 3.01% |
| ALPHABET INC-CL C - GOOG | 2.55% |
| META PLATFORMS INC META | 2.42% |
| MICRON TECHNOLOGY INC MU | 1.90% |
| TESLA INC COMMON STOCK TSLA | 1.50% |
Sector mix
Price chart
Returns
| 1 month | +3.56% |
| 3 months | +9.98% |
| 6 months | +8.49% |
| Year to date | +9.53% |
| 1 year | +18.83% |
| 3 years (ann.) | +7.89% |
| 5 years (ann.) | — |
| 10 years (ann.) | — |
Risk profile
| Volatility (1y, ann.) | 12.46% |
| Sharpe (1y) | 1.45 |
| Sharpe (3y) | 0.49 |
| Sortino (1y) | 2.09 |
| Max drawdown (1y) | -9.11% |
| Max drawdown (5y) | — |
| Max drawdown (full) | -22.96% |
| Beta vs S&P 500 (1y) | 0.99 |
| Correlation vs S&P 500 (1y) | 0.99 |
Technical outlook as of 2026-07-13
The Monte Carlo cone is drawn on the price chart above (Forecast overlay); RSI, MACD and the rest of the oscillators live in its indicator panels.
Full holdings
| Constituent | ISIN | Market value | Weight |
|---|---|---|---|
| Loading… | |||
Sector breakdown
Geographic exposure
Cost vs. peers
Comparison universe: 6,948 funds of the same asset class.
Cost impact calculator
Dividend history
Distributing share class Income is paid out to shareholders.
| Ex-date | Payment | Amount |
|---|---|---|
| 2026-06-23 | 2026-06-25 | USD 0.0630 |
| 2026-03-24 | 2026-03-26 | USD 0.1120 |
| 2025-12-16 | 2025-12-18 | USD 0.1810 |
| 2025-09-23 | 2025-09-25 | USD 0.1520 |
| 2025-06-24 | 2025-06-26 | USD 0.1120 |
ESG profile
Benchmark: average of 4,066 funds of the same asset class with derived ESG data.
Similar ETFs
| Fund | TER | AUM (USD) | Yield (TTM) | Return 1y | Sharpe 1y |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF VTI | 0.03% | 2.30T | 1.05% | +19.93% | 1.48 |
| Vanguard S&P 500 ETF VOO | 0.03% | 1.70T | 1.07% | +19.68% | 1.49 |
| iShares Core S&P 500 ETF IVV | 0.03% | 894.38B | 1.09% | +19.68% | 1.49 |
| State Street SPDR S&P 500 ETF SPY | 0.09% | 789.23B | 1.00% | +19.71% | 1.49 |
| SPDR S&P 500 ETF Trust 1557.T | 0.09% | 789.09B | 0.49% | +37.54% | 2.26 |
| State Street SPDR S&P 500 ETF SPY.AX | 0.09% | 788.13B | 1.00% | +11.84% | 1.13 |
| Vanguard Total International Stock ETF VXUS | 0.05% | 652.30B | 2.61% | +20.58% | 1.21 |
| Invesco QQQ Trust, Series 1 QQQ | 0.18% | 481.14B | 0.43% | +28.14% | 1.43 |
| Vanguard Growth ETF VUG | 0.03% | 393.80B | 0.39% | +16.85% | 0.99 |
| Vanguard FTSE Developed Markets ETF VEA | 0.03% | 317.30B | 2.60% | +21.64% | 1.23 |
Cheaper alternatives
| Fund | TER | AUM (USD) | Overlap |
|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF SPYM | 0.02% | 159.32B | 74.4% |
| SPDR S&P 500 ETF Trust 1557.T | 0.09% | 789.09B | 74.3% |
| State Street SPDR S&P 500 ETF SPY | 0.09% | 789.23B | 74.3% |
| Vanguard S&P 500 ETF VOO | 0.03% | 1.70T | 74.1% |
| iShares Core S&P 500 UCITS ETF CSP1.L | 0.07% | 151.66B | 73.2% |
| iShares Core S&P 500 UCITS ETF SXR8.DE | 0.07% | 151.54B | 73.2% |
| iShares Core S&P 500 UCITS ETF CSPX.L | 0.07% | 151.69B | 73.2% |
| iShares Core S&P 500 UCITS ETF CSPX.AS | 0.07% | 151.54B | 73.2% |

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