JPMorgan U.S. Research Enhanced Large Cap ETFJUSA

J.P. MorganLow-Cost CoreUS Large Cap#47 of 63 by YTD

$68.79

+1.6% last session

+12.0% YTD

Data as of 11/4/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Mar 14, 2025 – Nov 4, 2026JUSAS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+1.6%	−1.6%	−0.8%	+12.0%	+12.4%	—	—	+36.3%
Peer average	+1.6%	−0.7%	+0.1%	+14.7%	+16.1%	+87.7%	+74.4%	—
S&P 500 · VOO	+1.6%	−1.6%	0.0%	+13.4%	+13.5%	+91.7%	+81.2%	—

Key Statistics

Open all fund facts →

AUM: $892M
Expense ratio: 0.18%
Distribution yield: 0.7%
NAV: $67.72
Volume: 18K
Avg. volume 30D: 123K
High today: $68.97
Low today: $68.32
Previous close: $67.72
52-week high: $70.37
52-week low: $57.20
Our risk indicator: 4/5

JUSA in One Breath

JUSA Among US Large Cap ETFs

YTD

#1FELVFidelity+28.2%$3.4B

#2AVLVAvantis+26.8%$22.6B

#3SEIVSEI+22.3%$1.6B

#4SCHVSchwab+20.4%$15.9B

#5GSEWGoldman Sachs+17.0%$2.2B

#6DFVXDimensional+16.8%$560M

#7AVLCAvantis+16.6%$1.6B

#8SELVSEI+16.3%$276M

#21JUSAJ.P. Morgan+12.0%$892M

End-of-day Nov 5, 2026 · 26 US large cap ETFs by YTD

$10,000 in JUSA

$10,000 in JUSA became

$13,627

In the S&P 500 (VOO)

$13,907

Total return, dividends in · Mar 14, 2025 – Nov 4, 2026 · S&P 500 uses VOO

JUSA’s Top Holdings

Today

NVDANvidia7.9%AAPL7.0%MSFT6.4%AMZN4.1%AVGO2.6%GOOGL2.5%META2.2%GOOG1.9%LLY1.5%MU1.5%TSLA1.4%BRK-B1.4%XOM1.4%MA1.3%JNJ1.3%V1.2%AMD1.2%ABBV1.1%RTX0.9%LRCXWFCPM240 more

NVDA7.9%AAPL7.0%MSFT6.4%AMZN4.1%AVGO2.6%GOOGL2.5%META2.2%GOOG1.9%LLYMU TSLABRK-B250 more

TechnologyFinancial ServicesHealthcareConsumer CyclicalCommunication ServicesIndustrialsOther

J.P. Morgan JUSA · 262 holdings · tile size = share of the fund · as of Nov 4, 2026

What JUSA Holds

Today

Technology39.3%

NVDA 7.9 · AAPL 7.0 · MSFT 6.4 · AVGO 2.6 · MU 1.5 · AMD 1.2 · LRCX

Financial Services11.8%

BRK-B 1.4 · MA 1.3 · V 1.2 · WFC · C · BAC · USB

Healthcare9.9%

LLY 1.5 · JNJ 1.3 · ABBV 1.1 · UNH · BMY · REGN · TMO

Consumer Cyclical9.8%

AMZN 4.1 · TSLA 1.4 · LOW · MCD · BKNG · CMG · AZO

Communication Services8.3%

GOOGL 2.5 · META 2.2 · GOOG 1.9 · T · NFLX · DIS · DASH

Industrials7.5%

RTX · MMM · HWM · ETN · CMI · VRT · GD

Consumer Defensive4.1%

PM · PEP · COST · WMT · MDLZ · KDP

J.P. Morgan JUSA · share of the fund by sector · as of Nov 4, 2026

Nvidia’s Share of JUSA

Today

7.9%

$79 of every $1,000 in JUSA is Nvidia

Nvidia held by JUSA

$70.9M

Most Nvidia per dollar

SMH20.6%

SMHX20.1%

GXPT19.9%

FDG19.0%

J.P. Morgan JUSA · each square = $10 of $1,000 · as of Nov 4, 2026

JUSA’s Share of US Large Cap ETFs

Today

0.3%

of the $287B in 29 US large cap ETFs

JUSA$892M0.3%

SCHX$74.3B25.9%

SCHG$62.5B21.8%

26 others$149B52.0%

US large cap ETF AUM · Nov 5, 2026

JUSA Fee per $100 vs Peers

Today

$0.18a year
per $100

$18 a year on $10,000

SCHX$0.03

VV$0.03

SCHG$0.04

SCHV$0.04

AVLV$0.15

JUSA$0.18

Expense ratio · US large cap peers · Nov 5, 2026

Inside JUSA

262 holdings · as of Nov 4, 2026

JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF

Today

Technology39.3%NVDA7.9%AAPL7.0%MSFT6.4%AVGOMU AMD16 moreFinancial Services11.8%MA V WFCC 11 moreHealthcare9.9%LLYJNJABBVUNH8 moreConsumer Cyclical9.8%AMZNTSLACommunication Services8.3%GOOGLMETAGOOGIndustrials7.5%RTXETN6 moreConsumer Defensive4.1%PM PEPEnergy3.9%XOMCOPEOGNEESO SREETR

#	Ticker	Company	Weight ▼
1	NVDA	Nvidia	7.95%
2	AAPL	Apple	7.04%
3	MSFT	Microsoft	6.35%
4	AMZN	Amazon	4.13%
5	AVGO	Broadcom	2.59%
6	GOOGL	Alphabet - -	2.53%
7	META	META Platforms	2.18%
8	GOOG	Alphabet - -	1.93%
9	LLY	ELI Lilly AND Company	1.53%
10	MU	Micron Technology	1.52%

TechnologyFinancial ServicesHealthcareConsumer CyclicalCommunication ServicesIndustrialsConsumer DefensiveEnergyUtilitiesReal EstateBasic Materials

J.P. Morgan JUSA · current holdings by weight · as of Nov 4, 2026 · each tile is one holding · top 20 = 49.7%

How It Compares

JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF’s Peers

YTD


SCHX	SchwabRead Desk	0.03%	+12.9%	+12.8%	$74.3B
SCHG	SchwabRead Desk	0.04%	+6.8%	+4.0%	$62.5B
VV	VanguardRead Desk	0.03%	+13.1%	+13.0%	$54.1B
AVLV	AvantisRead Desk	0.15%	+26.8%	+32.6%	$22.6B
SCHV	SchwabRead Desk	0.04%	+20.4%	+24.5%	$15.9B
JUSA	J.P. MorganThis fundRead Desk	0.18%	+12.0%	+12.4%	$892M

US large cap peers · YTD and past-year returns · as of Nov 5, 2026 · sorted by AUM

Head to Head

Put JUSA head to head with SCHX →

SCHX vs JUSA

YTD

SCHXSchwab · US large capJUSAJ.P. Morgan · US large cap

Year to date

+12.9%

+12.0%

SCHX wins+0.9 pts

Past year

+12.8%

+12.4%

SCHX wins+0.4 pts

Fee

0.03%

0.18%

SCHX winslower fee

Yield

1.0%

0.7%

SCHX wins+0.3 pts

AUM

$74.3B

$892M

SCHX83.3× more

4–0SCHX wins

Schwab SCHX and J.P. Morgan JUSA · year-to-date · as of Nov 5, 2026 · AUM not scored

JUSA vs VOO

YTD

JUSA · JPMorgan U.S. Research Enhanced Large Cap

+12.0%

VOO · S&P 500

+13.4%

Gap

1.3 pts

J.P. Morgan JUSA and Vanguard VOO · YTD total return · as of Nov 5, 2026

JUSA vs Its Peer Average

YTD

JUSAAvsBPeer average

1D+1.6%+1.6%

1M−1.6%−0.7%

3M−0.8%+0.1%

YTD+12.0%+14.7%

1Y+12.4%+16.1%

3Y[…]+87.7%

5Y[…]+74.4%

1–4Peer average wins

28 US large cap peers · each row scaled to its leader

The Details

JUSA

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y12.73%

Deepest drop · 1Y−8.9%

Lowest point · 5Y−12.1%

52-week range

$68.79

$57.20−2.2% from the high$70.37

J.P. Morgan JUSA · past-year price moves · as of Nov 5, 2026

JUSA

Fund Facts

Today

2025launched Mar 13

Tracks[…]

Exchange · CUSIPAMEX · 46654Q617

StructureETF

Leverage1x

Cost on $10,000$18 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

J.P. Morgan JUSA · fund facts · as of Nov 5, 2026

JUSA

Payouts by Year

$0.13per share, Sep 2026

Distribution yield0.7%

PaidEvery quarter

Latest ex-date · paidSep 22 · Sep 24, 2026

6 payouts added up$0.75 a share

J.P. Morgan JUSA · distributions by ex-date · 2025–2026

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

summary prospectus · SEC 497K ↗SEC reported portfolio · 2026-06-30 ↗summary prospectus · SEC 497K ↗prospectus · SEC 497 ↗SEC reported portfolio · 2026-03-31 ↗prospectus · SEC 497 ↗summary prospectus · SEC 497K ↗prospectus · SEC 497 ↗summary prospectus · SEC 497K ↗summary prospectus · SEC 497K ↗SEC reported portfolio · 2025-12-31 ↗SEC reported portfolio · 2025-09-30 ↗summary prospectus · SEC 497K ↗SEC reported portfolio · 2025-06-30 ↗SEC reported portfolio · 2025-03-31 ↗summary prospectus · SEC 497K ↗prospectus · SEC 485BPOS ↗

Trading & Liquidity

Net asset value$67.72

Premium / discount[…]

Median spread · 30D[…]

Volume today18K

Average volume · 30D123K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.18%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$18.00

Our risk indicator4/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Sep 22, 2026	Sep 24, 2026	$0.13
Jun 23, 2026	Jun 25, 2026	$0.0630
Mar 24, 2026	Mar 26, 2026	$0.11
Dec 16, 2025	Dec 18, 2025	$0.18
Sep 23, 2025	Sep 25, 2025	$0.15
Jun 24, 2025	Jun 26, 2025	$0.11

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