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JPMorgan U.S. Research Enhanced Large Cap ETF shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in JPMorgan U.S. Research Enhanced Large Cap ETF

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All positions including JPMorgan U.S. Research Enhanced Large Cap ETF held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan U.S. Research Enhanced Large Cap ETF by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $34M 493k 68.49

More positions owned by WealthPlan Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
Ea Series Trust Buff Us Buff Etf (BFLB)
J P Morgan Exchange Traded F Us Research Enhn (JUSA)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding JPMorgan U.S. Research Enhanced Large Cap ETF

LPL Financial
Envestnet Asset Management
Janney Montgomery Scott
Jpmorgan Chase & Co
WealthPlan Investment Management
Cambridge Investment Research Advisors
Park Avenue Securities
Mml Investors Services
Feltz Wealth PLAN
Colonial River Wealth Management
Advisor Group Holdings
Change Path
Unique Wealth
Massmutual Trust
Citadel Advisors

View all funds holding JPMorgan U.S. Research Enhanced Large Cap ETF