evenfolioETF Details
JPMorgan·Large Blend·JUSA · NYSE Arca
JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA)
- Price
- $67.79
- —30 Oct 2026
- Assets
- $720.8M
- Total net assets
- Expense ratio
- 0.12%
- Category 0.72%
- Yield
- 0.71%
- Trailing distributions
- 1Y return
- 11.2%-0.4%
- Category 11.6%
- 3Y CAGR
- —
- Category 21.5%
- 5Y CAGR
- —
- Category 10.4%
Loading NAV history…
JPMorgan U.S. Research Enhanced Large Cap ETF
Calendar-year returns
Fund only: no comparison series covers this fund's history.
Risk statistics
Five years of daily closes. Risk-free rate 4% a year.
- Standard deviation
- —
- Maximum drawdown
- —
- Sharpe ratio
- —
- Sortino ratio
- —
- Beta
- —
- Alpha
- —
- R²
- —
- Information ratio
- —
- Upside capture
- —
- Downside capture
- —
- Tracking error
- —
| Period | 1M | 3M | 6M | YTD | 1Y | 3YCAGR | 5YCAGR | 10YCAGR | LaunchCAGR |
|---|---|---|---|---|---|---|---|---|---|
| ETF | -1.0% | +0.5% | +4.3% | +10.4% | +11.2% | — | — | — | +19.9% |
| Large Blend average | -0.5% | 0.8% | 4.7% | 11.0% | 11.6% | 21.5% | 10.4% | 14.1% | 12.2% |
| Difference | -0.5% | -0.3% | -0.5% | -0.6% | -0.4% | — | — | — | +7.7% |
Holdings
The 10 largest positions make up 40.3% of the fund.
Top holdings
| Ticker | Holding | Weight |
|---|---|---|
| NVDA | NVIDIA Corp | 8.74% |
| AAPL | Apple Inc | 7.11% |
| MSFT | Microsoft Corp | 6.26% |
| AMZN | Amazon.com Inc | 4.06% |
| GOOGL | Alphabet Inc Class A | 3.08% |
| AVGO | Broadcom Inc | 2.62% |
| META | Meta Platforms Inc Class A | 2.53% |
| GOOG | Alphabet Inc Class C | 2.43% |
| MU | Micron Technology Inc | 1.94% |
| AMD | Advanced Micro Devices Inc | 1.51% |
Portfolio valuation
Weighted averages of what the fund holds.
- P/E
- 23.9
- P/B
- 5.2
- P/S
- 3.9
- P/CF
- 18.7
Sector allocation
Share of the equity the fund holds.
- Technology40.7%
- Financial services11.1%
- Communication services10.0%
- Consumer discretionary9.8%
- Health care9.0%
- Industrials7.3%
- Consumer staples3.6%
- Energy3.3%
- Utilities1.9%
- Real estate1.7%
- Materials1.6%
Asset mix
- Stocks99.0%
- Cash1.0%
ETF details
- Issuer
- JPMorgan
- Category
- Equity · Large Blend
- Ticker
- JUSA
- Exchange
- NYSE Arca
- Inception
- 13 Mar 2025 (1.6 years)
- Structure
- Exchange Traded Fund
- Expense ratio
- 0.12% (category 0.72%)
- Holdings turnover
- 25% (category 95%)
- Distribution yield
- 0.71%
- Beta, 3 years
- 0.00
- Total net assets
- $720.8M
Prices and returns as of 30 Oct 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.
Other large blend ETFs
Other ETFs in the Large Blend category.
- XCHG · AB US Equity ETFAllianceBernstein · $710.5M · ER 0.50%
- TOPT · iShares Top 20 U.S. Stocks ETFiShares · $708.5M · ER 0.20%
- XVV · iShares ESG Select Screened S&P 500 ETFiShares · $678.1M · ER 0.08%5Y 11.5%
- EBI · Longview Advantage ETFLongview Funds · $675.9M · ER 0.24%
- VUSE · Vident U.S. Equity Strategy ETFVident Financial · $675M · ER 0.50%5Y 11.1%
- BRES · Burney U.S. Equity Select ETFThe Burney Company · $667.5M · ER 0.79%