JUSA - ETF AI Analysis
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JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past three months, showing positive momentum.
Leading Tech Holdings
Several of the largest technology positions, including major chip and platform companies, have shown strong performance and helped drive returns.
Low Expense Ratio
The fund’s relatively low fee means more of the investment gains can stay in investors’ pockets over time.
Negative Factors
Heavy Technology Concentration
With a large share of assets in the technology sector, the ETF is more exposed to swings in tech stocks than a more balanced fund.
Mixed Top-Holding Performance
Some major positions, including a few large technology and auto names, have recently shown weaker performance, which can drag on overall returns.
Limited Geographic Diversification
Almost all of the fund’s assets are invested in U.S. companies, offering little exposure to international markets.
JUSA vs. SPDR S&P 500 ETF (SPY)
AUM712.99M
RegionNorth America
Expense Ratio0.12%
Beta1.01
IssuerJPMorgan
Inception DateMar 13, 2025
Dividend Yield0.73%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume39,971
30 Day Avg. Volume93,768
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
84.15Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering251
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JUSA Summary
JUSA is the JPMorgan U.S. Research Enhanced Large Cap ETF, which invests in many of the biggest U.S. companies, similar to those in the S&P 500. It is actively managed, meaning JPMorgan’s team picks and slightly tilts the fund toward stocks they believe are undervalued. The fund is heavily invested in technology and includes well-known names like Apple and Nvidia. Someone might invest in JUSA for broad U.S. stock market exposure with a potential growth tilt from active research. A key risk is that it is heavily exposed to large U.S. tech stocks, so its value can rise and fall sharply with that sector.
How much will it cost me?The JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA) has an expense ratio of 0.20%, meaning you’ll pay $2 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, using JPMorgan's research to select stocks rather than tracking an index.
What would affect this ETF?JUSA's heavy exposure to technology companies like Nvidia, Microsoft, and Apple positions it to benefit from continued innovation and growth in the tech sector, especially if demand for AI and cloud computing remains strong. However, its reliance on large-cap U.S. stocks and sectors sensitive to economic conditions, such as consumer cyclical and financials, could face challenges if interest rates rise or economic growth slows. Additionally, regulatory scrutiny on big tech firms could negatively impact some of its top holdings.
JUSA Top 10 Holdings
JUSA is riding the Big Tech wave, with Microsoft and Nvidia acting as twin engines thanks to their strong, AI-fueled momentum. Amazon and Alphabet are more mixed, helping over the long run but occasionally wobbling and adding some short-term chop to returns. Apple and Broadcom look a bit tired lately, losing steam after earlier gains and modestly holding back performance. With heavy exposure to U.S. mega-cap tech and communication names, plus a dash of energy via a steady Exxon Mobil stake, this fund is firmly anchored in the U.S. growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.62% | $61.53M | $5.55T | 37.92% | 76 Outperform | |
| Apple | 6.90% | $49.31M | $4.67T | 33.49% | 79 Outperform | |
| Microsoft | 6.14% | $43.84M | $3.71T | 0.95% | 79 Outperform | |
| Amazon | 4.14% | $29.57M | $2.79T | 11.27% | 71 Outperform | |
| Alphabet Class A | 3.02% | $21.57M | $4.12T | 44.02% | 85 Outperform | |
| Broadcom | 2.63% | $18.75M | $1.70T | 6.87% | 76 Outperform | |
| Alphabet Class C | 2.38% | $16.98M | $4.12T | 42.58% | 82 Outperform | |
| Meta Platforms | 2.10% | $14.99M | $1.57T | -18.03% | 76 Outperform | |
| Micron | 1.72% | $12.30M | $1.15T | 673.84% | 79 Outperform | |
| Tesla | 1.35% | $9.61M | $1.40T | 0.92% | 73 Outperform |
JUSA Technical Analysis
Positive
―
Price Trends
68.25
Positive
67.16
Positive
64.16
Positive
Market Momentum
0.22
Positive
54.62
Neutral
58.78
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JUSA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 69.30, equal to the 50-day MA of 68.25, and equal to the 200-day MA of 64.16, indicating a neutral trend. The MACD of 0.22 indicates Positive momentum. The RSI at 54.62 is Neutral, neither overbought nor oversold. The STOCH value of 58.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JUSA.
JUSA Peer Comparison
Comparison Results
Performance Comparison
JUSA
JPMorgan U.S. Research Enhanced Large Cap ETF
69.29
11.17
19.22%
FTQI
First Trust Hedged BuyWrite Income ETF
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―
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INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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―
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NBCR
Neuberger Berman Core Equity ETF
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―
―
AFLG
First Trust Active Factor Large Cap ETF
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―
―
GSPY
Gotham Enhanced 500 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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