JUSA - ETF AI Analysis
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JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA)
JUSA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 758.45M
- Region
- North America
- Expense Ratio
- 0.12%
- Beta
- 1.01
- Issuer
- JPMorgan
- Inception Date
- Mar 13, 2025
- Dividend Yield
- 0.72%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
JUSA Summary
JUSA is the JPMorgan U.S. Research Enhanced Large Cap ETF, focused on big, well-known American companies similar to those in the S&P 500. It is actively managed, meaning JPMorgan’s research team picks and slightly tilts the fund toward stocks they believe are undervalued. The fund is heavily invested in U.S. technology and other major sectors, and includes household names like Apple, Microsoft, Amazon, and Nvidia. Someone might invest in JUSA for broad U.S. stock market exposure with a potential research-driven edge. A key risk is that it can rise or fall with the overall U.S. stock market, especially large tech stocks.
How much will it cost me?
This ETF has an expense ratio of 0.12%, which means you’ll pay about $1.20 per year for every $1,000 invested. That’s lower than the average stock ETF, especially for an actively managed fund, because many active funds typically charge higher fees.
What would affect this ETF?
This U.S. large-cap ETF is heavily invested in big technology names like Nvidia, Apple, and Microsoft, so continued innovation, strong corporate earnings, and a healthy U.S. economy could support future growth. On the downside, rising interest rates, tighter regulations on large tech and financial firms, or a broad market downturn in major U.S. sectors could hurt performance, especially given its strong focus on U.S. stocks and growth-oriented companies.
JUSA Top 10 Holdings
JUSA is leaning heavily on Big Tech, with Nvidia, Apple, and Microsoft acting as the main engines of the portfolio. Apple and Microsoft have been steadily rising, while Nvidia’s recent wobble suggests some short-term turbulence in the semiconductor lane. Amazon is quietly adding support, but Alphabet’s twin share classes and Meta have been lagging, putting a mild drag on overall momentum. Micron’s strong run offers a bright spot in chips, and Tesla’s mixed, volatile path keeps things interesting. Overall, this is a U.S.-centric, tech-heavy story with performance driven by a handful of mega-cap names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.07% | $61.04M | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.27% | $55.02M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 6.35% | $48.06M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.94% | $29.82M | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.52% | $19.07M | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.64% | $19.98M | $1.56T | -13.38% | 76Outperform |
 GOOG | Alphabet Class C | 1.92% | $14.53M | $3.41T | -1.31% | 82Outperform |
 META | Meta Platforms | 2.16% | $16.31M | $1.57T | -7.72% | 76Outperform |
 MU | Micron | 1.63% | $12.32M | $1.00T | 294.96% | 79Outperform |
 TSLA | Tesla | 1.41% | $10.65M | $1.58T | -9.15% | 73Outperform |
JUSA Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JUSA, the sentiment is Negative. The current price of 67.79 is below the 20-day moving average (MA) of 69.05, below the 50-day MA of 68.86, and above the 200-day MA of 65.54, indicating a neutral trend. The MACD of -0.12 indicates Positive momentum. The RSI at 40.37 is Neutral, neither overbought nor oversold. The STOCH value of 60.42 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JUSA.
JUSA Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| JUSA | $67.79 | $77.00(13.59% Upside) | $758.45M | 0.12% | 73Outperform |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.00(19.72% Upside) | $933.48M | 0.55% | 74Outperform |
 ROCY | $54.69 | $67.21(22.89% Upside) | $890.97M | 0.35% | 73Outperform |
 NBCR | $33.81 | $42.07(24.42% Upside) | $849.51M | 0.29% | 73Outperform |
 ROCQ | $52.46 | $69.43(32.34% Upside) | $797.51M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JUSA | JPMorgan U.S. Research Enhanced Large Cap ETF | 67.79 | 6.77 | 11.09% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% | |
| NBCR | Neuberger Berman Core Equity ETF | 33.81 | 2.38 | 7.57% | |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | 52.46 | 5.44 | 11.57% |
This 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.