JUSA - ETF AI Analysis
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JPMorgan U.S. Research Enhanced Large Cap ETF (JUSA)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The fund’s returns over the past month and year-to-date have been positive, showing solid recent momentum.
Leading Growth Companies in Top Holdings
Several major technology and internet stocks in the top holdings have shown strong gains, helping drive the ETF’s performance.
Reasonable Expense Ratio
The fund’s management fee is relatively low for an actively managed, large-cap U.S. equity strategy, allowing investors to keep more of their returns.
Negative Factors
Heavy Concentration in a Few Mega-Cap Stocks
A significant portion of the portfolio is tied up in a small number of very large companies, which increases the impact if any of them struggle.
Sector Concentration in Technology
The ETF has a large tilt toward technology-related stocks, making it more sensitive to downturns in that sector.
Limited International Diversification
Almost all of the fund’s assets are invested in U.S. companies, offering little exposure to markets outside the United States.
JUSA vs. SPDR S&P 500 ETF (SPY)
AUM92.87M
RegionNorth America
Expense Ratio0.20%
Beta1.01
IssuerJPMorgan
Inception DateMar 13, 2025
Dividend Yield0.86%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume95,442
30 Day Avg. Volume44,990
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
76.79Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering242
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 mainly in big, well-known American companies similar to those in the S&P 500. Instead of simply copying an index, JPMorgan’s team actively picks and slightly overweights stocks they believe are undervalued, aiming to beat the broader large-cap U.S. market. Top holdings include familiar names like Apple, Microsoft, Nvidia, Amazon, and Alphabet (Google). Investors might consider JUSA for long-term growth and broad exposure to leading U.S. companies. However, it is heavily tilted toward technology stocks and can go up and down with the overall stock market.
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 leaning hard into U.S. mega-cap tech, with Nvidia, Apple, Microsoft, Amazon, and Broadcom steering the ship. Nvidia and Broadcom are the clear engines of recent gains, riding the AI wave, while Amazon and Alphabet add steady support. Apple has perked up lately after a softer stretch, but Microsoft’s more mixed pattern means it isn’t pulling as strongly as usual. Tesla looks like it’s stuck in the slow lane, and Berkshire Hathaway has been lagging, modestly offsetting the tech strength in this all‑U.S. portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.16% | $7.58M | $4.82T | 74.38% | 76 Outperform | |
| Apple | 6.59% | $6.12M | $4.06T | 39.19% | 79 Outperform | |
| Microsoft | 5.29% | $4.91M | $3.07T | -5.17% | 79 Outperform | |
| Amazon | 4.66% | $4.33M | $2.93T | 45.99% | 71 Outperform | |
| Alphabet Class A | 3.62% | $3.36M | $4.62T | 133.39% | 85 Outperform | |
| Broadcom | 3.39% | $3.15M | $1.97T | 107.50% | 76 Outperform | |
| Alphabet Class C | 2.57% | $2.38M | $4.62T | 131.12% | 82 Outperform | |
| Meta Platforms | 2.35% | $2.18M | $1.55T | 1.86% | 76 Outperform | |
| Tesla | 1.61% | $1.49M | $1.47T | 40.05% | 73 Outperform | |
| Exxon Mobil | 1.35% | $1.25M | $638.82B | 48.82% | 74 Outperform |
JUSA Technical Analysis
Positive
―
Price Trends
61.52
Positive
61.76
Positive
60.42
Positive
Market Momentum
1.15
Negative
68.93
Neutral
76.66
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 63.47, equal to the 50-day MA of 61.52, and equal to the 200-day MA of 60.42, indicating a bullish trend. The MACD of 1.15 indicates Negative momentum. The RSI at 68.93 is Neutral, neither overbought nor oversold. The STOCH value of 76.66 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
64.96
14.83
29.58%
ACEP
ARS Core Equity Portfolio ETF
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JOYT
JPMorgan Equity and Options Total Return ETF
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PQUS
Pictet AI Enhanced US Equity ETF
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RWLC
Rayliant Quantitative Developed Market Equity ETF
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EGGQ
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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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