JUSA · Insider trading · 13F holders · Congress trades
J P Morgan Exchange Traded F (JUSA)
Who is buying and selling JUSA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 5
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JUSA at a glance
- No open-market insider purchases or sales of JUSA were filed in the last 90 days.
- 5 13F filers hold JUSA among their 50 largest positions, worth $46.2M combined. The biggest bets by portfolio weight are Lockerman Financial Group, Inc. (2.7%), WealthPlan Investment Management, LLC (1.6%) and WealthPLAN Partners, LLC (1.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in JUSA.
JUSA insider trading
No open-market insider purchases or sales of JUSA were filed in the last 90 days.
Who owns JUSA? Hedge funds and superinvestors
5 13F filers hold JUSA among their 50 largest positions, worth $46.2M combined. The biggest bets by portfolio weight are Lockerman Financial Group, Inc. (2.7%), WealthPlan Investment Management, LLC (1.6%) and WealthPLAN Partners, LLC (1.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLCWealth manager | 1.6% | $33.8M | 493,060 | — | Q3 2026 |
| WealthPLAN Partners, LLCWealth manager | 1.1% | $5.8M | 85,180 | — | Q3 2026 |
| Colonial River Investments, LLCWealth manager | 0.9% | $3.5M | 51,079 | -31.6% shares | Q3 2026 |
| Lockerman Financial Group, Inc.Wealth manager | 2.7% | $1.9M | 27,155 | +30.9% shares | Q3 2026 |
| Wayfinding Financial, LLCWealth manager | 0.5% | $1.2M | 17,831 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 1). Screen JUSA in the grand portfolio →
JUSA stock trades by members of Congress
No member of Congress has disclosed a trade in JUSA.
JUSA questions and answers
Are insiders buying JUSA stock?
No open-market insider purchases or sales of JUSA were filed in the last 90 days.
Which hedge funds own JUSA?
5 13F filers hold JUSA among their 50 largest positions, worth $46.2M combined. The biggest bets by portfolio weight are Lockerman Financial Group, Inc. (2.7%), WealthPlan Investment Management, LLC (1.6%) and WealthPLAN Partners, LLC (1.1%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded JUSA?
No member of Congress has disclosed a trade in JUSA.
Who is the largest holder of JUSA?
Among 13F filers, WealthPlan Investment Management, LLC reports the largest JUSA position, $33.8M (493,060 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Lockerman Financial Group, Inc.'s: 2.7% of its portfolio.
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