13F Insight
DOSSIER · 13F Holders · Q2 2026
JCAL

JPMORGAN CALIFORNIA TAX FREE BOND ETF

27 institutions still hold JPMORGAN CALIFORNIA TAX FREE BOND ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46654Q484·27 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$81M
visible holders
Holders
27
filers reporting
Concentration
48.97%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported JCAL in Q2 2026. JPMORGAN CHASE & CO leads at 49.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$40M783K0.00%Q2 202602
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M134K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$7M130K0.00%Q2 202604
Arlington Financial Advisors, LLC
CIK 0001716539
$5M111K0.66%Q3 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$3M69K0.00%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M67K0.00%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M50K0.00%Q2 202608
Planned Solutions, Inc.
CIK 0001831332
$2M45K0.58%Q3 202609
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M32K0.00%Q2 202610
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M29K0.02%Q2 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M28K0.00%Q3 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M26K0.00%Q2 202613
WealthPlan Investment Management, LLC
CIK 0001929986
$1M25K0.06%Q3 202614
Perennial Investment Advisors, LLC
CIK 0001801523
$889K18K0.06%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$762K15K0.00%Q2 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$705K14K0.00%Q2 202617
OneAscent Financial Services LLC
CIK 0001780985
$702K14K0.03%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$570K11K0.00%Q2 202619
D.A. DAVIDSON & CO.
CIK 0001080107
$336K7K0.00%Q2 202620
CITADEL ADVISORS LLC
CIK 0001423053
$316K6K0.00%Q2 2026
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