DOSSIER · 13F Holders · Q2 2026
JCAL

JPMORGAN CALIFORNIA TAX FREE BOND ETF

4 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 46654Q484·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$8M
visible holders
Holders
4
filers reporting
Concentration
59.59%
Arlington Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported JCAL in Q2 2026. Arlington Financial Advisors, LLC leads at 59.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Arlington Financial Advisors, LLC
CIK 0001716539
$5M97K0.62%Q2 2026
02
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$2M41K0.00%Q2 2026
03
Planned Solutions, Inc.
CIK 0001831332
$1M24K0.35%Q2 2026
04
IFP Advisors, Inc
CIK 0001641866
$27K5270.00%Q2 2026