Superior Planning, LLC’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

Superior Planning, LLC’s Portfolio JCAL Stock Details JCAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.5K	Buy	+95	New	+$4.67K	﹤0.01%	1242

Other funds holding JCAL

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Cloud Capital Management Seattle, Washington $266M AUM 16.05% 1-Year Est. Return

Boyer Financial Services Newport Beach, California $125M AUM 9.98% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Superior Planning, LLC's JCAL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q3 2026: 95 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #1242 among its holdings.

23 funds tracked by Wall St. Rank hold JCAL as of Q3 2026.

Superior Planning, LLC held 95 shares of JPMorgan California Tax Free Bond ETF worth $4.5K as of Q3 2026.
JPMorgan California Tax Free Bond ETF was a new Superior Planning, LLC position in Q3 2026.
JPMorgan California Tax Free Bond ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1242 holding.
23 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.