AFA
JCAL

Arlington Financial Advisors’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

Arlington Financial Advisors’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
Q2 		$4.89M Buy
+97,115
New +$4.88M 0.62% 37

Other funds holding JCAL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Arlington Financial Advisors's JCAL Position: Q2 2026 in Review

Arlington Financial Advisors opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 97,115 shares worth $4.89M. The stake represents 0.62% of the portfolio and ranks #37 among its holdings.

5 funds tracked by Wall St. Rank hold JCAL as of Q2 2026.

  • Arlington Financial Advisors held 97,115 shares of JPMorgan California Tax Free Bond ETF worth $4.89M as of Q2 2026.
  • JPMorgan California Tax Free Bond ETF was a new Arlington Financial Advisors position in Q2 2026.
  • JPMorgan California Tax Free Bond ETF made up 0.62% of Arlington Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • 5 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.