Boyer Financial Services
JCAL icon

Boyer Financial Services’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

Boyer Financial Services’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 		$2.24M Buy
+47,327
New +$2.32M 1.79% 19

Other funds holding JCAL

Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Boyer Financial Services's JCAL Position: Q3 2026 in Review

Boyer Financial Services opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q3 2026: 47,327 shares worth $2.24M. The stake represents 1.79% of the portfolio and ranks #19 among its holdings.

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

  • Boyer Financial Services held 47,327 shares of JPMorgan California Tax Free Bond ETF worth $2.24M as of Q3 2026.
  • JPMorgan California Tax Free Bond ETF was a new Boyer Financial Services position in Q3 2026.
  • JPMorgan California Tax Free Bond ETF made up 1.79% of Boyer Financial Services's portfolio in Q3 2026, its #19 holding.
  • 7 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.