Cloud Capital Management’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

Cloud Capital Management’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	$3.35M	Buy	+66,643	New	+$3.35M	1.22%	25

Other funds holding JCAL

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cloud Capital Management's JCAL Position: Q2 2026 in Review

Cloud Capital Management opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 66,643 shares worth $3.35M. The stake represents 1.22% of the portfolio and ranks #25 among its holdings.

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

Cloud Capital Management held 66,643 shares of JPMorgan California Tax Free Bond ETF worth $3.35M as of Q2 2026.
JPMorgan California Tax Free Bond ETF was a new Cloud Capital Management position in Q2 2026.
JPMorgan California Tax Free Bond ETF made up 1.22% of Cloud Capital Management's portfolio in Q2 2026, its #25 holding.
30 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.