DeLarme Wealth Management’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

DeLarme Wealth 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 Q3	$511K	Buy	+10,790	New	+$530K	0.29%	42

Other funds holding JCAL

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 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

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

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

DeLarme Wealth Management's JCAL Position: Q3 2026 in Review

DeLarme Wealth Management opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q3 2026: 10,790 shares worth $511K. The stake represents 0.29% of the portfolio and ranks #42 among its holdings.

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

DeLarme Wealth Management held 10,790 shares of JPMorgan California Tax Free Bond ETF worth $511K as of Q3 2026.
JPMorgan California Tax Free Bond ETF was a new DeLarme Wealth Management position in Q3 2026.
JPMorgan California Tax Free Bond ETF made up 0.29% of DeLarme Wealth Management's portfolio in Q3 2026, its #42 holding.
10 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q3 2026.

Based on DeLarme Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.