Envestnet Asset Management
JCAL

Envestnet Asset Management’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

Envestnet Asset 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 		$3.36M Buy
+66,854
New +$3.36M ﹤0.01% 2751

Other funds holding JCAL

AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Envestnet Asset Management's JCAL Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 66,854 shares worth $3.36M. The stake represents ﹤0.01% of the portfolio and ranks #2751 among its holdings.

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

  • Envestnet Asset Management held 66,854 shares of JPMorgan California Tax Free Bond ETF worth $3.36M as of Q2 2026.
  • JPMorgan California Tax Free Bond ETF was a new Envestnet Asset Management position in Q2 2026.
  • JPMorgan California Tax Free Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2751 holding.
  • 8 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.