IFP Advisors
JCAL icon

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

IFP 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
Q3 		$24.9K Hold
527
– – ﹤0.01% 2829
2026
Q2 		$26.5K Buy
+527
New +$26.5K ﹤0.01% 2793

Other funds holding JCAL

Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Boyer Financial Services
Boyer Financial Services Newport Beach, California $125M AUM 9.98% 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
DeLarme Wealth Management
DeLarme Wealth Management Palos Verdes Estates, California $178M AUM 10.65% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

IFP Advisors's JCAL Position: Q3 2026 in Review

IFP Advisors held its JPMorgan California Tax Free Bond ETF (JCAL) position steady in Q3 2026 at 527 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2829.

IFP Advisors first reported a position in JCAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $26.5K in Q2 2026. 10 funds tracked by Wall St. Rank hold JCAL as of Q3 2026.

  • IFP Advisors held 527 shares of JPMorgan California Tax Free Bond ETF worth $24.9K as of Q3 2026.
  • IFP Advisors left its JPMorgan California Tax Free Bond ETF share count unchanged in Q3 2026.
  • JPMorgan California Tax Free Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2829 holding.
  • IFP Advisors first reported a position in JPMorgan California Tax Free Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • IFP Advisors's JPMorgan California Tax Free Bond ETF position peaked at $26.5K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.