IFWM
JCAL

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

Institute for 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
Q2 		$7K Buy
+139
New +$6.99K ﹤0.01% 1401

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

Institute for Wealth Management's JCAL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 139 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1401 among its holdings.

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

  • Institute for Wealth Management held 139 shares of JPMorgan California Tax Free Bond ETF worth $7K as of Q2 2026.
  • JPMorgan California Tax Free Bond ETF was a new Institute for Wealth Management position in Q2 2026.
  • JPMorgan California Tax Free Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1401 holding.
  • 7 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.