Integrated Wealth Concepts’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

Integrated Wealth Concepts’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	$110K	Buy	+2,193	New	+$110K	﹤0.01%	2739

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

CCM

Cloud Capital Management Seattle, Washington $274M AUM 23.67% 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

Integrated Wealth Concepts's JCAL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 2,193 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #2739 among its holdings.

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

Integrated Wealth Concepts held 2,193 shares of JPMorgan California Tax Free Bond ETF worth $110K as of Q2 2026.
JPMorgan California Tax Free Bond ETF was a new Integrated Wealth Concepts position in Q2 2026.
JPMorgan California Tax Free Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2739 holding.
30 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.