Jones Financial Companies’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

Jones Financial Companies’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	$6.78M	Buy	+134,468	New	+$6.76M	﹤0.01%	1055

Other funds holding JCAL

JP Morgan Chase New York $1.81T AUM 41.13% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies's JCAL Position: Q2 2026 in Review

Jones Financial Companies opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 134,468 shares worth $6.78M. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings.

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

Jones Financial Companies held 134,468 shares of JPMorgan California Tax Free Bond ETF worth $6.78M as of Q2 2026.
JPMorgan California Tax Free Bond ETF was a new Jones Financial Companies position in Q2 2026.
JPMorgan California Tax Free Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1055 holding.
30 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.