JP Morgan Chase
CALI

JP Morgan Chase’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

JP Morgan Chase’s Portfolio CALI Stock Details CALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,333
Closed -$67.2K – 8179
2026
Q1 		$67.2K Sell
1,333
-916
-41% -$46.3K ﹤0.01% 6044
2025
Q4 		$113K Buy
2,249
+1,339
+147% +$67.7K ﹤0.01% 5820
2025
Q3 		$46.1K Buy
+910
New +$46K ﹤0.01% 6261

Other funds holding CALI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
DWM
DeLarme Wealth Management Palos Verdes Estates, California $172M AUM
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

JP Morgan Chase's CALI Position: Q2 2026 in Review

JP Morgan Chase sold out of BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) in Q2 2026, closing a stake of 1,333 shares — an estimated $67.2K sold.

JP Morgan Chase first reported a position in CALI in Q3 2025 and held it in 3 quarters. The position peaked at $113K in Q4 2025. 107 funds tracked by Wall St. Rank hold CALI as of Q2 2026.

  • JP Morgan Chase reported no remaining BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 1,333 BlackRock ETF Trust II iShares Short-Term California Muni Active ETF shares in Q2 2026, an estimated $67.2K.
  • JP Morgan Chase first reported a position in BlackRock ETF Trust II iShares Short-Term California Muni Active ETF in Q3 2025 and held it in 3 quarters.
  • JP Morgan Chase's BlackRock ETF Trust II iShares Short-Term California Muni Active ETF position peaked at $113K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares Short-Term California Muni Active ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.