KPWS
JCAL

Kestra Private Wealth Services’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

Kestra Private Wealth Services’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 		$274K Buy
+5,439
New +$273K ﹤0.01% 1546

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Kestra Private Wealth Services's JCAL Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 5,439 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #1546 among its holdings.

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

  • Kestra Private Wealth Services held 5,439 shares of JPMorgan California Tax Free Bond ETF worth $274K as of Q2 2026.
  • JPMorgan California Tax Free Bond ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • JPMorgan California Tax Free Bond ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1546 holding.
  • 7 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.