LPL Financial
JCAL

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

LPL Financial’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 		$6.53M Buy
+129,799
New +$6.52M ﹤0.01% 2549

Other funds holding JCAL

AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

LPL Financial's JCAL Position: Q2 2026 in Review

LPL Financial opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 129,799 shares worth $6.53M. The stake represents ﹤0.01% of the portfolio and ranks #2549 among its holdings.

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

  • LPL Financial held 129,799 shares of JPMorgan California Tax Free Bond ETF worth $6.53M as of Q2 2026.
  • JPMorgan California Tax Free Bond ETF was a new LPL Financial position in Q2 2026.
  • JPMorgan California Tax Free Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2549 holding.
  • 10 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.