LPL Financial
JCAL icon

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
Q3 		$5.78M Sell
122,055
-7,744
-6% -$380K ﹤0.01% 2691
2026
Q2 		$6.53M Buy
+129,799
New +$6.52M ﹤0.01% 2549

Other funds holding JCAL

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Cloud Capital Management
Cloud Capital Management Seattle, Washington $266M AUM 16.05% 1-Year Est. Return
Boyer Financial Services
Boyer Financial Services Newport Beach, California $125M AUM 9.98% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

LPL Financial's JCAL Position: Q3 2026 in Review

LPL Financial reduced its JPMorgan California Tax Free Bond ETF (JCAL) stake by 6% in Q3 2026, selling an estimated $380K and leaving 122,055 shares worth $5.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

LPL Financial first reported a position in JCAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.53M in Q2 2026. 23 funds tracked by Wall St. Rank hold JCAL as of Q3 2026.

  • LPL Financial held 122,055 shares of JPMorgan California Tax Free Bond ETF worth $5.78M as of Q3 2026.
  • LPL Financial sold 7,744 JPMorgan California Tax Free Bond ETF shares in Q3 2026, an estimated $380K.
  • JPMorgan California Tax Free Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2691 holding.
  • LPL Financial first reported a position in JPMorgan California Tax Free Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • LPL Financial's JPMorgan California Tax Free Bond ETF position peaked at $6.53M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.