OFS
JCAL

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

OneAscent Financial 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 		$702K Buy
+13,953
New +$701K 0.03% 302

Other funds holding JCAL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

OneAscent Financial Services's JCAL Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 13,953 shares worth $702K. The stake represents 0.03% of the portfolio and ranks #302 among its holdings.

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

  • OneAscent Financial Services held 13,953 shares of JPMorgan California Tax Free Bond ETF worth $702K as of Q2 2026.
  • JPMorgan California Tax Free Bond ETF was a new OneAscent Financial Services position in Q2 2026.
  • JPMorgan California Tax Free Bond ETF made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #302 holding.
  • 30 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.