PIA
JCAL

Perennial Investment Advisors’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

Perennial Investment Advisors’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 		$889K Buy
+17,663
New +$888K 0.06% 233

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

Perennial Investment Advisors's JCAL Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 17,663 shares worth $889K. The stake represents 0.06% of the portfolio and ranks #233 among its holdings.

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

  • Perennial Investment Advisors held 17,663 shares of JPMorgan California Tax Free Bond ETF worth $889K as of Q2 2026.
  • JPMorgan California Tax Free Bond ETF was a new Perennial Investment Advisors position in Q2 2026.
  • JPMorgan California Tax Free Bond ETF made up 0.06% of Perennial Investment Advisors's portfolio in Q2 2026, its #233 holding.
  • 30 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.