PS
JCAL

Planned Solutions’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

Planned Solutions’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 		$1.23M Buy
+24,471
New +$1.23M 0.35% 39

Other funds holding JCAL

Wealth Enhancement Advisory Services
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Planned Solutions's JCAL Position: Q2 2026 in Review

Planned Solutions opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 24,471 shares worth $1.23M. The stake represents 0.35% of the portfolio and ranks #39 among its holdings.

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

  • Planned Solutions held 24,471 shares of JPMorgan California Tax Free Bond ETF worth $1.23M as of Q2 2026.
  • JPMorgan California Tax Free Bond ETF was a new Planned Solutions position in Q2 2026.
  • JPMorgan California Tax Free Bond ETF made up 0.35% of Planned Solutions's portfolio in Q2 2026, its #39 holding.
  • 2 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.