UBS Group’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

UBS Group’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	$121K	Buy	+2,405	New	+$121K	﹤0.01%	7075

Other funds holding JCAL

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

UBS Group's JCAL Position: Q2 2026 in Review

UBS Group opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q2 2026: 2,405 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #7075 among its holdings.

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

UBS Group held 2,405 shares of JPMorgan California Tax Free Bond ETF worth $121K as of Q2 2026.
JPMorgan California Tax Free Bond ETF was a new UBS Group position in Q2 2026.
JPMorgan California Tax Free Bond ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7075 holding.
30 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.