Wealth Enhancement Advisory Services
JCAL icon

Wealth Enhancement Advisory Services’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

Wealth Enhancement Advisory 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
Q3 		$1.34M Sell
28,321
-12,695
-31% -$624K ﹤0.01% 1970
2026
Q2 		$2.06M Buy
+41,016
New +$2.06M ﹤0.01% 1552

Other funds holding JCAL

Arlington Financial Advisors
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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
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's JCAL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its JPMorgan California Tax Free Bond ETF (JCAL) stake by 31% in Q3 2026, selling an estimated $624K and leaving 28,321 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Wealth Enhancement Advisory Services first reported a position in JCAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.06M in Q2 2026. 7 funds tracked by Wall St. Rank hold JCAL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 28,321 shares of JPMorgan California Tax Free Bond ETF worth $1.34M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 12,695 JPMorgan California Tax Free Bond ETF shares in Q3 2026, an estimated $624K.
  • JPMorgan California Tax Free Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1970 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan California Tax Free Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan California Tax Free Bond ETF position peaked at $2.06M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.