WealthPlan Investment Management
JCAL icon

WealthPlan Investment Management’s JPMorgan California Tax Free Bond ETF JCAL Stock Holding History

WealthPlan Investment Management’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 		$1.19M Buy
+25,093
New +$1.23M 0.06% 209

Other funds holding JCAL

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cloud Capital Management
Cloud Capital Management Seattle, Washington $266M AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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's JCAL Position: Q3 2026 in Review

WealthPlan Investment Management opened a new position in JPMorgan California Tax Free Bond ETF (JCAL) in Q3 2026: 25,093 shares worth $1.19M. The stake represents 0.06% of the portfolio and ranks #209 among its holdings.

30 funds tracked by Wall St. Rank hold JCAL as of Q3 2026.

  • WealthPlan Investment Management held 25,093 shares of JPMorgan California Tax Free Bond ETF worth $1.19M as of Q3 2026.
  • JPMorgan California Tax Free Bond ETF was a new WealthPlan Investment Management position in Q3 2026.
  • JPMorgan California Tax Free Bond ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q3 2026, its #209 holding.
  • 30 funds tracked by Wall St. Rank held JPMorgan California Tax Free Bond ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.