We are live on ! Find out more
JCAL

JPMorgan California Tax Free Bond ETF
JCAL

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$39.5M +$39.4M +783,232 New
Jones Financial Companies
2
Jones Financial Companies
Missouri
$6.78M +$6.76M +134,468 New
LPL Financial
3
LPL Financial
California
$6.53M +$6.52M +129,799 New
AFA
4
Arlington Financial Advisors
California
$4.89M +$4.88M +97,115 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.46M +$3.45M +68,659 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.36M +$3.36M +66,854 New
CCM
7
Cloud Capital Management
Washington
$3.35M +$3.35M +66,643 New
Ameriprise
8
Ameriprise
Minnesota
$2.5M +$2.5M +49,709 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$2.06M +41,016 New
Natixis Advisors
10
Natixis Advisors
Massachusetts
$2.04M +$2.04M +40,582 New
Goldman Sachs
11
Goldman Sachs
New York
$1.61M +$1.61M +32,013 New
OMC
12
Old Mission Capital
Illinois
$1.44M +$1.44M +28,627 New
MML Investors Services
13
MML Investors Services
Massachusetts
$1.31M +$1.31M +26,014 New
PS
14
Planned Solutions
California
$1.23M +$1.23M +24,471 New
PIA
15
Perennial Investment Advisors
California
$889K +$888K +17,663 New
Jane Street
16
Jane Street
New York
$822K +$821K +16,330 New
Raymond James Financial
17
Raymond James Financial
Florida
$762K +$762K +15,149 New
Wells Fargo
18
Wells Fargo
California
$705K +$705K +14,017 New
OFS
19
OneAscent Financial Services
Alabama
$702K +$701K +13,953 New
Osaic Holdings
20
Osaic Holdings
Arizona
$570K +$569K +11,317 New
DADC
21
D.A. Davidson & Co
Montana
$336K +$336K +6,676 New
Citadel Advisors
22
Citadel Advisors
Florida
$316K +$316K +6,283 New
KPWS
23
Kestra Private Wealth Services
Texas
$274K +$273K +5,439 New
WF
24
Wayfinding Financial
Washington
$248K +$248K +4,930 New
UBS Group
25
UBS Group
Switzerland
$121K +$121K +2,405 New
1
2