Who owns JCAL?
JPMorgan California Tax Free Bond ETF · JPMorgan
30 institutions reported holding JCAL, worth $86.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JCAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co | New York, NY | $39.5M | 783,232 | New position |
| Jones Financial Companies LLLP | Des Peres, MO | $6.8M | 134,468 | New position |
| LPL Financial LLC | Fort Mill, SC | $6.5M | 129,799 | New position |
| Arlington Financial Advisors, LLC | Santa Barbara, CA | $4.9M | 97,115 | New position |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $3.5M | 68,659 | New position |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.4M | 66,854 | New position |
| Cloud Capital Management, LLC | Seattle, WA | $3.4M | 66,643 | New position |
| Ameriprise Financial Inc. | Minneapolis, MN | $2.5M | 49,709 | New position |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $2.1M | 41,016 | New position |
| Natixis Advisors, LLC | Boston, MA | $2.0M | 40,582 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JCAL?
30 institutional managers reported holding JCAL in Form 13F filings for June 30, 2026, worth $86.1M in total. The largest reported position was held by JPMorgan Chase & Co, at $39.5M.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JCAL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.