Who owns JPMorgan California Tax Free Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JCAL from SEC Form 13F filings across 30 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 30 institutions disclosed 1.7M shares of JPMorgan California Tax Free Bond ETF worth $80.5M — about 17% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
30
13F holders
$80.5M
value, 2026 filers
17%
of shares outstanding (1.7M sh)
30
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JCAL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CONEW | 783,232 | $39.5M | 0.0% | 7.8% | new |
| 2 | JONES FINANCIAL COMPANIES LLLPNEW | 134,468 | $6.8M | 0.0% | 1.3% | new |
| 3 | LPL Financial LLCNEW | 129,799 | $6.5M | 0.0% | 1.3% | new |
| 4 | Arlington Financial Advisors, LLCNEW | 97,115 | $4.9M | 0.6% | 1% | new |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW | 68,659 | $3.5M | 0.0% | 0.7% | new |
| 6 | ENVESTNET ASSET MANAGEMENT INCNEW | 66,854 | $3.4M | 0.0% | 0.7% | new |
| 7 | Cloud Capital Management, LLCNEW | 66,643 | $3,354 | 1.2% | 0.7% | new |
| 8 | AMERIPRISE FINANCIAL INCNEW | 49,709 | $2.5M | 0.0% | 0.5% | new |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 41,016 | $2.1M | 0.0% | 0.4% | new |
| 10 | NATIXIS ADVISORS, LLCNEW | 40,582 | $2,042 | 0.0% | 0.4% | new |
| 11 | GOLDMAN SACHS GROUP INCNEW | 32,013 | $1.6M | 0.0% | 0.3% | new |
| 12 | OLD MISSION CAPITAL LLCNEW | 28,627 | $1.4M | 0.0% | 0.3% | new |
| 13 | MML INVESTORS SERVICES, LLCNEW | 26,014 | $1.3M | 0.0% | 0.3% | new |
| 14 | Planned Solutions, Inc.NEW | 24,471 | $1.2M | 0.4% | 0.2% | new |
| 15 | Perennial Investment Advisors, LLCNEW | 17,663 | $888,983 | 0.1% | 0.2% | new |
| 16 | JANE STREET GROUP, LLCNEW | 16,330 | $821,894 | 0.0% | 0.2% | new |
| 17 | RAYMOND JAMES FINANCIAL INCNEW | 15,149 | $762,454 | 0.0% | 0.2% | new |
| 18 | WELLS FARGO & COMPANY/MNNEW | 14,017 | $705,480 | 0.0% | 0.1% | new |
| 19 | OneAscent Financial Services LLCNEW | 13,953 | $702,259 | 0.0% | 0.1% | new |
| 20 | OSAIC HOLDINGS, INC.NEW | 11,317 | $569,576 | 0.0% | 0.1% | new |
| 21 | D.A. DAVIDSON & CO.NEW | 6,676 | $336,005 | 0.0% | 0.1% | new |
| 22 | CITADEL ADVISORS LLCNEW | 6,283 | $316,225 | 0.0% | 0.1% | new |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLCNEW | 5,439 | $273,747 | 0.0% | 0.1% | new |
| 24 | Wayfinding Financial, LLCNEW | 4,930 | $248 | 0.1% | 0% | new |
| 25 | UBS Group AGNEW | 2,405 | $121,044 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.