Vault-13

J P MORGAN EXCHANGE TRADED F JCAL

CALIFORNIA TAX F · ETP · CUSIP 46654Q484

30 institutional holders
1,709,3511.7m shares reported held*
$86.1mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $50.39.

Biggest buyers

JPMORGAN CHASE & CO New +783,232+783.2k
JONES FINANCIAL COMPANIES LLLP New +134,468+134.5k
LPL Financial LLC New +129,799+129.8k
Arlington Financial Advisors, LLC New +97,115+97.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO New +68,659+68.7k
ENVESTNET ASSET MANAGEMENT INC New +66,854+66.9k
Cloud Capital Management, LLC New +66,643+66.6k
AMERIPRISE FINANCIAL INC New +49,709+49.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC New +41,016+41.0k
NATIXIS ADVISORS, LLC New +40,582+40.6k

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 783,232783.2k $39.5m $39.5m 0.00% New
2 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 134,468134.5k $6.8m $6.8m 0.00% New
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 129,799129.8k $6.5m $6.5m 0.00% New
4 Arlington Financial Advisors, LLC 0.62% of their portfolio SANTA BARBARA, CA 97,11597.1k $4.9m $4.9m 0.62% New
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 68,65968.7k $3.5m $3.5m 0.00% New
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 66,85466.9k $3.4m $3.4m 0.00% New
7 Cloud Capital Management, LLC 1.22% of their portfolio SEATTLE, WA 66,64366.6k $3.4m $3.4m 1.22% New
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 49,70949.7k $2.5m $2.5m 0.00% New
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 41,01641.0k $2.1m $2.1m 0.00% New
10 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 40,58240.6k $2.0m $2.0m 0.00% New
11 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 32,01332.0k $1.6m $1.6m 0.00% New
12 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 28,62728.6k $1.4m $1.4m 0.04% New
13 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 26,01426.0k $1.3m $1.3m 0.00% New
14 Planned Solutions, Inc. 0.35% of their portfolio FOLSOM, CA 24,47124.5k $1.2m $1.2m 0.35% New
15 Perennial Investment Advisors, LLC 0.06% of their portfolio Los Angeles, CA 17,66317.7k $889.0k $889.0k 0.06% New
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,33016.3k $821.9k $821.9k 0.00% New
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 15,14915.1k $762.5k $762.5k 0.00% New
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 14,01714.0k $705.5k $705.5k 0.00% New
19 OneAscent Financial Services LLC 0.03% of their portfolio BIRMINGHAM, AL 13,95314.0k $702.3k $702.3k 0.03% New
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,31711.3k $569.6k $569.6k 0.00% New
21 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 6,6766.7k $336.0k $336.0k 0.00% New
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,2836.3k $316.2k $316.2k 0.00% New
23 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,4395.4k $273.7k $273.7k 0.00% New
24 Wayfinding Financial, LLC 0.09% of their portfolio LYNNWOOD, WA 4,9304.9k $248.0k $248.0k 0.09% New
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,4052.4k $121.0k $121.0k 0.00% New
26 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,1932.2k $110.4k $110.4k 0.00% New
27 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2,1092.1k $106.1k $106.1k 0.00% New
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,0191.0k $51.3k $51.3k 0.00% New
29 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 527527 $26.5k $26.5k 0.00% New
30 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 139139 $7.0k $7.0k 0.00% New