13FBOX
JPMORGAN CALIFORNIA TAX FREE BND · 13F Institutional Holdings
Options Calculator Rankings
J

JPMORGAN CALIFORNIA TAX FREE BND

JCAL
Institutions
30
Combined AUM (Q2 2026)
$86.1M
Combined Shares (Q2 2026)
1.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.7M
30 · 30 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+1.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$86.1M
Institutions
30
New Buys
30
Adds
0
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
JPMORGAN CHASE & CO
<0.01%#14$39.5M783,232$00+783,232New Buy
JONES FINANCIAL COMPANIES LLLP
<0.01%#11$6.8M134,468$00+134,468New Buy
LPL Financial LLC
<0.01%#17$6.5M129,799$00+129,799New Buy
Arlington Financial Advisors, LLC
0.62%#2$4.9M97,115$00+97,115New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#16$3.5M68,659$00+68,659New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%#18$3.4M66,854$00+66,854New Buy
Cloud Capital Management, LLC
1.22%#1$3.4M66,643$00+66,643New Buy
AMERIPRISE FINANCIAL INC
<0.01%#22$2.5M49,709$00+49,709New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#8$2.1M41,016$00+41,016New Buy
NATIXIS ADVISORS, LLC
<0.01%#13$2.0M40,582$00+40,582New Buy
GOLDMAN SACHS GROUP INC
<0.01%#25$1.6M32,013$00+32,013New Buy
OLD MISSION CAPITAL LLC
0.02%#7$1.4M28,627$00+28,627New Buy
MML INVESTORS SERVICES, LLC
<0.01%#12$1.3M26,014$00+26,014New Buy
Planned Solutions, Inc.
0.35%#3$1.2M24,471$00+24,471New Buy
Perennial Investment Advisors, LLC
0.06%#5$888,98317,663$00+17,663New Buy
JANE STREET GROUP, LLC
<0.01%#27$821,89416,330$00+16,330New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%#24$762,45415,149$00+15,149New Buy
WELLS FARGO & COMPANY/MN
<0.01%#26$705,48014,017$00+14,017New Buy
OneAscent Financial Services LLC
0.03%#6$702,25913,953$00+13,953New Buy
OSAIC HOLDINGS, INC.
<0.01%#19$569,57611,317$00+11,317New Buy
D.A. DAVIDSON & CO.
<0.01%#15$336,0056,676$00+6,676New Buy
CITADEL ADVISORS LLC
<0.01%#28$316,2256,283$00+6,283New Buy
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%#9$273,7475,439$00+5,439New Buy
Wayfinding Financial, LLC
0.09%#4$248,1284,930$00+4,930New Buy
UBS Group AG
<0.01%#29$121,0442,405$00+2,405New Buy
Integrated Wealth Concepts LLC
<0.01%#21$110,3742,193$00+2,193New Buy
Larson Financial Group LLC
<0.01%#10$106,1472,109$00+2,109New Buy
MORGAN STANLEY
<0.01%#30$51,2871,019$00+1,019New Buy
IFP Advisors, Inc
<0.01%#23$26,524527$00+527New Buy
Institute for Wealth Management, LLC.
<0.01%#20$6,996139$00+139New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow