JCAL Institutional Ownership
JPMorgan California Tax Free Bond ETF
1W: -0.2%
1M: -3.2%
3M: -5.9%
YTD: -5.6%
$47.32
-0.09 (-0.19%)
Weekly Expected Move ±0.9%
$47
$47
$47
$48
$48
Overview
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Changes
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Short Interest
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Institutional Ownership — JCAL
30
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
84M
Total Invested
30
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO NEW | 783,232 | 37M | — | +0.0% | 1Q | SEC ↗ |
| 2 | JONES FINANCIAL COMPANIES LLLP NEW | 134,468 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 3 | LPL Financial LLC NEW | 129,799 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Arlington Financial Advisors, LLC NEW | 97,115 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 68,659 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC NEW | 66,854 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Cloud Capital Management, LLC NEW | 66,643 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC NEW | 49,709 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 41,016 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | NATIXIS ADVISORS, LLC NEW | 40,582 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC NEW | 32,013 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 12 | OLD MISSION CAPITAL LLC NEW | 28,627 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC NEW | 26,014 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Planned Solutions, Inc. NEW | 24,471 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Perennial Investment Advisors, LLC NEW | 17,663 | 836K | — | +0.0% | 1Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC NEW | 16,330 | 773K | — | +0.0% | 1Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC NEW | 15,149 | 717K | — | +0.0% | 1Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN NEW | 14,017 | 663K | — | +0.0% | 1Q | SEC ↗ |
| 19 | OneAscent Financial Services LLC NEW | 13,953 | 660K | — | +0.0% | 1Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. NEW | 11,317 | 536K | — | +0.0% | 1Q | SEC ↗ |
| 21 | D.A. DAVIDSON & CO. NEW | 6,676 | 316K | — | +0.0% | 1Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC NEW | 6,283 | 297K | — | +0.0% | 1Q | SEC ↗ |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC NEW | 5,439 | 257K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Wayfinding Financial, LLC NEW | 4,930 | 233K | — | +0.0% | 1Q | SEC ↗ |
| 25 | UBS Group AG NEW | 2,405 | 114K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Integrated Wealth Concepts LLC NEW | 2,193 | 104K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Larson Financial Group LLC NEW | 2,109 | 100K | — | +0.0% | 1Q | SEC ↗ |
| 28 | MORGAN STANLEY NEW | 1,019 | 48K | — | +0.0% | 1Q | SEC ↗ |
| 29 | IFP Advisors, Inc NEW | 527 | 25K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Institute for Wealth Management, LLC. NEW | 139 | 7K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 783,232 | 37M |
| JONES FINANCIAL COMPANIES LLLP | 134,468 | 6M |
| LPL Financial LLC | 129,799 | 6M |
| Arlington Financial Advisors, LLC | 97,115 | 5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 68,659 | 3M |
| ENVESTNET ASSET MANAGEMENT INC | 66,854 | 3M |
| Cloud Capital Management, LLC | 66,643 | 3M |
| AMERIPRISE FINANCIAL INC | 49,709 | 2M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 41,016 | 2M |
| NATIXIS ADVISORS, LLC | 40,582 | 2M |
| GOLDMAN SACHS GROUP INC | 32,013 | 2M |
| OLD MISSION CAPITAL LLC | 28,627 | 1M |
| MML INVESTORS SERVICES, LLC | 26,014 | 1M |
| Planned Solutions, Inc. | 24,471 | 1M |
| Perennial Investment Advisors, LLC | 17,663 | 836K |
| JANE STREET GROUP, LLC | 16,330 | 773K |
| RAYMOND JAMES FINANCIAL INC | 15,149 | 717K |
| WELLS FARGO & COMPANY/MN | 14,017 | 663K |
| OneAscent Financial Services LLC | 13,953 | 660K |
| OSAIC HOLDINGS, INC. | 11,317 | 536K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.