JPM Cflia Tax FB ETFJCAL ETF 13F holders, Q2 2026 (June 30) 29 holders
1 famous investor
$50.39 avg. 13F price*
At the end of Q2 2026 , 29 institutions reported holding JPM Cflia Tax FB ETF (JCAL) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($39.5M), Jones Financial Companies LLLP ($6.8M) and LPL Financial LLC ($6.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company JPM Cflia Tax FB ETF
Filed as J P MORGAN EXCHANGE TRADED F (Q2 2026)
CUSIP 46654Q484
Latest filing quarter Q2 2026
Total Exit/New Position Q2 2026 Institutions Total Value New Positions 29 $86.0M Exits 0 $0
Ownership 29 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ JPMorgan Chase & Co. 0.00% New 783,232 $39.5M Jones Financial Companies LLLP 0.00% New 134,468 $6.8M LPL Financial LLC 0.00% New 129,799 $6.5M Arlington Financial Advisors, LLC 0.62% New 97,115 $4.9M Northwestern Mutual Wealth Management Co. 0.00% New 68,659 $3.5M Envestnet Asset Management Inc. 0.00% New 66,854 $3.4M Cloud Capital Management, LLC 1.22% New 66,643 $3.4M Ameriprise Financial Inc. 0.00% New 49,709 $2.5M Wealth Enhancement Advisory Services, LLC 0.00% New 41,016 $2.1M Natixis Advisors, LLC 0.00% New 40,582 $2.0M Goldman Sachs Group Inc. 0.00% New 32,013 $1.6M Old Mission Capital LLC 0.04% New 28,627 $1.4M MML Investors Services, LLC 0.00% New 26,014 $1.3M Planned Solutions, Inc. 0.35% New 24,471 $1.2M Perennial Investment Advisors, LLC 0.06% New 17,663 $889K Jane Street Group, LLC 0.00% New 16,330 $822K Raymond James Financial Inc. 0.00% New 15,149 $762K Wells Fargo & Company 0.00% New 14,017 $705K OneAscent Financial Services LLC 0.03% New 13,953 $702K Osaic Holdings, Inc. 0.00% New 11,317 $570K D.A. Davidson & Co. 0.00% New 6,676 $336K Citadel Advisors 0.00% New 6,283 $316K Kestra Private Wealth Services, LLC 0.00% New 5,439 $274K Wayfinding Financial, LLC 0.09% New 4,930 $248K UBS Group AG 0.00% New 2,405 $121K Larson Financial Group LLC 0.00% New 2,109 $106K Morgan Stanley 0.00% New 1,019 $51K IFP Advisors, Inc 0.00% New 527 $27K Institute for Wealth Management, LLC. 0.00% New 139 $7K
"% of holder's portfolio" is JCAL's weight in each manager's 13F, not the share of JPM Cflia Tax FB ETF the manager owns.