JCAL Institutional Ownership & Shareholders
JPM CFLIA TAX FB ETF (JCAL) is currently held by 32 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $87.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JCAL tracked by InsiderSet, reporting ownership valued at approximately $39.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.21M, representing an estimated loss of -3.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed JCAL value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Jones Financial Companies Lllp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in JPM CFLIA TAX FB ETF (JCAL).
This page ranks the largest institutional JCAL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
32
Total Reported Value
$87.24M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$39.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.00% | 783,232 | $39,517,971 | $38,213,889 | -$1,304,082 | -3.30% | |
| Jones Financial Companies Lllp | 0.00% | 134,468 | $6,775,843 | $6,560,694 | -$215,149 | -3.18% | |
| Lpl Financial Llc | 0.00% | 129,799 | $6,532,822 | $6,332,893 | -$199,929 | -3.06% | |
| Arlington Financial Advisors, Llc | 0.66% | 110,901 | $5,250,053 | $5,410,860 | +$160,807 | +3.06% | |
| Envestnet Asset Management Inc | 0.00% | 66,854 | $3,364,782 | $3,261,807 | -$102,975 | -3.06% | |
| Cloud Capital Management, Llc | 1.22% | 66,643 | $3,354,000 | $3,251,512 | -$102,488 | -3.06% | |
| Ameriprise Financial Inc | 0.00% | 49,709 | $2,501,868 | $2,425,302 | -$76,566 | -3.06% | |
| Boyer Financial Services, Inc. | 1.79% | 47,327 | $2,240,465 | $2,309,084 | +$68,619 | +3.06% | |
| Planned Solutions, Inc. | 0.59% | 44,968 | $2,128,784 | $2,193,989 | +$65,205 | +3.06% | |
| Natixis Advisors, Llc | 0.00% | 40,582 | $2,042,000 | $1,979,996 | -$62,004 | -3.04% | |
| Goldman Sachs Group Inc | 0.00% | 32,013 | $1,611,224 | $1,561,914 | -$49,310 | -3.06% | |
| Old Mission Capital Llc | 0.04% | 28,627 | $1,440,805 | $1,396,711 | -$44,094 | -3.06% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 28,321 | $1,335,895 | $1,381,782 | +$45,887 | +3.43% | |
| Mml Investors Services, Llc | 0.00% | 26,014 | $1,309,292 | $1,269,223 | -$40,069 | -3.06% | |
| Wealthplan Investment Management, Llc | 0.06% | 25,093 | $1,187,903 | $1,224,287 | +$36,384 | +3.06% | |
| Perennial Investment Advisors, Llc | 0.06% | 17,663 | $888,983 | $861,778 | -$27,205 | -3.06% | |
| Jane Street Group, Llc | 0.00% | 16,330 | $821,894 | $796,741 | -$25,153 | -3.06% | |
| Raymond James Financial Inc | 0.00% | 15,149 | $762,454 | $739,120 | -$23,334 | -3.06% | |
| Wells Fargo & Company/Mn | 0.00% | 14,017 | $705,480 | $683,889 | -$21,591 | -3.06% | |
| Oneascent Financial Services Llc | 0.03% | 13,953 | $702,259 | $680,767 | -$21,492 | -3.06% | |
| Osaic Holdings, Inc. | 0.00% | 11,317 | $569,576 | $552,156 | -$17,420 | -3.06% | |
| Delarme Wealth Management, Inc. | 0.29% | 10,790 | $510,799 | $526,444 | +$15,645 | +3.06% | |
| Citadel Advisors Llc | 0.00% | 6,283 | $316,225 | $306,548 | -$9,677 | -3.06% | |
| D.A. Davidson & Co. | 0.00% | 6,676 | $316,042 | $325,722 | +$9,680 | +3.06% | |
| Kestra Private Wealth Services, Llc | 0.00% | 5,439 | $257,482 | $265,369 | +$7,887 | +3.06% | |
| Wayfinding Financial, Llc | 0.09% | 4,930 | $248,000 | $240,535 | -$7,465 | -3.01% | |
| Hill Island Financial Llc | 0.05% | 5,050 | $239,067 | $246,390 | +$7,323 | +3.06% | |
| Ubs Group Ag | 0.00% | 2,405 | $121,044 | $117,340 | -$3,704 | -3.06% | |
| Larson Financial Group Llc | 0.00% | 2,109 | $106,147 | $102,898 | -$3,249 | -3.06% | |
| Morgan Stanley | 0.00% | 1,019 | $51,287 | $49,717 | -$1,570 | -3.06% | |
| Ifp Advisors, Inc | 0.00% | 527 | $24,948 | $25,712 | +$764 | +3.06% | |
| Institute For Wealth Management, Llc. | 0.00% | 139 | $6,996 | $6,782 | -$214 | -3.06% |
Frequently asked questions about JCAL
Who are the largest institutional holders of JCAL?
The largest institutional holders of JCAL reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Jones Financial Companies Lllp, Lpl Financial Llc, Arlington Financial Advisors, Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported JCAL position.
What is JCAL institutional ownership?
This page tracks JCAL positions reported by institutional investment managers through SEC Form 13F. JPM CFLIA TAX FB ETF (JCAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JCAL?
InsiderSet currently tracks 32 institutional managers reporting JCAL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JCAL shareholders.
How much JCAL stock do institutions own?
Institutional investment managers disclosed approximately $87.24M in JCAL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JCAL institutional ownership last updated?
The latest JCAL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JCAL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JCAL position after the reporting date.
Are institutions buying or selling JCAL?
Institutional buying and selling can be analyzed by comparing JCAL positions across consecutive 13F reporting periods. InsiderSet's JCAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JCAL ownership changes.
How has JCAL institutional ownership changed over time?
InsiderSet tracks JCAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.