JPM CFLIA TAX FB ETF (JCAL) Institutional Ownership Changes & 13F Activity
JPM CFLIA TAX FB ETF (JCAL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Jones Financial Companies Lllp, Lpl Financial Llc, Arlington Financial Advisors, Llc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +66,854 | — | 66,854 | $3.36M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +6,283 | — | 6,283 | $316.23K | Q2 2026 | Sep 02, 2026 |
| Jones Financial Companies Lllp | Buy | +134,468 | — | 134,468 | $6.78M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +49,709 | — | 49,709 | $2.50M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +40,582 | — | 40,582 | $2.04M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +32,013 | — | 32,013 | $1.61M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +28,627 | — | 28,627 | $1.44M | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Buy | +17,663 | — | 17,663 | $888.98K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +16,330 | — | 16,330 | $821.89K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +15,149 | — | 15,149 | $762.45K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +14,017 | — | 14,017 | $705.48K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +11,317 | — | 11,317 | $569.58K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +2,109 | — | 2,109 | $106.15K | Q2 2026 | Aug 14, 2026 |
| Cloud Capital Management, Llc | Buy | +66,643 | — | 66,643 | $3.35M | Q2 2026 | Aug 13, 2026 |
| Wayfinding Financial, Llc | Buy | +4,930 | — | 4,930 | $248.00K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +2,405 | — | 2,405 | $121.04K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,019 | — | 1,019 | $51.29K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +783,232 | — | 783,232 | $39.52M | Q2 2026 | Aug 12, 2026 |
| Oneascent Financial Services Llc | Buy | +13,953 | — | 13,953 | $702.26K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +129,799 | — | 129,799 | $6.53M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +26,014 | — | 26,014 | $1.31M | Q2 2026 | Aug 07, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +5,439 | — | 5,439 | $273.75K | Q2 2026 | Jul 28, 2026 |
| Institute For Wealth Management, Llc. | Buy | +139 | — | 139 | $7.00K | Q2 2026 | Jul 28, 2026 |
| D.A. Davidson & Co. | Buy | +6,676 | — | 6,676 | $336.00K | Q2 2026 | Jul 24, 2026 |
| Arlington Financial Advisors, Llc | Buy | +97,115 | — | 97,115 | $4.89M | Q2 2026 | Jul 22, 2026 |
| Ifp Advisors, Inc | Buy | +527 | — | 527 | $26.52K | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +41,016 | — | 41,016 | $2.06M | Q2 2026 | Jul 15, 2026 |
| Planned Solutions, Inc. | Buy | +24,471 | — | 24,471 | $1.23M | Q2 2026 | Jul 13, 2026 |
Frequently asked questions about JCAL activity
Which institutional owners are buying JCAL?
Institutional owners buying JCAL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JCAL activity?
"Buy" means an investor increased their reported position in JCAL compared to the prior reporting period. This reflects growing exposure to JPM CFLIA TAX FB ETF (JCAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JCAL increasing?
Institutional interest in JCAL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.