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JPM Cflia TAX FB ETF (JCAL)

CUSIP: 46654Q484 | NYSE | 35 institutional holders

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC122,055
0.0% of portfolio›$5.8M
Arlington Financial Advisors, LLC110,901
0.7% of portfolio›$5.3M
Boyer Financial Services, Inc.47,327
1.8% of portfolio›$2.2M
Planned Solutions, Inc.44,968
0.6% of portfolio›$2.1M
Compound Planning, Inc.31,016
0.0% of portfolio›$1.5M
Wealth Enhancement Advisory Services, LLC28,321
0.0% of portfolio›$1.3M
WealthPlan Investment Management, LLC25,093
0.1% of portfolio›$1.2M
DeLarme Wealth Management, Inc.10,790
0.3% of portfolio›$510.8K
D.A. Davidson & Co.6,676
0.0% of portfolio›$316.0K
Fifth Third Bancorp5,859
0.0% of portfolio›$277.4K
Kestra Private Wealth Services, LLC5,439
0.0% of portfolio›$257.5K
Hill Island Financial LLC5,050
0.0% of portfolio›$239.1K
Larson Financial Group LLC1,796
0.0% of portfolio›$85.0K
IFP Advisors, Inc527
0.0% of portfolio›$24.9K
StyleTurnoverLocationFiled
LPL Financial LLC
122,055$5.8M0.0%IndexVery LowFort Mill, SC2026-11-06
Arlington Financial Advisors, LLC
110,901$5.3M0.7%ETFMediumSanta Barbara, CA2026-10-19
Boyer Financial Services, Inc.
47,327$2.2M1.8%ETFLowNewport Beach, CA2026-10-23
Planned Solutions, Inc.
44,968$2.1M0.6%ETFLowFolsom, CA2026-10-19
Compound Planning, Inc.
31,016$1.5M0.0%CoreLowNew York, NY2026-11-05
Wealth Enhancement Advisory Services, LLC
28,321$1.3M0.0%CoreLowPlymouth, MN2026-10-13
WealthPlan Investment Management, LLC
25,093$1.2M0.1%GrowthMediumOmaha, NE2026-10-15
DeLarme Wealth Management, Inc.
10,790$510.8K0.3%ETFVery LowPalos Verdes Estates, CA2026-10-30
D.A. Davidson & Co.
6,676$316.0K0.0%CoreLowGreat Falls, MT2026-10-28
Fifth Third Bancorp
5,859$277.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Kestra Private Wealth Services, LLC
5,439$257.5K0.0%GrowthLowAustin, TX2026-11-06
Hill Island Financial LLC
5,050$239.1K0.0%ETFLowGrand Rapids, MI2026-10-20
Larson Financial Group LLC
1,796$85.0K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
527$24.9K0.0%GrowthLowTampa, FL2026-10-16