JPM Cflia TAX FB ETF (JCAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares122,055 from 129,799

Change-7,744 (-6%)

Value$5.8M (-$754.7K)

Filed 2026-11-06

Arlington Financial Advisors, LLC

INCREASED

Shares110,901 from 97,115

Change+13,786 (+14%)

Value$5.3M (+$362.2K)

Filed 2026-10-19

Boyer Financial Services, Inc.

NEW

Shares47,327

Change+47,327

Value$2.2M

Filed 2026-10-23

Planned Solutions, Inc.

INCREASED

Shares44,968 from 24,471

Change+20,497 (+84%)

Value$2.1M (+$897.2K)

Filed 2026-10-19

Compound Planning, Inc.

NEW

Shares31,016

Change+31,016

Value$1.5M

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares28,321 from 41,016

Change-12,695 (-31%)

Value$1.3M (-$720.7K)

Filed 2026-10-13

WealthPlan Investment Management, LLC

NEW

Shares25,093

Change+25,093

Value$1.2M

Filed 2026-10-15

DeLarme Wealth Management, Inc.

NEW

Shares10,790

Change+10,790

Value$510.8K

Filed 2026-10-30

D.A. Davidson & Co.

UNCHANGED

Shares6,676 from 6,676

Change0 (0%)

Value$316.0K (-$20.0K)

Filed 2026-10-28

Fifth Third Bancorp

NEW

Shares5,859

Change+5,859

Value$277.4K

Filed 2026-11-05

Kestra Private Wealth Services, LLC

UNCHANGED

Shares5,439 from 5,439

Change0 (0%)

Value$257.5K (-$16.3K)

Filed 2026-11-06

Hill Island Financial LLC

NEW

Shares5,050

Change+5,050

Value$239.1K

Filed 2026-10-20

Larson Financial Group LLC

DECREASED

Shares1,796 from 2,109

Change-313 (-15%)

Value$85.0K (-$21.1K)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares527 from 527

Change0 (0%)

Value$24.9K (-$1.6K)

Filed 2026-10-16

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 139

Change-139 (-100%)

Value$0 (-$7.0K)

Filed 2026-11-06

JPMorgan Chase & Co

N/A

Shares— from 783,232

Change-783,232 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 134,468

Change-134,468 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 68,659

Change-68,659 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 66,854

Change-66,854 (-100%)

Value—

Cloud Capital Management, LLC

N/A

Shares— from 66,643

Change-66,643 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 49,709

Change-49,709 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 40,582

Change-40,582 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 32,013

Change-32,013 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 28,627

Change-28,627 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 26,014

Change-26,014 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 17,663

Change-17,663 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 16,330

Change-16,330 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 15,149

Change-15,149 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 14,017

Change-14,017 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 13,953

Change-13,953 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,317

Change-11,317 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 6,283

Change-6,283 (-100%)

Value—

Wayfinding Financial, LLC

N/A

Shares— from 4,930

Change-4,930 (-100%)

Value—

UBS Group AG

N/A

Shares— from 2,405

Change-2,405 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,019

Change-1,019 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	122,055	129,799	-7,744	-6%	$6.5M	$5.8M	-$754.7K	2026-11-06
Arlington Financial Advisors, LLC	INCREASED	110,901	97,115	+13,786	+14%	$4.9M	$5.3M	+$362.2K	2026-10-19
Boyer Financial Services, Inc.	NEW	47,327	—	+47,327	—	—	$2.2M	—	2026-10-23
Planned Solutions, Inc.	INCREASED	44,968	24,471	+20,497	+84%	$1.2M	$2.1M	+$897.2K	2026-10-19
Compound Planning, Inc.	NEW	31,016	—	+31,016	—	—	$1.5M	—	2026-11-05
Wealth Enhancement Advisory Services, LLC	DECREASED	28,321	41,016	-12,695	-31%	$2.1M	$1.3M	-$720.7K	2026-10-13
WealthPlan Investment Management, LLC	NEW	25,093	—	+25,093	—	—	$1.2M	—	2026-10-15
DeLarme Wealth Management, Inc.	NEW	10,790	—	+10,790	—	—	$510.8K	—	2026-10-30
D.A. Davidson & Co.	UNCHANGED	6,676	6,676	0	0%	$336.0K	$316.0K	-$20.0K	2026-10-28
Fifth Third Bancorp	NEW	5,859	—	+5,859	—	—	$277.4K	—	2026-11-05
Kestra Private Wealth Services, LLC	UNCHANGED	5,439	5,439	0	0%	$273.7K	$257.5K	-$16.3K	2026-11-06
Hill Island Financial LLC	NEW	5,050	—	+5,050	—	—	$239.1K	—	2026-10-20
Larson Financial Group LLC	DECREASED	1,796	2,109	-313	-15%	$106.1K	$85.0K	-$21.1K	2026-11-05
IFP Advisors, Inc	UNCHANGED	527	527	0	0%	$26.5K	$24.9K	-$1.6K	2026-10-16
Institute for Wealth Management, Llc.	CLOSED	0	139	-139	-100%	$7.0K	$0	-$7.0K	2026-11-06
JPMorgan Chase & Co	N/A	—	783,232	-783,232	-100%	$39.5M	—	—	—
Jones Financial Companies Lllp	N/A	—	134,468	-134,468	-100%	$6.8M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	68,659	-68,659	-100%	$3.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	66,854	-66,854	-100%	$3.4M	—	—	—
Cloud Capital Management, LLC	N/A	—	66,643	-66,643	-100%	$3.4K	—	—	—
Ameriprise Financial Inc	N/A	—	49,709	-49,709	-100%	$2.5M	—	—	—
Natixis Advisors, LLC	N/A	—	40,582	-40,582	-100%	$2.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	32,013	-32,013	-100%	$1.6M	—	—	—
Old Mission Capital LLC	N/A	—	28,627	-28,627	-100%	$1.4M	—	—	—
MML Investors Services, LLC	N/A	—	26,014	-26,014	-100%	$1.3M	—	—	—
Perennial Investment Advisors, LLC	N/A	—	17,663	-17,663	-100%	$889.0K	—	—	—
Jane Street Group, LLC	N/A	—	16,330	-16,330	-100%	$821.9K	—	—	—
Raymond James Financial Inc	N/A	—	15,149	-15,149	-100%	$762.5K	—	—	—
Wells Fargo & Company	N/A	—	14,017	-14,017	-100%	$705.5K	—	—	—
OneAscent Financial Services LLC	N/A	—	13,953	-13,953	-100%	$702.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,317	-11,317	-100%	$569.6K	—	—	—
Citadel Advisors LLC	N/A	—	6,283	-6,283	-100%	$316.2K	—	—	—
Wayfinding Financial, LLC	N/A	—	4,930	-4,930	-100%	$248	—	—	—
UBS Group AG	N/A	—	2,405	-2,405	-100%	$121.0K	—	—	—
Morgan Stanley	N/A	—	1,019	-1,019	-100%	$51.3K	—	—	—

Showing 35 of 35 institutions