J P MORGAN EXCHANGE TRADED F CALIFORNIA TAX F is a security (CUSIP 46654Q484) tracked across SEC portfolio filings. 8 institutional managers reported $12.2M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Arlington Financial Advisors, LLC | SANTA BARBARA, CA | $4.9M | 97,115 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $3.4M | 66,854 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $2.1M | 41,016 |
| Planned Solutions, Inc. | FOLSOM, CA | $1.2M | 24,471 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $336K | 6,676 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | AUSTIN, TX | $274K | 5,439 |
| IFP Advisors, Inc | TAMPA, FL | $27K | 527 |
| Institute for Wealth Management, LLC. | DENVER, CO | $7K | 139 |