AL
JTNY

Aspiriant LLC’s JPMorgan New York Tax Free Bond ETF JTNY Stock Holding History

Aspiriant LLC’s Portfolio JTNY Stock Details JTNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Buy
+9,571
New +$481K 0.01% 249

Other funds holding JTNY

SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Aspiriant LLC's JTNY Position: Q2 2026 in Review

Aspiriant LLC opened a new position in JPMorgan New York Tax Free Bond ETF (JTNY) in Q2 2026: 9,571 shares worth $480K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings.

6 funds tracked by Wall St. Rank hold JTNY as of Q2 2026.

  • Aspiriant LLC held 9,571 shares of JPMorgan New York Tax Free Bond ETF worth $480K as of Q2 2026.
  • JPMorgan New York Tax Free Bond ETF was a new Aspiriant LLC position in Q2 2026.
  • JPMorgan New York Tax Free Bond ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #249 holding.
  • 6 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.