AssetMark Inc
JTNY icon

AssetMark Inc’s JPMorgan New York Tax Free Bond ETF JTNY Stock Holding History

AssetMark Inc’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
Q3 		$2.06M Buy
43,695
+7,935
+22% +$389K ﹤0.01% 944
2026
Q2 		$1.79M Buy
+35,760
New +$1.8M ﹤0.01% 977

Other funds holding JTNY

Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Platform Technology Partners
Platform Technology Partners New York $632M AUM 18.8% 1-Year Est. Return
Perennial Advisors
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

AssetMark Inc's JTNY Position: Q3 2026 in Review

AssetMark Inc increased its JPMorgan New York Tax Free Bond ETF (JTNY) stake by 22% in Q3 2026, buying an estimated $389K and bringing the position to 43,695 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #944.

AssetMark Inc first reported a position in JTNY in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold JTNY as of Q3 2026.

  • AssetMark Inc held 43,695 shares of JPMorgan New York Tax Free Bond ETF worth $2.06M as of Q3 2026.
  • AssetMark Inc bought 7,935 JPMorgan New York Tax Free Bond ETF shares in Q3 2026, an estimated $389K.
  • JPMorgan New York Tax Free Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #944 holding.
  • AssetMark Inc first reported a position in JPMorgan New York Tax Free Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.