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 Q2	$1.79M	Buy	+35,760	New	+$1.8M	﹤0.01%	977

Other funds holding JTNY

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc's JTNY Position: Q2 2026 in Review

AssetMark Inc opened a new position in JPMorgan New York Tax Free Bond ETF (JTNY) in Q2 2026: 35,760 shares worth $1.79M. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings.

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

AssetMark Inc held 35,760 shares of JPMorgan New York Tax Free Bond ETF worth $1.79M as of Q2 2026.
JPMorgan New York Tax Free Bond ETF was a new AssetMark Inc position in Q2 2026.
JPMorgan New York Tax Free Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #977 holding.
15 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.