CTWM
JTNY icon

Cherry Tree Wealth Management’s JPMorgan New York Tax Free Bond ETF JTNY Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-3,342
Closed -$168K – 606
2026
Q2 		$168K Buy
+3,342
New +$168K 0.03% 185

Other funds holding JTNY

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
PA
Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Cherry Tree Wealth Management's JTNY Position: Q3 2026 in Review

Cherry Tree Wealth Management sold out of JPMorgan New York Tax Free Bond ETF (JTNY) in Q3 2026, closing a stake of 3,342 shares — an estimated $168K sold.

Cherry Tree Wealth Management first reported a position in JTNY in Q2 2026 and held it in 1 quarter. The position peaked at $168K in Q2 2026. 3 funds tracked by Wall St. Rank hold JTNY as of Q3 2026.

  • Cherry Tree Wealth Management reported no remaining JPMorgan New York Tax Free Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 3,342 JPMorgan New York Tax Free Bond ETF shares in Q3 2026, an estimated $168K.
  • Cherry Tree Wealth Management first reported a position in JPMorgan New York Tax Free Bond ETF in Q2 2026 and held it in 1 quarter.
  • Cherry Tree Wealth Management's JPMorgan New York Tax Free Bond ETF position peaked at $168K in Q2 2026.
  • 3 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.