Commonwealth Equity Services’s JPMorgan New York Tax Free Bond ETF JTNY Stock Holding History

Commonwealth Equity Services’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	$2.26M	Sell	47,955 -916	-2%	-$44.9K	﹤0.01%	1950
2026 Q2	$2.45M	Buy	+48,871	New	+$2.45M	﹤0.01%	1935

Other funds holding JTNY

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Platform Technology Partners New York $632M AUM 18.8% 1-Year Est. Return

Perennial Advisors New York $669M AUM 17.88% 1-Year Est. Return

Commonwealth Equity Services's JTNY Position: Q3 2026 in Review

Commonwealth Equity Services reduced its JPMorgan New York Tax Free Bond ETF (JTNY) stake by 1.9% in Q3 2026, selling an estimated $44.9K and leaving 47,955 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Commonwealth Equity Services first reported a position in JTNY in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.45M in Q2 2026. 13 funds tracked by Wall St. Rank hold JTNY as of Q3 2026.

Commonwealth Equity Services held 47,955 shares of JPMorgan New York Tax Free Bond ETF worth $2.26M as of Q3 2026.
Commonwealth Equity Services sold 916 JPMorgan New York Tax Free Bond ETF shares in Q3 2026, an estimated $44.9K.
JPMorgan New York Tax Free Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1950 holding.
Commonwealth Equity Services first reported a position in JPMorgan New York Tax Free Bond ETF in Q2 2026 and has held it in 2 quarters since.
Commonwealth Equity Services's JPMorgan New York Tax Free Bond ETF position peaked at $2.45M in Q2 2026.
13 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.