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

Darwin 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 		$13.8K Buy
292
+2
+0.7% +$98 ﹤0.01% 591
2026
Q2 		$14.6K Buy
+290
New +$14.6K ﹤0.01% 355

Other funds holding JTNY

Sterling Investment Counsel
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Darwin Wealth Management's JTNY Position: Q3 2026 in Review

Darwin Wealth Management increased its JPMorgan New York Tax Free Bond ETF (JTNY) stake by 0.69% in Q3 2026, buying an estimated $98 and bringing the position to 292 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Darwin Wealth Management first reported a position in JTNY in Q2 2026 and has held it in 2 quarters since. The position peaked at $14.6K in Q2 2026. 19 funds tracked by Wall St. Rank hold JTNY as of Q3 2026.

  • Darwin Wealth Management held 292 shares of JPMorgan New York Tax Free Bond ETF worth $13.8K as of Q3 2026.
  • Darwin Wealth Management bought 2 JPMorgan New York Tax Free Bond ETF shares in Q3 2026, an estimated $98.
  • JPMorgan New York Tax Free Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #591 holding.
  • Darwin Wealth Management first reported a position in JPMorgan New York Tax Free Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Darwin Wealth Management's JPMorgan New York Tax Free Bond ETF position peaked at $14.6K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.