DWM
JTNY

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
Q2 		$14.6K Buy
+290
New +$14.6K ﹤0.01% 355

Other funds holding JTNY

SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Darwin Wealth Management's JTNY Position: Q2 2026 in Review

Darwin Wealth Management opened a new position in JPMorgan New York Tax Free Bond ETF (JTNY) in Q2 2026: 290 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings.

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

  • Darwin Wealth Management held 290 shares of JPMorgan New York Tax Free Bond ETF worth $14.6K as of Q2 2026.
  • JPMorgan New York Tax Free Bond ETF was a new Darwin Wealth Management position in Q2 2026.
  • JPMorgan New York Tax Free Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #355 holding.
  • 6 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.