Diversified Trust’s JPMorgan New York Tax Free Bond ETF JTNY Stock Holding History

Diversified Trust’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	$763K	Buy	+16,200	New	+$794K	0.02%	548

Other funds holding JTNY

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Diversified Trust's JTNY Position: Q3 2026 in Review

Diversified Trust opened a new position in JPMorgan New York Tax Free Bond ETF (JTNY) in Q3 2026: 16,200 shares worth $763K. The stake represents 0.02% of the portfolio and ranks #548 among its holdings.

19 funds tracked by Wall St. Rank hold JTNY as of Q3 2026.

Diversified Trust held 16,200 shares of JPMorgan New York Tax Free Bond ETF worth $763K as of Q3 2026.
JPMorgan New York Tax Free Bond ETF was a new Diversified Trust position in Q3 2026.
JPMorgan New York Tax Free Bond ETF made up 0.02% of Diversified Trust's portfolio in Q3 2026, its #548 holding.
19 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.