HTG Investment Advisors’s JPMorgan New York Tax Free Bond ETF JTNY Stock Holding History

HTG Investment Advisors’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	$440K	Buy	+8,759	New	+$440K	0.11%	58

Other funds holding JTNY

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

HTG Investment Advisors's JTNY Position: Q2 2026 in Review

HTG Investment Advisors opened a new position in JPMorgan New York Tax Free Bond ETF (JTNY) in Q2 2026: 8,759 shares worth $440K. The stake represents 0.11% of the portfolio and ranks #58 among its holdings.

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

HTG Investment Advisors held 8,759 shares of JPMorgan New York Tax Free Bond ETF worth $440K as of Q2 2026.
JPMorgan New York Tax Free Bond ETF was a new HTG Investment Advisors position in Q2 2026.
JPMorgan New York Tax Free Bond ETF made up 0.11% of HTG Investment Advisors's portfolio in Q2 2026, its #58 holding.
18 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.