LPL Financial’s JPMorgan New York Tax Free Bond ETF JTNY Stock Holding History

LPL Financial’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	$7.94M	Buy	+158,270	New	+$7.95M	﹤0.01%	2360

Other funds holding JTNY

SIC

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

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

KAS

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

WAG

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

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

LAMC

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PAG

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

LPL Financial's JTNY Position: Q2 2026 in Review

LPL Financial opened a new position in JPMorgan New York Tax Free Bond ETF (JTNY) in Q2 2026: 158,270 shares worth $7.94M. The stake represents ﹤0.01% of the portfolio and ranks #2360 among its holdings.

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

LPL Financial held 158,270 shares of JPMorgan New York Tax Free Bond ETF worth $7.94M as of Q2 2026.
JPMorgan New York Tax Free Bond ETF was a new LPL Financial position in Q2 2026.
JPMorgan New York Tax Free Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2360 holding.
22 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.