Principle Wealth Partners’s JPMorgan New York Tax Free Bond ETF JTNY Stock Holding History

Principle Wealth Partners’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	$340K	Buy	+6,776	New	+$340K	0.02%	305

Other funds holding JTNY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Principle Wealth Partners's JTNY Position: Q2 2026 in Review

Principle Wealth Partners opened a new position in JPMorgan New York Tax Free Bond ETF (JTNY) in Q2 2026: 6,776 shares worth $340K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings.

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

Principle Wealth Partners held 6,776 shares of JPMorgan New York Tax Free Bond ETF worth $340K as of Q2 2026.
JPMorgan New York Tax Free Bond ETF was a new Principle Wealth Partners position in Q2 2026.
JPMorgan New York Tax Free Bond ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #305 holding.
38 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.