SWA
JTNY

SOA Wealth Advisors’s JPMorgan New York Tax Free Bond ETF JTNY Stock Holding History

SOA Wealth 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 		$10.9K Buy
+217
New +$10.9K ﹤0.01% 601

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
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

SOA Wealth Advisors's JTNY Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in JPMorgan New York Tax Free Bond ETF (JTNY) in Q2 2026: 217 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings.

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

  • SOA Wealth Advisors held 217 shares of JPMorgan New York Tax Free Bond ETF worth $10.9K as of Q2 2026.
  • JPMorgan New York Tax Free Bond ETF was a new SOA Wealth Advisors position in Q2 2026.
  • JPMorgan New York Tax Free Bond ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #601 holding.
  • 6 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q2 2026.

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