SIC
JTNY

Sterling Investment Counsel’s JPMorgan New York Tax Free Bond ETF JTNY Stock Holding History

Sterling Investment Counsel’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 		$12.7M Buy
+253,686
New +$12.7M 3% 7

Other funds holding JTNY

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sterling Investment Counsel's JTNY Position: Q2 2026 in Review

Sterling Investment Counsel opened a new position in JPMorgan New York Tax Free Bond ETF (JTNY) in Q2 2026: 253,686 shares worth $12.7M. The stake represents 3% of the portfolio and ranks #7 among its holdings.

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

  • Sterling Investment Counsel held 253,686 shares of JPMorgan New York Tax Free Bond ETF worth $12.7M as of Q2 2026.
  • JPMorgan New York Tax Free Bond ETF was a new Sterling Investment Counsel position in Q2 2026.
  • JPMorgan New York Tax Free Bond ETF made up 3% of Sterling Investment Counsel's portfolio in Q2 2026, its #7 holding.
  • 15 funds tracked by Wall St. Rank held JPMorgan New York Tax Free Bond ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.