JTNY Institutional Ownership & Shareholders
JPM NY TX FREE BD ETF (JTNY) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $79.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JTNY tracked by InsiderSet, reporting ownership valued at approximately $24.75M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $23.80M, representing an estimated loss of -3.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed JTNY value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Sterling Investment Counsel, Llc, Greenspring Advisors, Llc, and several other long-term asset managers with concentrated positions in JPM NY TX FREE BD ETF (JTNY).
This page ranks the largest institutional JTNY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
37
Total Reported Value
$79.64M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$24.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.00% | 491,831 | $24,753,905 | $23,804,620 | -$949,285 | -3.83% | |
| Sterling Investment Counsel, Llc | 2.17% | 201,556 | $9,496,980 | $9,755,310 | +$258,330 | +2.72% | |
| Greenspring Advisors, Llc | 0.47% | 170,209 | $8,541,717 | $8,238,116 | -$303,601 | -3.55% | |
| Kestra Advisory Services, Llc | 0.02% | 172,319 | $8,119,376 | $8,340,240 | +$220,864 | +2.72% | |
| Lpl Financial Llc | 0.00% | 158,270 | $7,942,573 | $7,660,268 | -$282,305 | -3.55% | |
| Commonwealth Equity Services, Llc | 0.00% | 47,955 | $2,259,568 | $2,321,022 | +$61,454 | +2.72% | |
| Assetmark, Inc | 0.00% | 43,695 | $2,058,838 | $2,114,838 | +$56,000 | +2.72% | |
| Old Mission Capital Llc | 0.05% | 36,949 | $1,854,237 | $1,788,332 | -$65,905 | -3.55% | |
| Jane Street Group, Llc | 0.00% | 33,684 | $1,690,388 | $1,630,306 | -$60,082 | -3.55% | |
| Longview Financial Advisors Llc | 0.81% | 32,567 | $1,634,333 | $1,576,243 | -$58,090 | -3.55% | |
| Apella Capital, Llc | 0.02% | 32,567 | $1,526,741 | $1,576,243 | +$49,502 | +3.24% | |
| Savant Capital, Llc | 0.00% | 22,897 | $1,149,057 | $1,108,215 | -$40,842 | -3.55% | |
| Wells Fargo & Company/Mn | 0.00% | 21,818 | $1,094,908 | $1,055,991 | -$38,917 | -3.55% | |
| Jones Financial Companies Lllp | 0.00% | 13,450 | $676,670 | $650,980 | -$25,690 | -3.80% | |
| Winthrop Advisory Group Llc | 0.04% | 12,666 | $596,813 | $613,034 | +$16,221 | +2.72% | |
| Raymond James Financial Inc | 0.00% | 11,231 | $563,613 | $543,580 | -$20,033 | -3.55% | |
| Private Advisor Group, Llc | 0.00% | 10,385 | $521,158 | $502,634 | -$18,524 | -3.55% | |
| Htg Investment Advisors, Inc. | 0.11% | 8,759 | $439,559 | $423,936 | -$15,623 | -3.55% | |
| Aspiriant, Llc | 0.01% | 8,864 | $417,658 | $429,018 | +$11,360 | +2.72% | |
| Chicago Partners Investment Group Llc | 0.01% | 8,386 | $404,232 | $405,882 | +$1,650 | +0.41% | |
| Cetera Investment Advisers | 0.00% | 7,641 | $383,454 | $369,824 | -$13,630 | -3.55% | |
| Platform Technology Partners | 0.06% | 7,740 | $364,696 | $374,616 | +$9,920 | +2.72% | |
| Susquehanna International Group, Llp | 0.00% | 6,917 | $347,121 | $334,783 | -$12,338 | -3.55% | |
| Envestnet Asset Management Inc | 0.00% | 6,683 | $335,378 | $323,457 | -$11,921 | -3.55% | |
| Perennial Advisors, Llc | 0.05% | 6,900 | $325,117 | $333,960 | +$8,843 | +2.72% | |
| Principle Wealth Partners Llc | 0.02% | 6,776 | $319,274 | $327,958 | +$8,684 | +2.72% | |
| Osaic Holdings, Inc. | 0.00% | 5,780 | $290,040 | $279,752 | -$10,288 | -3.55% | |
| Focus Partners Wealth | 0.00% | 5,748 | $288,456 | $278,203 | -$10,253 | -3.55% | |
| Citadel Advisors Llc | 0.00% | 5,502 | $276,111 | $266,297 | -$9,814 | -3.55% | |
| Hrt Financial Lp | 0.00% | 4,460 | $223,000 | $215,864 | -$7,136 | -3.20% | |
| Ubs Group Ag | 0.00% | 4,349 | $218,251 | $210,492 | -$7,759 | -3.56% | |
| Morgan Stanley | 0.00% | 4,172 | $209,366 | $201,925 | -$7,441 | -3.55% | |
| Royal Bank Of Canada | 0.00% | 2,815 | $141,000 | $136,246 | -$4,754 | -3.37% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,263 | $113,566 | $109,529 | -$4,037 | -3.55% | |
| Flagship Wealth Advisors, Llc | 0.01% | 723 | $34,067 | $34,993 | +$926 | +2.72% | |
| Darwin Wealth Management, Llc | 0.00% | 290 | $14,553 | $14,036 | -$517 | -3.55% | |
| Soa Wealth Advisors, Llc. | 0.00% | 217 | $10,890 | $10,503 | -$387 | -3.56% |
Frequently asked questions about JTNY
Who are the largest institutional holders of JTNY?
The largest institutional holders of JTNY reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Sterling Investment Counsel, Llc, Greenspring Advisors, Llc, Kestra Advisory Services, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported JTNY position.
What is JTNY institutional ownership?
This page tracks JTNY positions reported by institutional investment managers through SEC Form 13F. JPM NY TX FREE BD ETF (JTNY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JTNY?
InsiderSet currently tracks 37 institutional managers reporting JTNY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JTNY shareholders.
How much JTNY stock do institutions own?
Institutional investment managers disclosed approximately $79.64M in JTNY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JTNY institutional ownership last updated?
The latest JTNY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JTNY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JTNY position after the reporting date.
Are institutions buying or selling JTNY?
Institutional buying and selling can be analyzed by comparing JTNY positions across consecutive 13F reporting periods. InsiderSet's JTNY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JTNY ownership changes.
How has JTNY institutional ownership changed over time?
InsiderSet tracks JTNY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.