JPM NY TX FREE BD ETF (JTNY) Institutional Shareholders
JPM NY TX FREE BD ETF (JTNY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $88.27M in JTNY holdings during the latest filing period.
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 $23.58M, representing an estimated loss of -4.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% 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
38
Total Reported Value
$88.27M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$24.75M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
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 | $23,578,378 | -$1,175,527 | -4.75% | |
| Sterling Investment Counsel, Llc | 3.00% | 253,686 | $12,730,902 | $12,161,707 | -$569,195 | -4.47% | |
| Greenspring Advisors, Llc | 0.47% | 170,209 | $8,541,717 | $8,159,819 | -$381,898 | -4.47% | |
| Kestra Advisory Services, Llc | 0.03% | 167,160 | $8,388,707 | $8,013,650 | -$375,057 | -4.47% | |
| Lpl Financial Llc | 0.00% | 158,270 | $7,942,573 | $7,587,464 | -$355,109 | -4.47% | |
| Winthrop Advisory Group Llc | 0.50% | 146,850 | $7,369,476 | $7,039,989 | -$329,487 | -4.47% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,871 | $2,452,530 | $2,342,876 | -$109,654 | -4.47% | |
| Old Mission Capital Llc | 0.05% | 36,949 | $1,854,237 | $1,771,335 | -$82,902 | -4.47% | |
| Assetmark, Inc | 0.00% | 35,760 | $1,794,569 | $1,714,334 | -$80,235 | -4.47% | |
| Jane Street Group, Llc | 0.00% | 33,684 | $1,690,388 | $1,614,811 | -$75,577 | -4.47% | |
| Longview Financial Advisors Llc | 0.81% | 32,567 | $1,634,333 | $1,561,262 | -$73,071 | -4.47% | |
| Savant Capital, Llc | 0.00% | 22,897 | $1,149,057 | $1,097,682 | -$51,375 | -4.47% | |
| Wells Fargo & Company/Mn | 0.00% | 21,818 | $1,094,908 | $1,045,955 | -$48,953 | -4.47% | |
| Jones Financial Companies Lllp | 0.00% | 13,450 | $676,670 | $644,793 | -$31,877 | -4.71% | |
| Raymond James Financial Inc | 0.00% | 11,231 | $563,613 | $538,414 | -$25,199 | -4.47% | |
| Private Advisor Group, Llc | 0.00% | 10,385 | $521,158 | $497,857 | -$23,301 | -4.47% | |
| Aspiriant, Llc | 0.01% | 9,571 | $480,308 | $458,834 | -$21,474 | -4.47% | |
| Htg Investment Advisors, Inc. | 0.11% | 8,759 | $439,559 | $419,906 | -$19,653 | -4.47% | |
| Chicago Partners Investment Group Llc | 0.01% | 8,307 | $408,357 | $398,238 | -$10,119 | -2.48% | |
| Platform Technology Partners | 0.06% | 7,740 | $388,422 | $371,056 | -$17,366 | -4.47% | |
| Cetera Investment Advisers | 0.00% | 7,641 | $383,454 | $366,310 | -$17,144 | -4.47% | |
| Susquehanna International Group, Llp | 0.00% | 6,917 | $347,121 | $331,601 | -$15,520 | -4.47% | |
| Principle Wealth Partners Llc | 0.02% | 6,776 | $340,045 | $324,841 | -$15,204 | -4.47% | |
| Envestnet Asset Management Inc | 0.00% | 6,683 | $335,378 | $320,383 | -$14,995 | -4.47% | |
| Osaic Holdings, Inc. | 0.00% | 5,780 | $290,040 | $277,093 | -$12,947 | -4.46% | |
| Focus Partners Wealth | 0.00% | 5,748 | $288,456 | $275,559 | -$12,897 | -4.47% | |
| Citadel Advisors Llc | 0.00% | 5,502 | $276,111 | $263,766 | -$12,345 | -4.47% | |
| Hrt Financial Lp | 0.00% | 4,460 | $223,000 | $213,812 | -$9,188 | -4.12% | |
| Ubs Group Ag | 0.00% | 4,349 | $218,251 | $208,491 | -$9,760 | -4.47% | |
| Morgan Stanley | 0.00% | 4,172 | $209,366 | $200,006 | -$9,360 | -4.47% | |
| Cherry Tree Wealth Management, Llc | 0.03% | 3,342 | $167,714 | $160,215 | -$7,499 | -4.47% | |
| Royal Bank Of Canada | 0.00% | 2,815 | $141,000 | $134,951 | -$6,049 | -4.29% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,263 | $113,566 | $108,488 | -$5,078 | -4.47% | |
| Flagship Wealth Advisors, Llc | 0.01% | 723 | $36,283 | $34,661 | -$1,622 | -4.47% | |
| Darwin Wealth Management, Llc | 0.00% | 290 | $14,553 | $13,903 | -$650 | -4.47% | |
| Soa Wealth Advisors, Llc. | 0.00% | 217 | $10,890 | $10,403 | -$487 | -4.47% | |
| Axiom Investment Management Llc | 0.00% | 36 | $1,807 | $1,726 | -$81 | -4.49% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 6,264 | $314 | $300,296 | +$299,982 | +95535.72% |
Frequently asked questions about JTNY
Who owns the most JTNY stock?
The largest holders of JTNY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPM NY TX FREE BD ETF (JTNY).
Is JTNY widely held by superinvestors?
Many widely followed stocks like JTNY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JTNY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.