JPM NY TX Free BD ETF (JTNY)

CUSIP: 46654Q476 | NYSE | 42 institutional holders

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Institutional Holders — Q3 2026

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Sterling Investment Counsel, LLC201,556

2.2% of portfolio$9.5M

LPL Financial LLC173,121

0.0% of portfolio$8.2M

Kestra Advisory Services, LLC172,319

0.0% of portfolio$8.1M

Greenspring Advisors, LLC171,601

0.4% of portfolio$8.1M

Commonwealth Equity Services, LLC47,955

0.0% of portfolio$2.3M

Assetmark, Inc43,695

0.0% of portfolio$2.1M

Apella Capital, LLC32,567

0.0% of portfolio$1.5M

Savant Capital, LLC23,161

0.0% of portfolio$1.1M

Diversified Trust Co16,200

0.0% of portfolio$763.3K

Winthrop Advisory Group LLC12,666

0.0% of portfolio$596.8K

Aspiriant, LLC8,864

0.0% of portfolio$417.7K

Chicago Partners Investment Group LLC8,386

0.0% of portfolio$404.2K

Platform Technology Partners7,740

0.1% of portfolio$364.7K

Perennial Advisors, LLC6,900

0.0% of portfolio$325.1K

Principle Wealth Partners LLC6,776

0.0% of portfolio$319.3K

Flagship Wealth Advisors, LLC723

0.0% of portfolio$34.1K

Darwin Wealth Management, LLC292

0.0% of portfolio$13.8K

				Style	Turnover	Location	Filed
Sterling Investment Counsel, LLC	201,556	$9.5M	2.2%	Growth	Low	Buffalo, NY	2026-10-19
LPL Financial LLC	173,121	$8.2M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Kestra Advisory Services, LLC	172,319	$8.1M	0.0%	Index	Low	Austin, TX	2026-11-02
Greenspring Advisors, LLC	171,601	$8.1M	0.4%	ETF	Very Low	Towson, MD	2026-11-05
Commonwealth Equity Services, LLC	47,955	$2.3M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Assetmark, Inc	43,695	$2.1M	0.0%	ETF	Low	Concord, CA	2026-10-21
Apella Capital, LLC	32,567	$1.5M	0.0%	ETF	Very Low	West Hartford, CT	2026-10-08
Savant Capital, LLC	23,161	$1.1M	0.0%	ETF	Low	Rockford, IL	2026-11-06
Diversified Trust Co	16,200	$763.3K	0.0%	Core	Low	Memphis, TN	2026-11-06
Winthrop Advisory Group LLC	12,666	$596.8K	0.0%	ETF	Very Low	Boston, MA	2026-10-22
Aspiriant, LLC	8,864	$417.7K	0.0%	ETF	Very Low	Los Angeles, CA	2026-10-16
Chicago Partners Investment Group LLC	8,386	$404.2K	0.0%	Core	Low	Chicago, IL	2026-10-27
Platform Technology Partners	7,740	$364.7K	0.1%	Core	Very Low	Locust Valley, NY	2026-11-02
Perennial Advisors, LLC	6,900	$325.1K	0.0%	Core	Low	New York, NY	2026-10-13
Principle Wealth Partners LLC	6,776	$319.3K	0.0%	Core	Very Low	Madison, CT	2026-11-02
Flagship Wealth Advisors, LLC	723	$34.1K	0.0%	ETF	Low	Wakefield, MA	2026-11-03
Darwin Wealth Management, LLC	292	$13.8K	0.0%	ETF	Medium	Tampa, FL	2026-11-09