JPM NY TX Free BD ETF (JTNY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Sterling Investment Counsel, LLC

DECREASED

Shares201,556 from 253,686

Change-52,130 (-21%)

Value$9.5M (-$3.2M)

Filed 2026-10-19

LPL Financial LLC

INCREASED

Shares173,121 from 158,270

Change+14,851 (+9%)

Value$8.2M (+$214.6K)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares172,319 from 167,160

Change+5,159 (+3%)

Value$8.1M (-$269.3K)

Filed 2026-11-02

Greenspring Advisors, LLC

INCREASED

Shares171,601 from 170,209

Change+1,392 (+1%)

Value$8.1M (-$456.1K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares47,955 from 48,871

Change-916 (-2%)

Value$2.3M (-$193.0K)

Filed 2026-11-02

Assetmark, Inc

INCREASED

Shares43,695 from 35,760

Change+7,935 (+22%)

Value$2.1M (+$264.3K)

Filed 2026-10-21

Apella Capital, LLC

NEW

Shares32,567

Change+32,567

Value$1.5M

Filed 2026-10-08

Savant Capital, LLC

INCREASED

Shares23,161 from 22,897

Change+264 (+1%)

Value$1.1M (-$57.8K)

Filed 2026-11-06

Diversified Trust Co

NEW

Shares16,200

Change+16,200

Value$763.3K

Filed 2026-11-06

Winthrop Advisory Group LLC

DECREASED

Shares12,666 from 146,850

Change-134,184 (-91%)

Value$596.8K (-$6.8M)

Filed 2026-10-22

Aspiriant, LLC

DECREASED

Shares8,864 from 9,571

Change-707 (-7%)

Value$417.7K (-$62.7K)

Filed 2026-10-16

Chicago Partners Investment Group LLC

INCREASED

Shares8,386 from 8,307

Change+79 (+1%)

Value$404.2K (-$4.1K)

Filed 2026-10-27

Platform Technology Partners

UNCHANGED

Shares7,740 from 7,740

Change0 (0%)

Value$364.7K (-$23.7K)

Filed 2026-11-02

Perennial Advisors, LLC

NEW

Shares6,900

Change+6,900

Value$325.1K

Filed 2026-10-13

Principle Wealth Partners LLC

UNCHANGED

Shares6,776 from 6,776

Change0 (0%)

Value$319.3K (-$20.8K)

Filed 2026-11-02

Flagship Wealth Advisors, LLC

UNCHANGED

Shares723 from 723

Change0 (0%)

Value$34.1K (-$2.2K)

Filed 2026-11-03

Darwin Wealth Management, LLC

INCREASED

Shares292 from 290

Change+2 (+1%)

Value$13.8K (-$765)

Filed 2026-11-09

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 6,264

Change-6,264 (-100%)

Value$0 (-$314)

Filed 2026-11-02

Cherry Tree Wealth Management, LLC

CLOSED

Shares0 from 3,342

Change-3,342 (-100%)

Value$0 (-$167.7K)

Filed 2026-10-15

Axiom Investment Management LLC

CLOSED

Shares0 from 36

Change-36 (-100%)

Value$0 (-$1.8K)

Filed 2026-11-03

JPMorgan Chase & Co

N/A

Shares— from 491,831

Change-491,831 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 36,949

Change-36,949 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 33,684

Change-33,684 (-100%)

Value—

Longview Financial Advisors LLC

N/A

Shares— from 32,567

Change-32,567 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 25,685

Change-25,685 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 21,818

Change-21,818 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 13,450

Change-13,450 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 11,231

Change-11,231 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 10,385

Change-10,385 (-100%)

Value—

HTG Investment Advisors, Inc.

N/A

Shares— from 8,759

Change-8,759 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 7,641

Change-7,641 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,917

Change-6,917 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 6,683

Change-6,683 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,780

Change-5,780 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 5,748

Change-5,748 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 5,502

Change-5,502 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 4,460

Change-4,460 (-100%)

Value—

UBS Group AG

N/A

Shares— from 4,349

Change-4,349 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,172

Change-4,172 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,815

Change-2,815 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 2,263

Change-2,263 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 217

Change-217 (-100%)

Value—

	Status
Sterling Investment Counsel, LLC	DECREASED	201,556	253,686	-52,130	-21%	$12.7M	$9.5M	-$3.2M	2026-10-19
LPL Financial LLC	INCREASED	173,121	158,270	+14,851	+9%	$7.9M	$8.2M	+$214.6K	2026-11-06
Kestra Advisory Services, LLC	INCREASED	172,319	167,160	+5,159	+3%	$8.4M	$8.1M	-$269.3K	2026-11-02
Greenspring Advisors, LLC	INCREASED	171,601	170,209	+1,392	+1%	$8.5M	$8.1M	-$456.1K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	47,955	48,871	-916	-2%	$2.5M	$2.3M	-$193.0K	2026-11-02
Assetmark, Inc	INCREASED	43,695	35,760	+7,935	+22%	$1.8M	$2.1M	+$264.3K	2026-10-21
Apella Capital, LLC	NEW	32,567	—	+32,567	—	—	$1.5M	—	2026-10-08
Savant Capital, LLC	INCREASED	23,161	22,897	+264	+1%	$1.1M	$1.1M	-$57.8K	2026-11-06
Diversified Trust Co	NEW	16,200	—	+16,200	—	—	$763.3K	—	2026-11-06
Winthrop Advisory Group LLC	DECREASED	12,666	146,850	-134,184	-91%	$7.4M	$596.8K	-$6.8M	2026-10-22
Aspiriant, LLC	DECREASED	8,864	9,571	-707	-7%	$480.3K	$417.7K	-$62.7K	2026-10-16
Chicago Partners Investment Group LLC	INCREASED	8,386	8,307	+79	+1%	$408.4K	$404.2K	-$4.1K	2026-10-27
Platform Technology Partners	UNCHANGED	7,740	7,740	0	0%	$388.4K	$364.7K	-$23.7K	2026-11-02
Perennial Advisors, LLC	NEW	6,900	—	+6,900	—	—	$325.1K	—	2026-10-13
Principle Wealth Partners LLC	UNCHANGED	6,776	6,776	0	0%	$340.0K	$319.3K	-$20.8K	2026-11-02
Flagship Wealth Advisors, LLC	UNCHANGED	723	723	0	0%	$36.3K	$34.1K	-$2.2K	2026-11-03
Darwin Wealth Management, LLC	INCREASED	292	290	+2	+1%	$14.6K	$13.8K	-$765	2026-11-09
Cambridge Investment Research Advisors, Inc.	CLOSED	0	6,264	-6,264	-100%	$314	$0	-$314	2026-11-02
Cherry Tree Wealth Management, LLC	CLOSED	0	3,342	-3,342	-100%	$167.7K	$0	-$167.7K	2026-10-15
Axiom Investment Management LLC	CLOSED	0	36	-36	-100%	$1.8K	$0	-$1.8K	2026-11-03
JPMorgan Chase & Co	N/A	—	491,831	-491,831	-100%	$24.8M	—	—	—
Old Mission Capital LLC	N/A	—	36,949	-36,949	-100%	$1.9M	—	—	—
Jane Street Group, LLC	N/A	—	33,684	-33,684	-100%	$1.7M	—	—	—
Longview Financial Advisors LLC	N/A	—	32,567	-32,567	-100%	$1.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	25,685	-25,685	-100%	$1.3M	—	—	—
Wells Fargo & Company	N/A	—	21,818	-21,818	-100%	$1.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	13,450	-13,450	-100%	$676.7K	—	—	—
Raymond James Financial Inc	N/A	—	11,231	-11,231	-100%	$563.6K	—	—	—
Private Advisor Group, LLC	N/A	—	10,385	-10,385	-100%	$521.2K	—	—	—
HTG Investment Advisors, Inc.	N/A	—	8,759	-8,759	-100%	$439.6K	—	—	—
Cetera Investment Advisers	N/A	—	7,641	-7,641	-100%	$383.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,917	-6,917	-100%	$347.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	6,683	-6,683	-100%	$335.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,780	-5,780	-100%	$290.0K	—	—	—
Focus Partners Wealth	N/A	—	5,748	-5,748	-100%	$288.5K	—	—	—
Citadel Advisors LLC	N/A	—	5,502	-5,502	-100%	$276.1K	—	—	—
HRT Financial LP	N/A	—	4,460	-4,460	-100%	$223.0K	—	—	—
UBS Group AG	N/A	—	4,349	-4,349	-100%	$218.3K	—	—	—
Morgan Stanley	N/A	—	4,172	-4,172	-100%	$209.4K	—	—	—
Royal Bank of Canada	N/A	—	2,815	-2,815	-100%	$141.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	2,263	-2,263	-100%	$113.6K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	217	-217	-100%	$10.9K	—	—	—

Showing 42 of 42 institutions