J P MORGAN EXCHANGE TRADED F NEW YORK TAX FRE is a security (CUSIP 46654Q476) tracked across SEC portfolio filings. 17 institutional managers reported $37.0M on Form 13F as of 2026-06-30.
Showing 15 of 17 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Sterling Investment Counsel, LLC | Buffalo, NY | $12.7M | 253,686 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $8.4M | 167,160 |
| Winthrop Advisory Group LLC | BOSTON, MA | $7.4M | 146,850 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $2.5M | 48,871 |
| ASSETMARK, INC | CONCORD, CA | $1.8M | 35,760 |
| Longview Financial Advisors LLC | SAN RAFAEL, CA | $1.6M | 32,567 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $521K | 10,385 |
| ASPIRIANT, LLC | San Francisco, CA | $480K | 9,571 |
| HTG Investment Advisors, Inc. | NEW CANAAN, CT | $440K | 8,759 |
| Chicago Partners Investment Group LLC | CHICAGO, IL | $408K | 8,307 |
| Platform Technology Partners | NEW YORK, NY | $388K | 7,740 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $335K | 6,683 |
| FLAGSHIP WEALTH ADVISORS, LLC | WAKEFIELD, MA | $36K | 723 |
| Darwin Wealth Management, LLC | TAMPA, FL | $15K | 290 |
| SOA Wealth Advisors, LLC. | NEW YORK, NY | $11K | 217 |