# J P MORGAN EXCHANGE TRADED F NEW YORK TAX FRE

J P MORGAN EXCHANGE TRADED F NEW YORK TAX FRE is a security (CUSIP 46654Q476) tracked across SEC portfolio filings. 19 institutional managers reported $45.3M on Form 13F as of 2026-06-30.

## Summary

- Issuer: J P MORGAN EXCHANGE TRADED F
- Class: NEW YORK TAX FRE
- CUSIP: 46654Q476
- 13F holders: 19
- 13F value: $45.3M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 19 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Sterling Investment Counsel, LLC](https://search.stillhousedata.com/firm/282624) | Buffalo, NY | $12.7M | 253,686 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $8.4M | 167,160 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $7.9M | 158,270 |
| [Winthrop Advisory Group LLC](https://search.stillhousedata.com/firm/288178) | BOSTON, MA | $7.4M | 146,850 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $2.5M | 48,871 |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $1.8M | 35,760 |
| [Longview Financial Advisors LLC](https://search.stillhousedata.com/firm/291192) | SAN RAFAEL, CA | $1.6M | 32,567 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $521K | 10,385 |
| [ASPIRIANT, LLC](https://search.stillhousedata.com/firm/146720) | San Francisco, CA | $480K | 9,571 |
| HTG Investment Advisors, Inc. | NEW CANAAN, CT | $440K | 8,759 |
| [Chicago Partners Investment Group LLC](https://search.stillhousedata.com/firm/147662) | CHICAGO, IL | $408K | 8,307 |
| [Platform Technology Partners](https://search.stillhousedata.com/firm/305602) | NEW YORK, NY | $388K | 7,740 |
| Principle Wealth Partners LLC | MADISON, CT | $340K | 6,776 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $335K | 6,683 |
| [FLAGSHIP WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/131962) | WAKEFIELD, MA | $36K | 723 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46654Q476.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.