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MLG Wealth Management DBA Pine Grove Financial Group’s JPMorgan Active Value ETF JAVA Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio JAVA Stock Details JAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$9.75M Buy
+135,877
New +$9.53M 1.18% 30

Other funds holding JAVA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's JAVA Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in JPMorgan Active Value ETF (JAVA) in Q4 2025: 135,877 shares worth $9.75M. The stake represents 1.18% of the portfolio and ranks #30 among its holdings.

254 funds tracked by Wall St. Rank hold JAVA as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 135,877 shares of JPMorgan Active Value ETF worth $9.75M as of Q4 2025.
  • JPMorgan Active Value ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • JPMorgan Active Value ETF made up 1.18% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #30 holding.
  • 254 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.