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

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio JBND Stock Details JBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.49M Buy
+46,016
New +$2.5M 0.3% 56

Other funds holding JBND

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in JPMorgan Active Bond ETF (JBND) in Q4 2025: 46,016 shares worth $2.49M. The stake represents 0.3% of the portfolio and ranks #56 among its holdings.

274 funds tracked by Wall St. Rank hold JBND as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 46,016 shares of JPMorgan Active Bond ETF worth $2.49M as of Q4 2025.
  • JPMorgan Active Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • JPMorgan Active Bond ETF made up 0.3% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #56 holding.
  • 274 funds tracked by Wall St. Rank held JPMorgan Active Bond 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.