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MLG Wealth Management DBA Pine Grove Financial Group’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio JCPB Stock Details JCPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$42.4M Buy
+896,338
New +$42.6M 5.12% 2

Other funds holding JCPB

HWM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in JPMorgan Core Plus Bond ETF (JCPB) in Q4 2025: 896,338 shares worth $42.4M. The stake represents 5.12% of the portfolio and ranks #2 among its holdings.

443 funds tracked by Wall St. Rank hold JCPB as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 896,338 shares of JPMorgan Core Plus Bond ETF worth $42.4M as of Q4 2025.
  • JPMorgan Core Plus Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • JPMorgan Core Plus Bond ETF made up 5.12% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #2 holding.
  • 443 funds tracked by Wall St. Rank held JPMorgan Core Plus 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.