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

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio JGRO Stock Details JGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$15M Buy
+161,880
New +$15.2M 1.81% 18

Other funds holding JGRO

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in JPMorgan Active Growth ETF (JGRO) in Q4 2025: 161,880 shares worth $15M. The stake represents 1.81% of the portfolio and ranks #18 among its holdings.

352 funds tracked by Wall St. Rank hold JGRO as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 161,880 shares of JPMorgan Active Growth ETF worth $15M as of Q4 2025.
  • JPMorgan Active Growth ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • JPMorgan Active Growth ETF made up 1.81% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #18 holding.
  • 352 funds tracked by Wall St. Rank held JPMorgan Active Growth 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.