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MLG Wealth Management DBA Pine Grove Financial Group’s JPMorgan Income ETF JPIE Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$7.62M Buy
+164,527
New +$7.62M 0.92% 35

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in JPMorgan Income ETF (JPIE) in Q4 2025: 164,527 shares worth $7.62M. The stake represents 0.92% of the portfolio and ranks #35 among its holdings.

414 funds tracked by Wall St. Rank hold JPIE as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 164,527 shares of JPMorgan Income ETF worth $7.62M as of Q4 2025.
  • JPMorgan Income ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • JPMorgan Income ETF made up 0.92% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #35 holding.
  • 414 funds tracked by Wall St. Rank held JPMorgan Income 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.