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MLG Wealth Management DBA Pine Grove Financial Group’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio JPME Stock Details JPME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$212K Buy
+1,948
New +$211K 0.03% 179

Other funds holding JPME

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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) in Q4 2025: 1,948 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #179 among its holdings.

103 funds tracked by Wall St. Rank hold JPME as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 1,948 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $212K as of Q4 2025.
  • JPMorgan Diversified Return US Mid Cap Equity ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.03% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #179 holding.
  • 103 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity 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.