MLG Wealth Management DBA Pine Grove Financial Group’s JPMorgan US Value Factor ETF JVAL Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio JVAL Stock Details JVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$492K	Buy	+10,015	New	+$484K	0.06%	117

Other funds holding JVAL

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

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

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in JPMorgan US Value Factor ETF (JVAL) in Q4 2025: 10,015 shares worth $492K. The stake represents 0.06% of the portfolio and ranks #117 among its holdings.

145 funds tracked by Wall St. Rank hold JVAL as of Q4 2025.

MLG Wealth Management DBA Pine Grove Financial Group held 10,015 shares of JPMorgan US Value Factor ETF worth $492K as of Q4 2025.
JPMorgan US Value Factor ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
JPMorgan US Value Factor ETF made up 0.06% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #117 holding.
145 funds tracked by Wall St. Rank held JPMorgan US Value Factor 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.