MLG Wealth Management DBA Pine Grove Financial Group »

J P Morgan Exchange Traded F shares owned by MLG Wealth Management DBA Pine Grove Financial Group

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by MLG Wealth Management DBA Pine Grove Financial Group from 13F filings

Historical chart of MLG Wealth Management DBA Pine Grove Financial Group investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by MLG Wealth Management DBA Pine Grove Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange Traded F by MLG Wealth Management DBA Pine Grove Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.8M 85k 67.82
2026-03-31 $5.3M 83k 64.16
2025-12-31 $5.0M 76k 66.43

More positions owned by MLG Wealth Management DBA Pine Grove Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Advisors Inner Circle Fd Ii Fron As Larg Etf (FLCE)
Advisors Inner Circle Fd Ii Fron As Tota Etf (FINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Advisors Inner Circle Fd Ii Fron As Smal Etf (FGSM)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Advisors Inner Circle Fd Ii Fron Asse Bd Etf (FCBD)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Core Msci Emkt (IEMG)

View all positions for MLG Wealth Management DBA Pine Grove Financial Group

Top funds holding J P Morgan Exchange Traded F

LPL Financial
BKD Wealth Advisors
Bank of New York Mellon
Bank of America Corporation
Raymond James Financial
Wealth Enhancement Advisory Services
Envestnet Asset Management
Cetera Investment Advisers
Ameriprise Financial
Advisor Group Holdings
HighTower Advisors
UBS Group
Colony
Adviser Investments
Peterson Wealth Advisors

View all funds holding J P Morgan Exchange Traded F