Back to JPM-PM
MLG Wealth Management DBA Pine Grove Financial Group → JPM-PM
MLG Wealth Management DBA Pine Grove Financial Group JPM-PM Position History
JPM-PM
Quarters held
47
Latest value
$938K
Q3 2026
Peak value
$53.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $322K |
| Q4 2025 | $1.7M |
| Q4 2025 | $7.6M |
| Q4 2025 | $439K |
| Q4 2025 | $370K |
| Q4 2025 | $337K |
| Q4 2025 | $42.4M |
| Q4 2025 | $347K |
| Q4 2025 | $419K |
| Q4 2025 | $15M |
| Q4 2025 | $352K |
| Q1 2026 | $327K |
| Q1 2026 | $16.6M |
| Q1 2026 | $6.5M |
| Q1 2026 | $477K |
| Q1 2026 | $378K |
| Q1 2026 | $402K |
| Q1 2026 | $49.1M |
| Q1 2026 | $337K |
| Q1 2026 | $380K |
| Q1 2026 | $13.4M |
| Q1 2026 | $484K |
| Q2 2026 | $591K |
| Q2 2026 | $19.9M |
| Q2 2026 | $6.8M |
| Q2 2026 | $528K |
| Q2 2026 | $365K |
| Q2 2026 | $634K |
| Q2 2026 | $53.6M |
| Q2 2026 | $386K |
| Q2 2026 | $307K |
| Q2 2026 | $462K |
| Q2 2026 | $13.2M |
| Q2 2026 | $891K |
| Q3 2026 | $632K |
| Q3 2026 | $18M |
| Q3 2026 | $7M |
| Q3 2026 | $4.6M |
| Q3 2026 | $367K |
| Q3 2026 | $379K |
| Q3 2026 | $628K |
| Q3 2026 | $220K |
| Q3 2026 | $53.8M |
| Q3 2026 | $361K |
| Q3 2026 | $770K |
| Q3 2026 | $12.9M |
| Q3 2026 | $938K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $938K | 9.8K | — | — |
| Q3 2026 | $12.9M | 133.8K | — | — |
| Q3 2026 | $770K | 17.4K | — | — |
| Q3 2026 | $361K | 4.9K | — | — |
| Q3 2026 | $53.8M | 1.20M | — | — |
| Q3 2026 | $220K | 4.4K | — | — |
| Q3 2026 | $628K | 7.5K | — | — |
| Q3 2026 | $379K | 6.0K | — | — |
| Q3 2026 | $367K | 4.3K | — | — |
| Q3 2026 | $4.6M | 58.2K | — | — |
| Q3 2026 | $7M | 155.6K | — | — |
| Q3 2026 | $18M | 219.5K | — | — |
| Q3 2026 | $632K | 1.9K | — | — |
| Q2 2026 | $891K | 9.7K | — | — |
| Q2 2026 | $13.2M | 134.6K | — | — |
| Q2 2026 | $462K | 10.2K | — | — |
| Q2 2026 | $307K | 6.1K | — | — |
| Q2 2026 | $386K | 5.3K | — | — |
| Q2 2026 | $53.6M | 1.14M | — | — |
| Q2 2026 | $634K | 7.3K | — | — |
| Q2 2026 | $365K | 5.8K | — | — |
| Q2 2026 | $528K | 6.1K | — | — |
| Q2 2026 | $6.8M | 146.9K | — | — |
| Q2 2026 | $19.9M | 241.2K | — | — |
| Q2 2026 | $591K | 1.8K | — | — |
| Q1 2026 | $484K | 5.7K | — | — |
| Q1 2026 | $13.4M | 158.2K | — | — |
| Q1 2026 | $380K | 8.3K | — | — |
| Q1 2026 | $337K | 5.5K | — | — |
| Q1 2026 | $49.1M | 1.04M | — | — |
| Q1 2026 | $402K | 5.4K | — | — |
| Q1 2026 | $378K | 6.1K | — | — |
| Q1 2026 | $477K | 6.4K | — | — |
| Q1 2026 | $6.5M | 141.4K | — | — |
| Q1 2026 | $16.6M | 217.9K | — | — |
| Q1 2026 | $327K | 1.1K | — | — |
| Q4 2025 | $352K | 4.4K | — | — |
| Q4 2025 | $15M | 161.9K | — | — |
| Q4 2025 | $419K | 9.0K | — | — |
| Q4 2025 | $347K | 5.5K | — | — |
| Q4 2025 | $42.4M | 896.3K | — | — |
| Q4 2025 | $337K | 4.6K | — | — |
| Q4 2025 | $370K | 6.1K | — | — |
| Q4 2025 | $439K | 5.9K | — | — |
| Q4 2025 | $7.6M | 164.5K | — | — |
| Q4 2025 | $1.7M | 22.6K | — | — |
| Q4 2025 | $322K | 998 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B