JAVA J P MORGAN EXCHANGE TRADED F

Ownership history in UNIONVIEW, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which UNIONVIEW, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JAVA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.54% (2024 Q3)
Avg. % of fund
6.28%
First filed
2024 Q1
Last filed
2024 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 134,443 +3,343 +2.5% 6.25% $8.5M $62.41
2024 Q3 ADDED 131,100 +3,794 +3.0% 6.54% $8.4M $62.92
2024 Q2 ADDED 127,306 +2,793 +2.2% 6.16% $7.5M $57.97
2024 Q1 INITIATED 124,513 6.17% $7.5M
% of Fund (quarterly)    JAVA price (monthly, adj. close)
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