SEC 13F Intelligence

Marion Wealth Management / BBHY

Marion Wealth Management’s J P Morgan Exchange Traded F Position

Does Marion Wealth Management own J P Morgan Exchange Traded F (BBHY)? Not currently — the last reported position was 90.7K shares worth $4M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q2 2022
Shares
90.7K
% of Portfolio
+2.07%
Quarters Held
3
position exited

Position History BBHY

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ1 ’22Q2 ’22: $4MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202290.7K$4M+2.07%
Q1 202285.2K$4M+2.03%
Q4 202183.2K$4M+2.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marion Wealth Management’s full portfolio or all institutional holders of BBHY.