Clear Creek Financial Management’s JPMorgan Active Value ETF JAVA Stock Holding History

Clear Creek Financial Management’s Portfolio JAVA Stock Details JAVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Sell	16,558 -432	-3%	-$32.1K	0.09%	225
2025 Q4	$1.22M	Buy	16,990 +3,621	+27%	+$254K	0.1%	203
2025 Q3	$922K	Hold	13,369	–	–	0.08%	245
2025 Q2	$876K	Buy	13,369 +290	+2%	+$18.1K	0.08%	242
2025 Q1	$831K	Buy	+13,079	New	+$849K	0.09%	221

Other funds holding JAVA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clear Creek Financial Management's JAVA Position: Q1 2026 in Review

Clear Creek Financial Management reduced its JPMorgan Active Value ETF (JAVA) stake by 2.5% in Q1 2026, selling an estimated $32.1K and leaving 16,558 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #225.

Clear Creek Financial Management first reported a position in JAVA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2025. 263 funds tracked by Wall St. Rank hold JAVA as of Q1 2026.

Clear Creek Financial Management held 16,558 shares of JPMorgan Active Value ETF worth $1.19M as of Q1 2026.
Clear Creek Financial Management sold 432 JPMorgan Active Value ETF shares in Q1 2026, an estimated $32.1K.
JPMorgan Active Value ETF made up 0.09% of Clear Creek Financial Management's portfolio in Q1 2026, its #225 holding.
Clear Creek Financial Management first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 5 quarters since.
Clear Creek Financial Management's JPMorgan Active Value ETF position peaked at $1.22M in Q4 2025.
263 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.