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 Q2	$1.36M	Buy	17,075 +517	+3%	+$39.5K	0.09%	233
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 $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clear Creek Financial Management's JAVA Position: Q2 2026 in Review

Clear Creek Financial Management increased its JPMorgan Active Value ETF (JAVA) stake by 3.1% in Q2 2026, buying an estimated $39.5K and bringing the position to 17,075 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #233.

Clear Creek Financial Management first reported a position in JAVA in Q1 2025 and has held it in 6 quarters since. 276 funds tracked by Wall St. Rank hold JAVA as of Q2 2026.

Clear Creek Financial Management held 17,075 shares of JPMorgan Active Value ETF worth $1.36M as of Q2 2026.
Clear Creek Financial Management bought 517 JPMorgan Active Value ETF shares in Q2 2026, an estimated $39.5K.
JPMorgan Active Value ETF made up 0.09% of Clear Creek Financial Management's portfolio in Q2 2026, its #233 holding.
Clear Creek Financial Management first reported a position in JPMorgan Active Value ETF in Q1 2025 and has held it in 6 quarters since.
276 funds tracked by Wall St. Rank held JPMorgan Active Value ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.