Clear Creek Financial Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Sell	15,449 -2,932	-16%	-$277K	0.1%	213
2026 Q1	$1.55M	Buy	18,381 +892	+5%	+$79.5K	0.12%	185
2025 Q4	$1.62M	Buy	17,489 +2,403	+16%	+$225K	0.13%	159
2025 Q3	$1.41M	Sell	15,086 -133	-0.9%	-$11.9K	0.12%	178
2025 Q2	$1.31M	Buy	15,219 +1,543	+11%	+$120K	0.12%	183
2025 Q1	$1.01M	Buy	13,676 +10,276	+302%	+$826K	0.1%	187
2024 Q4	$276K	Hold	3,400	–	–	0.03%	389
2024 Q3	$261K	Buy	+3,400	New	+$252K	0.03%	381

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Clear Creek Financial Management reduced its JPMorgan Active Growth ETF (JGRO) stake by 16% in Q2 2026, selling an estimated $277K and leaving 15,449 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #213.

Clear Creek Financial Management first reported a position in JGRO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q4 2025. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

Clear Creek Financial Management held 15,449 shares of JPMorgan Active Growth ETF worth $1.52M as of Q2 2026.
Clear Creek Financial Management sold 2,932 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $277K.
JPMorgan Active Growth ETF made up 0.1% of Clear Creek Financial Management's portfolio in Q2 2026, its #213 holding.
Clear Creek Financial Management first reported a position in JPMorgan Active Growth ETF in Q3 2024 and has held it in 8 quarters since.
Clear Creek Financial Management's JPMorgan Active Growth ETF position peaked at $1.62M in Q4 2025.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

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