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Clear Creek Financial Management’s JPMorgan Chase JPM Stock Holding History

Clear Creek Financial Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.14M Buy
18,760
+282
+2% +$87.6K 0.39% 61
2026
Q1 		$5.44M Buy
18,478
+2,924
+19% +$887K 0.42% 60
2025
Q4 		$5.01M Sell
15,554
-80
-0.5% -$24.8K 0.41% 54
2025
Q3 		$4.93M Sell
15,634
-57
-0.4% -$17K 0.43% 46
2025
Q2 		$4.55M Buy
15,691
+300
+2% +$76.6K 0.43% 48
2025
Q1 		$3.78M Buy
15,391
+2,292
+17% +$584K 0.39% 53
2024
Q4 		$3.14M Sell
13,099
-1,598
-11% -$372K 0.34% 65
2024
Q3 		$3.1M Sell
14,697
-3,216
-18% -$677K 0.35% 57
2024
Q2 		$3.62M Sell
17,913
-2,187
-11% -$428K 0.44% 47
2024
Q1 		$4.03M Sell
20,100
-3,042
-13% -$549K 0.52% 38
2023
Q4 		$3.94M Buy
23,142
+270
+1% +$40.9K 0.63% 28
2023
Q3 		$3.32M Buy
22,872
+552
+2% +$82.7K 0.58% 34
2023
Q2 		$3.25M Buy
22,320
+18
+0.1% +$2.48K 0.56% 36
2023
Q1 		$2.91M Buy
22,302
+1
+0% +$137 0.55% 42
2022
Q4 		$2.99M Buy
22,301
+1,209
+6% +$153K 0.66% 37
2022
Q3 		$2.2M Sell
21,092
-5,646
-21% -$648K 0.49% 45
2022
Q2 		$3.01M Buy
26,738
+872
+3% +$108K 0.63% 38
2022
Q1 		$3.53M Buy
25,866
+5,766
+29% +$851K 0.55% 46
2021
Q4 		$3.18M Sell
20,100
-467
-2% -$76.7K 0.48% 49
2021
Q3 		$3.37M Buy
20,567
+972
+5% +$152K 0.54% 51
2021
Q2 		$3.05M Buy
19,595
+17,659
+912% +$2.77M 0.47% 64
2021
Q1 		$297K Sell
1,936
-22,310
-92% -$3.21M 0.6% 36
2020
Q4 		$3.08M Buy
+24,246
New +$2.71M 0.59% 45
2020
Q3 		– Sell
-22,225
Closed -$2.09M – 173
2020
Q2 		$2.09M Buy
22,225
+13,162
+145% +$1.25M 0.54% 37
2020
Q1 		$830K Buy
9,063
+6,302
+228% +$766K 0.32% 50
2019
Q4 		$381K Buy
2,761
+99
+4% +$12.7K 0.15% 80
2019
Q3 		$343K Sell
2,662
-5,353
-67% -$605K 0.17% 76
2019
Q2 		$896K Buy
+8,015
New +$884K 0.38% 42

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Clear Creek Financial Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $87.6K and bringing the position to 18,760 shares worth $6.14M. The position accounts for 0.39% of the portfolio, ranked #61.

Clear Creek Financial Management first reported a position in JPM in Q2 2019 and has held it in 28 quarters since. 2,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Clear Creek Financial Management held 18,760 shares of JPMorgan Chase worth $6.14M as of Q2 2026.
  • Clear Creek Financial Management bought 282 JPMorgan Chase shares in Q2 2026, an estimated $87.6K.
  • JPMorgan Chase made up 0.39% of Clear Creek Financial Management's portfolio in Q2 2026, its #61 holding.
  • Clear Creek Financial Management first reported a position in JPMorgan Chase in Q2 2019 and has held it in 28 quarters since.
  • 2,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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