Clear Creek Financial Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1784235 SILVERDALE, WA

Position in JPM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,140,710

+$705,222 QoQ

Shares Held

18,760

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#1,902

of 5,057 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Clear Creek Financial Management, LLC holds $9,352,533 across 5 Banks - Diversified names. JPM ranks #1 (65.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	18,760	$6,140,710
2	BAC	Bank Of America Corp /De/	27,631	$1,574,414
3	C	Citigroup Inc	5,133	$718,414
4	BNY	Bank of New York Mellon Corp	4,296	$621,244
5	WFC	Wells Fargo & Company/Mn	3,603	$297,751

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,140,710	18,760	+1.5%	Shares	Sole	2026-07-28
2026-03-31	$5,435,488	18,478	+18.8%	Shares	Sole	2026-04-23
2025-12-31	$5,011,809	15,554	-0.5%	Shares	Sole	2026-01-23
2025-09-30	$4,931,432	15,634	-0.4%	Shares	Sole	2025-11-10
2025-06-30	$4,548,977	15,691	+1.9%	Shares	Sole	2025-07-23
2025-03-31	$3,775,412	15,391	+17.5%	Shares	Sole	2025-04-28
2024-12-31	$3,139,961	13,099	-10.9%	Shares	Sole	2025-01-24
2024-09-30	$3,099,009	14,697	-18.0%	Shares	Sole	2024-10-29
2024-06-30	$3,623,083	17,913	-10.9%	Shares	Sole	2024-07-25
2024-03-31	$4,026,030	20,100	-13.1%	Shares	Sole	2024-04-26
2023-12-31	$3,936,454	23,142	+1.2%	Shares	Sole	2024-01-24
2023-09-30	$3,316,897	22,872	+2.5%	Shares	Sole	2023-10-24
2023-06-30	$3,246,220	22,320	+0.1%	Shares	Sole	2023-07-17
2023-03-31	$2,906,173	22,302	+0.0%	Shares	Sole	2023-04-20
2022-12-31	$2,990,564	22,301	+5.7%	Shares	Sole	2023-01-24
2022-09-30	$2,204,114	21,092	-21.1%	Shares	Sole	2022-10-24
2022-06-30	$3,010,966	26,738	+3.4%	Shares	Sole	2022-07-27
2022-03-31	$3,526,053	25,866	+28.7%	Shares	Sole	2022-05-02
2021-12-31	$3,182,835	20,100	-2.3%	Shares	Sole	2022-01-21
2021-09-30	$3,366,612	20,567	+5.0%	Shares	Sole	2021-10-14
2021-06-30	$3,047,806	19,595	+912.1%	Shares	Sole	2021-07-30
2021-03-31	$294,717	1,936	-92.0%	Shares	Sole	2021-04-23
2020-12-31	$3,080,939	24,246	+9.1%	Shares	Sole	2021-02-12
2020-06-30	$2,090,483	22,225	+145.2%	Shares	Sole	2020-07-16
2020-03-31	$815,941	9,063	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.