JP Morgan Chase
STEW

JP Morgan Chase’s SRH Total Return Fund STEW Stock Holding History

JP Morgan Chase’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,320
Closed -$117K – 7886
2025
Q4 		$117K Hold
6,320
– – ﹤0.01% 5799
2025
Q3 		$115K Hold
6,320
– – ﹤0.01% 5821
2025
Q2 		$112K Hold
6,320
– – ﹤0.01% 5555
2025
Q1 		$109K Hold
6,320
– – ﹤0.01% 5523
2024
Q4 		$101K Hold
6,320
– – ﹤0.01% 5753
2024
Q3 		$99.9K Hold
6,320
– – ﹤0.01% 5702
2024
Q2 		$92K Sell
6,320
-1,600
-20% -$23.2K ﹤0.01% 5557
2024
Q1 		$119K Sell
7,920
-4,785
-38% -$68.8K ﹤0.01% 5595
2023
Q4 		$176K Buy
12,705
+6,253
+97% +$82.3K ﹤0.01% 5458
2023
Q3 		$83.7K Buy
6,452
+132
+2% +$1.78K ﹤0.01% 5591
2023
Q2 		$83.9K Sell
6,320
-18,954
-75% -$240K ﹤0.01% 5538
2023
Q1 		$310K Buy
25,274
+17,906
+243% +$226K ﹤0.01% 4788
2022
Q4 		$94K Buy
+7,368
New +$90.7K ﹤0.01% 5375
2019
Q1 		– Sell
-2,100
Closed -$22K – 6039
2018
Q4 		$22K Buy
+2,100
New +$22.3K ﹤0.01% 5306

Other funds holding STEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $1.8B AUM 59.56% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $206M AUM 29.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return