JWM
STEW

JP Wealth Management’s SRH Total Return Fund STEW Stock Holding History

JP Wealth Management’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
Q2 		$28.2M Buy
1,573,433
+17,738
+1% +$313K 17.73% 3
2026
Q1 		$26.6M Buy
1,555,695
+79,980
+5% +$1.42M 18.04% 3
2025
Q4 		$27.4M Buy
1,475,715
+219,432
+17% +$3.94M 19.34% 3
2025
Q3 		$22.8M Sell
1,256,283
-30,150
-2% -$542K 15.35% 3
2025
Q2 		$22.7M Buy
1,286,433
+317,988
+33% +$5.46M 17.01% 3
2025
Q1 		$16.7M Buy
968,445
+42,040
+5% +$696K 13.46% 3
2024
Q4 		$14.8M Buy
+926,405
New +$14.9M 10.9% 4

Other funds holding STEW

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return