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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.7M Buy
1,286,433
+317,988
+33% +$5.62M 17.01% 3
2025
Q1 		$16.7M Buy
968,445
+42,040
+5% +$725K 13.46% 3
2024
Q4 		$14.8M Buy
+926,405
New +$14.8M 10.9% 4