JPMorgan Chase & Co’s SRH Total Return Fund STEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Hold |
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2025
Q1 | $109K | Hold |
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|
2024
Q4 | $101K | Hold |
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|
2024
Q3 | $99.9K | Hold |
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|
2024
Q2 | $92K | Sell |
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|
2024
Q1 | $119K | Sell |
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|
2023
Q4 | $176K | Buy |
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|
2023
Q3 | $83.7K | Buy |
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|
2023
Q2 | $83.9K | Sell |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $94K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $22K | Buy |
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