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JP Wealth Management, Inc. → STEW
JP Wealth Management, Inc. STEW Position History
SRH Total Return Fund, Inc. • Financial Services
Quarters held
5
Latest value
$27.3M
Q3 2026
Peak value
$28.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.8M |
| Q4 2025 | $27.4M |
| Q1 2026 | $26.6M |
| Q2 2026 | $28.2M |
| Q3 2026 | $27.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.3M | 1.57M | — | — |
| Q2 2026 | $28.2M | 1.57M | — | — |
| Q1 2026 | $26.6M | 1.56M | — | — |
| Q4 2025 | $27.4M | 1.48M | — | — |
| Q3 2025 | $22.8M | 1.26M | — | — |