SEC 13F Intelligence

Jp Wealth Management, Inc. / STEW

Jp Wealth Management, Inc.’s Srh Total Return Fund Inc Position

Does Jp Wealth Management, Inc. own Srh Total Return Fund Inc (STEW)? Yes — 1.56M shares worth $27M (+18.04% of its 13F portfolio) as of Q1 2026, up from 1.48M shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
1.56M
% of Portfolio
+18.04%
Quarters Held
6
currently held

Position History STEW

Reported value by quarter
Q4 ’24: $15MQ4 ’24Q1 ’25: $17MQ1 ’25Q2 ’25: $23MQ2 ’25Q3 ’25: $23MQ3 ’25Q4 ’25: $27MQ4 ’25Q1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.56M$27M+18.04%
Q4 20251.48M$27M+19.34%
Q3 20251.26M$23M+15.35%
Q2 20251.29M$23M+17.01%
Q1 2025968.4K$17M+13.46%
Q4 2024926.4K$15M+10.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jp Wealth Management, Inc.’s full portfolio or all institutional holders of STEW.