JP Wealth Management, Inc.

Position in STEW — SRH Total Return Fund, Inc.

CIK 1967622 MT. PLEASANT, SC

Position in STEW

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$28,164,450

+$1,562,066 QoQ

Shares Held

1,573,433

+1.1% QoQ

Ownership

1.63%

of shares outstanding

% of Portfolio

39.96%

of 13F equity value

Holder Rank

of 129 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

JP Wealth Management, Inc. holds $57,445,777 across 3 Asset Management names. STEW ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STEW	SRH Total Return Fund, Inc. This page	1,573,433	$28,164,450
2	TSI	Tcw Strategic Income Fund Inc	4,493,487	$20,265,626
3	PHYS	Sprott Physical Gold Trust	298,830	$9,015,701

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,164,450	1,573,433	+1.1%	Shares	Sole	2026-07-14
2026-03-31	$26,602,384	1,555,695	+5.4%	Shares	Sole	2026-04-15
2025-12-31	$27,359,756	1,475,715	+17.5%	Shares	Sole	2026-01-15
2025-09-30	$22,814,099	1,256,283	-2.3%	Shares	Sole	2025-10-15
2025-06-30	$22,744,135	1,286,433	+32.8%	Shares	Sole	2025-07-22
2025-03-31	$16,705,676	968,445	+4.5%	Shares	Sole	2025-04-18
2024-12-31	$14,841,008	926,405	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.