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Boulder Growth & Income Fund shares owned by JP Wealth Management

Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by JP Wealth Management from 13F filings

Historical chart of JP Wealth Management investment in Boulder Growth & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Boulder Growth & Income Fund held by JP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boulder Growth & Income Fund by JP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 1.3M 18.16
2025-06-30 $23M 1.3M 17.68
2025-03-31 $17M 968k 17.25
2024-12-31 $15M 926k 16.02

More positions owned by JP Wealth Management

DFA U S Core Equity 2 Us Core Equity 2 (DFAC)
Nasdaq 100 Nasdaq 100 Etf (QQQM)
Boulder Growth & Income Fund (STEW)
Nasdaq 100 SHS (QQEW)
TCW Strategic Income Fund (TSI)
Nasdaq 100 Unit Ser 1 (QQQ)
Sprott Physical Gold Etv Unit (PHYS)
VanEck Digital Transformation Digi Transfrm (DAPP)
Russell 1000 Growth i-share Rus 1000 Grw Etf (IWF)
Russell 1000 Value i-share Rus 1000 Val Etf (IWD)
National Municipal Bond Natl Mun Bd Etf (DFNM)
Vguard Value index Value Etf (VTV)
Russell Midcap Value i-share Rus Mdcp Val Etf (IWS)
Vguard Total World Tt Wrld St Etf (VT)
S&P 500 SPDR Tr Unit (SPY)

View all positions for JP Wealth Management

Top funds holding Boulder Growth & Income Fund

Morgan Stanley
JP Wealth Management
Brooklyn Capital Management
Pathstone Holdings
1607 Capital Partners
Allspring Global Investments Holdings
CSS
National Asset Management
Thomas J. Herzfeld Advisors
Blue Bell Private Wealth Management
Karpus Investment Management
LPL Financial
CNH Partners
Cohen & Steers Capital Management
Quantedge Capital Pte

View all funds holding Boulder Growth & Income Fund