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JAM

Jupiter Asset Management Portfolio holdings

AUM $18.8B
1-Year Est. Return 29.2%
This Fund
S&P 500
This Quarter Est. Return
-3.89%
1 Year Est. Return
+29.2%
3 Year Est. Return
+89.56%
5 Year Est. Return
+106.39%
10 Year Est. Return
+461.4%
AUM
$18.8B
AUM Growth
+$6.26B
Cap. Flow
+$7.47B
Cap. Flow %
39.83%
Top 10 Hldgs %
20.82%
Holding
580
New
173
Increased
166
Reduced
98
Closed
99

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$455M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$351M
3
AMZN icon
Amazon
AMZN
+$265M
4
AVGO icon
Broadcom
AVGO
+$231M
5
CRM icon
Salesforce
CRM
+$195M

Top Sells

Rank Stock Value
1
C icon
Citigroup
C
+$185M
2
JNJ icon
Johnson & Johnson
JNJ
+$170M
3
VICI icon
VICI Properties
VICI
+$127M
4
FHN icon
First Horizon
FHN
+$87.3M
5
UBER icon
Uber
UBER
+$79.7M

Sector Composition

Rank Sector Weight
1 Technology 25.1%
2 Financials 15.02%
3 Healthcare 11.71%
4 Communication Services 10.43%
5 Consumer Discretionary 8.84%

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Jupiter Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, Jupiter Asset Management held 580 positions worth $18.8B, up 50% from $12.5B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Jupiter Asset Management deployed $7.47B of net new capital in Q1 2026, opening 173 new positions and adding to 166 existing holdings. Its largest new stake was Comcast: 6,444,511 shares worth $185M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 25% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Citigroup, an estimated $185M trimmed.

  • Jupiter Asset Management's largest Q1 2026 buy was Comcast: 6,444,511 shares worth $185M.
  • Jupiter Asset Management added most to Microsoft in Q1 2026, an estimated $455M increase.
  • Jupiter Asset Management's biggest Q1 2026 reduction was Citigroup, cutting an estimated $185M.
  • Jupiter Asset Management fully exited First Horizon in Q1 2026, selling an estimated $87.3M.
  • Jupiter Asset Management's ten largest holdings make up 21% of its $18.8B portfolio in Q1 2026.
  • Jupiter Asset Management opened 173 new positions and closed 99 in Q1 2026.
  • Jupiter Asset Management's portfolio value rose 50% quarter-over-quarter to $18.8B.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.