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JWM

Jupiter Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 32.44%
This Fund
S&P 500
This Quarter Est. Return
-2.65%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$253M
AUM Growth
+$28.4M
Cap. Flow
+$13.6M
Cap. Flow %
5.37%
Top 10 Hldgs %
56.36%
Holding
95
New
11
Increased
21
Reduced
13
Closed
5

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.09M
2
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$2.79M
3
JPC icon
Nuveen Preferred & Income Opportunities Fund
JPC
+$1.36M
4
AMZN icon
Amazon
AMZN
+$925K
5
AVGO icon
Broadcom
AVGO
+$821K

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$819K
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$782K
3
MA icon
Mastercard
MA
+$526K
4
CCI icon
Crown Castle
CCI
+$516K
5
NKE icon
Nike
NKE
+$463K

Sector Composition

Rank Sector Weight
1 Technology 26.89%
2 Communication Services 18.15%
3 Financials 14.77%
4 Consumer Discretionary 7.7%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$3.99T
$38.3M 15.15%
95,198
+1,724
+2% +$542K
NVDA icon
2
NVIDIA
NVDA
$4.76T
$15.9M 6.28%
70,305
+2,309
+3% +$424K
AAPL icon
3
Apple
AAPL
$4.95T
$15.7M 6.21%
52,564
+2,834
+6% +$738K
MSFT icon
4
Microsoft
MSFT
$2.89T
$14.3M 5.65%
35,283
-1,958
-5% -$819K
AVGO icon
5
Broadcom
AVGO
$1.82T
$12.6M 4.98%
30,224
+2,496
+9% +$821K
MS icon
6
Morgan Stanley
MS
$337B
$11.1M 4.39%
57,257
+1,569
+3% +$272K
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$10.9M 4.31%
14,702
+410
+3% +$279K
AMZN icon
8
Amazon
AMZN
$2.49T
$9.8M 3.87%
36,278
+4,200
+13% +$925K
BRK.A icon
9
Berkshire Hathaway Class A
BRK.A
$1.07T
$8M 3.16%
11
– –
XLE icon
10
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$5.98M 2.36%
103,808
+6,846
+7% +$367K
TSM icon
11
TSMC
TSM
$2.07T
$5.8M 2.29%
14,517
– –
MA icon
12
Mastercard
MA
$487B
$4.9M 1.94%
9,992
-999
-9% -$526K
JNJ icon
13
Johnson & Johnson
JNJ
$641B
$4.77M 1.88%
20,696
– –
META icon
14
Meta Platforms (Facebook)
META
$1.51T
$4.61M 1.82%
7,470
-200
-3% -$128K
JMST icon
15
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$4.58M 1.81%
90,000
– –
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.13M 1.63%
8,505
+102
+1% +$50.1K
CCK icon
17
Crown Holdings
CCK
$12.9B
$3.91M 1.54%
39,005
– –
HD icon
18
Home Depot
HD
$335B
$3.9M 1.54%
12,882
-78
-0.6% -$28.4K
AMT icon
19
American Tower
AMT
$77.7B
$3.45M 1.36%
19,838
– –
XMMO icon
20
Invesco S&P MidCap Momentum ETF
XMMO
$7.35B
$2.91M 1.15%
17,300
+500
+3% +$72.3K
GS icon
21
Goldman Sachs
GS
$309B
$2.87M 1.13%
3,000
– –
NEA icon
22
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.35B
$2.78M 1.1%
+240,237
New +$2.79M
ITA icon
23
iShares US Aerospace & Defense ETF
ITA
$14.4B
$2.76M 1.09%
12,249
– –
C icon
24
Citigroup
C
$223B
$2.73M 1.08%
22,000
– –
MPC icon
25
Marathon Petroleum
MPC
$91.2B
$2.49M 0.98%
10,000
– –
1
2 3 4

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ORC
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MWM
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Jupiter Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Jupiter Wealth Management held 95 positions worth $253M, up 13% from $225M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Jupiter Wealth Management deployed $13.6M of net new capital in Q1 2026, opening 11 new positions and adding to 21 existing holdings. Its largest new stake was Nuveen AMT-Free Quality Municipal Income Fund: 240,237 shares worth $2.78M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $819K trimmed.

  • Jupiter Wealth Management's largest Q1 2026 buy was Nuveen AMT-Free Quality Municipal Income Fund: 240,237 shares worth $2.78M.
  • Jupiter Wealth Management added most to iShares Russell 1000 Growth ETF in Q1 2026, an estimated $5.09M increase.
  • Jupiter Wealth Management's biggest Q1 2026 reduction was Microsoft, cutting an estimated $819K.
  • Jupiter Wealth Management fully exited Capital One in Q1 2026, selling an estimated $310K.
  • Jupiter Wealth Management's ten largest holdings make up 56% of its $253M portfolio in Q1 2026.
  • Jupiter Wealth Management opened 11 new positions and closed 5 in Q1 2026.
  • Jupiter Wealth Management's portfolio value rose 13% quarter-over-quarter to $253M.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.