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JWM

Jupiter Wealth Management Portfolio holdings

AUM $250M
1-Year Est. Return 32.85%
This Fund
S&P 500
This Quarter Est. Return
+15.11%
1 Year Est. Return
+32.85%
3 Year Est. Return
+99.18%
5 Year Est. Return
+115.71%
10 Year Est. Return
–
AUM
$250M
AUM Growth
-$3.03M
Cap. Flow
-$4.54M
Cap. Flow %
-1.82%
Top 10 Hldgs %
54%
Holding
97
New
7
Increased
16
Reduced
18
Closed
4

Top Buys

Rank Stock Value
1
DRAM
Roundhill Memory ETF
DRAM
+$807K
2
APH icon
Amphenol
APH
+$505K
3
TSM icon
TSMC
TSM
+$367K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$364K
5
GEV icon
GE Vernova
GEV
+$357K

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.4M
2
CVX icon
Chevron
CVX
+$800K
3
GLD icon
SPDR Gold Trust
GLD
+$621K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$391K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$321K

Sector Composition

Rank Sector Weight
1 Technology 27.01%
2 Miscellaneous 20.7%
3 Financials 16.27%
4 Communication Services 16.05%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.27T
$33.7M 13.48%
94,305
-893
-0.9% -$321K
AAPL icon
2
Apple
AAPL
$4.86T
$15.3M 6.12%
52,882
+318
+0.6% +$91K
NVDA icon
3
NVIDIA
NVDA
$5.09T
$14.2M 5.67%
70,880
+575
+0.8% +$118K
MSFT icon
4
Microsoft
MSFT
$3.75T
$13.2M 5.26%
35,258
-25
-0.1% -$10.1K
MS icon
5
Morgan Stanley
MS
$324B
$12.3M 4.92%
58,807
+1,550
+3% +$307K
AVGO icon
6
Broadcom
AVGO
$1.65T
$11.3M 4.51%
29,849
-375
-1% -$150K
SPY icon
7
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$11.1M 4.44%
14,852
+150
+1% +$109K
AMZN icon
8
Amazon
AMZN
$2.73T
$8.4M 3.36%
35,231
-1,047
-3% -$263K
BRK.A icon
9
Berkshire Hathaway Class A
BRK.A
$1.1T
$8.24M 3.3%
11
– –
TSM icon
10
TSMC
TSM
$2.17T
$7.37M 2.95%
15,422
+905
+6% +$367K
MA icon
11
Mastercard
MA
$503B
$5.34M 2.13%
10,391
+399
+4% +$199K
JNJ icon
12
Johnson & Johnson
JNJ
$642B
$5.26M 2.1%
20,696
– –
XLE icon
13
State Street Energy Select Sector SPDR ETF
XLE
$42.4B
$5.15M 2.06%
96,962
-6,846
-7% -$391K
HD icon
14
Home Depot
HD
$310B
$4.65M 1.86%
13,197
+315
+2% +$102K
JMST icon
15
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.43B
$4.59M 1.84%
90,000
– –
CCK icon
16
Crown Holdings
CCK
$12.2B
$4.36M 1.74%
39,005
– –
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.1T
$4.26M 1.7%
8,505
– –
META icon
18
Meta Platforms (Facebook)
META
$1.7T
$4.11M 1.64%
7,295
-175
-2% -$107K
C icon
19
Citigroup
C
$228B
$3.4M 1.36%
24,300
+2,300
+10% +$299K
ASML icon
20
ASML
ASML
$605B
$3.17M 1.27%
1,595
+150
+10% +$239K
AMT icon
21
American Tower
AMT
$82.4B
$3.15M 1.26%
19,239
-599
-3% -$108K
GS icon
22
Goldman Sachs
GS
$288B
$3.03M 1.21%
3,000
– –
ITA icon
23
iShares US Aerospace & Defense ETF
ITA
$12.8B
$2.97M 1.19%
12,249
– –
XMMO icon
24
Invesco S&P MidCap Momentum ETF
XMMO
$7.06B
$2.94M 1.18%
17,300
– –
NEA icon
25
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.24B
$2.82M 1.13%
240,237
– –
1
2 3 4

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QCM
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MC
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MA
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LWM
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DCM
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PK
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BF
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Jupiter Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Jupiter Wealth Management held 97 positions worth $250M, down 1.2% from $253M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Jupiter Wealth Management's Q2 2026 filing shows 7 new, 16 increased, 18 reduced and 4 closed positions. Its largest new stake was Roundhill Memory ETF: 15,500 shares worth $1.14M. The largest sale was iShares Russell 1000 Growth ETF, an estimated $5.4M.

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

  • Jupiter Wealth Management's largest Q2 2026 buy was Roundhill Memory ETF: 15,500 shares worth $1.14M.
  • Jupiter Wealth Management added most to TSMC in Q2 2026, an estimated $367K increase.
  • Jupiter Wealth Management's biggest Q2 2026 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $5.4M.
  • Jupiter Wealth Management fully exited Rocket Companies in Q2 2026, selling an estimated $277K.
  • Jupiter Wealth Management's ten largest holdings make up 54% of its $250M portfolio in Q2 2026.
  • Jupiter Wealth Management opened 7 new positions and closed 4 in Q2 2026.
  • Jupiter Wealth Management's portfolio value fell 1.2% quarter-over-quarter to $250M.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.