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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
ASML icon
26
ASML
ASML
$636B
$2.29M 0.9%
1,445
+235
+19% +$322K
NOBL icon
27
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$2.06M 0.82%
38,890
-60
-0.2% -$3.29K
PEP icon
28
PepsiCo
PEP
$191B
$1.87M 0.74%
12,500
– –
IWF icon
29
iShares Russell 1000 Growth ETF
IWF
$120B
$1.86M 0.73%
59,760
+44,820
+300% +$5.09M
GLD icon
30
SPDR Gold Trust
GLD
$132B
$1.78M 0.71%
4,145
-1,000
-19% -$448K
LLY icon
31
Eli Lilly
LLY
$1.07T
$1.76M 0.7%
1,736
-98
-5% -$99.4K
BAC icon
32
Bank of America
BAC
$436B
$1.72M 0.68%
34,600
-2,000
-5% -$103K
MRK icon
33
Merck
MRK
$323B
$1.57M 0.62%
13,800
– –
VOO icon
34
Vanguard S&P 500 ETF
VOO
$968B
$1.53M 0.6%
2,241
-1,250
-36% -$782K
WMT icon
35
Walmart Inc
WMT
$889B
$1.53M 0.6%
11,632
– –
BG icon
36
Bunge Global
BG
$22.8B
$1.52M 0.6%
12,058
– –
SCHD icon
37
Schwab US Dividend Equity ETF
SCHD
$103B
$1.43M 0.56%
45,000
– –
GOOG icon
38
Alphabet (Google) Class C
GOOG
$3.99T
$1.4M 0.55%
3,500
– –
JPC icon
39
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$1.35M 0.53%
+168,733
New +$1.36M
LMT icon
40
Lockheed Martin
LMT
$134B
$1.3M 0.51%
2,500
– –
PFE icon
41
Pfizer
PFE
$141B
$1.3M 0.51%
50,050
– –
SPYI icon
42
NEOS S&P 500 High Income ETF
SPYI
$10.7B
$1.22M 0.48%
22,679
– –
IWR icon
43
iShares Russell Mid-Cap ETF
IWR
$56.1B
$1.15M 0.46%
11,000
– –
QYLD icon
44
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.03B
$1.12M 0.44%
62,034
– –
WFC icon
45
Wells Fargo
WFC
$264B
$1.1M 0.44%
15,000
– –
CVX icon
46
Chevron
CVX
$378B
$1.08M 0.43%
5,800
+4,050
+231% +$739K
NKE icon
47
Nike
NKE
$62.5B
$1.06M 0.42%
25,003
-7,643
-23% -$463K
COST icon
48
Costco
COST
$422B
$1.02M 0.4%
984
– –
DVY icon
49
iShares Select Dividend ETF
DVY
$23.8B
$988K 0.39%
6,496
– –
XOM icon
50
ExxonMobil
XOM
$642B
$985K 0.39%
6,500
+1,500
+30% +$219K
1
2
3 4

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PWA
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ORC
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MWM
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SIP
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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.