JWM

Jupiter Wealth Management Portfolio holdings

AUM $198M
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$6.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.75M
3
+$758K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$614K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$458K

Top Sells

1
+$38.5M
2
+$2.37M
3
+$2.04M
4
JPC icon
Nuveen Preferred & Income Opportunities Fund
JPC
+$1.4M
5
BAC icon
Bank of America
BAC
+$790K

Sector Composition

1 Technology 22.82%
2 Consumer Discretionary 13.77%
3 Communication Services 11.01%
4 Financials 10.59%
5 Healthcare 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.01%
17,300
-200
27
$1.96M 1%
67,750
-3,390
28
$1.95M 1%
13,602
+780
29
$1.92M 0.98%
12,840
+1,200
30
$1.9M 0.97%
16,000
31
$1.88M 0.96%
+3,559
32
$1.74M 0.89%
43,747
-19,900
33
$1.62M 0.83%
18,891
+225
34
$1.49M 0.76%
3,000
35
$1.46M 0.75%
2,500
36
$1.44M 0.74%
7,920
+77
37
$1.4M 0.72%
3,735
38
$1.36M 0.7%
13,000
39
$1.36M 0.7%
23,579
+5,979
40
$1.33M 0.68%
1,500
41
$1.17M 0.6%
12,058
42
$1.12M 0.57%
62,034
43
$1.08M 0.55%
12,000
44
$1.07M 0.55%
8,154
+695
45
$994K 0.51%
4,500
-9,250
46
$970K 0.5%
11,000
47
$912K 0.47%
6,300
48
$878K 0.45%
3,408
+1,158
49
$877K 0.45%
6,496
-52
50
$847K 0.43%
15,000
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