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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
+14.76%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$198M
AUM Growth
+$32.9M
Cap. Flow
+$13.3M
Cap. Flow %
6.71%
Top 10 Hldgs %
52.25%
Holding
93
New
24
Increased
19
Reduced
13
Closed
3

Top Buys

Rank Stock Value
1
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.92M
2
NVDA icon
NVIDIA
NVDA
+$1.33M
3
PHM icon
Pultegroup
PHM
+$997K
4
KBH icon
KB Home
KBH
+$984K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$947K

Top Sells

Rank Stock Value
1
C icon
Citigroup
C
+$542K
2
CROX icon
Crocs
CROX
+$494K
3
AAPL icon
Apple
AAPL
+$264K
4
CMG icon
Chipotle Mexican Grill
CMG
+$242K
5
DD icon
DuPont de Nemours
DD
+$207K

Sector Composition

Rank Sector Weight
1 Technology 26.67%
2 Financials 16.63%
3 Communication Services 14.59%
4 Consumer Discretionary 11.28%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
26
PepsiCo
PEP
$191B
$1.87M 0.94%
12,500
– –
IWF icon
27
iShares Russell 1000 Growth ETF
IWF
$120B
$1.68M 0.85%
14,940
– –
BAC icon
28
Bank of America
BAC
$436B
$1.63M 0.83%
34,600
+10,600
+44% +$446K
CCI icon
29
Crown Castle
CCI
$32.4B
$1.63M 0.82%
16,000
– –
MPC icon
30
Marathon Petroleum
MPC
$91.2B
$1.62M 0.82%
10,000
– –
NFLX icon
31
Netflix
NFLX
$293B
$1.39M 0.7%
11,500
– –
VOO icon
32
Vanguard S&P 500 ETF
VOO
$968B
$1.37M 0.69%
2,312
– –
PHM icon
33
Pultegroup
PHM
$24.9B
$1.29M 0.65%
+9,900
New +$997K
WMT icon
34
Walmart Inc
WMT
$889B
$1.19M 0.6%
11,832
+1,900
+19% +$181K
KBH icon
35
KB Home
KBH
$3.53B
$1.18M 0.6%
+18,500
New +$984K
WFC icon
36
Wells Fargo
WFC
$264B
$1.17M 0.59%
15,000
– –
MRK icon
37
Merck
MRK
$323B
$1.14M 0.58%
13,800
– –
ITB icon
38
iShares US Home Construction ETF
ITB
$2.35B
$1.11M 0.56%
+10,000
New +$914K
LMT icon
39
Lockheed Martin
LMT
$134B
$1.11M 0.56%
2,500
– –
DIS icon
40
Walt Disney
DIS
$168B
$1.1M 0.55%
9,403
+780
+9% +$81K
LLY icon
41
Eli Lilly
LLY
$1.07T
$1.07M 0.54%
1,625
+125
+8% +$97.1K
QYLD icon
42
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.03B
$1.05M 0.53%
62,034
– –
IWR icon
43
iShares Russell Mid-Cap ETF
IWR
$56.1B
$1.05M 0.53%
11,000
– –
BG icon
44
Bunge Global
BG
$22.8B
$1M 0.51%
12,058
– –
LEN icon
45
Lennar Class A
LEN
$20.5B
$969K 0.49%
+7,400
New +$802K
ASML icon
46
ASML
ASML
$636B
$944K 0.48%
+1,250
New +$897K
SPYI icon
47
NEOS S&P 500 High Income ETF
SPYI
$10.7B
$932K 0.47%
17,999
-1,000
-5% -$48.1K
JEPI icon
48
JPMorgan Equity Premium Income ETF
JEPI
$45.6B
$921K 0.47%
16,250
– –
DVY icon
49
iShares Select Dividend ETF
DVY
$23.8B
$905K 0.46%
6,496
– –
RSG icon
50
Republic Services
RSG
$66.7B
$855K 0.43%
3,675
-500
-12% -$124K
1
2
3 4

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N
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PWA
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ORC
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MWM
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PI
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SIP
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Jupiter Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Jupiter Wealth Management held 93 positions worth $198M, up 20% from $165M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Jupiter Wealth Management deployed $13.3M of net new capital in Q2 2025, opening 24 new positions and adding to 19 existing holdings. Its largest new stake was Invesco S&P MidCap Momentum ETF: 16,050 shares worth $2.12M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Citigroup, an estimated $542K trimmed.

  • Jupiter Wealth Management's largest Q2 2025 buy was Invesco S&P MidCap Momentum ETF: 16,050 shares worth $2.12M.
  • Jupiter Wealth Management added most to NVIDIA in Q2 2025, an estimated $1.33M increase.
  • Jupiter Wealth Management's biggest Q2 2025 reduction was Citigroup, cutting an estimated $542K.
  • Jupiter Wealth Management fully exited DuPont de Nemours in Q2 2025, selling an estimated $207K.
  • Jupiter Wealth Management's ten largest holdings make up 52% of its $198M portfolio in Q2 2025.
  • Jupiter Wealth Management opened 24 new positions and closed 3 in Q2 2025.
  • Jupiter Wealth Management's portfolio value rose 20% quarter-over-quarter to $198M.

Based on Jupiter Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.