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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
NFLX icon
51
Netflix
NFLX
$293B
$911K 0.36%
10,400
+1,200
+13% +$106K
JEPI icon
52
JPMorgan Equity Premium Income ETF
JEPI
$45.6B
$909K 0.36%
16,250
– –
RSG icon
53
Republic Services
RSG
$66.7B
$901K 0.36%
4,425
– –
CCI icon
54
Crown Castle
CCI
$32.4B
$896K 0.35%
10,000
-6,000
-38% -$516K
QQQ icon
55
Invesco QQQ Trust
QQQ
$449B
$893K 0.35%
1,250
+750
+150% +$456K
VXUS icon
56
Vanguard Total International Stock ETF
VXUS
$153B
$839K 0.33%
9,865
– –
MCD icon
57
McDonald's
MCD
$192B
$827K 0.33%
3,000
+1,000
+50% +$319K
MU icon
58
Micron Technology
MU
$1.02T
$804K 0.32%
+1,000
New +$392K
CAT icon
59
Caterpillar
CAT
$402B
$729K 0.29%
808
– –
PSX icon
60
Phillips 66
PSX
$83.3B
$722K 0.29%
4,200
+1,950
+87% +$306K
DIS icon
61
Walt Disney
DIS
$168B
$673K 0.27%
6,418
– –
ITB icon
62
iShares US Home Construction ETF
ITB
$2.35B
$667K 0.26%
7,500
– –
IWO icon
63
iShares Russell 2000 Growth ETF
IWO
$14.4B
$621K 0.25%
1,683
– –
JPM icon
64
JPMorgan Chase
JPM
$947B
$542K 0.21%
1,804
– –
AMGN icon
65
Amgen
AMGN
$203B
$505K 0.2%
1,500
– –
PH icon
66
Parker-Hannifin
PH
$124B
$499K 0.2%
565
– –
MDT icon
67
Medtronic
MDT
$108B
$457K 0.18%
6,000
– –
SCHI icon
68
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$452K 0.18%
+20,000
New +$459K
CRSP icon
69
CRISPR Therapeutics
CRSP
$4.6B
$448K 0.18%
8,500
– –
LRCX icon
70
Lam Research
LRCX
$365B
$443K 0.18%
1,500
– –
VIG icon
71
Vanguard Dividend Appreciation ETF
VIG
$112B
$416K 0.16%
1,821
– –
NLY icon
72
Annaly Capital Management
NLY
$16.9B
$404K 0.16%
18,237
+541
+3% +$12.3K
GPIX icon
73
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.85B
$325K 0.13%
5,889
– –
NFJ
74
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
$312K 0.12%
+21,421
New +$283K
AFB
75
AllianceBernstein National Municipal Income Fund
AFB
$314M
$302K 0.12%
+27,175
New +$296K
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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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.