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
51
$835K 0.43%
16,299
52
$814K 0.42%
10,082
+2,742
53
$758K 0.39%
+4,167
54
$758K 0.39%
3,775
+2,000
55
$639K 0.33%
6,648
56
$639K 0.33%
9,865
57
$614K 0.31%
+17,000
58
$609K 0.31%
2,000
59
$604K 0.31%
725
-120
60
$586K 0.3%
5,000
61
$585K 0.3%
3,500
62
$560K 0.29%
533
63
$512K 0.26%
578
64
$492K 0.25%
1,258
-242
65
$482K 0.25%
2,468
+763
66
$478K 0.24%
1,683
67
$467K 0.24%
2,250
-250
68
$423K 0.22%
15,000
+9,000
69
$361K 0.18%
1,821
70
$352K 0.18%
7,500
71
$322K 0.16%
1,000
72
$292K 0.15%
14,543
73
$280K 0.14%
2,874
74
$275K 0.14%
5,000
75
$267K 0.14%
3,000
1 2
3
4 5