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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
(+20%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
6.71%
Top 10 Holdings %
Top 10 Hldgs %
52.25%
Holding
93
New
24
Increased
19
Reduced
13
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$1.92M |
| 2 |
NVIDIA
NVDA
|
+$1.33M |
| 3 |
Pultegroup
PHM
|
+$997K |
| 4 |
KB Home
KBH
|
+$984K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$947K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Citigroup
C
|
+$542K |
| 2 |
Crocs
CROX
|
+$494K |
| 3 |
Apple
AAPL
|
+$264K |
| 4 |
Chipotle Mexican Grill
CMG
|
+$242K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Capital One
COF
$128B
| $217K | 0.11% |
+1,000
| New | +$187K |
|
77
Xtrackers S&P 500 ESG ETF
SNPE
$2.57B
| $211K | 0.11% |
3,624
+1,537
| +74% | +$78.6K |
|
78
SPDR Gold Trust
GLD
$130B
| $201K | 0.1% |
+650
| New | +$197K |
|
|
ETH
79
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
| $179K | 0.09% |
+4,000
| New | +$82.7K |
|
80
Global X Cybersecurity ETF
BUG
$1.23B
| $169K | 0.09% |
+5,000
| New | +$171K |
|
81
Lam Research
LRCX
$327B
| $160K | 0.08% |
1,500
| – | – |
|
82
Parker-Hannifin
PH
$125B
| $152K | 0.08% |
+200
| New | +$126K |
|
83
Cheniere Energy
LNG
$53B
| $139K | 0.07% |
600
| – | – |
|
84
Palo Alto Networks
PANW
$253B
| $133K | 0.07% |
+750
| New | +$139K |
|
85
Robinhood
HOOD
$80.3B
| $130K | 0.07% |
+1,200
| New | +$71K |
|
86
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
| $130K | 0.07% |
+5,100
| New | +$127K |
|
87
ServiceNow
NOW
$113B
| $129K | 0.07% |
+750
| New | +$141K |
|
88
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
| $120K | 0.06% |
+4,600
| New | +$117K |
|
89
CrowdStrike
CRWD
$179B
| $108K | 0.05% |
+1,000
| New | +$108K |
|
90
Union Pacific
UNP
$179B
| $107K | 0.05% |
479
| – | – |
|
91
C3.ai
AI
$1.37B
| – | – |
-5,000
| Closed | -$116K |
|
92
Coupang
CPNG
$27.8B
| – | – |
-6,597
| Closed | -$179K |
|
|
93
DuPont de Nemours
DD
$19.1B
| – | – |
-2,390
| Closed | -$207K |
|
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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.