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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%

No holdings matched the selected filter criteria.

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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.