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
1
$16.3M 8.36%
98,487
-130
2
$15.2M 7.75%
35,218
+615
3
$13.8M 7.06%
59,192
+404
4
$7.77M 3.98%
63,987
+3,360
5
$7.24M 3.71%
12,623
+3,057
6
$5.93M 3.03%
14,623
7
$5.53M 2.83%
29,666
+1,117
8
$5.38M 2.75%
61,224
-1,317
9
$5.17M 2.64%
10,462
10
$5.13M 2.63%
22,078
11
$4.79M 2.45%
45,928
12
$4.08M 2.09%
80,000
13
$4.02M 2.06%
23,311
-222,899
14
$3.94M 2.02%
8,558
+226
15
$3.85M 1.97%
6,726
+600
16
$3.82M 1.96%
23,597
+1,001
17
$3.78M 1.93%
39,432
-1,000
18
$3.63M 1.86%
41,030
-275
19
$3.14M 1.6%
52,682
+7,700
20
$2.96M 1.51%
59,274
+4,193
21
$2.62M 1.34%
15,085
+1,350
22
$2.61M 1.33%
16,000
23
$2.49M 1.28%
39,838
+5,250
24
$2.13M 1.09%
12,500
25
$2.08M 1.06%
19,475
1
2 3 4 5