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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
-4.12%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$165M
AUM Growth
-$34.5M
Cap. Flow
-$35.2M
Cap. Flow %
-21.3%
Top 10 Hldgs %
52.61%
Holding
91
New
2
Increased
8
Reduced
29
Closed
22

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.02M
2
ZS icon
Zscaler
ZS
+$299K
3
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$136K
4
CROX icon
Crocs
CROX
+$117K
5
MS icon
Morgan Stanley
MS
+$102K

Top Sells

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.01M
2
AAPL icon
Apple
AAPL
+$2.81M
3
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$2.34M
4
AMZN icon
Amazon
AMZN
+$1.54M
5
MSFT icon
Microsoft
MSFT
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 24.27%
2 Financials 18.95%
3 Communication Services 13.8%
4 Consumer Discretionary 11.32%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.35T
$15.5M 9.39%
93,087
-6,487
-7% -$1.18M
MSFT icon
2
Microsoft
MSFT
$3.44T
$14.7M 8.92%
32,082
-3,536
-10% -$1.44M
AAPL icon
3
Apple
AAPL
$4.44T
$10.1M 6.11%
48,290
-12,139
-20% -$2.81M
BRK.A icon
4
Berkshire Hathaway Class A
BRK.A
$1.1T
$8.44M 5.11%
+11
New +$8.02M
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$789B
$8.13M 4.92%
13,663
-1,446
-10% -$850K
NVDA icon
6
NVIDIA
NVDA
$4.81T
$7.8M 4.72%
57,521
-10,236
-15% -$1.3M
MS icon
7
Morgan Stanley
MS
$331B
$6.41M 3.89%
49,018
+792
+2% +$102K
MA icon
8
Mastercard
MA
$506B
$6.05M 3.66%
10,312
-549
-5% -$299K
HD icon
9
Home Depot
HD
$331B
$4.86M 2.94%
12,810
-1,813
-12% -$707K
AMZN icon
10
Amazon
AMZN
$2.91T
$4.85M 2.94%
23,543
-7,109
-23% -$1.54M
AVGO icon
11
Broadcom
AVGO
$1.85T
$4.63M 2.8%
20,075
-6,206
-24% -$1.31M
AMT icon
12
American Tower
AMT
$80.5B
$4.41M 2.67%
20,511
-1,094
-5% -$215K
META icon
13
Meta Platforms (Facebook)
META
$1.4T
$4.35M 2.64%
6,795
-456
-6% -$294K
JMST icon
14
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$4.06M 2.46%
80,000
– –
XLE icon
15
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$3.97M 2.41%
94,118
-26,000
-22% -$1.17M
CCK icon
16
Crown Holdings
CCK
$12.8B
$3.95M 2.39%
39,405
– –
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.1T
$3.86M 2.34%
7,528
-1,030
-12% -$501K
JNJ icon
18
Johnson & Johnson
JNJ
$622B
$2.95M 1.79%
19,346
– –
TSM icon
19
TSMC
TSM
$2.11T
$2.21M 1.34%
11,437
-3,648
-24% -$709K
C icon
20
Citigroup
C
$223B
$2.09M 1.27%
27,500
-15,588
-36% -$1.19M
NKE icon
21
Nike
NKE
$62.1B
$2.03M 1.23%
32,646
-6,884
-17% -$507K
ITA icon
22
iShares US Aerospace & Defense ETF
ITA
$14.2B
$2M 1.21%
11,549
-1,291
-10% -$197K
NOBL icon
23
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$1.98M 1.2%
38,950
– –
GS icon
24
Goldman Sachs
GS
$301B
$1.84M 1.11%
3,000
– –
CCI icon
25
Crown Castle
CCI
$33.3B
$1.65M 1%
16,000
– –
1
2 3 4

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PWA
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ORC
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MWM
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MAS
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Jupiter Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Jupiter Wealth Management held 91 positions worth $165M, down 17% from $200M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Jupiter Wealth Management withdrew a net $35.2M in Q1 2025, closing 22 positions and reducing 29 holdings. Its most notable exit was iShares Bitcoin Trust, an estimated $3.01M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 25% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Jupiter Wealth Management opened a new position in Berkshire Hathaway Class A worth $8.44M.

  • Jupiter Wealth Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 11 shares worth $8.44M.
  • Jupiter Wealth Management added most to NEOS S&P 500 High Income ETF in Q1 2025, an estimated $136K increase.
  • Jupiter Wealth Management's biggest Q1 2025 reduction was Apple, cutting an estimated $2.81M.
  • Jupiter Wealth Management fully exited iShares Bitcoin Trust in Q1 2025, selling an estimated $3.01M.
  • Jupiter Wealth Management's ten largest holdings make up 53% of its $165M portfolio in Q1 2025.
  • Jupiter Wealth Management opened 2 new positions and closed 22 in Q1 2025.
  • Jupiter Wealth Management's portfolio value fell 17% quarter-over-quarter to $165M.

Based on Jupiter Wealth Management's 13F filing for Q1 2025, filed 20 May 2025.