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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
+12.15%
1 Year Est. Return
+32.44%
3 Year Est. Return
+85.87%
5 Year Est. Return
+110.84%
10 Year Est. Return
–
AUM
$212M
AUM Growth
+$13.6M
Cap. Flow
+$4.37M
Cap. Flow %
2.06%
Top 10 Hldgs %
52.42%
Holding
96
New
6
Increased
26
Reduced
6
Closed
3

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$730K
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$442K
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$438K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$409K
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$406K

Top Sells

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$455K
2
CCJ icon
Cameco
CCJ
+$454K
3
ORCL icon
Oracle
ORCL
+$427K
4
CMG icon
Chipotle Mexican Grill
CMG
+$398K
5
MSFT icon
Microsoft
MSFT
+$264K

Sector Composition

Rank Sector Weight
1 Technology 26.62%
2 Financials 16.58%
3 Communication Services 15.41%
4 Consumer Discretionary 10.56%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$3.99T
$23.9M 11.3%
98,339
-535
-0.5% -$112K
MSFT icon
2
Microsoft
MSFT
$2.89T
$16.7M 7.89%
32,227
-518
-2% -$264K
NVDA icon
3
NVIDIA
NVDA
$4.76T
$12.8M 6.05%
68,631
+580
+0.9% +$101K
AAPL icon
4
Apple
AAPL
$4.95T
$12.1M 5.72%
47,538
+555
+1% +$125K
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$9.12M 4.31%
13,689
+151
+1% +$96.8K
MS icon
6
Morgan Stanley
MS
$337B
$8.44M 3.99%
53,075
+250
+0.5% +$36.9K
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.07T
$8.3M 3.92%
11
– –
AVGO icon
8
Broadcom
AVGO
$1.82T
$7.93M 3.75%
24,025
+920
+4% +$282K
AMZN icon
9
Amazon
AMZN
$2.49T
$5.88M 2.78%
26,783
+3,227
+14% +$730K
MA icon
10
Mastercard
MA
$487B
$5.77M 2.73%
10,141
– –
META icon
11
Meta Platforms (Facebook)
META
$1.51T
$5.39M 2.55%
7,340
– –
HD icon
12
Home Depot
HD
$335B
$5.09M 2.41%
12,572
– –
XLE icon
13
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$4.8M 2.27%
107,362
+10,000
+10% +$438K
JMST icon
14
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$4.08M 1.93%
80,000
– –
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.88M 1.83%
7,720
+200
+3% +$96.9K
AMT icon
16
American Tower
AMT
$77.7B
$3.82M 1.8%
19,838
– –
CCK icon
17
Crown Holdings
CCK
$12.9B
$3.78M 1.78%
39,105
– –
TSM icon
18
TSMC
TSM
$2.07T
$3.69M 1.74%
13,207
+820
+7% +$201K
JNJ icon
19
Johnson & Johnson
JNJ
$641B
$3.66M 1.73%
19,715
+550
+3% +$94.2K
ITA icon
20
iShares US Aerospace & Defense ETF
ITA
$14.4B
$2.56M 1.21%
12,249
+500
+4% +$98.5K
NKE icon
21
Nike
NKE
$62.5B
$2.5M 1.18%
35,805
– –
GS icon
22
Goldman Sachs
GS
$309B
$2.39M 1.13%
3,000
– –
XMMO icon
23
Invesco S&P MidCap Momentum ETF
XMMO
$7.35B
$2.27M 1.07%
16,800
+750
+5% +$98.7K
C icon
24
Citigroup
C
$223B
$2.23M 1.05%
21,975
+1,975
+10% +$187K
NOBL icon
25
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$2.01M 0.95%
38,950
– –
1
2 3 4

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PWA
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ORC
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MWM
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SIP
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Jupiter Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Jupiter Wealth Management held 96 positions worth $212M, up 6.9% from $198M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Jupiter Wealth Management's Q3 2025 filing shows 6 new, 26 increased, 6 reduced and 3 closed positions. Its largest new stake was Schwab US Dividend Equity ETF: 15,000 shares worth $410K. The largest sale was iShares Bitcoin Trust, an estimated $455K.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 27% a quarter earlier, followed by Financials and Communication Services.

  • Jupiter Wealth Management's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 15,000 shares worth $410K.
  • Jupiter Wealth Management added most to Amazon in Q3 2025, an estimated $730K increase.
  • Jupiter Wealth Management's biggest Q3 2025 reduction was iShares Bitcoin Trust, cutting an estimated $455K.
  • Jupiter Wealth Management fully exited Cameco in Q3 2025, selling an estimated $454K.
  • Jupiter Wealth Management's ten largest holdings make up 52% of its $212M portfolio in Q3 2025.
  • Jupiter Wealth Management opened 6 new positions and closed 3 in Q3 2025.
  • Jupiter Wealth Management's portfolio value rose 6.9% quarter-over-quarter to $212M.

Based on Jupiter Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.