Current Market Value 198,024,478
Current Holdings 90
Most Recent File Date 2025-08-14
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Jupiter Wealth Management LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 90 198,024
2025-05-20 2025-03-31 13F-HR 69 165,085
2025-02-20 2024-12-31 13F-HR 89 199,552
2024-11-04 2024-09-30 13F-HR 93 195,445
2024-08-12 2024-06-30 13F-HR 95 188,654
2024-05-09 2024-03-31 13F-HR 94 188,924
2024-02-07 2023-12-31 13F-HR 86 170,023
2023-11-13 2023-09-30 13F-HR 86 154,269
2023-08-15 2023-06-30 13F-HR 68 116,456
2023-04-13 2023-03-31 13F-HR 66 108,634
2023-02-14 2022-12-31 13F-HR 57 103
2022-11-14 2022-09-30 13F-HR 64 99,671
2022-08-15 2022-06-30 13F-HR 62 109,740
2022-05-10 2022-03-31 13F-HR 80 159,798
2022-02-09 2021-12-31 13F-HR 87 192,748
2021-11-17 2021-09-30 13F-HR 93 212,058
2021-08-09 2021-06-30 13F-HR 88 208,868
2021-04-30 2021-03-31 13F-HR 85 197,955
2021-02-12 2020-12-31 13F-HR 72 163,284
2020-11-19 2020-09-30 13F-HR 70 141,820
2020-08-17 2020-06-30 13F-HR 74 199,855
2020-05-04 2020-03-31 13F-HR 72 171,723
2020-01-17 2019-12-31 13F-HR 84 206,767
2019-10-31 2019-09-30 13F-HR 81 187,229
2019-08-02 2019-06-30 13F-HR 81 201,844
2019-04-22 2019-03-31 13F-HR 77 207,637