Jupiter Wealth Management LLC
Position in AFB — Alliancebernstein National Municipal Income Fund
CIK 1774207
GLENDALE, CO
Position in AFB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$290,500
+$27,471 QoQ
Shares Held
27,175
+14.8% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AFB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Jupiter Wealth Management LLC holds $4,653,725 across 5 Asset Management names. AFB ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
240,237 | $2,697,861 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
168,733 | $1,272,246 | |
| 3 | AFB |
Alliancebernstein National Municipal Income Fund
This page
|
27,175 | $290,500 | |
| 4 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
21,421 | $270,118 | |
| 5 | PMM |
Putnam Managed Municipal Income Trust
|
20,000 | $123,000 |
All Filings in AFB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,500 | 27,175 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $263,029 | 23,675 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $260,188 | 23,675 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $256,637 | 23,675 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $221,124 | 23,675 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $253,228 | 23,600 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $180,127 | 16,450 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $172,396 | 16,450 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $170,422 | 16,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $190,326 | 16,450 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $207,105 | 16,450 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $243,624 | 16,450 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $245,763 | 16,450 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $250,369 | 16,450 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $227,840 | 16,000 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||