Position in MA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,336,817
+$344,215 QoQ
Shares Held
10,391
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
#1,151
of 3,563 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Jupiter Wealth Management LLC holds $5,537,437 across 2 Credit Services names. MA ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
This page
|
10,391 | $5,336,817 | |
| 2 | COF |
Capital One Financial Corp
|
1,000 | $200,620 |
All Filings in MA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,336,817 | 10,391 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,992,602 | 9,992 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,274,542 | 10,991 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,768,302 | 10,141 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,698,633 | 10,141 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,652,213 | 10,312 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $5,719,076 | 10,861 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $5,166,135 | 10,462 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,615,415 | 10,462 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,570,801 | 11,568 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,997,844 | 11,718 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,639,273 | 11,718 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,294,049 | 10,918 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,967,710 | 10,918 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,292,379 | 12,344 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,148,781 | 11,074 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,703,735 | 11,740 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,411,498 | 12,344 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,009,627 | 16,725 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,141,767 | 17,665 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $6,547,889 | 17,935 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,687,331 | 18,782 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,607,673 | 18,512 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,260,203 | 18,512 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $7,742,608 | 26,184 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $6,377,667 | 26,402 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||