Jupiter Wealth Management LLC

Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund

CIK 1774207 GLENDALE, CO

Position in NEA

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,697,861

+$339,542 QoQ

Shares Held

240,237

+16.7% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Jupiter Wealth Management LLC holds $4,653,725 across 5 Asset Management names. NEA ranks #1 (58.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEA	Nuveen AMT-Free Quality Municipal Income Fund This page	240,237	$2,697,861
2	JPC	Nuveen Preferred & Income Opportunities Fund	168,733	$1,272,246
3	AFB	Alliancebernstein National Municipal Income Fund	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

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,697,861	240,237	+16.7%	Shares	Sole	2026-05-14
2024-06-30	$2,358,319	205,787	-1.0%	Shares	Sole	2024-08-12
2024-03-31	$2,300,202	207,787	+31.7%	Shares	Sole	2024-05-09
2023-12-31	$1,735,657	157,787	0.0%	Shares	Sole	2024-02-07
2023-09-30	$1,527,378	157,787	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,723,770	157,710	-24.4%	Shares	Sole	2023-08-15
2023-03-31	$2,319,342	208,574	0.0%	Shares	Sole	2023-04-13
2022-12-31	$2,371,486	208,574	-19.3%	Shares	Sole	2023-02-14
2022-09-30	$2,740,884	258,574	+4.0%	Shares	Sole	2022-11-14
2022-06-30	$2,920,744	248,574	0.0%	Shares	Sole	2022-08-15
2022-03-31	$3,266,262	248,574	+5.4%	Shares	Sole	2022-05-10
2021-12-31	$3,677,856	235,760	+4.0%	Shares	Sole	2022-02-09
2021-09-30	$3,444,484	226,760	+11.6%	Shares	Sole	2021-11-17
2021-06-30	$3,191,182	203,260	+22.7%	Shares	Sole	2021-08-09
2021-03-31	$2,455,081	165,660	+35.7%	Shares	Sole	2021-04-30
2020-12-31	$1,843,861	122,110	+7.0%	Shares	Sole	2021-02-12
2020-09-30	$1,636,337	114,110	+8.0%	Shares	Sole	2020-11-19
2020-06-30	$1,467,979	105,610	+2.9%	Shares	Sole	2020-08-17
2020-03-31	$1,389,339	102,610	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.