Jupiter Wealth Management LLC
Position in PMM — Putnam Managed Municipal Income Trust
CIK 1774207
GLENDALE, CO
Position in PMM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$123,000
-$1,000 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMM 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. PMM ranks #5 (2.6% 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
|
27,175 | $290,500 | |
| 4 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
21,421 | $270,118 | |
| 5 | PMM |
Putnam Managed Municipal Income Trust
This page
|
20,000 | $123,000 |
All Filings in PMM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123,000 | 20,000 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $124,000 | 20,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $119,800 | 20,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $121,600 | 20,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $109,400 | 20,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $121,800 | 20,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $122,600 | 20,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $125,600 | 20,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $112,800 | 20,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $132,400 | 20,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $141,400 | 20,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $175,400 | 20,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $166,800 | 20,000 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $175,400 | 20,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $122,250 | 15,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $121,050 | 15,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $114,900 | 15,000 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $206,119 | 28,120 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $202,464 | 28,120 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||