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iShares Dow Jones Select Dividend shares owned by Jupiter Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Jupiter Wealth Management from 13F filings

Historical chart of Jupiter Wealth Management investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by Jupiter Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Select Dividend by Jupiter Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $877k 6.5k 135.07
2024-06-30 $852k 6.5k 130.10
2024-03-31 $805k 6.5k 122.90
2023-12-31 $768k 6.5k 117.22
2023-09-30 $698k 6.5k 106.55

More positions owned by Jupiter Wealth Management

Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Berkshire Hathaway 1/100 CL/A Cl A
Spdr S&p500 Etf - (SPY)
Home Depot (HD)
Amazon (AMZN)
Energy Select Sector SPDR ETF IV - (XLE)
Mastercard Inc CL A Cl A (MA)
American Tower Reit (AMT)
Morgan Stanley (MS)
JPMorgan Ultra SHRT Muncipl Incm ETF - (JMST)
Broadcom (AVGO)
Berkshire Hathaway Cl B New (BRK.B)

View all positions for Jupiter Wealth Management

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend