Ownership history in Jupiter Wealth Management LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Jupiter Wealth Management LLC reported a position in Taiwan Semiconductor (TSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Jupiter Wealth Management LLC outperformed the S&P 500 by +14.8% annually on this TSM position. Timing score: 75% (9/12 decisions correct). Average cost basis: $133.58. Maximum drawdown during holding period: β25.1%.
π₯ Exceptional β beat the S&P 500 by 14.8% per year on this position.
17 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 12 add/trim decisions correct
Best entry: $88.99 (2023 Q1) Β· Worst: $303.04 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 4 trims. Bought during 1 of 5 down-price quarters. π More buys than sells across the holding period.
π Jupiter Wealth Management LLC has been actively increasing its TSM allocation β a bullish signal from insiders.
Currently 2.38% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size