Avantax Advisory Services’s JD.com JD Stock Holding History

Avantax Advisory Services’s Portfolio JD Stock Details JD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$679K	Buy	20,792 +1,156	+6%	+$39.4K	﹤0.01%	1399
2025 Q1	$807K	Buy	19,636 +1,890	+11%	+$75.9K	﹤0.01%	1201
2024 Q4	$615K	Sell	17,746 -3,578	-17%	-$138K	﹤0.01%	1322
2024 Q3	$853K	Sell	21,324 -935	-4%	-$25.7K	0.01%	1114
2024 Q2	$575K	Buy	22,259 +4,206	+23%	+$123K	﹤0.01%	1280
2024 Q1	$494K	Buy	18,053 +3,422	+23%	+$83.8K	﹤0.01%	1045
2023 Q4	$423K	Buy	+14,631	New	+$396K	﹤0.01%	1068
2023 Q3	–	Sell	-10,149	Closed	-$346K	–	1585
2023 Q2	$346K	Buy	+10,149	New	+$369K	﹤0.01%	1109
2020 Q4	–	Sell	-4,874	Closed	-$380K	–	1150
2020 Q3	$380K	Buy	+4,874	New	+$339K	0.01%	915

Other funds holding JD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's JD Position: Q2 2025 in Review

Avantax Advisory Services increased its JD.com (JD) stake by 5.9% in Q2 2025, buying an estimated $39.4K and bringing the position to 20,792 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Avantax Advisory Services first reported a position in JD in Q3 2020 and has held it in 9 quarters since. The position peaked at $853K in Q3 2024. 471 funds tracked by Wall St. Rank hold JD as of Q2 2025.

Avantax Advisory Services held 20,792 shares of JD.com worth $679K as of Q2 2025.
Avantax Advisory Services bought 1,156 JD.com shares in Q2 2025, an estimated $39.4K.
JD.com made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1399 holding.
Avantax Advisory Services first reported a position in JD.com in Q3 2020 and has held it in 9 quarters since.
Avantax Advisory Services's JD.com position peaked at $853K in Q3 2024.
471 funds tracked by Wall St. Rank held JD.com as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.