BWL
JD icon

Bogart Wealth LLC’s JD.com JD Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		– Sell
-150
Closed -$4.3K – 1876
2025
Q4 		$4.3K Sell
150
-195
-57% -$6.1K ﹤0.01% 1030
2025
Q3 		$12.1K Buy
+345
New +$11.2K ﹤0.01% 791
2025
Q1 		– Sell
-46
Closed -$1.59K – 1475
2024
Q4 		$1.59K Buy
+46
New +$1.78K ﹤0.01% 1136
2023
Q3 		– Hold
0
– – – 1091
2023
Q2 		– Sell
-10
Closed -$364 – 1087
2023
Q1 		$439 Hold
10
– – ﹤0.01% 1049
2022
Q4 		$561 Hold
10
– – ﹤0.01% 908
2022
Q3 		$1K Hold
10
– – ﹤0.01% 908
2022
Q2 		$1K Buy
+10
New +$577 ﹤0.01% 841
2020
Q1 		– Sell
-1,000
Closed -$35K – 445
2019
Q4 		$35K Hold
1,000
– – 0.01% 197
2019
Q3 		$28K Hold
1,000
– – 0.01% 197
2019
Q2 		$30K Hold
1,000
– – 0.02% 174
2019
Q1 		$30K Buy
1,000
+300
+43% +$7.63K 0.01% 176
2018
Q4 		$14K Buy
700
+200
+40% +$4.47K 0.01% 221
2018
Q3 		$13K Hold
500
– – 0.01% 215
2018
Q2 		$19K Hold
500
– – 0.01% 208
2018
Q1 		$20K Hold
500
– – 0.01% 198
2017
Q4 		$21K Hold
500
– – 0.01% 193
2017
Q3 		$19K Buy
+500
New +$21.4K 0.01% 198

Other funds holding JD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $864M AUM 1.38% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return