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	–	1875
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	–	1473
2024 Q4	$1.59K	Buy	+46	New	+$1.78K	﹤0.01%	1136
2023 Q2	–	Sell	-10	Closed	-$364	–	1085
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	–	443
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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bogart Wealth LLC's JD Position: Q1 2026 in Review

Bogart Wealth LLC sold out of JD.com (JD) in Q1 2026, closing a stake of 150 shares — an estimated $4.3K sold.

Bogart Wealth LLC first reported a position in JD in Q3 2017 and held it in 17 quarters. The position peaked at $35K in Q4 2019. 410 funds tracked by Wall St. Rank hold JD as of Q1 2026.

Bogart Wealth LLC reported no remaining JD.com position as of Q1 2026 after selling out during the quarter.
Bogart Wealth LLC sold 150 JD.com shares in Q1 2026, an estimated $4.3K.
Bogart Wealth LLC first reported a position in JD.com in Q3 2017 and held it in 17 quarters.
Bogart Wealth LLC's JD.com position peaked at $35K in Q4 2019.
410 funds tracked by Wall St. Rank held JD.com as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.