Institute for Wealth Management’s JD.com JD Stock Holding History

Institute for Wealth Management’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	$295K	Hold	9,969	–	–	0.03%	429
2025 Q4	$286K	Sell	9,969 -1,349	-12%	-$42.2K	0.03%	443
2025 Q3	$396K	Buy	11,318 +781	+7%	+$25.4K	0.04%	380
2025 Q2	$344K	Hold	10,537	–	–	0.04%	398
2025 Q1	$433K	Hold	10,537	–	–	0.06%	322
2024 Q4	$365K	Buy	10,537 +86	+0.8%	+$3.33K	0.05%	360
2024 Q3	$418K	Buy	+10,451	New	+$287K	0.05%	337
2021 Q4	–	Sell	-3,194	Closed	-$231K	–	501
2021 Q3	$231K	Buy	3,194 +345	+12%	+$25.4K	0.04%	435
2021 Q2	$227K	Buy	+2,849	New	+$214K	0.04%	436

Other funds holding JD

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

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

CCM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Institute for Wealth Management's JD Position: Q1 2026 in Review

Institute for Wealth Management held its JD.com (JD) position steady in Q1 2026 at 9,969 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #429.

Institute for Wealth Management first reported a position in JD in Q2 2021 and has held it in 9 quarters since. The position peaked at $433K in Q1 2025. 408 funds tracked by Wall St. Rank hold JD as of Q1 2026.

Institute for Wealth Management held 9,969 shares of JD.com worth $295K as of Q1 2026.
Institute for Wealth Management left its JD.com share count unchanged in Q1 2026.
JD.com made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #429 holding.
Institute for Wealth Management first reported a position in JD.com in Q2 2021 and has held it in 9 quarters since.
Institute for Wealth Management's JD.com position peaked at $433K in Q1 2025.
408 funds tracked by Wall St. Rank held JD.com as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.