IWC
JD icon

Integrated Wealth Concepts’s JD.com JD Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-10,470
Closed -$366K – 1850
2025
Q3 		$366K Buy
10,470
+3,985
+61% +$130K ﹤0.01% 1523
2025
Q2 		$212K Sell
6,485
-2,285
-26% -$78K ﹤0.01% 1743
2025
Q1 		$361K Sell
8,770
-271
-3% -$10.9K ﹤0.01% 1307
2024
Q4 		$313K Buy
9,041
+2,050
+29% +$79.3K ﹤0.01% 1340
2024
Q3 		$280K Buy
+6,991
New +$192K ﹤0.01% 1385
2022
Q1 		– Sell
-2,979
Closed -$209K – 1005
2021
Q4 		$209K Sell
2,979
-5
-0.2% -$396 0.01% 920
2021
Q3 		$216K Sell
2,984
-15,091
-83% -$1.11M 0.01% 864
2021
Q2 		$1.44M Buy
18,075
+1,810
+11% +$136K 0.05% 275
2021
Q1 		$1.37M Buy
+16,265
New +$1.49M 0.06% 243

Other funds holding JD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
DG
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SP
SIH Partners Wilmington, Delaware $7.58B AUM 5.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Wealth Concepts's JD Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of JD.com (JD) in Q4 2025, closing a stake of 10,470 shares — an estimated $366K sold.

Integrated Wealth Concepts first reported a position in JD in Q1 2021 and held it in 9 quarters. The position peaked at $1.44M in Q2 2021. 437 funds tracked by Wall St. Rank hold JD as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining JD.com position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,470 JD.com shares in Q4 2025, an estimated $366K.
  • Integrated Wealth Concepts first reported a position in JD.com in Q1 2021 and held it in 9 quarters.
  • Integrated Wealth Concepts's JD.com position peaked at $1.44M in Q2 2021.
  • 437 funds tracked by Wall St. Rank held JD.com as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.