JPWM
AMZN icon

Jamison Private Wealth Management’s Amazon AMZN Stock Holding History

Jamison Private Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.8M Buy
66,438
+1,993
+3% +$439K 1.73% 14
2025
Q4 		$14.9M Buy
64,445
+1,074
+2% +$246K 1.85% 14
2025
Q3 		$13.9M Buy
63,371
+897
+1% +$203K 1.8% 14
2025
Q2 		$13.7M Buy
62,474
+904
+1% +$179K 1.97% 10
2025
Q1 		$11.7M Buy
61,570
+374
+0.6% +$81.2K 1.79% 15
2024
Q4 		$13.4M Buy
61,196
+1,001
+2% +$205K 1.98% 9
2024
Q3 		$11.2M Buy
60,195
+2,260
+4% +$412K 1.71% 13
2024
Q2 		$11.2M Sell
57,935
-2,392
-4% -$439K 1.86% 10
2024
Q1 		$10.9M Buy
60,327
+1,514
+3% +$253K 1.84% 12
2023
Q4 		$8.94M Buy
58,813
+316
+0.5% +$44.3K 1.67% 14
2023
Q3 		$7.44M Buy
+58,497
New +$7.84M 1.54% 17

Other funds holding AMZN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return