Jeppson Wealth Management’s JD.com JD Stock Holding History

Jeppson 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
2024 Q1	–	Sell	-12,364	Closed	-$357K	–	212
2023 Q4	$357K	Buy	+12,364	New	+$335K	0.15%	141
2023 Q2	–	Sell	-7,018	Closed	-$308K	–	197
2023 Q1	$308K	Sell	7,018 -1,848	-21%	-$95.4K	0.13%	142
2022 Q4	$498K	Buy	+8,866	New	+$446K	0.21%	107
2020 Q4	–	Sell	-1,124	Closed	-$87K	–	289
2020 Q3	$87K	Buy	+1,124	New	+$78.1K	0.07%	180

Other funds holding JD

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Jeppson Wealth Management's JD Position: Q1 2024 in Review

Jeppson Wealth Management sold out of JD.com (JD) in Q1 2024, closing a stake of 12,364 shares — an estimated $357K sold.

Jeppson Wealth Management first reported a position in JD in Q3 2020 and held it in 4 quarters. The position peaked at $498K in Q4 2022. 433 funds tracked by Wall St. Rank hold JD as of Q1 2024.

Jeppson Wealth Management reported no remaining JD.com position as of Q1 2024 after selling out during the quarter.
Jeppson Wealth Management sold 12,364 JD.com shares in Q1 2024, an estimated $357K.
Jeppson Wealth Management first reported a position in JD.com in Q3 2020 and held it in 4 quarters.
Jeppson Wealth Management's JD.com position peaked at $498K in Q4 2022.
433 funds tracked by Wall St. Rank held JD.com as of Q1 2024.

Based on Jeppson Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.