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JFG Wealth Management’s Amazon AMZN Stock Holding History

JFG 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
2025
Q3 		$1.06M Buy
4,820
+1,096
+29% +$248K 0.21% 29
2025
Q2 		$817K Sell
3,724
-3,718
-50% -$736K 0.17% 29
2025
Q1 		$1.42M Sell
7,442
-1,973
-21% -$428K 0.32% 25
2024
Q4 		$2.07M Buy
9,415
+3,556
+61% +$728K 0.47% 21
2024
Q3 		$1.09M Buy
5,859
+2,107
+56% +$384K 0.3% 27
2024
Q2 		$725K Sell
3,752
-839
-18% -$154K 0.21% 24
2024
Q1 		$828K Sell
4,591
-4,249
-48% -$709K 0.22% 22
2023
Q4 		$1.34M Buy
8,840
+6,840
+342% +$959K 0.39% 18
2023
Q3 		$254K Hold
2,000
– – 0.08% 29
2023
Q2 		$261K Buy
+2,000
New +$228K 0.08% 30
2022
Q1 		– Sell
-1,700
Closed -$283K – 42
2021
Q4 		$283K Sell
1,700
-260
-13% -$44.5K 0.11% 37
2021
Q3 		$321K Hold
1,960
– – 0.15% 33
2021
Q2 		$337K Buy
+1,960
New +$326K 0.15% 31
2021
Q1 		– Sell
-20,040
Closed -$3.26M – 25
2020
Q4 		$3.26M Buy
20,040
+9,640
+93% +$1.54M 1.77% 7
2020
Q3 		$1.64M Buy
+10,400
New +$1.64M 1.16% 11

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JFG Wealth Management's AMZN Position: Q3 2025 in Review

JFG Wealth Management increased its Amazon (AMZN) stake by 29% in Q3 2025, buying an estimated $248K and bringing the position to 4,820 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #29.

JFG Wealth Management first reported a position in AMZN in Q3 2020 and has held it in 15 quarters since. The position peaked at $3.26M in Q4 2020. 5,567 funds tracked by Wall St. Rank hold AMZN as of Q3 2025.

  • JFG Wealth Management held 4,820 shares of Amazon worth $1.06M as of Q3 2025.
  • JFG Wealth Management bought 1,096 Amazon shares in Q3 2025, an estimated $248K.
  • Amazon made up 0.21% of JFG Wealth Management's portfolio in Q3 2025, its #29 holding.
  • JFG Wealth Management first reported a position in Amazon in Q3 2020 and has held it in 15 quarters since.
  • JFG Wealth Management's Amazon position peaked at $3.26M in Q4 2020.
  • 5,567 funds tracked by Wall St. Rank held Amazon as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.