JWM
AMZN icon

JGP Wealth Management’s Amazon AMZN Stock Holding History

JGP 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
Q2 		$5.53M Buy
23,207
+385
+2% +$96.6K 0.5% 40
2026
Q1 		$4.75M Sell
22,822
-1,064
-4% -$234K 0.49% 45
2025
Q4 		$5.51M Buy
23,886
+562
+2% +$129K 0.57% 44
2025
Q3 		$5.19M Buy
23,324
+363
+2% +$82.2K 0.57% 46
2025
Q2 		$5.04M Buy
22,961
+93
+0.4% +$18.4K 0.61% 42
2025
Q1 		$4.35M Sell
22,868
-537
-2% -$117K 0.57% 45
2024
Q4 		$5.13M Buy
23,405
+792
+4% +$162K 0.66% 43
2024
Q3 		$4.21M Buy
22,613
+977
+5% +$178K 0.54% 46
2024
Q2 		$4.18M Buy
21,636
+649
+3% +$119K 0.6% 45
2024
Q1 		$3.79M Sell
20,987
-1,522
-7% -$254K 0.55% 48
2023
Q4 		$3.42M Buy
22,509
+1,031
+5% +$145K 0.51% 46
2023
Q3 		$2.73M Buy
21,478
+170
+0.8% +$22.8K 0.46% 50
2023
Q2 		$2.78M Sell
21,308
-235
-1% -$26.8K 0.45% 48
2023
Q1 		$2.23M Buy
21,543
+762
+4% +$73.6K 0.39% 54
2022
Q4 		$1.75M Buy
20,781
+1,644
+9% +$162K 0.32% 60
2022
Q3 		$2.19M Sell
19,137
-265
-1% -$33.5K 0.46% 50
2022
Q2 		$2.22M Buy
19,402
+822
+4% +$103K 0.45% 52
2022
Q1 		$2.87M Sell
18,580
-200
-1% -$30.9K 0.53% 48
2021
Q4 		$3.09M Buy
18,780
+1,180
+7% +$202K 0.57% 43
2021
Q3 		$2.89M Buy
17,600
+180
+1% +$31K 0.62% 45
2021
Q2 		$3M Buy
17,420
+1,080
+7% +$179K 0.64% 43
2021
Q1 		$2.53M Buy
16,340
+380
+2% +$60.2K 0.57% 45
2020
Q4 		$2.66M Buy
15,960
+2,640
+20% +$421K 0.62% 45
2020
Q3 		$2.13M Buy
13,320
+1,860
+16% +$293K 0.57% 45
2020
Q2 		$1.76M Buy
11,460
+780
+7% +$94.2K 0.52% 48
2020
Q1 		$1.09M Sell
10,680
-2,260
-17% -$219K 0.39% 62
2019
Q4 		$1.23M Buy
12,940
+1,260
+11% +$112K 0.36% 66
2019
Q3 		$1M Buy
11,680
+1,020
+10% +$94.6K 0.35% 71
2019
Q2 		$1.01M Buy
10,660
+40
+0.4% +$3.73K 0.36% 71
2019
Q1 		$946K Buy
10,620
+120
+1% +$9.99K 0.36% 75
2018
Q4 		$789K Sell
10,500
-240
-2% -$20K 0.33% 75
2018
Q3 		$1.08M Buy
10,740
+900
+9% +$84.6K 0.43% 69
2018
Q2 		$836K Buy
+9,840
New +$781K 0.35% 79

Other funds holding AMZN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

JGP Wealth Management's AMZN Position: Q2 2026 in Review

JGP Wealth Management increased its Amazon (AMZN) stake by 1.7% in Q2 2026, buying an estimated $96.6K and bringing the position to 23,207 shares worth $5.53M. The position accounts for 0.5% of the portfolio, ranked #40.

JGP Wealth Management first reported a position in AMZN in Q2 2018 and has held it in 33 quarters since. 2,214 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • JGP Wealth Management held 23,207 shares of Amazon worth $5.53M as of Q2 2026.
  • JGP Wealth Management bought 385 Amazon shares in Q2 2026, an estimated $96.6K.
  • Amazon made up 0.5% of JGP Wealth Management's portfolio in Q2 2026, its #40 holding.
  • JGP Wealth Management first reported a position in Amazon in Q2 2018 and has held it in 33 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.