JMG Financial Group
AMZN icon

JMG Financial Group’s Amazon AMZN Stock Holding History

JMG Financial Group’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
Q3 		$484K Buy
1,944
+29
+2% +$7.37K 0.01% 98
2026
Q2 		$456K Hold
1,915
– – 0.01% 100
2026
Q1 		$399K Hold
1,915
– – 0.01% 99
2025
Q4 		$442K Hold
1,915
– – 0.01% 95
2025
Q3 		$420K Sell
1,915
-225
-11% -$50.9K 0.01% 97
2025
Q2 		$469K Sell
2,140
-194
-8% -$38.4K 0.01% 88
2025
Q1 		$444K Buy
2,334
+45
+2% +$9.8K 0.02% 89
2024
Q4 		$502K Buy
2,289
+60
+3% +$12.3K 0.02% 86
2024
Q3 		$415K Hold
2,229
– – 0.01% 93
2024
Q2 		$431K Buy
2,229
+694
+45% +$127K 0.02% 86
2024
Q1 		$277K Sell
1,535
-240
-14% -$40.1K 0.01% 108
2023
Q4 		$270K Buy
1,775
+195
+12% +$27.3K 0.01% 109
2023
Q3 		$201K Hold
1,580
– – 0.01% 109
2023
Q2 		$206K Buy
+1,580
New +$180K 0.01% 108
2021
Q2 		– Sell
-1,400
Closed -$217K – 85
2021
Q1 		$217K Buy
1,400
+20
+1% +$3.17K 0.01% 80
2020
Q4 		$225K Sell
1,380
-420
-23% -$67K 0.02% 74
2020
Q3 		$284K Sell
1,800
-160
-8% -$25.2K 0.02% 61
2020
Q2 		$270K Sell
1,960
-3,540
-64% -$428K 0.02% 64
2020
Q1 		$536K Buy
5,500
+2,700
+96% +$261K 0.06% 49
2019
Q4 		$259K Hold
2,800
– – 0.03% 66
2019
Q3 		$243K Buy
2,800
+100
+4% +$9.27K 0.03% 67
2019
Q2 		$256K Buy
+2,700
New +$252K 0.03% 65

Other funds holding AMZN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

JMG Financial Group's AMZN Position: Q3 2026 in Review

JMG Financial Group increased its Amazon (AMZN) stake by 1.5% in Q3 2026, buying an estimated $7.37K and bringing the position to 1,944 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #98.

JMG Financial Group first reported a position in AMZN in Q2 2019 and has held it in 22 quarters since. The position peaked at $536K in Q1 2020. 4,228 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • JMG Financial Group held 1,944 shares of Amazon worth $484K as of Q3 2026.
  • JMG Financial Group bought 29 Amazon shares in Q3 2026, an estimated $7.37K.
  • Amazon made up 0.01% of JMG Financial Group's portfolio in Q3 2026, its #98 holding.
  • JMG Financial Group first reported a position in Amazon in Q2 2019 and has held it in 22 quarters since.
  • JMG Financial Group's Amazon position peaked at $536K in Q1 2020.
  • 4,228 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on JMG Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.