JNBA Financial Advisors’s Amazon AMZN Stock Holding History

JNBA Financial Advisors’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	$2.45M	Sell	11,760 -47	-0.4%	-$10.3K	0.2%	61
2025 Q4	$2.73M	Buy	11,807 +278	+2%	+$63.6K	0.24%	56
2025 Q3	$2.53M	Buy	11,529 +809	+8%	+$183K	0.23%	55
2025 Q2	$2.35M	Sell	10,720 -469	-4%	-$92.8K	0.23%	57
2025 Q1	$2.13M	Sell	11,189 -859	-7%	-$186K	0.22%	54
2024 Q4	$2.64M	Buy	12,048 +336	+3%	+$68.7K	0.27%	50
2024 Q3	$2.18M	Sell	11,712 -1,785	-13%	-$326K	0.22%	53
2024 Q2	$2.61M	Sell	13,497 -910	-6%	-$167K	0.28%	50
2024 Q1	$2.6M	Sell	14,407 -849	-6%	-$142K	0.27%	51
2023 Q4	$2.32M	Sell	15,256 -70	-0.5%	-$9.81K	0.26%	60
2023 Q3	$1.95M	Buy	15,326 +256	+2%	+$34.3K	0.24%	63
2023 Q2	$1.96M	Sell	15,070 -297	-2%	-$33.9K	0.24%	65
2023 Q1	$1.59M	Buy	15,367 +354	+2%	+$34.2K	0.21%	72
2022 Q4	$1.26M	Sell	15,013 -2,285	-13%	-$226K	0.18%	82
2022 Q3	$1.96M	Sell	17,298 -400	-2%	-$50.6K	0.3%	61
2022 Q2	$1.88M	Buy	17,698 +178	+1%	+$22.3K	0.29%	57
2022 Q1	$2.86M	Sell	17,520 -200	-1%	-$30.9K	0.38%	50
2021 Q4	$2.95M	Sell	17,720 -480	-3%	-$82.2K	0.36%	53
2021 Q3	$2.99M	Sell	18,200 -1,520	-8%	-$262K	0.4%	47
2021 Q2	$3.39M	Buy	19,720 +300	+2%	+$49.9K	0.46%	47
2021 Q1	$3M	Buy	19,420 +1,100	+6%	+$174K	0.44%	50
2020 Q4	$2.98M	Sell	18,320 -580	-3%	-$92.6K	0.49%	44
2020 Q3	$2.98M	Buy	18,900 +2,020	+12%	+$318K	0.6%	40
2020 Q2	$2.33M	Sell	16,880 -1,660	-9%	-$200K	0.5%	46
2020 Q1	$1.81M	Sell	18,540 -260	-1%	-$25.2K	0.43%	47
2019 Q4	$1.74M	Sell	18,800 -1,460	-7%	-$129K	0.33%	51
2019 Q3	$1.76M	Sell	20,260 -1,860	-8%	-$172K	0.36%	47
2019 Q2	$2.09M	Buy	22,120 +160	+0.7%	+$14.9K	0.43%	42
2019 Q1	$1.96M	Buy	21,960 +9,160	+72%	+$762K	0.42%	37
2018 Q4	$961K	Buy	12,800 +12,140	+1,839%	+$1.01M	0.22%	55
2018 Q3	$66K	Sell	660 -11,860	-95%	-$1.12M	0.03%	205
2018 Q2	$1.06M	Hold	12,520	–	–	0.22%	53
2018 Q1	$906K	Sell	12,520 -2,100	-14%	-$150K	0.19%	57
2017 Q4	$855K	Buy	14,620 +500	+4%	+$27.5K	0.18%	64
2017 Q3	$679K	Buy	14,120 +320	+2%	+$15.7K	0.15%	63
2017 Q2	$668K	Buy	13,800 +100	+0.7%	+$4.77K	0.15%	64
2017 Q1	$607K	Buy	13,700 +720	+6%	+$30K	0.14%	65
2016 Q4	$487K	Sell	12,980 -4,200	-24%	-$165K	0.12%	72
2016 Q3	$719K	Buy	17,180 +4,820	+39%	+$184K	0.11%	63
2016 Q2	$442K	Hold	12,360	–	–	0.12%	69
2016 Q1	$367K	Sell	12,360 -5,500	-31%	-$156K	0.13%	72
2015 Q4	$604K	Sell	17,860 -2,420	-12%	-$76.3K	0.23%	54
2015 Q3	$519K	Sell	20,280 -2,800	-12%	-$70.8K	0.22%	47
2015 Q2	$501K	Sell	23,080 -5,300	-19%	-$111K	0.19%	50
2015 Q1	$528K	Sell	28,380 -1,300	-4%	-$22.9K	0.2%	50
2014 Q4	$461K	Buy	29,680 +14,700	+98%	+$229K	0.19%	60
2014 Q3	$242K	Buy	14,980 +440	+3%	+$7.32K	0.11%	83
2014 Q2	$236K	Buy	14,540 +13,700	+1,631%	+$217K	0.11%	83
2014 Q1	$14K	Buy	+840	New	+$15.6K	0.01%	289

Other funds holding AMZN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JNBA Financial Advisors's AMZN Position: Q1 2026 in Review

JNBA Financial Advisors reduced its Amazon (AMZN) stake by 0.4% in Q1 2026, selling an estimated $10.3K and leaving 11,760 shares worth $2.45M. The position accounts for 0.2% of the portfolio, ranked #61.

JNBA Financial Advisors first reported a position in AMZN in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.39M in Q2 2021. 5,979 funds tracked by Wall St. Rank hold AMZN as of Q1 2026.

JNBA Financial Advisors held 11,760 shares of Amazon worth $2.45M as of Q1 2026.
JNBA Financial Advisors sold 47 Amazon shares in Q1 2026, an estimated $10.3K.
Amazon made up 0.2% of JNBA Financial Advisors's portfolio in Q1 2026, its #61 holding.
JNBA Financial Advisors first reported a position in Amazon in Q1 2014 and has held it in 49 quarters since.
JNBA Financial Advisors's Amazon position peaked at $3.39M in Q2 2021.
5,979 funds tracked by Wall St. Rank held Amazon as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.