JKA
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Jones Kertz & Associates’s Amazon AMZN Stock Holding History

Jones Kertz & Associates’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 		$3.55M Sell
14,906
-1,268
-8% -$318K 1.64% 20
2026
Q1 		$3.37M Sell
16,174
-135
-0.8% -$29.7K 1.79% 19
2025
Q4 		$3.76M Buy
+16,309
New +$3.73M 1.93% 17

Other funds holding AMZN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Jones Kertz & Associates's AMZN Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Amazon (AMZN) stake by 7.8% in Q2 2026, selling an estimated $318K and leaving 14,906 shares worth $3.55M. The position accounts for 1.64% of the portfolio, ranked #20.

Jones Kertz & Associates first reported a position in AMZN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.76M in Q4 2025. 3,697 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Jones Kertz & Associates held 14,906 shares of Amazon worth $3.55M as of Q2 2026.
  • Jones Kertz & Associates sold 1,268 Amazon shares in Q2 2026, an estimated $318K.
  • Amazon made up 1.64% of Jones Kertz & Associates's portfolio in Q2 2026, its #20 holding.
  • Jones Kertz & Associates first reported a position in Amazon in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Amazon position peaked at $3.76M in Q4 2025.
  • 3,697 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.