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JPL Wealth Management’s Amazon AMZN Stock Holding History

JPL 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 		$6.37M Buy
26,738
+320
+1% +$80.3K 1.26% 25
2026
Q1 		$5.5M Buy
26,418
+75
+0.3% +$16.5K 1.27% 27
2025
Q4 		$6.08M Sell
26,343
-462
-2% -$106K 1.48% 21
2025
Q3 		$5.89M Sell
26,805
-256
-0.9% -$57.9K 1.4% 17
2025
Q2 		$5.94M Buy
27,061
+175
+0.7% +$34.6K 1.6% 14
2025
Q1 		$5.12M Sell
26,886
-68
-0.3% -$14.8K 1.46% 16
2024
Q4 		$5.91M Buy
+26,954
New +$5.51M 1.69% 13
2024
Q2 		$4M Buy
20,695
+3,076
+17% +$565K 1.96% 10
2024
Q1 		$3.18M Buy
17,619
+9,598
+120% +$1.6M 1.75% 14
2023
Q4 		$1.22M Buy
+8,021
New +$1.12M 0.88% 58

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JPL Wealth Management increased its Amazon (AMZN) stake by 1.2% in Q2 2026, buying an estimated $80.3K and bringing the position to 26,738 shares worth $6.37M. The position accounts for 1.26% of the portfolio, ranked #25.

JPL Wealth Management first reported a position in AMZN in Q4 2023 and has held it in 10 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • JPL Wealth Management held 26,738 shares of Amazon worth $6.37M as of Q2 2026.
  • JPL Wealth Management bought 320 Amazon shares in Q2 2026, an estimated $80.3K.
  • Amazon made up 1.26% of JPL Wealth Management's portfolio in Q2 2026, its #25 holding.
  • JPL Wealth Management first reported a position in Amazon in Q4 2023 and has held it in 10 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.