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Montag & Associates’s JD.com JD Stock Holding History

Montag & Associates’s Portfolio JD Stock Details JD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-138
Closed -$5.67K – 983
2025
Q1 		$5.67K Hold
138
– – ﹤0.01% 834
2024
Q4 		$4.79K Hold
138
– – ﹤0.01% 843
2024
Q3 		$5.52K Hold
138
– – ﹤0.01% 863
2024
Q2 		$3.57K Hold
138
– – ﹤0.01% 845
2024
Q1 		$3.78K Sell
138
-34
-20% -$832 ﹤0.01% 835
2023
Q4 		$4.98K Sell
172
-23
-12% -$623 ﹤0.01% 825
2023
Q3 		$5.68K Hold
195
– – ﹤0.01% 796
2023
Q2 		$6.66K Hold
195
– – ﹤0.01% 799
2023
Q1 		$8.56K Hold
195
– – ﹤0.01% 756
2022
Q4 		$10.9K Buy
195
+57
+41% +$2.87K ﹤0.01% 726
2022
Q3 		$7K Hold
138
– – ﹤0.01% 762
2022
Q2 		$9K Hold
138
– – ﹤0.01% 703
2022
Q1 		$8K Buy
+138
New +$9.38K ﹤0.01% 740
2021
Q3 		– Sell
-100
Closed -$8K – 881
2021
Q2 		$8K Sell
100
-8,138
-99% -$612K ﹤0.01% 741
2021
Q1 		$695K Buy
8,238
+50
+0.6% +$4.58K 0.04% 254
2020
Q4 		$720K Buy
8,188
+378
+5% +$31.6K 0.04% 237
2020
Q3 		$606K Buy
+7,810
New +$543K 0.05% 216

Other funds holding JD

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montag & Associates's JD Position: Q2 2025 in Review

Montag & Associates sold out of JD.com (JD) in Q2 2025, closing a stake of 138 shares — an estimated $5.67K sold.

Montag & Associates first reported a position in JD in Q3 2020 and held it in 17 quarters. The position peaked at $720K in Q4 2020. 471 funds tracked by Wall St. Rank hold JD as of Q2 2025.

  • Montag & Associates reported no remaining JD.com position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 138 JD.com shares in Q2 2025, an estimated $5.67K.
  • Montag & Associates first reported a position in JD.com in Q3 2020 and held it in 17 quarters.
  • Montag & Associates's JD.com position peaked at $720K in Q4 2020.
  • 471 funds tracked by Wall St. Rank held JD.com as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.