PWPS
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Pinnacle Wealth Planning Services’s JD.com JD Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q1 		$9.14K Sell
309
-122
-28% -$3.45K ﹤0.01% 2038
2025
Q4 		$12.4K Buy
+431
New +$13.5K ﹤0.01% 1928
2021
Q1 		– Sell
-1,578
Closed -$139K – 1160
2020
Q4 		$139K Buy
+1,578
New +$132K 0.03% 365

Other funds holding JD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Pinnacle Wealth Planning Services's JD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its JD.com (JD) stake by 28% in Q1 2026, selling an estimated $3.45K and leaving 309 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Pinnacle Wealth Planning Services first reported a position in JD in Q4 2020 and has held it in 3 quarters since. The position peaked at $139K in Q4 2020. 408 funds tracked by Wall St. Rank hold JD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 309 shares of JD.com worth $9.14K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 122 JD.com shares in Q1 2026, an estimated $3.45K.
  • JD.com made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2038 holding.
  • Pinnacle Wealth Planning Services first reported a position in JD.com in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's JD.com position peaked at $139K in Q4 2020.
  • 408 funds tracked by Wall St. Rank held JD.com as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.