JD.com
About: JD.com is the third-largest Chinese e-commerce platform by GMV in 2024. it offers a wide selection of authentic products with speedy and reliable delivery. The company has built its own nationwide fulfilment infrastructure and last-mile delivery network, staffed by its own employees, which supports both its online direct sales, its online marketplace and omnichannel businesses.
Employees: 700,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
44% more call options, than puts
Call options by funds: $1.99B | Put options by funds: $1.38B
12% more capital invested
Capital invested by funds: $10.2B [Q4 2024] → $11.4B (+$1.22B) [Q1 2025]
7% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 168
1% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 93
0.54% less ownership
Funds ownership: 10.26% [Q4 2024] → 9.72% (-0.54%) [Q1 2025]
1% less funds holding
Funds holding: 534 [Q4 2024] → 526 (-8) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 28 [Q4 2024] → 21 (-7) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
JP Morgan Andre Chang | 28%upside $42 | Overweight Maintained | 27 May 2025 |
Susquehanna Shyam Patil | 22%upside $40 | Neutral Maintained | 15 May 2025 |
Mizuho James Lee | 47%upside $48 | Outperform Maintained | 14 May 2025 |
Benchmark Fawne Jiang | 62%upside $53 | Buy Maintained | 14 May 2025 |
Citigroup Alicia Yap | 56%upside $51 | Buy Maintained | 28 Apr 2025 |
Financial journalist opinion
Based on 18 articles about JD published over the past 30 days









