DAVENPORT & Co LLC JD — JD

Ownership history in DAVENPORT & Co LLC  ·  8 quarters on record

AI Ownership Summary

DAVENPORT & Co LLC reported JD (JD) in 8 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows JD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DAVENPORT & Co LLC's position in JD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

JD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JD stock page DAVENPORT & Co LLC fund profile DAVENPORT & Co LLC full holdings
How DAVENPORT & Co LLC held JD — position size vs. price
% of Fund (quarterly)    JD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 14,267 +1,294 +10.0% 0.00% $380K 2026-10-14 $26.68
2026 Q2 ADDED — — — 12,973 +2,055 +18.8% 0.00% $331K 2026-07-13 $28.88
2026 Q1 REDUCED 31.6% -11.6% ✅ 10,918 -5,047 -31.6% 0.00% $323K 2026-04-15 $31.47
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JD

As of 2026 Q3 — sorted by position size

Aurora Investment Managers, LLC. 3Y 3.93% PING CAPITAL MANAGEMENT, INC. 0.54% Ridgewood Investments LLC 3Y 7Y 0.49% GK Wealth Management LLC 0.23% Tempus Wealth Planning, LLC 3Y 0.08% Gradient Investments LLC 3Y 7Y 0.08% Generali Investments CEE, investicni spolecnost, a.s. 0.04% First Pacific Financial 3Y 0.04% Aaron Wealth Advisors LLC 3Y 0.02% Frank, Rimerman Advisors LLC 3Y 0.02%

FAQ About DAVENPORT & Co LLC and JD

These are the practical questions this page is built to answer before you even open the full history table.

How long has DAVENPORT & Co LLC reported owning JD?

DAVENPORT & Co LLC reported JD across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported JD position in DAVENPORT & Co LLC's portfolio?

The largest reported portfolio weight for JD was 0.00% in 2026 Q3.

What is the latest reported JD position on this page?

The most recent filing on this page is 2026 Q3, when DAVENPORT & Co LLC reported 14,267 shares, equal to 0.00% of portfolio, with an estimated market value of $380K.

What does the chart on this JD ownership page compare?

The chart compares DAVENPORT & Co LLC's quarterly JD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DAVENPORT & Co LLC time their JD position?

Based on 13F filing dates vs. subsequent JD price moves, DAVENPORT & Co LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on JD relative to SPY over the holding period was +129.4%.

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