Jeremy Grantham's JD Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 8,384 shares of JD.com, Inc. (JD) worth $293,272, representing 0.00% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in JD, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 13.01 M shares. Largest reduction occurred in Q1 2016, reducing 16.7 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's JDcom (JD) Holding Value Over Time
Track share changes against reported price movement
Quarterly JDcom (JD) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +437,400 | New Buy | 437,400 | $29.38 |
| Q2 2015 | +436,200 | Add 99.73% | 873,600 | $34.10 |
| Q3 2015 | +7.13 M | Add 816.19% | 8 M | $26.06 |
| Q4 2015 | +13.01 M | Add 162.60% | 21.02 M | $32.26 |
| Q1 2016 | -16.7 M | Reduce 79.44% | 4.32 M | $26.50 |
| Q2 2016 | -4.32 M | Sold Out | 4.32 M | $0.00 |
| Q3 2018 | +737,178 | New Buy | 737,178 | $26.09 |
| Q4 2018 | +627,081 | Add 85.07% | 1.36 M | $20.93 |
| Q1 2019 | -352,200 | Reduce 25.82% | 1.01 M | $30.15 |
| Q2 2019 | -227,900 | Reduce 22.52% | 784,159 | $30.29 |
| Q3 2019 | -18,100 | Reduce 2.31% | 766,059 | $28.21 |
| Q4 2019 | -581,659 | Reduce 75.93% | 184,400 | $35.23 |
| Q1 2020 | +893,700 | Add 484.65% | 1.08 M | $40.50 |
| Q2 2020 | -300,800 | Reduce 27.90% | 777,300 | $60.18 |
| Q3 2020 | -35,600 | Reduce 4.58% | 741,700 | $77.61 |
| Q4 2020 | -296,400 | Reduce 39.96% | 445,300 | $87.90 |
| Q1 2021 | -307,200 | Reduce 68.99% | 138,100 | $84.33 |
| Q2 2021 | -48,400 | Reduce 35.05% | 89,700 | $79.81 |
| Q3 2021 | -57,700 | Reduce 64.33% | 32,000 | $72.25 |
| Q4 2021 | -32,000 | Sold Out | 32,000 | $0.00 |
| Q1 2022 | +114,600 | New Buy | 114,600 | $57.87 |
| Q2 2022 | -16,518 | Reduce 14.41% | 98,082 | $64.22 |
| Q3 2022 | -75,181 | Reduce 76.65% | 22,901 | $50.30 |
| Q4 2022 | -18,374 | Reduce 80.23% | 4,527 | $56.13 |
| Q1 2023 | -4,527 | Sold Out | 4,527 | $0.00 |
| Q2 2024 | +253,830 | New Buy | 253,830 | $25.84 |
| Q3 2024 | +112,800 | Add 44.44% | 366,630 | $40.00 |
| Q4 2024 | +480,546 | Add 131.07% | 847,176 | $34.67 |
| Q1 2025 | -164,094 | Reduce 19.37% | 683,082 | $41.12 |
| Q2 2025 | -267,325 | Reduce 39.14% | 415,757 | $32.64 |
| Q3 2025 | -407,373 | Reduce 97.98% | 8,384 | $34.98 |
Jeremy Grantham's JDcom Investment FAQs
Jeremy Grantham first purchased JD.com, Inc. (JD) in Q1 2015, acquiring 437,400 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held JD.com, Inc. (JD) for 43 quarters since Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to JD.com, Inc. (JD) was in Q4 2015, adding 21,017,833 shares worth $678.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 8,384 shares of JD.com, Inc. (JD), valued at approximately $293,272. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, JD.com, Inc. (JD) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in JD.com, Inc. (JD) was 21,017,833 shares, as reported at the end of Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.