Carson Wealth (CWM LLC)
JBIO

Carson Wealth (CWM LLC)’s Jade Biosciences JBIO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JBIO Stock Details JBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05K Buy
75
+36
+92% +$521 ﹤0.01% 5387
2025
Q4 		$1K Sell
39
-18
-32% -$211 ﹤0.01% 5168
2025
Q3 		$0 Sell
57
-63
-53% -$515 ﹤0.01% 5259
2025
Q2 		$1K Buy
120
+54
+82% +$1.84K ﹤0.01% 4967
2025
Q1 		$6K Sell
66
-5
-7% -$439 ﹤0.01% 4338
2024
Q4 		$7K Buy
71
+57
+407% +$4.91K ﹤0.01% 4028
2024
Q3 		$1K Buy
14
+11
+367% +$710 ﹤0.01% 4512
2024
Q2 		$0 Buy
+3
New +$1.99K ﹤0.01% 4584
2024
Q1 		– Hold
0
– – – 4310

Other funds holding JBIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JBIO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Jade Biosciences (JBIO) stake by 92% in Q1 2026, buying an estimated $521 and bringing the position to 75 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #5387.

Carson Wealth (CWM LLC) first reported a position in JBIO in Q2 2024 and has held it in 8 quarters since. The position peaked at $7K in Q4 2024. 120 funds tracked by Wall St. Rank hold JBIO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 75 shares of Jade Biosciences worth $1.05K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 36 Jade Biosciences shares in Q1 2026, an estimated $521.
  • Jade Biosciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5387 holding.
  • Carson Wealth (CWM LLC) first reported a position in Jade Biosciences in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Jade Biosciences position peaked at $7K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Jade Biosciences as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.