Charles Schwab’s Jade Biosciences, Inc. Common Stock JBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
103,255
+102,416
| +12,207% | +$1.02M | ﹤0.01% | 2888 |
|
|
2025
Q1 | $73.7K | Hold |
839
| – | – | ﹤0.01% | 3373 |
|
|
2024
Q4 | $77.8K | Hold |
839
| – | – | ﹤0.01% | 3413 |
|
|
2024
Q3 | $61.3K | Sell |
839
-649
| -44% | -$47.5K | ﹤0.01% | 3402 |
|
|
2024
Q2 | $86.5K | Buy |
1,488
+603
| +68% | +$35K | ﹤0.01% | 3480 |
|
|
2024
Q1 | $915K | Buy |
885
+41
| +5% | +$42.4K | ﹤0.01% | 2818 |
|
|
2023
Q4 | $669K | Hold |
844
| – | – | ﹤0.01% | 2968 |
|
|
2023
Q3 | $401K | Buy |
844
+82
| +11% | +$38.9K | ﹤0.01% | 3123 |
|
|
2023
Q2 | $457K | Buy |
762
+58
| +8% | +$34.8K | ﹤0.01% | 3096 |
|
|
2023
Q1 | $497K | Hold |
704
| – | – | ﹤0.01% | 2951 |
|
|
2022
Q4 | $722K | Buy |
704
+25
| +4% | +$25.6K | ﹤0.01% | 2889 |
|
|
2022
Q3 | $394K | Sell |
679
-2
| -0.3% | -$1.16K | ﹤0.01% | 3066 |
|
|
2022
Q2 | $373K | Sell |
681
-258
| -27% | -$141K | ﹤0.01% | 3156 |
|
|
2022
Q1 | $603K | Buy |
939
+232
| +33% | +$149K | ﹤0.01% | 3043 |
|
|
2021
Q4 | $292K | Hold |
707
| – | – | ﹤0.01% | 3292 |
|
|
2021
Q3 | $519K | Buy |
+707
| New | +$519K | ﹤0.01% | 3137 |
|