Charles Schwab
JBIO

Charles Schwab’s Jade Biosciences JBIO Stock Holding History

Charles Schwab’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
Q2 		$2.22M Buy
99,977
+8,330
+9% +$174K ﹤0.01% 2758
2026
Q1 		$1.29M Sell
91,647
-34,125
-27% -$494K ﹤0.01% 2831
2025
Q4 		$1.94M Buy
125,772
+32,522
+35% +$382K ﹤0.01% 2762
2025
Q3 		$805K Sell
93,250
-10,005
-10% -$81.8K ﹤0.01% 3025
2025
Q2 		$1.03M Buy
103,255
+102,416
+12,207% +$3.49M ﹤0.01% 2888
2025
Q1 		$73.7K Hold
839
– – ﹤0.01% 3370
2024
Q4 		$77.8K Hold
839
– – ﹤0.01% 3413
2024
Q3 		$61.3K Sell
839
-649
-44% -$41.9K ﹤0.01% 3402
2024
Q2 		$86.5K Buy
1,488
+603
+68% +$400K ﹤0.01% 3480
2024
Q1 		$915K Buy
885
+41
+5% +$31.3K ﹤0.01% 2819
2023
Q4 		$669K Hold
844
– – ﹤0.01% 2969
2023
Q3 		$401K Buy
844
+82
+11% +$44.4K ﹤0.01% 3124
2023
Q2 		$457K Buy
762
+58
+8% +$37.1K ﹤0.01% 3097
2023
Q1 		$497K Hold
704
– – ﹤0.01% 2952
2022
Q4 		$722K Buy
704
+25
+4% +$18.1K ﹤0.01% 2890
2022
Q3 		$394K Sell
679
-2
-0.3% -$1.33K ﹤0.01% 3067
2022
Q2 		$373K Sell
681
-258
-27% -$123K ﹤0.01% 3157
2022
Q1 		$603K Buy
939
+232
+33% +$90K ﹤0.01% 3044
2021
Q4 		$292K Hold
707
– – ﹤0.01% 3293
2021
Q3 		$519K Buy
+707
New +$396K ﹤0.01% 3138

Other funds holding JBIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab's JBIO Position: Q2 2026 in Review

Charles Schwab increased its Jade Biosciences (JBIO) stake by 9.1% in Q2 2026, buying an estimated $174K and bringing the position to 99,977 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

Charles Schwab first reported a position in JBIO in Q3 2021 and has held it in 20 quarters since. 154 funds tracked by Wall St. Rank hold JBIO as of Q2 2026.

  • Charles Schwab held 99,977 shares of Jade Biosciences worth $2.22M as of Q2 2026.
  • Charles Schwab bought 8,330 Jade Biosciences shares in Q2 2026, an estimated $174K.
  • Jade Biosciences made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2758 holding.
  • Charles Schwab first reported a position in Jade Biosciences in Q3 2021 and has held it in 20 quarters since.
  • 154 funds tracked by Wall St. Rank held Jade Biosciences as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.