Creative Planning
JBIO

Creative Planning’s Jade Biosciences JBIO Stock Holding History

Creative Planning’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 		$271K Buy
+12,197
New +$254K ﹤0.01% 3651

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

Creative Planning's JBIO Position: Q2 2026 in Review

Creative Planning opened a new position in Jade Biosciences (JBIO) in Q2 2026: 12,197 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #3651 among its holdings.

154 funds tracked by Wall St. Rank hold JBIO as of Q2 2026.

  • Creative Planning held 12,197 shares of Jade Biosciences worth $271K as of Q2 2026.
  • Jade Biosciences was a new Creative Planning position in Q2 2026.
  • Jade Biosciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3651 holding.
  • 154 funds tracked by Wall St. Rank held Jade Biosciences as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.