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JBR Co Financial Management’s Bitwise Bitcoin ETF BITB Stock Holding History

JBR Co Financial Management’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Sell
7,281
-2,151
-23% -$83.8K 0.08% 124
2026
Q1 		$449K Hold
9,432
– – 0.19% 83
2025
Q4 		$449K Buy
9,432
+2,021
+27% +$110K 0.19% 83
2025
Q3 		$461K Buy
7,411
+682
+10% +$42.5K 0.2% 79
2025
Q2 		$394K Buy
6,729
+2,070
+44% +$111K 0.19% 80
2025
Q1 		$209K Buy
4,659
+378
+9% +$19.2K 0.12% 105
2024
Q4 		$218K Buy
+4,281
New +$193K 0.13% 97

Other funds holding BITB

PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

JBR Co Financial Management's BITB Position: Q2 2026 in Review

JBR Co Financial Management reduced its Bitwise Bitcoin ETF (BITB) stake by 23% in Q2 2026, selling an estimated $83.8K and leaving 7,281 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #124.

JBR Co Financial Management first reported a position in BITB in Q4 2024 and has held it in 7 quarters since. The position peaked at $461K in Q3 2025. 271 funds tracked by Wall St. Rank hold BITB as of Q2 2026.

  • JBR Co Financial Management held 7,281 shares of Bitwise Bitcoin ETF worth $232K as of Q2 2026.
  • JBR Co Financial Management sold 2,151 Bitwise Bitcoin ETF shares in Q2 2026, an estimated $83.8K.
  • Bitwise Bitcoin ETF made up 0.08% of JBR Co Financial Management's portfolio in Q2 2026, its #124 holding.
  • JBR Co Financial Management first reported a position in Bitwise Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
  • JBR Co Financial Management's Bitwise Bitcoin ETF position peaked at $461K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.