Jones Financial Companies

Jones Financial Companies’s Jade Biosciences JBIO Stock Holding History

Jones Financial Companies’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	$27	Hold	2	–	–	﹤0.01%	4685
2025 Q4	$31	Hold	2	–	–	﹤0.01%	4356
2025 Q3	$17	Hold	2	–	–	﹤0.01%	4202
2025 Q2	$18	Sell	2 -1	-33%	-$34	﹤0.01%	4001
2025 Q1	$253	Hold	3	–	–	﹤0.01%	3573
2024 Q4	$265	Hold	3	–	–	﹤0.01%	3293
2024 Q3	$206	Hold	3	–	–	﹤0.01%	2940
2024 Q2	$166	Buy	+3	New	+$1.99K	﹤0.01%	2386

Other funds holding JBIO

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return