Kovitz Investment Group Partners
JBIO

Kovitz Investment Group Partners’s Jade Biosciences JBIO Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-24,210
Closed -$64.9K – 1401
2025
Q2 		$64.9K Buy
24,210
+23,452
+3,094% +$798K ﹤0.01% 1343
2025
Q1 		$66.5K Buy
+758
New +$66.6K ﹤0.01% 1225

Other funds holding JBIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Kovitz Investment Group Partners's JBIO Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Jade Biosciences (JBIO) in Q3 2025, closing a stake of 24,210 shares — an estimated $64.9K sold.

Kovitz Investment Group Partners first reported a position in JBIO in Q1 2025 and held it in 2 quarters. The position peaked at $66.5K in Q1 2025. 78 funds tracked by Wall St. Rank hold JBIO as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Jade Biosciences position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 24,210 Jade Biosciences shares in Q3 2025, an estimated $64.9K.
  • Kovitz Investment Group Partners first reported a position in Jade Biosciences in Q1 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Jade Biosciences position peaked at $66.5K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Jade Biosciences as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.