Root Financial Partners’s Jade Biosciences JBIO Stock Holding History

Root Financial 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
2026 Q2	–	Sell	-1	Closed	-$14	–	655
2026 Q1	$14	Buy	+1	New	+$14	﹤0.01%	3448

Other funds holding JBIO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's JBIO Position: Q2 2026 in Review

Root Financial Partners sold out of Jade Biosciences (JBIO) in Q2 2026, closing a stake of 1 share — an estimated $14 sold.

Root Financial Partners first reported a position in JBIO in Q1 2026 and held it in 1 quarter. The position peaked at $14 in Q1 2026. 153 funds tracked by Wall St. Rank hold JBIO as of Q2 2026.

Root Financial Partners reported no remaining Jade Biosciences position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1 Jade Biosciences share in Q2 2026, an estimated $14.
Root Financial Partners first reported a position in Jade Biosciences in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Jade Biosciences position peaked at $14 in Q1 2026.
153 funds tracked by Wall St. Rank held Jade Biosciences as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.