Root Financial Partners
JBIO icon

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
Q3 		$28 Buy
+2
New +$40 ﹤0.01% 3768
2026
Q2 		– Sell
-1
Closed -$14 – 655
2026
Q1 		$14 Buy
+1
New +$14 ﹤0.01% 3448

Other funds holding JBIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Root Financial Partners's JBIO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Jade Biosciences (JBIO) in Q3 2026: 2 shares worth $28. The stake represents ﹤0.01% of the portfolio and ranks #3768 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JBIO as recently as Q1 2026.

Root Financial Partners first reported a position in JBIO in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold JBIO as of Q3 2026.

  • Root Financial Partners held 2 shares of Jade Biosciences worth $28 as of Q3 2026.
  • Jade Biosciences was a new Root Financial Partners position in Q3 2026.
  • Jade Biosciences made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3768 holding.
  • Root Financial Partners first reported a position in Jade Biosciences in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Jade Biosciences as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.