JBIO β€” JADE BIOSCIENCES INC

Ownership history in Affinity Asset Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Affinity Asset Advisors, LLC reported JADE BIOSCIENCES INC (JBIO) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.63% in 2025 Q4. The latest visible filing shows JBIO at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JBIO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Affinity Asset Advisors, LLC's position in JADE BIOSCIENCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JBIO was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Affinity Asset Advisors, LLC held JBIO β€” position size vs. price
% of Fund (quarterly)    JBIO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 714,956 +649,639 +994.6% 0.63% $11.0M 2026-02-14 (Est.) $15.03
2025 Q3 UNCHANGED 65,317 β€” 0% 0.05% $564K 2025-11-13 $9.68
2025 Q2 INITIATED 65,317 β€” β€” 0.09% $653K 2025-08-13 $7.33

FAQ About Affinity Asset Advisors, LLC and JBIO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Affinity Asset Advisors, LLC reported owning JBIO?

Affinity Asset Advisors, LLC reported JBIO across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported JBIO position in Affinity Asset Advisors, LLC's portfolio?

The largest reported portfolio weight for JBIO was 0.63% in 2025 Q4.

What is the latest reported JBIO position on this page?

The most recent filing on this page is 2025 Q4, when Affinity Asset Advisors, LLC reported 714,956 shares, equal to 0.63% of portfolio, with an estimated market value of $11.0M.

What does the chart on this JBIO ownership page compare?

The chart compares Affinity Asset Advisors, LLC's quarterly JBIO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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