Key Takeaways
- • Jane Street raised its share count in Fidelity Wise Origin Bitcoin Fund (FBTC) nearly eightfold in Q3 2026, to 7.01 million shares from about 887,000 at the end of June, a position worth $509 million as of Sept. 30 according to 13F filings.
- • Jane Street cut its holdings in BlackRock's iShares Bitcoin Trust (IBIT) by 19%, to 20.22 million shares from 24.88 million, while the reported value of that stake rose to $957 million from $828 million on higher share prices.
- • Jane Street also added about 9 million ARK 21Shares Bitcoin ETF (ARKB) shares (about $249 million) and more than doubled its iShares Ethereum Trust (ETHA) position by 7.83 million shares (about $158 million).
- • JPMorgan increased its IBIT holdings 9.6% to 11.41 million shares (around $540 million) and raised its Strategy stake 36%, while Laurore cut its IBIT position 33% to 3.25 million shares.
Summary
Jane Street's share count in Fidelity's spot Bitcoin ETF rose nearly eightfold in the third quarter of 2026, according to Cointelegraph's review of the firm's second- and third-quarter 13F filings. The trading firm held 7.01 million shares of the Fidelity Wise Origin Bitcoin Fund (FBTC) at the end of September, up from about 887,000 at the end of June. The position was valued at $509 million on Sept. 30.
Over the same period, Jane Street reduced its holdings in BlackRock's iShares Bitcoin Trust (IBIT) to 20.22 million shares from 24.88 million, a 19% decline. A higher share price lifted the reported value of that stake to $957 million from $828 million. IBIT, the world's largest spot Bitcoin ETF, had $56 billion in net assets as of the publication date. Jane Street had been the largest reported institutional holder of IBIT at the end of June, after increasing its share count by 324% in the second quarter, according to 13F Pro.
Jane Street also added nearly 9 million shares of the ARK 21Shares Bitcoin ETF (ARKB), worth about $249 million, and more than doubled its iShares Ethereum Trust (ETHA) position by 7.83 million shares, worth about $158 million.
Other institutions showed divergent moves. JPMorgan Chase raised its IBIT holdings by 9.6% in the third quarter, adding about 1 million shares to reach 11.41 million, a position valued at roughly $540 million. The bank nearly eliminated its direct ETHA holding, cutting it from 1.17 million shares to 399. It also increased its stake in Bitcoin treasury company Strategy by 36% to nearly 849,000 shares, worth about $131 million. Separately, Laurore, which lists a Hong Kong business address in its SEC filing, reduced its IBIT holdings by 33%, to 3.25 million shares worth about $154 million at quarter-end.
Over the same period, Jane Street reduced its holdings in BlackRock's iShares Bitcoin Trust (IBIT) to 20.22 million shares from 24.88 million, a 19% decline. A higher share price lifted the reported value of that stake to $957 million from $828 million. IBIT, the world's largest spot Bitcoin ETF, had $56 billion in net assets as of the publication date. Jane Street had been the largest reported institutional holder of IBIT at the end of June, after increasing its share count by 324% in the second quarter, according to 13F Pro.
Jane Street also added nearly 9 million shares of the ARK 21Shares Bitcoin ETF (ARKB), worth about $249 million, and more than doubled its iShares Ethereum Trust (ETHA) position by 7.83 million shares, worth about $158 million.
Other institutions showed divergent moves. JPMorgan Chase raised its IBIT holdings by 9.6% in the third quarter, adding about 1 million shares to reach 11.41 million, a position valued at roughly $540 million. The bank nearly eliminated its direct ETHA holding, cutting it from 1.17 million shares to 399. It also increased its stake in Bitcoin treasury company Strategy by 36% to nearly 849,000 shares, worth about $131 million. Separately, Laurore, which lists a Hong Kong business address in its SEC filing, reduced its IBIT holdings by 33%, to 3.25 million shares worth about $154 million at quarter-end.
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