Julius Baer Group Ltd. - ADR (JBAXY)

Historical Holders from Q1 2014 to Q3 2025

Symbol
JBAXY
Type / Class
Equity / ADR
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
125,199
Holdings value
$1,730,462
% of all portfolios
0%
Number of holders
7
Number of buys
3
Number of sells
-3
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of Julius Baer Group Ltd. - ADR (JBAXY)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 125,199 $1,730,462 -$78,150 $13.83 7
2025 Q2 130,923 $1,762,438 -$365,559 $13.46 9
2025 Q1 157,625 $2,168,048 +$68,490 $13.76 9
2024 Q4 152,662 $1,967,337 +$844,833 $12.88 8
2024 Q3 87,050 $1,044,937 -$98,408 $11.97 8
2024 Q2 66,656 $743,422 +$201,914 $11.16 9
2024 Q1 48,561 $561,200 +$89,646 $11.55 8
2023 Q4 40,280 $449,063 -$103,597 $11.16 6
2023 Q3 48,228 $614,534 +$96,887 $12.75 6
2023 Q2 40,093 $504,052 -$3,897,455 $12.56 6
2023 Q1 323,580 $4,413,576 +$257,554 $13.64 7
2022 Q4 304,114 $3,538,788 -$326,104 $11.64 5
2022 Q3 334,255 $2,895,000 -$396,985 $8.65 6
2022 Q2 379,320 $3,496,000 -$283,992 $9.22 5
2022 Q1 408,584 $4,677,000 -$377,468 $11.77 7
2021 Q4 439,507 $5,855,000 +$241,492 $13.57 7
2021 Q3 420,268 $5,571,000 -$2,225,150 $13.25 8
2021 Q2 587,109 $7,655,000 -$36,878,216 $13.02 8
2021 Q1 3,482,856 $44,371,000 -$1,215,172 $12.73 8
2020 Q4 3,501,348 $40,470,000 -$670,969 $11.56 7
2020 Q3 3,481,799 $29,389,000 -$1,419,604 $8.51 7
2020 Q2 3,531,249 $29,363,000 +$1,238,604 $8.31 9
2020 Q1 3,277,897 $21,927,150 -$637,979 $6.68 9
2019 Q4 3,183,025 $32,663,000 +$461,529 $10.26 9
2019 Q3 3,153,938 $27,747,000 +$1,572,435 $8.81 11
2019 Q2 2,974,377 $26,247,882 +$1,298,832 $8.82 11
2019 Q1 2,829,260 $22,748,000 +$7,133,381 $8.06 12
2018 Q4 1,945,370 $13,736,000 -$1,124,528 $7.09 10
2018 Q3 2,104,437 $20,883,000 -$3,997,266 $9.98 8
2018 Q2 2,485,536 $28,911,000 +$3,486,360 $11.66 9
2018 Q1 2,205,575 $27,039,000 +$2,199,284 $12.26 9
2017 Q4 2,024,729 $24,695,000 +$2,385,416 $12.2 8
2017 Q3 1,829,236 $21,596,000 +$2,021,384 $11.81 7
2017 Q2 1,835,047 $19,294,000 +$2,592,713 $10.52 7
2017 Q1 1,588,518 $15,784,000 -$142,429 $9.94 5
2016 Q4 1,626,363 $14,393,000 +$498,006 $8.85 9
2016 Q3 1,570,673 $12,718,000 +$96,142 $8.11 12
2016 Q2 1,559,475 $12,381,000 +$557,689 $7.94 12
2016 Q1 1,488,775 $12,723,000 +$921,890 $8.59 13
2015 Q4 1,379,969 $13,386,000 -$1,240,995 $9.71 11
2015 Q3 1,596,703 $14,452,000 -$10,497,066 $9.03 14
2015 Q2 2,531,396 $28,401,000 +$16,246,604 $11.21 13
2015 Q1 2,953,328 $29,418,225 -$50,431,303 $9.96 13
2014 Q4 8,143,895 $74,442,000 -$22,795,521 $9.2 13
2014 Q3 10,622,372 $94,946,000 +$13,051,457 $8.94 17
2014 Q2 9,156,404 $75,339,005 -$2,075,533 $8.24 15
2014 Q1 9,387,282 $83,228,084 +$14,623,109 $8.88 17