As of 31 Dec 2025, 10 institutional investors reported holding 143,965 shares of Julius Baer Group Ltd. - ADR (JBAXY).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 143,965 | $2,258,376 | +$292,576 | $15.62 | 10 |
| 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 | $12.20 | 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 | $9.20 | 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 |