Skip to content

JBAXY JULIUS BAER GROUP LTD UNSPONSO

Follow

USD (ADR)

9 managers (9 13F filers) reported a position in JBAXY shares at 2025-06-30, 130,923 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
9
13F filers
9
New
1
Added
0
Reduced
5
Sold out
1
Shares held by filers
130,923

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Henry James International Management In…76,141$1.02M0.34%013F-HRTimeline
RHUMBLINE ADVISERS46,537$626K<0.01%-88013F-HRTimeline
GAMMA Investing LLC4,782$64.4K<0.01%-1,21013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC1,600$21.5K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,175$15.8K<0.01%-80213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.578$8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Horizon Advisors, Inc.65$874<0.01%-26813F-HRTimeline
Brooklyn Investment Group27$364<0.01%-1313F-HR/ATimeline
Salomon & Ludwin, LLC18$245<0.01%new13F-HRTimeline