JBAXY JULIUS BAER GROUP LTD UNSPONSO

USD (ADR)

8 managers (8 13F filers) reported a position in JBAXY shares at 2026-03-31, 152,415 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.

Managers: 8
13F filers: 8
New: 0
Added: 3
Reduced: 3
Sold out: 2
Shares held by filers: 152,415

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Henry James International Management In…	74,849	$1.08M	0.39%	+5,708	13F-HR Timeline
RHUMBLINE ADVISERS	67,944	$1M	<0.01%	+2,399	13F-HR Timeline
GAMMA Investing LLC	8,361	$123K	0.01%	+2,345	13F-HR Timeline
Salomon & Ludwin, LLC	515	$7.69K	<0.01%	0	13F-HR Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…	459	$6.77K	<0.01%	-7	13F-HR Timeline Group
HANTZ FINANCIAL SERVICES, INC.	263	$4K	<0.01%	-315	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Ancora Advisors LLCin group Ancora Advisors LLC	23	$339	<0.01%	-45	13F-HR Timeline Group
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	1	$15	<0.01%	0	13F-HR Timeline Group