Institutional Ownership Julius Baer Group LTD Unsponso (JBAXY)
This table provides information about the institutional ownership of Julius Baer Group LTD Unsponso (JBAXY). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 130,936 shares, which have been reported (via 13F filing form) to have a value of $1.89 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Henry James International Management Inc.
|
Aug 14, 2025 Q2 2025 |
76,141
shares
|
$1.1 Million
0.35% of portfolio
|
Q4 2024
Added 498.73%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
46,537
shares
|
$672,459
0.0% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,782
shares
|
$69,099
0.0% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
1,600
shares
|
$23,120
0.01% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,175
shares
|
$16,978
0.0% of portfolio
|
Q2 2025
Reduced 40.57%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
578
shares
|
$8,352
0.0% of portfolio
|
Q2 2023
Reduced 20.39%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
65
shares
|
$939
0.0% of portfolio
|
Q2 2025
Reduced 80.48%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
40
shares
|
$578
0.0% of portfolio
|
Q2 2025
Reduced 32.5%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
18
shares
|
$260
0.0% of portfolio
|
Q2 2025
New holding
|