Julius Baer Group Ltd-un Adr
$16.64-1.1%
+$147.8K
Net Activity
+5.60% total shares
Institutions Holding
8
Popularity Rank
#10599
Avg Weight
0.05%
Total Value
$2.8M
8 institutions currently hold JBAXY, with 6 net buyers and 1 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
1
Net Buying Institutions
6
Top 5 by Value
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Across its top 8 institutional holders, JBAXY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 20/100, avg. turnover score 17/100).
JBAXY ranks #10599 out of 37701 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
8 institutions disclose a position in JBAXY, but none treat it as a major bet — even Henry James International Management Inc., its most concentrated holder, allocates just 0.4% of its own portfolio to it.
Henry James International Management Inc. has added to its JBAXY position for two straight quarters, increasing it by $251.9K to reach $1.3M today.
+$147.5K
Total Buy Value
$339.0
Total Sell Value
6
Net Buyers
1
Net Sellers
JBAXY
Q2 2026
Top 5 Institutional Movers
+$269.3K
+$216.7K
+$57.2K
+$7.1K
+$1.2K
JBAXY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | Alan Armstrong Senate | 2026-03-30 | $1K–$15K |
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
48137C108
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,291
Total reported value
$2.2T
3259 13F institutions increased their position this quarter
Institutions Holding
6,038
Total reported value
$3.6T
3059 13F institutions increased their position this quarter
Institutions Holding
6,201
Total reported value
$1.8T
3000 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,285
Total reported value
$320.7B
Held by 4285 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,267
Total reported value
$346.5B
Held by 4267 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,156
Total reported value
$257.5B
Held by 4156 institutions — one of the most-tracked stocks on AlphaSMO
Access JBAXY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/JBAXYCLI
npx alphasmo stocks get JBAXY