Julius Baer Group Ltd-un Adr
$18.22-0.7%
+$147.3K
Net Activity
+5.60% total shares
Institutions Holding
8
Popularity Rank
#10591
Avg Weight
0.05%
Total Value
$2.8M
8 institutions currently hold JBAXY, with 5 net buyers and 2 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
2
Net Buying Institutions
5
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 21/100).
JBAXY ranks #10591 out of 37507 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.
GAMMA Investing LLC has added to its JBAXY position for two straight quarters, increasing it by $86.6K to reach $180.6K today.
+$147.5K
Total Buy Value
$354.0
Total Sell Value
5
Net Buyers
2
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 2026-06-30 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
6,254
Total reported value
$2.2T
3236 13F institutions increased their position this quarter
Institutions Holding
6,001
Total reported value
$3.6T
3039 13F institutions increased their position this quarter
Institutions Holding
6,165
Total reported value
$1.8T
2981 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,256
Total reported value
$320.6B
Held by 4256 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,238
Total reported value
$346.4B
Held by 4238 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,133
Total reported value
$257.5B
Held by 4133 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