As of 30 Sep 2025, 7 institutional investors reported holding 125,199 shares of Julius Baer Group Ltd. - ADR (JBAXY).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 6,016 | $93,970 | +$7,732 | $15.62 | 1 |
| 2025 Q3 | 125,199 | $1,730,462 | -$78,150 | $13.83 | 7 |
| 2025 Q2 | 130,923 | $1,762,438 | -$365,559 | $13.46 | 9 |
| 2025 Q1 | 157,625 | $2,168,048 | +$68,490 | $13.76 | 9 |
| 2024 Q4 | 152,662 | $1,967,337 | +$844,833 | $12.88 | 8 |
| 2024 Q3 | 87,050 | $1,044,937 | -$98,408 | $11.97 | 8 |
| 2024 Q2 | 66,656 | $743,422 | +$201,914 | $11.16 | 9 |
| 2024 Q1 | 48,561 | $561,200 | +$89,646 | $11.55 | 8 |
| 2023 Q4 | 39,702 | $443,063 | -$96,598 | $11.16 | 5 |
| 2023 Q3 | 47,650 | $607,534 | +$103,886 | $12.75 | 5 |
| 2023 Q2 | 39,502 | $496,090 | -$3,885,668 | $12.56 | 4 |
| 2023 Q1 | 322,854 | $4,403,576 | +$265,554 | $13.64 | 6 |
| 2022 Q4 | 303,388 | $3,530,788 | -$315,999 | $11.64 | 4 |
| 2022 Q3 | 333,338 | $2,887,000 | -$388,985 | $8.65 | 5 |
| 2022 Q2 | 378,403 | $3,488,000 | -$272,992 | $9.22 | 4 |
| 2022 Q1 | 407,667 | $4,666,000 | -$358,467 | $11.70 | 6 |
| 2021 Q4 | 438,340 | $5,839,000 | +$256,492 | $13.51 | 6 |
| 2021 Q3 | 419,101 | $5,556,000 | -$2,210,158 | $13.25 | 7 |
| 2021 Q2 | 585,942 | $7,640,000 | -$36,862,816 | $13.02 | 7 |
| 2021 Q1 | 3,481,689 | $44,356,000 | +$816,580 | $12.73 | 7 |
| 2020 Q4 | 3,417,499 | $39,501,000 | +$486,583 | $11.57 | 6 |
| 2020 Q3 | 3,375,404 | $28,492,000 | -$281,384 | $8.53 | 6 |
| 2020 Q2 | 3,409,689 | $28,352,000 | +$2,174,489 | $8.31 | 7 |
| 2020 Q1 | 3,148,007 | $21,060,150 | -$52,977 | $6.75 | 8 |
| 2019 Q4 | 3,125,557 | $32,078,000 | +$449,222 | $10.27 | 8 |
| 2019 Q3 | 3,097,679 | $27,258,000 | +$1,545,264 | $8.81 | 10 |
| 2019 Q2 | 2,921,245 | $25,782,882 | +$1,231,125 | $8.87 | 10 |
| 2019 Q1 | 2,783,764 | $22,388,000 | +$6,958,171 | $8.07 | 11 |
| 2018 Q4 | 1,922,019 | $13,576,000 | -$1,245,286 | $7.11 | 9 |
| 2018 Q3 | 2,098,709 | $20,832,000 | -$4,002,706 | $10.05 | 7 |
| 2018 Q2 | 2,480,418 | $28,855,000 | +$3,498,222 | $11.70 | 8 |
| 2018 Q1 | 2,199,372 | $26,970,000 | +$2,199,344 | $12.26 | 8 |
| 2017 Q4 | 2,018,520 | $24,626,000 | +$2,381,086 | $12.20 | 7 |
| 2017 Q3 | 1,823,417 | $21,535,000 | +$2,030,455 | $11.81 | 6 |
| 2017 Q2 | 260 | $2,000 | $0 | $7.69 | 1 |
| 2017 Q1 | 260 | $2,000 | -$1,409,981 | $7.69 | 1 |
| 2016 Q4 | 1,623,107 | $14,368,000 | +$502,936 | $8.86 | 8 |
| 2016 Q3 | 1,566,413 | $12,687,000 | +$94,146 | $8.14 | 10 |
| 2016 Q2 | 1,555,577 | $12,353,000 | +$548,936 | $7.94 | 11 |
| 2016 Q1 | 1,487,209 | $12,711,000 | +$941,493 | $8.60 | 12 |
| 2015 Q4 | 1,375,844 | $13,348,000 | -$1,277,719 | $9.71 | 10 |
| 2015 Q3 | 1,596,563 | $14,451,000 | -$10,497,049 | $9.04 | 13 |
| 2015 Q2 | 2,531,172 | $28,399,000 | +$18,043,553 | $11.22 | 12 |
| 2015 Q1 | 2,953,328 | $29,418,225 | -$50,431,312 | $9.96 | 13 |
| 2014 Q4 | 8,143,895 | $74,442,000 | -$22,795,497 | $9.20 | 13 |
| 2014 Q3 | 10,622,372 | $94,946,000 | +$13,051,456 | $8.94 | 17 |
| 2014 Q2 | 9,156,404 | $75,339,005 | -$2,075,504 | $8.24 | 15 |
| 2014 Q1 | 9,387,282 | $83,228,084 | +$15,801,883 | $8.88 | 17 |