• Holders

Julius Baer Group Ltd. - ADR (JBAXY)

Historical Holders from Q1 2014 to Q1 2025

Symbol
JBAXY on OTC
CUSIP
48137C108
Type / Class
Equity / ADR
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
153K
Holdings value
$1.97M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
8
Number of buys
4
Number of sells
-2
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of Julius Baer Group Ltd. - ADR (JBAXY)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 53.4K $735K +$139K $13.76 2
2024 Q4 153K $1.97M +$845K $12.88 8
2024 Q3 87.1K $1.04M -$98.4K $11.97 8
2024 Q2 66.7K $743K +$202K $11.16 9
2024 Q1 48.6K $561K +$89.6K $11.55 8
2023 Q4 39.7K $443K -$96.6K $11.16 5
2023 Q3 47.7K $608K +$104K $12.75 5
2023 Q2 39.5K $496K -$3.89M $12.56 4
2023 Q1 323K $4.4M +$266K $13.64 6
2022 Q4 303K $3.53M -$316K $11.64 4
2022 Q3 333K $2.89M -$389K $8.65 5
2022 Q2 378K $3.49M -$273K $9.22 4
2022 Q1 408K $4.67M -$358K $11.70 6
2021 Q4 438K $5.84M +$256K $13.51 6
2021 Q3 419K $5.56M -$2.21M $13.25 7
2021 Q2 586K $7.64M -$36.9M $13.02 7
2021 Q1 3.48M $44.4M +$817K $12.73 7
2020 Q4 3.42M $39.5M +$487K $11.57 6
2020 Q3 3.38M $28.5M -$281K $8.53 6
2020 Q2 3.41M $28.4M +$2.17M $8.31 7
2020 Q1 3.15M $21.1M -$53K $6.75 8
2019 Q4 3.13M $32.1M +$449K $10.27 8
2019 Q3 3.1M $27.3M +$1.55M $8.81 10
2019 Q2 2.92M $25.8M +$1.23M $8.87 10
2019 Q1 2.78M $22.4M +$6.96M $8.07 11
2018 Q4 1.92M $13.6M -$1.25M $7.11 9
2018 Q3 2.1M $20.8M -$4M $10.05 7
2018 Q2 2.48M $28.9M +$3.5M $11.70 8
2018 Q1 2.2M $27M +$2.2M $12.26 8
2017 Q4 2.02M $24.6M +$2.38M $12.20 7
2017 Q3 1.82M $21.5M +$2.03M $11.81 6
2017 Q2 260 $2K $0 $7.69 1
2017 Q1 260 $2K -$1.41M $7.69 1
2016 Q4 1.62M $14.4M +$503K $8.86 8
2016 Q3 1.57M $12.7M +$94.1K $8.14 10
2016 Q2 1.56M $12.4M +$549K $7.94 11
2016 Q1 1.49M $12.7M +$941K $8.60 12
2015 Q4 1.38M $13.3M -$1.28M $9.71 10
2015 Q3 1.6M $14.5M -$10.5M $9.04 13
2015 Q2 2.53M $28.4M +$18M $11.22 12
2015 Q1 2.95M $29.4M -$50.4M $9.96 13
2014 Q4 8.14M $74.4M -$22.8M $9.20 13
2014 Q3 10.6M $94.9M +$13.1M $8.94 17
2014 Q2 9.16M $75.3M -$2.08M $8.24 15
2014 Q1 9.39M $83.2M +$15.8M $8.88 17