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J. Safra Sarasin Holding’s iShares Global Utilities ETF JXI Stock Holding History

J. Safra Sarasin Holding’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09M Buy
12,631
+561
+5% +$47K 0.02% 275
2025
Q4 		$949K Buy
+12,070
New +$964K 0.02% 310

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

J. Safra Sarasin Holding's JXI Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its iShares Global Utilities ETF (JXI) stake by 4.6% in Q1 2026, buying an estimated $47K and bringing the position to 12,631 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #275.

J. Safra Sarasin Holding first reported a position in JXI in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • J. Safra Sarasin Holding held 12,631 shares of iShares Global Utilities ETF worth $1.09M as of Q1 2026.
  • J. Safra Sarasin Holding bought 561 iShares Global Utilities ETF shares in Q1 2026, an estimated $47K.
  • iShares Global Utilities ETF made up 0.02% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #275 holding.
  • J. Safra Sarasin Holding first reported a position in iShares Global Utilities ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.