Raymond James Financial
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Raymond James Financial’s iShares Global Utilities ETF JXI Stock Holding History

Raymond James Financial’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 		$4.45M Buy
51,544
+21,947
+74% +$1.84M ﹤0.01% 2690
2025
Q4 		$2.33M Buy
29,597
+1,686
+6% +$135K ﹤0.01% 3149
2025
Q3 		$2.17M Buy
27,911
+1,243
+5% +$93.5K ﹤0.01% 3118
2025
Q2 		$1.97M Buy
26,668
+3,674
+16% +$262K ﹤0.01% 3093
2025
Q1 		$1.59M Buy
+22,994
New +$1.53M ﹤0.01% 3161

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 $31B AUM 28.39% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Raymond James Financial's JXI Position: Q1 2026 in Review

Raymond James Financial increased its iShares Global Utilities ETF (JXI) stake by 74% in Q1 2026, buying an estimated $1.84M and bringing the position to 51,544 shares worth $4.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

Raymond James Financial first reported a position in JXI in Q1 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Raymond James Financial held 51,544 shares of iShares Global Utilities ETF worth $4.45M as of Q1 2026.
  • Raymond James Financial bought 21,947 iShares Global Utilities ETF shares in Q1 2026, an estimated $1.84M.
  • iShares Global Utilities ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2690 holding.
  • Raymond James Financial first reported a position in iShares Global Utilities ETF in Q1 2025 and has held it in 5 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.