SBI Securities Co., Ltd. JXI — iShares Global Utilities ETF

Ownership history in SBI Securities Co., Ltd.  ·  6 quarters on record

AI Ownership Summary

SBI Securities Co., Ltd. reported iShares Global Utilities ETF (JXI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows JXI at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JXI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SBI Securities Co., Ltd.'s position in iShares Global Utilities ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JXI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JXI stock page SBI Securities Co., Ltd. fund profile SBI Securities Co., Ltd. full holdings
How SBI Securities Co., Ltd. held JXI — position size vs. price
% of Fund (quarterly)    JXI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,368 +225 +10.5% 0.01% $204K 2026-04-28 $87.59
2025 Q4 REDUCED — — — 2,143 -81 -3.6% 0.00% $169K 2026-02-03 $81.92
2025 Q3 REDUCED 12.6% +2.6% ❌ 2,224 -322 -12.6% 0.00% $173K 2025-11-05 $79.09
2025 Q2 ADDED — — — 2,546 +368 +16.9% 0.01% $188K 2025-08-08 $75.20
2025 Q1 ADDED — — — 2,178 +120 +5.8% 0.01% $150K 2025-05-02 $69.81
2024 Q4 INITIATED — — — 2,058 — — 0.00% $132K 2025-02-06 $64.18

🏢 Other funds also holding JXI

As of 2026 Q1 — sorted by position size

Nova Wealth Management, Inc. 0.46% Sightline Wealth Advisors, LLC 3Y 0.15% Eagle Strategies LLC 3Y 0.06% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.04% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% Estate Planners Group, LLC 0.01% Bangor Savings Bank 3Y 7Y 0.01% BEACON INVESTMENT ADVISORY SERVICES, INC. 3Y 7Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.01% MATHER GROUP, LLC. 3Y 7Y 0.0%

FAQ About SBI Securities Co., Ltd. and JXI

These are the practical questions this page is built to answer before you even open the full history table.

How long has SBI Securities Co., Ltd. reported owning JXI?

SBI Securities Co., Ltd. reported JXI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JXI position in SBI Securities Co., Ltd.'s portfolio?

The largest reported portfolio weight for JXI was 0.01% in 2026 Q1.

What is the latest reported JXI position on this page?

The most recent filing on this page is 2026 Q1, when SBI Securities Co., Ltd. reported 2,368 shares, equal to 0.01% of portfolio, with an estimated market value of $204K.

What does the chart on this JXI ownership page compare?

The chart compares SBI Securities Co., Ltd.'s quarterly JXI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SBI Securities Co., Ltd. time their JXI position?

Based on 13F filing dates vs. subsequent JXI price moves, SBI Securities Co., Ltd. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JXI relative to SPY over the holding period was +11.5%.

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