Bank of America
JXN icon

Bank of America’s Jackson Financial JXN Stock Holding History

Bank of America’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.4M Buy
325,222
+48,399
+17% +$5.41M ﹤0.01% 1919
2025
Q4 		$29.5M Buy
276,823
+26,522
+11% +$2.64M ﹤0.01% 1966
2025
Q3 		$25.3M Buy
250,301
+37,100
+17% +$3.47M ﹤0.01% 2386
2025
Q2 		$18.9M Sell
213,201
-36,435
-15% -$2.95M ﹤0.01% 2608
2025
Q1 		$20.9M Buy
249,636
+13,677
+6% +$1.21M ﹤0.01% 2385
2024
Q4 		$20.5M Buy
235,959
+37,474
+19% +$3.66M ﹤0.01% 2280
2024
Q3 		$18.1M Sell
198,485
-31,572
-14% -$2.63M ﹤0.01% 2492
2024
Q2 		$17.1M Buy
230,057
+71,262
+45% +$5.09M ﹤0.01% 2409
2024
Q1 		$10.5M Sell
158,795
-39,447
-20% -$2.14M ﹤0.01% 2942
2023
Q4 		$10.1M Buy
198,242
+47,302
+31% +$2.08M ﹤0.01% 2878
2023
Q3 		$5.77M Sell
150,940
-52,572
-26% -$1.84M ﹤0.01% 3274
2023
Q2 		$6.23M Sell
203,512
-40,525
-17% -$1.31M ﹤0.01% 3190
2023
Q1 		$9.13M Buy
244,037
+17,796
+8% +$731K ﹤0.01% 2920
2022
Q4 		$7.87M Buy
226,241
+24,457
+12% +$850K ﹤0.01% 2912
2022
Q3 		$5.6M Sell
201,784
-37,005
-15% -$1.09M ﹤0.01% 3227
2022
Q2 		$6.39M Buy
238,789
+60,296
+34% +$2.2M ﹤0.01% 3132
2022
Q1 		$7.89M Buy
178,493
+18,434
+12% +$768K ﹤0.01% 3099
2021
Q4 		$6.7M Sell
160,059
-158,504
-50% -$5.19M ﹤0.01% 3361
2021
Q3 		$8.28M Buy
+318,563
New +$8.67M ﹤0.01% 3053

Other funds holding JXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America's JXN Position: Q1 2026 in Review

Bank of America increased its Jackson Financial (JXN) stake by 17% in Q1 2026, buying an estimated $5.41M and bringing the position to 325,222 shares worth $34.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Bank of America first reported a position in JXN in Q3 2021 and has held it in 19 quarters since. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Bank of America held 325,222 shares of Jackson Financial worth $34.4M as of Q1 2026.
  • Bank of America bought 48,399 Jackson Financial shares in Q1 2026, an estimated $5.41M.
  • Jackson Financial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1919 holding.
  • Bank of America first reported a position in Jackson Financial in Q3 2021 and has held it in 19 quarters since.
  • 513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.