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
2025
Q2 		– Sell
-110,000
Closed -$9.22M – 8542
2025
Q1 		$9.22M Hold
110,000
– – ﹤0.01% 3217
2024
Q4 		$9.58M Buy
+110,000
New +$10.7M ﹤0.01% 2985

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America's JXN Position: Q2 2026 in Review

Bank of America reduced its Jackson Financial (JXN) stake by 16% in Q2 2026, selling an estimated $5.66M and leaving 272,954 shares worth $27.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Bank of America first reported a position in JXN in Q3 2021 and has held it in 20 quarters since. The position peaked at $34.4M in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Bank of America held 272,954 shares of Jackson Financial worth $27.9M as of Q2 2026.
  • Bank of America sold 52,268 Jackson Financial shares in Q2 2026, an estimated $5.66M.
  • Jackson Financial made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2196 holding.
  • Bank of America first reported a position in Jackson Financial in Q3 2021 and has held it in 20 quarters since.
  • Bank of America's Jackson Financial position peaked at $34.4M in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.