Bank of Montreal
JXN icon

Bank of Montreal’s Jackson Financial JXN Stock Holding History

Bank of Montreal’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
Q2 		$739K Buy
7,217
+355
+5% +$38.5K ﹤0.01% 2253
2026
Q1 		$725K Buy
6,862
+1,095
+19% +$122K ﹤0.01% 2206
2025
Q4 		$615K Sell
5,767
-562
-9% -$55.9K ﹤0.01% 2207
2025
Q3 		$641K Sell
6,329
-6,528
-51% -$610K ﹤0.01% 2158
2025
Q2 		$1.14M Buy
12,857
+142
+1% +$11.5K ﹤0.01% 1836
2025
Q1 		$1.07M Buy
12,715
+2,789
+28% +$248K ﹤0.01% 1792
2024
Q4 		$864K Buy
9,926
+810
+9% +$79.1K ﹤0.01% 1946
2024
Q3 		$833K Sell
9,116
-25,184
-73% -$2.1M ﹤0.01% 2132
2024
Q2 		$2.57M Buy
34,300
+24,480
+249% +$1.75M ﹤0.01% 1552
2024
Q1 		$652K Buy
9,820
+948
+11% +$51.5K ﹤0.01% 2257
2023
Q4 		$464K Buy
8,872
+1,319
+17% +$58K ﹤0.01% 2555
2023
Q3 		$306K Buy
+7,553
New +$264K ﹤0.01% 2793
2023
Q2 		– Sell
-4,986
Closed -$227K – 4152
2023
Q1 		$227K Sell
4,986
-127,660
-96% -$5.24M ﹤0.01% 2938
2022
Q4 		$4.93M Buy
+132,646
New +$4.61M ﹤0.01% 1300
2022
Q3 		– Sell
-267,807
Closed -$7.39K – 4244
2022
Q2 		$7.39K Buy
+267,807
New +$9.77M ﹤0.01% 1202
2021
Q4 		– Sell
-252,754
Closed -$6.77M – 3687
2021
Q3 		$6.77M Buy
+252,754
New +$6.88M ﹤0.01% 1484

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
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 $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Bank of Montreal increased its Jackson Financial (JXN) stake by 5.2% in Q2 2026, buying an estimated $38.5K and bringing the position to 7,217 shares worth $739K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Bank of Montreal first reported a position in JXN in Q3 2021 and has held it in 16 quarters since. The position peaked at $6.77M in Q3 2021. 469 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Bank of Montreal held 7,217 shares of Jackson Financial worth $739K as of Q2 2026.
  • Bank of Montreal bought 355 Jackson Financial shares in Q2 2026, an estimated $38.5K.
  • Jackson Financial made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2253 holding.
  • Bank of Montreal first reported a position in Jackson Financial in Q3 2021 and has held it in 16 quarters since.
  • Bank of Montreal's Jackson Financial position peaked at $6.77M in Q3 2021.
  • 469 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.