Bank of New York Mellon
JXN icon

Bank of New York Mellon’s Jackson Financial JXN Stock Holding History

Bank of New York Mellon’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 		$66.6M Sell
650,839
-260,014
-29% -$28.2M 0.01% 889
2026
Q1 		$96.3M Buy
910,853
+24,747
+3% +$2.77M 0.02% 644
2025
Q4 		$94.5M Buy
886,106
+213,131
+32% +$21.2M 0.02% 675
2025
Q3 		$68.1M Sell
672,975
-11,682
-2% -$1.09M 0.01% 831
2025
Q2 		$60.8M Sell
684,657
-11,426
-2% -$926K 0.01% 868
2025
Q1 		$58.3M Sell
696,083
-70,964
-9% -$6.3M 0.01% 874
2024
Q4 		$66.8M Sell
767,047
-135,102
-15% -$13.2M 0.01% 836
2024
Q3 		$82.3M Sell
902,149
-35,009
-4% -$2.92M 0.02% 745
2024
Q2 		$69.6M Sell
937,158
-25,224
-3% -$1.8M 0.01% 830
2024
Q1 		$63.7M Sell
962,382
-57,945
-6% -$3.15M 0.01% 901
2023
Q4 		$52.2M Sell
1,020,327
-108,961
-10% -$4.79M 0.01% 1015
2023
Q3 		$43.2M Buy
1,129,288
+316,158
+39% +$11M 0.01% 1083
2023
Q2 		$24.9M Buy
813,130
+34,635
+4% +$1.12M 0.01% 1432
2023
Q1 		$29.1M Buy
778,495
+25,235
+3% +$1.04M 0.01% 1344
2022
Q4 		$26.2M Buy
753,260
+439,572
+140% +$15.3M 0.01% 1391
2022
Q3 		$8.71M Buy
313,688
+24,352
+8% +$719K ﹤0.01% 1973
2022
Q2 		$7.74M Buy
289,336
+139,623
+93% +$5.09M ﹤0.01% 2083
2022
Q1 		$6.62M Sell
149,713
-20,923
-12% -$872K ﹤0.01% 2279
2021
Q4 		$7.14M Buy
170,636
+34,137
+25% +$1.12M ﹤0.01% 2278
2021
Q3 		$3.55M Buy
+136,499
New +$3.71M ﹤0.01% 2663

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon's JXN Position: Q2 2026 in Review

Bank of New York Mellon reduced its Jackson Financial (JXN) stake by 29% in Q2 2026, selling an estimated $28.2M and leaving 650,839 shares worth $66.6M. The position accounts for 0.01% of the portfolio, ranked #889.

Bank of New York Mellon first reported a position in JXN in Q3 2021 and has held it in 20 quarters since. The position peaked at $96.3M in Q1 2026. 329 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Bank of New York Mellon held 650,839 shares of Jackson Financial worth $66.6M as of Q2 2026.
  • Bank of New York Mellon sold 260,014 Jackson Financial shares in Q2 2026, an estimated $28.2M.
  • Jackson Financial made up 0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #889 holding.
  • Bank of New York Mellon first reported a position in Jackson Financial in Q3 2021 and has held it in 20 quarters since.
  • Bank of New York Mellon's Jackson Financial position peaked at $96.3M in Q1 2026.
  • 329 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.