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Bell Investment Advisors’s
Jackson Financial
JXN
Stock Holding History
Bell Investment Advisors’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
$24.2K
Buy
229
+4
+2%
+$447
﹤0.01%
405
2025
Q4
$24K
Sell
225
-11
-5%
-$1.09K
﹤0.01%
399
2025
Q3
$23.9K
Sell
236
-63
-21%
-$5.89K
﹤0.01%
369
2025
Q2
$26.5K
Buy
299
+23
+8%
+$1.86K
﹤0.01%
351
2025
Q1
$23.1K
Hold
276
–
–
﹤0.01%
352
2024
Q4
$24K
Sell
276
-92
-25%
-$8.98K
﹤0.01%
343
2024
Q3
$33.6K
Sell
368
-10
-3%
-$834
0.01%
292
2024
Q2
$28.1K
Buy
378
+7
+2%
+$500
0.01%
315
2024
Q1
$24.5K
Buy
371
+42
+13%
+$2.28K
﹤0.01%
338
2023
Q4
$16.8K
Buy
329
+22
+7%
+$968
﹤0.01%
396
2023
Q3
$11.7K
Buy
307
+156
+103%
+$5.45K
﹤0.01%
450
2023
Q2
$4.62K
Sell
151
-13
-8%
-$419
﹤0.01%
860
2023
Q1
$6.14K
Buy
164
+25
+18%
+$1.03K
﹤0.01%
686
2022
Q4
$4.84K
Sell
139
-32
-19%
-$1.11K
﹤0.01%
835
2022
Q3
$5K
Buy
171
+143
+511%
+$4.22K
﹤0.01%
690
2022
Q2
$1K
Buy
+28
New
+$1.02K
﹤0.01%
1474
2021
Q4
$1K
Buy
15
+14
+1,400%
+$459
﹤0.01%
1481
2021
Q3
$0
Buy
+1
New
+$27
﹤0.01%
1776
Other funds holding JXN
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New York
$5.7T 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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
New York
$761B AUM
31.28%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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