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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
Q2 		$23.4K Hold
229
– – ﹤0.01% 430
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

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

Bell Investment Advisors's JXN Position: Q2 2026 in Review

Bell Investment Advisors held its Jackson Financial (JXN) position steady in Q2 2026 at 229 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Bell Investment Advisors first reported a position in JXN in Q3 2021 and has held it in 19 quarters since. The position peaked at $33.6K in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Bell Investment Advisors held 229 shares of Jackson Financial worth $23.4K as of Q2 2026.
  • Bell Investment Advisors left its Jackson Financial share count unchanged in Q2 2026.
  • Jackson Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #430 holding.
  • Bell Investment Advisors first reported a position in Jackson Financial in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Jackson Financial position peaked at $33.6K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.