Bellevue Asset Management’s Jackson Financial JXN Stock Holding History

Bellevue Asset Management’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	$2.25K	Buy	+22	New	+$2.38K	﹤0.01%	441

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bellevue Asset Management's JXN Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in Jackson Financial (JXN) in Q2 2026: 22 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings.

503 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Bellevue Asset Management held 22 shares of Jackson Financial worth $2.25K as of Q2 2026.
Jackson Financial was a new Bellevue Asset Management position in Q2 2026.
Jackson Financial made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #441 holding.
503 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.