BTI
JXN icon

Blue Trust Inc’s Jackson Financial JXN Stock Holding History

Blue Trust Inc’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 		$43.2K Sell
422
-34
-7% -$3.68K ﹤0.01% 1401
2026
Q1 		$48.2K Buy
456
+1
+0.2% +$112 ﹤0.01% 1344
2025
Q4 		$48.5K Buy
455
+3
+0.7% +$298 ﹤0.01% 1374
2025
Q3 		$45.8K Sell
452
-213
-32% -$19.9K ﹤0.01% 1445
2025
Q2 		$59K Buy
665
+53
+9% +$4.29K ﹤0.01% 1302
2025
Q1 		$51.3K Sell
612
-186
-23% -$16.5K ﹤0.01% 1353
2024
Q4 		$69.5K Buy
798
+426
+115% +$41.6K ﹤0.01% 1097
2024
Q3 		$27.6K Buy
372
+260
+232% +$21.7K ﹤0.01% 1818
2024
Q2 		$7.41K Buy
112
+105
+1,500% +$7.5K ﹤0.01% 2045
2024
Q1 		$463 Sell
7
-102
-94% -$5.54K ﹤0.01% 2017
2023
Q4 		$5K Buy
109
+99
+990% +$4.36K ﹤0.01% 1844
2023
Q3 		$0 Sell
10
-52
-84% -$1.82K ﹤0.01% 2171
2023
Q2 		$2K Hold
62
– – ﹤0.01% 1725
2023
Q1 		$2K Sell
62
-68
-52% -$2.79K ﹤0.01% 2014
2022
Q4 		$4K Buy
130
+96
+282% +$3.33K ﹤0.01% 1791
2022
Q3 		$1K Buy
34
+24
+240% +$709 ﹤0.01% 1943
2022
Q2 		$0 Buy
+10
New +$365 ﹤0.01% 1946

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 $3.37T 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
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

Blue Trust Inc's JXN Position: Q2 2026 in Review

Blue Trust Inc reduced its Jackson Financial (JXN) stake by 7.5% in Q2 2026, selling an estimated $3.68K and leaving 422 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Blue Trust Inc first reported a position in JXN in Q2 2022 and has held it in 17 quarters since. The position peaked at $69.5K in Q4 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Blue Trust Inc held 422 shares of Jackson Financial worth $43.2K as of Q2 2026.
  • Blue Trust Inc sold 34 Jackson Financial shares in Q2 2026, an estimated $3.68K.
  • Jackson Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1401 holding.
  • Blue Trust Inc first reported a position in Jackson Financial in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Jackson Financial position peaked at $69.5K in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.