JP Morgan Chase
JXN icon

JP Morgan Chase’s Jackson Financial JXN Stock Holding History

JP Morgan Chase’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
Q3 		$53.5M Buy
403,837
+59,331
+17% +$7.6M ﹤0.01% 1421
2026
Q2 		$36.5M Sell
344,506
-145,771
-30% -$15.8M ﹤0.01% 1704
2026
Q1 		$50.5M Buy
490,277
+84,261
+21% +$9.43M ﹤0.01% 1392
2025
Q4 		$43.3M Sell
406,016
-121,928
-23% -$12.1M ﹤0.01% 1455
2025
Q3 		$53.4M Sell
527,944
-134,625
-20% -$12.6M ﹤0.01% 1370
2025
Q2 		$58.8M Buy
662,569
+143,091
+28% +$11.6M ﹤0.01% 1237
2025
Q1 		$43.5M Sell
519,478
-131,066
-20% -$11.6M ﹤0.01% 1391
2024
Q4 		$56.6M Buy
650,544
+164,800
+34% +$16.1M ﹤0.01% 1249
2024
Q3 		$44.3M Sell
485,744
-11,149
-2% -$930K ﹤0.01% 1399
2024
Q2 		$36.9M Sell
496,893
-199,836
-29% -$14.3M ﹤0.01% 1419
2024
Q1 		$46.1M Buy
696,729
+11,195
+2% +$608K ﹤0.01% 1328
2023
Q4 		$35.1M Buy
685,534
+30,181
+5% +$1.33M ﹤0.01% 1434
2023
Q3 		$25M Sell
655,353
-87,139
-12% -$3.04M ﹤0.01% 1512
2023
Q2 		$22.7M Buy
742,492
+273,494
+58% +$8.81M ﹤0.01% 1609
2023
Q1 		$17.5M Buy
468,998
+182,570
+64% +$7.5M ﹤0.01% 1785
2022
Q4 		$10M Buy
286,428
+211,620
+283% +$7.35M ﹤0.01% 2254
2022
Q3 		$2.08M Sell
74,808
-174,901
-70% -$5.17M ﹤0.01% 3430
2022
Q2 		$6.68M Buy
249,709
+157,074
+170% +$5.73M ﹤0.01% 2517
2022
Q1 		$4.1M Buy
92,635
+662
+0.7% +$27.6K ﹤0.01% 3177
2021
Q4 		$3.85M Sell
91,973
-1,038,508
-92% -$34M ﹤0.01% 3277
2021
Q3 		$29.4M Buy
+1,130,481
New +$30.8M ﹤0.01% 1484

Other funds holding JXN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase's JXN Position: Q3 2026 in Review

JP Morgan Chase increased its Jackson Financial (JXN) stake by 17% in Q3 2026, buying an estimated $7.6M and bringing the position to 403,837 shares worth $53.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

JP Morgan Chase first reported a position in JXN in Q3 2021 and has held it in 21 quarters since. The position peaked at $58.8M in Q2 2025. 371 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • JP Morgan Chase held 403,837 shares of Jackson Financial worth $53.5M as of Q3 2026.
  • JP Morgan Chase bought 59,331 Jackson Financial shares in Q3 2026, an estimated $7.6M.
  • Jackson Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #1421 holding.
  • JP Morgan Chase first reported a position in Jackson Financial in Q3 2021 and has held it in 21 quarters since.
  • JP Morgan Chase's Jackson Financial position peaked at $58.8M in Q2 2025.
  • 371 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.