MassMutual Private Wealth & Trust’s Jackson Financial JXN Stock Holding History

MassMutual Private Wealth & Trust’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	$10.8K	Hold	105	–	–	﹤0.01%	1379
2026 Q1	$11.1K	Buy	105 +3	+3%	+$336	﹤0.01%	1324
2025 Q4	$10.9K	Sell	102 -16	-14%	-$1.59K	﹤0.01%	1352
2025 Q3	$11.9K	Hold	118	–	–	﹤0.01%	1322
2025 Q2	$10.5K	Buy	118 +13	+12%	+$1.05K	﹤0.01%	1344
2025 Q1	$8.8K	Buy	105 +27	+35%	+$2.4K	﹤0.01%	1353
2024 Q4	$6.79K	Buy	78 +32	+70%	+$3.13K	﹤0.01%	1412
2024 Q3	$4.2K	Buy	46 +34	+283%	+$2.84K	﹤0.01%	1430
2024 Q2	$891	Buy	12 +4	+50%	+$286	﹤0.01%	1841
2024 Q1	$529	Sell	8 -30	-79%	-$1.63K	﹤0.01%	1854
2023 Q4	$1.95K	Buy	38 +8	+27%	+$352	﹤0.01%	1506
2023 Q3	$1.15K	Buy	+30	New	+$1.05K	﹤0.01%	1652
2021 Q4	–	Sell	-5	Closed	–	–	1444
2021 Q3	$0	Buy	+5	New	+$136	﹤0.01%	1293

Other funds holding JXN

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MassMutual Private Wealth & Trust's JXN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Jackson Financial (JXN) position steady in Q2 2026 at 105 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

MassMutual Private Wealth & Trust first reported a position in JXN in Q3 2021 and has held it in 13 quarters since. The position peaked at $11.9K in Q3 2025. 40 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

MassMutual Private Wealth & Trust held 105 shares of Jackson Financial worth $10.8K as of Q2 2026.
MassMutual Private Wealth & Trust left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1379 holding.
MassMutual Private Wealth & Trust first reported a position in Jackson Financial in Q3 2021 and has held it in 13 quarters since.
MassMutual Private Wealth & Trust's Jackson Financial position peaked at $11.9K in Q3 2025.
40 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.