Mitsubishi UFJ Trust & Banking
JXN icon

Mitsubishi UFJ Trust & Banking’s Jackson Financial JXN Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$8.52M Sell
83,167
-45,497
-35% -$4.93M 0.02% 553
2026
Q1 		$13.6M Buy
128,664
+10,923
+9% +$1.22M 0.03% 424
2025
Q4 		$12.6M Sell
117,741
-6,259
-5% -$623K 0.03% 461
2025
Q3 		$12.6M Buy
124,000
+21,058
+20% +$1.97M 0.03% 503
2025
Q2 		$9.14M Buy
102,942
+12,412
+14% +$1.01M 0.02% 562
2025
Q1 		$7.58M Sell
90,530
-9,443
-9% -$839K 0.02% 600
2024
Q4 		$8.71M Sell
99,973
-3,381
-3% -$330K 0.02% 598
2024
Q3 		$9.43M Sell
103,354
-13,345
-11% -$1.11M 0.02% 586
2024
Q2 		$8.67M Buy
116,699
+17,795
+18% +$1.27M 0.02% 581
2024
Q1 		$6.54M Buy
98,904
+10,487
+12% +$569K 0.02% 640
2023
Q4 		$4.53M Buy
88,417
+16,460
+23% +$724K 0.01% 699
2023
Q3 		$2.75M Buy
71,957
+20,083
+39% +$702K 0.01% 747
2023
Q2 		$1.59M Buy
51,874
+15,068
+41% +$485K ﹤0.01% 792
2023
Q1 		$1.38M Buy
36,806
+555
+2% +$22.8K ﹤0.01% 796
2022
Q4 		$1.26M Buy
36,251
+27,090
+296% +$941K ﹤0.01% 806
2022
Q3 		$254K Buy
9,161
+1,240
+16% +$36.6K ﹤0.01% 977
2022
Q2 		$212K Buy
+7,921
New +$289K ﹤0.01% 1073
2021
Q4 		– Sell
-45,908
Closed -$1.19M – 1373
2021
Q3 		$1.19M Buy
+45,908
New +$1.25M ﹤0.01% 896

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

Mitsubishi UFJ Trust & Banking's JXN Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its Jackson Financial (JXN) stake by 35% in Q2 2026, selling an estimated $4.93M and leaving 83,167 shares worth $8.52M. The position accounts for 0.02% of the portfolio, ranked #553.

Mitsubishi UFJ Trust & Banking first reported a position in JXN in Q3 2021 and has held it in 18 quarters since. The position peaked at $13.6M in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 83,167 shares of Jackson Financial worth $8.52M as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking sold 45,497 Jackson Financial shares in Q2 2026, an estimated $4.93M.
  • Jackson Financial made up 0.02% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #553 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Jackson Financial in Q3 2021 and has held it in 18 quarters since.
  • Mitsubishi UFJ Trust & Banking's Jackson Financial position peaked at $13.6M in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.