Mutual of America Capital Management’s Jackson Financial JXN Stock Holding History

Mutual of America Capital 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	$818K	Sell	7,988 -116	-1%	-$12.6K	0.01%	1035
2026 Q1	$857K	Buy	8,104 +335	+4%	+$37.5K	0.01%	969
2025 Q4	$829K	Sell	7,769 -33	-0.4%	-$3.28K	0.01%	995
2025 Q3	$790K	Sell	7,802 -1,375	-15%	-$128K	0.01%	1003
2025 Q2	$815K	Sell	9,177 -1,579	-15%	-$128K	0.01%	1007
2025 Q1	$901K	Sell	10,756 -433	-4%	-$38.5K	0.01%	1006
2024 Q4	$974K	Sell	11,189 -127	-1%	-$12.4K	0.01%	1002
2024 Q3	$1.03M	Buy	11,316 +159	+1%	+$13.3K	0.01%	1028
2024 Q2	$829K	Sell	11,157 -1,033	-8%	-$73.8K	0.01%	1057
2024 Q1	$806K	Sell	12,190 -194	-2%	-$10.5K	0.01%	1076
2023 Q4	$634K	Sell	12,384 -392	-3%	-$17.3K	0.01%	1101
2023 Q3	$488K	Buy	+12,776	New	+$446K	0.01%	1124

Other funds holding JXN

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mutual of America Capital Management's JXN Position: Q2 2026 in Review

Mutual of America Capital Management reduced its Jackson Financial (JXN) stake by 1.4% in Q2 2026, selling an estimated $12.6K and leaving 7,988 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #1035.

Mutual of America Capital Management first reported a position in JXN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q3 2024. 329 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Mutual of America Capital Management held 7,988 shares of Jackson Financial worth $818K as of Q2 2026.
Mutual of America Capital Management sold 116 Jackson Financial shares in Q2 2026, an estimated $12.6K.
Jackson Financial made up 0.01% of Mutual of America Capital Management's portfolio in Q2 2026, its #1035 holding.
Mutual of America Capital Management first reported a position in Jackson Financial in Q3 2023 and has held it in 12 quarters since.
Mutual of America Capital Management's Jackson Financial position peaked at $1.03M in Q3 2024.
329 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.