SBH
JXN icon

Segall Bryant & Hamill’s Jackson Financial JXN Stock Holding History

Segall Bryant & Hamill’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
Q1 		$6.11M Sell
57,752
-2,338
-4% -$262K 0.09% 285
2025
Q4 		$6.41M Buy
60,090
+2,036
+4% +$203K 0.09% 288
2025
Q3 		$5.88M Sell
58,054
-2,963
-5% -$277K 0.08% 297
2025
Q2 		$5.42M Sell
61,017
-4,112
-6% -$333K 0.08% 307
2025
Q1 		$5.46M Sell
65,129
-1,395
-2% -$124K 0.08% 299
2024
Q4 		$5.79M Sell
66,524
-9,701
-13% -$947K 0.08% 309
2024
Q3 		$6.95M Sell
76,225
-9,413
-11% -$785K 0.09% 282
2024
Q2 		$6.36M Buy
+85,638
New +$6.12M 0.11% 244

Other funds holding JXN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return