UMB Bank’s Jackson Financial JXN Stock Holding History

UMB Bank’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	$42.9K	Buy	406 +14	+4%	+$1.57K	﹤0.01%	1317
2025 Q4	$41.8K	Buy	392 +114	+41%	+$11.3K	﹤0.01%	1305
2025 Q3	$28.1K	Buy	278 +76	+38%	+$7.1K	﹤0.01%	1339
2025 Q2	$17.9K	Sell	202 -62	-23%	-$5.02K	﹤0.01%	1410
2025 Q1	$22.1K	Buy	264 +108	+69%	+$9.59K	﹤0.01%	1298
2024 Q4	$13.6K	Hold	156	–	–	﹤0.01%	1383
2024 Q3	$14.2K	Buy	156 +78	+100%	+$6.51K	﹤0.01%	1353
2024 Q2	$5.79K	Buy	78 +48	+160%	+$3.43K	﹤0.01%	1391
2024 Q1	$1.98K	Buy	+30	New	+$1.63K	﹤0.01%	1542
2022 Q2	–	Sell	-34	Closed	-$2K	–	1971
2022 Q1	$2K	Sell	34 -1	-3%	-$42	﹤0.01%	1832
2021 Q4	$1K	Buy	+35	New	+$1.15K	﹤0.01%	1922

Other funds holding JXN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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