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JXN icon

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
Q2 		$43.3K Buy
423
+17
+4% +$1.84K ﹤0.01% 1386
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
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 $3.37T AUM 44.26% 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

UMB Bank's JXN Position: Q2 2026 in Review

UMB Bank increased its Jackson Financial (JXN) stake by 4.2% in Q2 2026, buying an estimated $1.84K and bringing the position to 423 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

UMB Bank first reported a position in JXN in Q4 2021 and has held it in 12 quarters since. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • UMB Bank held 423 shares of Jackson Financial worth $43.3K as of Q2 2026.
  • UMB Bank bought 17 Jackson Financial shares in Q2 2026, an estimated $1.84K.
  • Jackson Financial made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1386 holding.
  • UMB Bank first reported a position in Jackson Financial in Q4 2021 and has held it in 12 quarters since.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.