WhitTier Trust Company’s Jackson Financial JXN Stock Holding History

WhitTier Trust Company’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	$3.28K	Hold	30	–	–	﹤0.01%	1234
2026 Q1	$3.18K	Hold	30	–	–	﹤0.01%	1210
2025 Q4	$3.4K	Hold	30	–	–	﹤0.01%	1119
2025 Q3	$3.12K	Hold	30	–	–	﹤0.01%	1134
2025 Q2	$2.66K	Hold	30	–	–	﹤0.01%	1286
2025 Q1	$2.51K	Hold	30	–	–	﹤0.01%	1256
2024 Q4	$2.61K	Hold	30	–	–	﹤0.01%	1215
2024 Q3	$2.74K	Hold	30	–	–	﹤0.01%	1194
2024 Q2	$2.23K	Hold	30	–	–	﹤0.01%	1161
2024 Q1	$1.98K	Hold	30	–	–	﹤0.01%	1132
2023 Q4	$1.54K	Hold	30	–	–	﹤0.01%	1146
2023 Q3	$1.15K	Hold	30	–	–	﹤0.01%	1120
2023 Q2	$918	Hold	30	–	–	﹤0.01%	1134
2023 Q1	$1.12K	Sell	30 -3	-9%	-$123	﹤0.01%	1110
2022 Q4	$1.15K	Buy	33 +3	+10%	+$104	﹤0.01%	1136
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	1066
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	1097
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	1088
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	1044
2021 Q3	$1K	Buy	+30	New	+$816	﹤0.01%	1094

Other funds holding JXN

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WhitTier Trust Company's JXN Position: Q2 2026 in Review

WhitTier Trust Company held its Jackson Financial (JXN) position steady in Q2 2026 at 30 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

WhitTier Trust Company first reported a position in JXN in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.4K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

WhitTier Trust Company held 30 shares of Jackson Financial worth $3.28K as of Q2 2026.
WhitTier Trust Company left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1234 holding.
WhitTier Trust Company first reported a position in Jackson Financial in Q3 2021 and has held it in 20 quarters since.
WhitTier Trust Company's Jackson Financial position peaked at $3.4K in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.