JNL/WMC Equity Income Fund
JNL Series Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
DIAMONDBACK ENERGY INC 0 113,203 113,203 2.51% $22.39M
MICROSOFT CORP 0 32,421 32,421 1.34% $12.00M
S&P GLOBAL INC 0 21,721 21,721 1.03% $9.24M
VISA INC-CLASS A 0 30,134 30,134 1.02% $9.11M
CAPITAL ONE FINANCIAL CORP 0 49,785 49,785 1.02% $9.08M
ROCHE HOLDING AG 0 22,269 22,269 0.99% $8.80M
ASTRAZENECA PLC 0 43,706 43,706 0.97% $8.62M
ROPER TECHNOLOGIES INC 0 24,355 24,355 0.97% $8.62M
SUNBELT RENTALS 0 134,976 134,976 0.96% $8.61M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
JPMORGAN CHASE and CO 56,237 0 -56,237 0.00% -$18.12M
UNITEDHEALTH GRP 53,966 0 -53,966 0.00% -$17.81M
MORGAN STANLEY 88,741 0 -88,741 0.00% -$15.75M
COTERRA ENERGY INC 524,315 0 -524,315 0.00% -$13.80M
ACCENTURE PLC CL A 42,025 0 -42,025 0.00% -$11.28M
ROCHE HOLDINGS AG (GENUSSCHEINE) 24,553 0 -24,553 0.00% -$10.09M
ASTRAZENECA PLC SPONS ADR 106,717 0 -106,717 0.00% -$9.81M
IDEX CORPORATION 50,723 0 -50,723 0.00% -$9.03M
WEC ENERGY GROUP INC 73,751 0 -73,751 0.00% -$7.78M
TRACTOR SUPPLY CO. 153,627 0 -153,627 0.00% -$7.68M
PNC FINANCIAL SERVICES GRP INC 25,872 0 -25,872 0.00% -$5.40M
JNL Government Money Market Fund - Class SL 3,454,792 0 -3,454,792 0.00% -$3.45M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BROADCOM INC 141,022 142,010 988 4.92% -$4.85M
CISCO SYSTEMS INC 231,912 241,096 9,184 2.10% $842.46K
UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT 256,627 314,896 58,269 2.01% $1.16M
T-MOBILE US INC 78,061 81,215 3,154 1.91% $1.21M
HUNTINGTON BANCSHARES INC 640,760 1,054,434 413,674 1.85% $5.38M
CROWN CASTLE INC 148,373 192,943 44,570 1.76% $2.50M
KEURIG DR PEPPER INC 562,528 579,178 16,650 1.71% -$506.65K
M&T BANK CORP 70,764 73,272 2,508 1.70% $889.26K
ELEVANCE HEALTH INC 34,105 51,534 17,429 1.69% $3.13M
MARSH & MCLENNAN 74,559 80,537 5,978 1.56% $136.96K
DICKS SPORTING GOODS INC 53,194 63,740 10,546 1.42% $2.11M
PHILIP MORRIS INTL INC 75,008 76,105 1,097 1.41% $551.92K
AMERICAN INTERNATIONAL GROUP 145,597 166,570 20,973 1.40% $78.57K
LILLY ELI and CO 6,723 13,489 6,766 1.39% $5.18M
TE CONNECTIVITY PLC 50,230 58,850 8,620 1.38% $873.00K
PROGRESSIVE CORP OHIO 59,253 61,443 2,190 1.36% -$1.31M
ARES MANAGEMENT CORP CL A 51,195 110,096 58,901 1.35% $3.74M
NXP SEMICONDUCTORS NV 60,148 60,717 569 1.34% -$1.10M
NETAPP INC 110,012 116,692 6,680 1.34% $166.91K
REGIONS FINANCIAL CORP 428,974 457,115 28,141 1.34% $314.65K
NASDAQ INC 100,817 139,578 38,761 1.33% $2.06M
AMERICAN WATER WRKS COMPANY 69,440 81,691 12,251 1.25% $2.06M
AUTOMATIC DATA PROCESSING INC 35,429 54,612 19,183 1.24% $1.98M
SUN COMMUNITIES INC - REIT 75,179 85,245 10,066 1.20% $1.42M
RAYMOND JAMES FINANCIAL INC. 60,836 74,101 13,265 1.20% $959.43K
KIMBERLY CLARK CORP 91,497 108,696 17,199 1.17% $1.25M
BECTON DICKINSON and CO 50,026 66,458 16,432 1.17% $740.65K
INTERCONTINENTAL EXCHANGE INC 59,739 66,005 6,266 1.16% $705.94K
EATON CORP PLC 23,125 28,534 5,409 1.14% $2.84M
ATMOS ENERGY CORP 53,421 53,537 116 1.11% $934.39K
ZOETIS INC CL A 74,821 77,558 2,737 1.03% -$245.85K
CVS HEALTH CORP 105,803 127,074 21,271 1.02% $729.93K
WALT DISNEY CO/T 20,000 89,878 69,878 0.97% $6.39M
NUTRIEN LTD 79,290 99,570 20,280 0.84% $2.62M
PERNOD RICARD SA 86,721 91,357 4,636 0.76% -$623.81K
NIKE INC CL B 102,413 116,631 14,218 0.69% -$364.28K
JNL Government Money Market Fund 2,395,068 4,982,241 2,587,173 0.56% $2.59M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MERCK & CO 273,702 230,164 -43,538 3.10% -$1.12M
JOHNSON&JOHNSON 115,128 91,926 -23,202 2.52% -$1.36M
BANK OF AMERICA CORPORATION 484,552 421,152 -63,400 2.30% -$6.12M
HONEYWELL INTL INC 70,892 66,190 -4,702 1.68% $1.13M
AMERICAN ELECTRIC POWER CO INC 119,632 101,765 -17,867 1.49% -$455.41K
DOMINION ENERGY INC 221,074 212,712 -8,362 1.47% $197.13K
TARGA RESOURCES CORP 62,379 50,726 -11,653 1.42% $1.21M
GILEAD SCIENCES INC 115,436 88,640 -26,796 1.38% -$1.81M
L3HARRIS TECHNOLOGIES INC 37,813 35,568 -2,245 1.37% $1.18M
SEMPRA ENERGY 141,056 126,247 -14,809 1.37% -$186.41K
CONOCOPHILLIPS 209,998 92,298 -117,700 1.36% -$7.47M
FERGUSON ENTERPRISES INC 61,550 51,934 -9,616 1.36% -$1.59M
ARCHER DANIELS MIDLAND CO 234,341 156,508 -77,833 1.27% -$2.10M
PFIZER INC 415,992 398,425 -17,567 1.25% $829.57K
PPL CORPORATION 400,930 275,347 -125,583 1.18% -$3.52M
EMERSON ELECTRIC CO 94,275 77,901 -16,374 1.14% -$2.31M
PACCAR INC 136,628 87,607 -49,021 1.13% -$4.84M
INDITEX SA 179,809 172,537 -7,272 1.11% -$1.95M
CONSTELLATION BRANDS INC CL A 65,523 64,528 -995 1.08% $639.65K
PPG INDUSTRIES INC 119,211 88,104 -31,107 1.05% -$2.80M
EQT CORPORATION 217,383 144,219 -73,164 1.03% -$2.47M
AVERY DENNISON CORP 59,328 52,236 -7,092 1.01% -$1.77M
ANGLO AMER PLC 300,975 208,752 -92,223 1.00% -$3.62M
WEYERHAEUSER CO 401,236 357,582 -43,654 0.98% -$769.55K
JOHNSON CONTROLS INTERNATIONAL PLC 77,203 54,272 -22,931 0.80% -$2.14M
MARATHON PETROLEUM CORP 31,117 28,310 -2,807 0.77% $1.85M
DARDEN RESTAURANTS INC 55,963 35,031 -20,932 0.77% -$3.43M

No positions in this category.

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