JNL/T. Rowe Price Capital Appreciation 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
US TREASURY N/B 0 378,282,900 378,282,900 2.69% $370.91M
US TREASURY N/B 0 258,337,500 258,337,500 1.83% $252.52M
US TREASURY N/B 0 235,294,000 235,294,000 1.69% $233.32M
WATERS CORP 0 615,406 615,406 1.33% $183.27M
US TREASURY N/B 0 185,287,000 185,287,000 1.32% $182.62M
US TREASURY N/B 0 166,303,000 166,303,000 1.19% $164.06M
US TREASURY N/B 0 148,308,000 148,308,000 1.07% $147.22M
Ascendis Pharma A/S 0 603,319 603,319 1.00% $138.00M
ALNYLAM PHARMACEUTICALS INC 0 380,807 380,807 0.91% $126.00M
TSMC 0 2,198,000 2,198,000 0.91% $125.97M
AMWINS TERM B 1LN 01/30/2032 0 112,655,568 112,655,568 0.81% $111.79M
NETFLIX INC 0 1,126,856 1,126,856 0.79% $108.35M
JPMORGAN CHASE and CO 0 341,153 341,153 0.73% $100.35M
CREATIVE PLANNING TERM B 1LN 5/17/2031 0 49,456,095 49,456,095 0.36% $49.08M
ARISTA NETWORKS INC 0 334,217 334,217 0.30% $41.04M
SLB LTD 0 779,771 779,771 0.29% $40.07M
CG ONCOLOGY INC 0 569,851 569,851 0.28% $38.57M
CHEVRON CORP 0 173,530 173,530 0.26% $35.90M
BENTLEY SYSTEM-B 0 1,018,730 1,018,730 0.26% $35.78M
CONOCOPHILLIPS 0 221,900 221,900 0.21% $29.29M
SOUTHERN CO 0 28,238,000 28,238,000 0.21% $28.34M
KLA CORP 0 18,696 18,696 0.20% $27.53M
MICRON TECHNOLOGY INC 0 80,995 80,995 0.20% $27.36M
KYMERA THERAPEUTICS INC 0 292,300 292,300 0.18% $24.35M
ERASCA INC 0 1,463,400 1,463,400 0.17% $23.68M
Mariner Wealth Advisors LLC, First Lien, Term Loan, B 0 22,456,262 22,456,262 0.16% $22.37M
AMER ELEC PWR 0 21,189,000 21,189,000 0.15% $20.93M
AMER ELEC PWR 0 20,953,000 20,953,000 0.15% $20.76M
GENERAL ELECTRIC CO 0 59,800 59,800 0.12% $16.97M
CIENA CORP 0 36,300 36,300 0.10% $14.09M
DYNE THERAPEUTICS INC 0 691,258 691,258 0.09% $12.53M
TransDigm Inc 0 8,715,000 8,715,000 0.06% $8.56M
TransDigm Term Loan N 250 2033-02-07 0 6,406,000 6,406,000 0.05% $6.41M
VARSITY BRANDS INC 2026 Add-On TERM LOAN B 0 5,117,000 5,117,000 0.04% $5.09M
CALL SPGI US Equity 11/07/25 C490 0 -342 -342 0.00% -$263.51K
DoorDash, Inc. 0 -360 -360 0.00% -$350.10K
CENCORA INC COMMON STOCK 0 -420 -420 0.00% -$383.25K
Ingersoll Rand, Inc. 0 -1,742 -1,742 -0.01% -$820.92K
Common Stock 0 -708 -708 -0.01% -$908.01K
APPLE INC COMMON STOCK 0 -858 -858 -0.01% -$965.25K
Yum! Brands, Inc. 0 -1,487 -1,487 -0.01% -$1.03M
Visa, Inc. 0 -1,456 -1,456 -0.01% -$1.03M
JPMorgan Chase & Co. 0 -787 -787 -0.01% -$1.18M
CFD GENERAL ELECTRIC CO 0 -598 -598 -0.01% -$1.25M
KLA-Tencor Corp. 0 -94 -94 -0.01% -$1.40M
MasterCard, Inc. 0 -1,039 -1,039 -0.01% -$1.46M
Starbucks Corp. 0 -4,047 -4,047 -0.01% -$2.04M
BROADCOM INC. BROADCOM INC. 0 -1,072 -1,072 -0.02% -$2.72M
PUT Alphabet, Inc. Class 04/04/2025 P150 0 -2,784 -2,784 -0.02% -$3.18M
NFLU TRS NFLX EQ 0 -10,729 -10,729 -0.10% -$14.27M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 467,309,000 0 -467,309,000 0.00% -$470.96M
US TREASURY N/B 236,055,600 0 -236,055,600 0.00% -$235.30M
US TREASURY N/B 183,362,000 0 -183,362,000 0.00% -$182.97M
KKR & CO INC 1,255,373 0 -1,255,373 0.00% -$160.03M
US TREASURY N/B 149,080,000 0 -149,080,000 0.00% -$147.57M
AMPHENOL CORPORATION CL A 874,905 0 -874,905 0.00% -$118.23M
US TREASURY N/B 114,821,000 0 -114,821,000 0.00% -$113.60M
T/L AMWINS GROUP INC REGD ZCP TERM LOAN 0.00000000 101,073,364 0 -101,073,364 0.00% -$101.33M
THERMO FISHER SCIENTIFIC INC 173,830 0 -173,830 0.00% -$100.73M
TAIWAN SEMIC MFG CO LTD SP ADR 280,909 0 -280,909 0.00% -$85.37M
MCKESSON CORP 96,095 0 -96,095 0.00% -$78.83M
ROPER TECHNOLOGIES INC 128,092 0 -128,092 0.00% -$57.02M
SALESFORCE INC 212,314 0 -212,314 0.00% -$56.24M
CREATIVE PLANNING TERM B 1LN 5/17/2031 49,707,141 0 -49,707,141 0.00% -$49.80M
MEDLINE INC-A 948,409 0 -948,409 0.00% -$39.83M
Mariner Wealth Advisors LLC, First Lien, Amendment No. 8 Refinancing Term Loan 21,119,108 0 -21,119,108 0.00% -$21.21M
Six Flags Entertainment Corporation/Canada's Wonderland Company/Magnum Management Corporation 17,559,000 0 -17,559,000 0.00% -$17.45M
INST TL 2L USD 12,816,800 0 -12,816,800 0.00% -$12.82M
CCC Intelligent Solutions Inc. Term Loan B 12,453,779 0 -12,453,779 0.00% -$12.48M
Six Flags Operations Inc. 11,594,000 0 -11,594,000 0.00% -$11.54M
SIX FLAGS ENTERTAINMENT CORP / COMPANY GUAR 10/28 6.5 10,900,000 0 -10,900,000 0.00% -$10.66M
AVTR 4.625 07/15/28 144A 7,867,000 0 -7,867,000 0.00% -$7.82M
KKR & Company, Inc., Convertible, 6.250% 150,606 0 -150,606 0.00% -$7.81M
CVT 8 06/15/30 144A 6,562,000 0 -6,562,000 0.00% -$6.76M
Mister Car Wash Holdings, Inc., Term Loan B 6,487,611 0 -6,487,611 0.00% -$6.51M
DTE ENERGY CO 14,930 0 -14,930 0.00% -$1.93M
AVTR 3.875 11/01/29 144A 1,965,000 0 -1,965,000 0.00% -$1.88M
MARINER WEALTH ADVISORS LLC 1,450,000 0 -1,450,000 0.00% -$1.46M
JNL Government Money Market Fund 932,318 0 -932,318 0.00% -$932.32K
CMS ENERGY CORP PREFERRED STOCK 10/78 5.875 3,688 0 -3,688 0.00% -$83.53K
TOTAL RETURN SWAP - INDEX -1,180 0 1,180 0.00% $3.71K
UNITED STATES DOLLAR -3,226 0 3,226 0.00% $150.68K
Wells Fargo Securities, LLC -9,695 0 9,695 0.00% $419.94K
ZAR/USD FORWARD -1,590 0 1,590 0.00% $2.44M
TRS -4,869 0 4,869 0.00% $5.81M
ZAR/USD FORWARD -8,855 0 8,855 0.00% $11.07M
OPTION -4,578 0 4,578 0.00% $20.69M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
AMAZON.COM INC 2,354,092 3,305,861 951,769 4.99% $145.14M
MICROSOFT CORP 1,428,952 1,659,852 230,900 4.45% -$76.64M
META PLATFORMS INC CL A 384,850 935,303 550,453 3.88% $281.08M
CENTERPOINT ENERGY INC 7,836,357 7,975,581 139,224 2.49% $43.78M
BROADCOM INC 718,409 832,057 113,648 1.87% $8.89M
PTC INC 1,530,095 1,719,347 189,252 1.78% -$21.57M
US TREASURY N/B 236,962,000 237,019,000 57,000 1.70% -$2.03M
APPLIED SYST FRN 2/31 192,884,863 208,656,642 15,771,779 1.48% $10.48M
KEURIG DR PEPPER INC 3,374,299 7,539,879 4,165,580 1.44% $104.01M
CENCORA INC 588,896 618,113 29,217 1.41% -$4.73M
AURORA INNOVATION INC 35,396,459 36,044,382 647,923 1.08% $12.58M
HUB International Ltd. 121,582,000 125,378,000 3,796,000 0.93% $1.19M
DOORDASH INC-A 53,004 686,250 633,246 0.75% $91.04M
DANAHER CORP 170,111 500,520 330,409 0.69% $55.96M
APOGEE THERAPEUTICS INC 271,121 1,125,673 854,552 0.69% $74.28M
BROPAR TL B4 1L USD 92,076,888 96,391,549 4,314,661 0.68% $1.55M
FILTRATION GROUP TERM B 1LN 10/21/2028 72,889,346 76,075,055 3,185,709 0.55% $2.82M
CYTOKINETICS INC 739,713 1,100,581 360,868 0.53% $25.54M
JNL Government Money Market Fund - Class SL 10,856,186 48,880,154 38,023,968 0.35% $38.02M
BIONTECH SE ADR 308,740 482,340 173,600 0.31% $13.48M
EPICOR SOFTWARE TERM 1LN 05/30/2031 38,566,134 40,945,822 2,379,687 0.29% $1.45M
NISOURCE INC 37,854,000 40,011,000 2,157,000 0.28% $1.18M
Ellucian Holdings, Inc., First Lien Term Loan B1 32,496,743 36,460,922 3,964,178 0.26% $2.75M
VAXCYTE INC 444,177 582,211 138,034 0.25% $13.34M
YUM 4.75 06/01/27 144A 26,025,000 30,760,000 4,735,000 0.22% $4.67M
BROPAR 5.875 04/15/29 144A 29,389,000 29,665,000 276,000 0.21% -$374.31K
TransDigm Inc 24,147,000 28,225,000 4,078,000 0.21% $3.41M
STRBLE TL 1L USD 25,917,010 28,436,381 2,519,370 0.20% $1.16M
APPLIED SYSTEMS TERM 2LN 02/23/2032 24,996,280 26,809,280 1,813,000 0.19% $1.03M
CENTERPOINT ENER 19,812,000 25,512,000 5,700,000 0.18% $5.26M
ENTERGY CORP 21,414,000 23,981,000 2,567,000 0.17% $2.25M
ENTERGY CORP 14,526,000 16,911,000 2,385,000 0.12% $2.12M
HLT 5.5 03/31/34 144A 12,160,000 14,336,000 2,176,000 0.10% $1.76M
ELLUCIAN HOLDINGS INC SR SECURED 144A 12/29 6.5 9,841,000 12,001,000 2,160,000 0.08% $1.69M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
APPLE INC 2,182,344 2,061,846 -120,498 3.79% -$70.02M
US TREASURY N/B 530,309,000 528,882,000 -1,427,000 3.78% -$6.21M
NVIDIA CORP 3,510,869 2,572,302 -938,567 3.25% -$206.17M
US TREASURY N/B 498,748,000 424,572,000 -74,176,000 3.02% -$77.16M
ALPHABET INC CL A 1,846,674 1,171,748 -674,926 2.44% -$241.06M
NISOURCE INC 6,862,986 6,709,099 -153,887 2.27% $26.45M
ADV MICRO DEVICE 1,153,323 1,028,228 -125,095 1.52% -$37.82M
BECTON DICKINSON and CO 1,967,502 1,322,132 -645,370 1.51% -$173.95M
HUB INTL LTD 193,667,667 192,527,016 -1,140,652 1.39% -$2.61M
T Rowe Price Government Reserve Investment Fund 401,410,666 191,111,462 -210,299,204 1.38% -$210.30M
STARBUCKS CORP 2,598,055 1,785,975 -812,080 1.16% -$58.78M
MASTERCARD INC CL A 339,418 279,527 -59,891 1.01% -$54.10M
LILLY ELI and CO 148,446 136,846 -11,600 0.91% -$33.67M
UNITEDHEALTH GRP 553,848 461,184 -92,664 0.90% -$58.04M
INGERSOLL RAND INC 1,951,019 1,449,586 -501,433 0.84% -$38.42M
AMEREN CORP 2,152,523 1,030,643 -1,121,880 0.82% -$101.66M
PPL CORPORATION 5,410,575 2,790,975 -2,619,600 0.77% -$82.86M
VISA INC-CLASS A 522,473 338,693 -183,780 0.74% -$80.87M
YUM! BRANDS INC 1,173,267 566,083 -607,184 0.64% -$89.48M
CAN NATURAL RES 4,639,497 1,688,937 -2,950,560 0.60% -$74.75M
ARTHUR J GALLAGHAR AND CO 988,463 346,672 -641,791 0.54% -$180.72M
WILLIS TOWERS WATSON PLC 534,698 233,863 -300,835 0.49% -$107.72M
TRANSDIGM TERM K 1LN 03/22/2030 63,631,429 63,313,272 -318,157 0.46% -$507.69K
SBA SENIOR FINANCE II LLC 2024 TERM LOAN B 43,884,676 43,661,911 -222,765 0.32% -$255.01K
LOIRE FINCO LUXEMBOURG SARL 2025 USD TERM LOAN B 43,685,607 40,522,832 -3,162,775 0.29% -$3.21M
VARSITY BRANDS TERM B 1LN 08/26/2031 39,014,870 38,819,796 -195,074 0.28% -$523.32K
INST TL B 1L USD 53,876,174 39,223,850 -14,652,324 0.27% -$16.37M
USI TERM C 1LN 9/29/2030 36,837,913 36,582,749 -255,164 0.26% -$443.55K
USI TERM D 1LN 11/21/2029 36,555,217 36,409,943 -145,274 0.26% -$330.52K
WORKDAY INC CL A 389,764 268,708 -121,056 0.25% -$48.80M
ARCELLX INC 584,229 294,629 -289,600 0.25% -$4.26M
ABBOTT LABS 2,438,836 319,582 -2,119,254 0.24% -$272.75M
T/L ASCEND LEARNING LLC REGD 0.00000000 42,427,920 26,441,190 -15,986,730 0.19% -$16.75M
Ultimate Software Group, Inc., First Lien Term Loan 58,251,229 17,534,758 -40,716,471 0.12% -$41.54M
RYAN SPECIALTY HOLDINGS INC 742,097 481,926 -260,171 0.12% -$22.05M
S&P GLOBAL INC 186,523 34,200 -152,323 0.11% -$82.93M
Wyndham Hotels & Resorts Term Loan B 175 2030-05-01 8,027,583 7,986,937 -40,646 0.06% -$33.53K
BROPAR TL B4 1L USD 8,244,811 7,861,718 -383,093 0.06% -$610.30K
Quartz AcquireCo LLC, First Lien, Term Loan, B2 8,395,292 7,353,067 -1,042,224 0.04% -$2.27M
BENDING SPOONS US INC USD TERM LOAN B 2,833,835 2,761,173 -72,662 0.02% -$231.42K
RYAN SPECIALTY TERM B 1LN 09/15/2031 1,761,563 1,752,688 -8,874 0.01% -$14.37K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
REVVITY INC 3,124,254 3,124,254 0 1.98% -$28.56M
HUB INTL. LTD 7.375% 72,480,000 72,480,000 0 0.54% -$2.05M
T/L HILTON WORLDWIDE FINANCE REGD ZCP TERM LOAN 0.00000000 49,665,361 49,665,361 0 0.36% -$218.03K
TRANSDIGM INC SR SECURED 144A 03/32 6.625 47,148,000 47,148,000 0 0.35% -$801.99K
TransDigm, Inc. 37,582,000 37,582,000 0 0.27% -$1.12M
TransDigm, Inc. 35,717,000 35,717,000 0 0.26% -$424.68K
BENDING SPOONS US INC TERM LOAN 36,520,000 36,520,000 0 0.24% -$2.10M
USI INC/NY SR UNSECURED 144A 01/32 7.5 30,789,000 30,789,000 0 0.23% -$1.01M
HLT 4 05/01/31 144A 32,112,000 32,112,000 0 0.22% -$647.06K
YUM! BRANDS INC SR UNSECURED 04/32 5.375 29,015,000 29,015,000 0 0.21% -$665.31K
SBA Communications Corp. 27,063,000 27,063,000 0 0.19% -$210.55K
TransDigm, Inc. 24,266,000 24,266,000 0 0.18% -$443.10K
HLT 3.625 02/15/32 144A 26,573,000 26,573,000 0 0.17% -$529.07K
YUM! BRANDS INC SR UNSECURED 01/32 4.625 24,731,000 24,731,000 0 0.17% -$599.97K
SBA COMMUNICATIONS CORP SR UNSECURED 02/27 3.875 21,307,000 21,307,000 0 0.15% -$30.26K
HLT 3.75 05/01/29 144A 21,619,000 21,619,000 0 0.15% -$337.26K
HILTON DOMESTIC OPERATIN REGD SER WI 4.87500000 19,559,000 19,559,000 0 0.14% -$346.79K
MSCI INC 19,385,000 19,385,000 0 0.14% -$583.94K
Hilton Domestic Operating Co. Inc. 17,383,000 17,383,000 0 0.13% -$480.99K
HUB INTL LTD 16,496,000 16,496,000 0 0.12% -$358.29K
Filtration Group Corporation 2025 EUR Term Loan B 13,832,197 13,832,197 0 0.12% -$464.13K
YUM! BRANDS INC SR UNSECURED 11/43 5.35 15,610,000 15,610,000 0 0.11% -$295.34K
RYASPE 5.875 08/01/32 144A 14,494,000 14,494,000 0 0.10% -$423.66K
YUM! BRANDS INC SR UNSECURED 03/31 3.625 14,549,000 14,549,000 0 0.10% -$319.06K
Hilton Domestic Operating Co. Inc. 10,445,000 10,445,000 0 0.08% -$178.84K
IQVIA INC REGD 144A P/P 5.00000000 10,348,000 10,348,000 0 0.07% -$13.97K
TRANSDIGM INC SUB 4.625% 01-15-29 10,449,000 10,449,000 0 0.07% -$111.18K
YUM! BRANDS INC SR UNSECURED 144A 01/30 4.75 10,271,000 10,271,000 0 0.07% -$178.61K
Fair Isaac Corp. 10,101,000 10,101,000 0 0.07% -$442.12K
VAIL RESORTS INC REGD 144A P/P 6.50000000 9,363,000 9,363,000 0 0.07% -$238.01K
PTC INC REGD 144A P/P 4.00000000 9,445,000 9,445,000 0 0.07% -$104.37K
CORPBOND 8,902,000 8,902,000 0 0.06% -$164.87K
Hilton Worldwide Holdings Inc. 8,951,000 8,951,000 0 0.06% $9.49K
BOOZ ALLEN & HAM 7,932,000 7,932,000 0 0.06% -$172.67K
Service Corporation International/US 7,722,000 7,722,000 0 0.06% -$161.70K
LTH 6 11/15/31 144A 7,465,000 7,465,000 0 0.05% -$149.60K
KORN/FERRY INTL 7,012,000 7,012,000 0 0.05% -$63.11K
Hologic, Inc. 6,671,000 6,671,000 0 0.05% $79.15K
IQVIA INC REGD 144A P/P 6.50000000 6,498,000 6,498,000 0 0.05% -$114.62K
TransDigm, Inc. 6,104,000 6,104,000 0 0.04% -$54.69K
SURGERY CENTER HOLDINGS REGD 144A P/P 7.25000000 6,089,000 6,089,000 0 0.04% -$175.68K
YUM! BRANDS INC SR UNSECURED 11/37 6.875 5,461,000 5,461,000 0 0.04% -$84.75K
Service Corporation International/US 5,988,000 5,988,000 0 0.04% -$81.08K
RYAN SPECIALTY LLC SR SECURED 144A 02/30 4.375 5,592,000 5,592,000 0 0.04% -$48.20K
BOOZ ALLEN HAMILTON INC COMPANY GUAR 144A 07/29 4 5,511,000 5,511,000 0 0.04% -$61.96K
EP WEALTH ADVISORS LLC TL 1L 4,407,000 4,407,000 0 0.03% -$11.02K
Vail Resorts, Inc. 4,408,000 4,408,000 0 0.03% -$108.82K
DPABS 2019-1A A2 2,822,400 2,822,400 0 0.02% -$3.35K
TransDigm, Inc. 2,522,000 2,522,000 0 0.02% -$65.14K
DPABS 2017-1A A23 2,060,480 2,060,480 0 0.01% -$19.79K
CRWD 3 02/15/29 1,455,000 1,455,000 0 0.01% -$11.51K
Service Corporation International 4.625%, due 12/15/2027 1,245,000 1,245,000 0 0.01% -$10.94K
SBA TOWER TRUST REGD 144A P/P 6.59900000 602,000 602,000 0 0.00% -$5.12K

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