Action Point Financial Planning’s Jackson Financial JXN Stock Holding History

Action Point Financial Planning’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	$13.2K	Buy	+130	New	+$14.1K	﹤0.01%	1328

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

Action Point Financial Planning's JXN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Jackson Financial (JXN) in Q2 2026: 130 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings.

503 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Action Point Financial Planning held 130 shares of Jackson Financial worth $13.2K as of Q2 2026.
Jackson Financial was a new Action Point Financial Planning position in Q2 2026.
Jackson Financial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1328 holding.
503 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.