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JXN icon

Ancora Advisors’s Jackson Financial JXN Stock Holding History

Ancora Advisors’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 		$4.19M Sell
40,923
-4,007
-9% -$434K 0.08% 211
2026
Q1 		$4.75M Sell
44,930
-3,480
-7% -$389K 0.1% 189
2025
Q4 		$5.16M Sell
48,410
-70
-0.1% -$6.96K 0.11% 182
2025
Q3 		$4.91M Sell
48,480
-44,080
-48% -$4.12M 0.1% 182
2025
Q2 		$8.22M Buy
92,560
+820
+0.9% +$66.4K 0.17% 123
2025
Q1 		$7.69M Buy
91,740
+20,910
+30% +$1.86M 0.17% 124
2024
Q4 		$6.17M Sell
70,830
-18,217
-20% -$1.78M 0.14% 140
2024
Q3 		$8.12M Sell
89,047
-20,710
-19% -$1.73M 0.19% 115
2024
Q2 		$8.15M Sell
109,757
-32,463
-23% -$2.32M 0.2% 100
2024
Q1 		$9.41M Sell
142,220
-20,917
-13% -$1.14M 0.21% 95
2023
Q4 		$8.35M Buy
163,137
+1,400
+0.9% +$61.6K 0.2% 108
2023
Q3 		$6.18M Sell
161,737
-67,801
-30% -$2.37M 0.16% 128
2023
Q2 		$7.03M Sell
229,538
-40,440
-15% -$1.3M 0.18% 109
2023
Q1 		$10.1M Sell
269,978
-116,241
-30% -$4.77M 0.29% 69
2022
Q4 		$13.4M Buy
386,219
+1,587
+0.4% +$55.1K 0.39% 51
2022
Q3 		$10.7M Sell
384,632
-31,028
-7% -$917K 0.33% 58
2022
Q2 		$11.1M Sell
415,660
-57,858
-12% -$2.11M 0.31% 65
2022
Q1 		$20.9M Sell
473,518
-62,580
-12% -$2.61M 0.51% 45
2021
Q4 		$22.4M Sell
536,098
-16,332
-3% -$535K 0.53% 43
2021
Q3 		$14.4M Buy
+552,430
New +$15M 0.37% 68

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

Ancora Advisors's JXN Position: Q2 2026 in Review

Ancora Advisors reduced its Jackson Financial (JXN) stake by 8.9% in Q2 2026, selling an estimated $434K and leaving 40,923 shares worth $4.19M. The position accounts for 0.08% of the portfolio, ranked #211.

Ancora Advisors first reported a position in JXN in Q3 2021 and has held it in 20 quarters since. The position peaked at $22.4M in Q4 2021. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Ancora Advisors held 40,923 shares of Jackson Financial worth $4.19M as of Q2 2026.
  • Ancora Advisors sold 4,007 Jackson Financial shares in Q2 2026, an estimated $434K.
  • Jackson Financial made up 0.08% of Ancora Advisors's portfolio in Q2 2026, its #211 holding.
  • Ancora Advisors first reported a position in Jackson Financial in Q3 2021 and has held it in 20 quarters since.
  • Ancora Advisors's Jackson Financial position peaked at $22.4M in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.