Aquatic Capital Management’s Jackson Financial JXN Stock Holding History

Aquatic Capital Management’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	$1.49M	Buy	+14,557	New	+$1.58M	0.05%	448
2026 Q1	–	Sell	-16,496	Closed	-$1.76M	–	1604
2025 Q4	$1.76M	Buy	16,496 +3,025	+22%	+$301K	0.05%	408
2025 Q3	$1.36M	Sell	13,471 -37,724	-74%	-$3.52M	0.03%	585
2025 Q2	$4.55M	Buy	51,195 +39,623	+342%	+$3.21M	0.09%	264
2025 Q1	$970K	Sell	11,572 -12,816	-53%	-$1.14M	0.02%	609
2024 Q4	$2.12M	Buy	+24,388	New	+$2.38M	0.06%	362
2024 Q3	–	Sell	-18,100	Closed	-$1.34M	–	1349
2024 Q2	$1.34M	Buy	18,100 +9,300	+106%	+$664K	0.05%	337
2024 Q1	$582K	Buy	+8,800	New	+$478K	0.02%	513
2023 Q1	–	Sell	-14,100	Closed	-$493K	–	1507
2022 Q4	$493K	Buy	+14,100	New	+$490K	0.04%	503

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 $3.38T AUM 44.17% 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

Aquatic Capital Management's JXN Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Jackson Financial (JXN) in Q2 2026: 14,557 shares worth $1.49M. The stake represents 0.05% of the portfolio and ranks #448 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in JXN as recently as Q4 2025.

Aquatic Capital Management first reported a position in JXN in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.55M in Q2 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Aquatic Capital Management held 14,557 shares of Jackson Financial worth $1.49M as of Q2 2026.
Jackson Financial was a new Aquatic Capital Management position in Q2 2026.
Jackson Financial made up 0.05% of Aquatic Capital Management's portfolio in Q2 2026, its #448 holding.
Aquatic Capital Management first reported a position in Jackson Financial in Q4 2022 and has held it in 9 quarters since.
Aquatic Capital Management's Jackson Financial position peaked at $4.55M in Q2 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.