Ariadne Wealth Management’s Jackson Financial JXN Stock Holding History

Ariadne Wealth 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	$588K	Sell	5,740 -144	-2%	-$15.6K	0.26%	102
2026 Q1	$622K	Sell	5,884 -27	-0.5%	-$3.02K	0.28%	79
2025 Q4	$663K	Buy	5,911 +376	+7%	+$37.4K	0.27%	79
2025 Q3	$522K	Buy	5,535 +334	+6%	+$31.2K	0.23%	95
2025 Q2	$501K	Buy	5,201 +181	+4%	+$14.7K	0.24%	90
2025 Q1	$424K	Buy	5,020 +650	+15%	+$57.7K	0.22%	100
2024 Q4	$406K	Buy	4,370 +842	+24%	+$82.2K	0.19%	108
2024 Q3	$392K	Buy	+3,528	New	+$294K	0.21%	94

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

Ariadne Wealth Management's JXN Position: Q2 2026 in Review

Ariadne Wealth Management reduced its Jackson Financial (JXN) stake by 2.4% in Q2 2026, selling an estimated $15.6K and leaving 5,740 shares worth $588K. The position accounts for 0.26% of the portfolio, ranked #102.

Ariadne Wealth Management first reported a position in JXN in Q3 2024 and has held it in 8 quarters since. The position peaked at $663K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Ariadne Wealth Management held 5,740 shares of Jackson Financial worth $588K as of Q2 2026.
Ariadne Wealth Management sold 144 Jackson Financial shares in Q2 2026, an estimated $15.6K.
Jackson Financial made up 0.26% of Ariadne Wealth Management's portfolio in Q2 2026, its #102 holding.
Ariadne Wealth Management first reported a position in Jackson Financial in Q3 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Jackson Financial position peaked at $663K in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.