AssetMark Inc
JXN icon

AssetMark Inc’s Jackson Financial JXN Stock Holding History

AssetMark Inc’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 		$12.3M Buy
120,518
+13,576
+13% +$1.47M 0.02% 504
2026
Q1 		$11.3M Buy
106,942
+6,634
+7% +$742K 0.02% 471
2025
Q4 		$10.7M Buy
100,308
+5,414
+6% +$538K 0.02% 477
2025
Q3 		$9.61M Buy
94,894
+6,008
+7% +$561K 0.02% 469
2025
Q2 		$7.89M Sell
88,886
-1,274
-1% -$103K 0.02% 476
2025
Q1 		$7.55M Sell
90,160
-2,348
-3% -$209K 0.02% 414
2024
Q4 		$8.06M Buy
92,508
+867
+0.9% +$84.7K 0.02% 397
2024
Q3 		$8.36M Buy
91,641
+6,724
+8% +$561K 0.02% 360
2024
Q2 		$6.31M Buy
84,917
+5,065
+6% +$362K 0.02% 387
2024
Q1 		$5.28M Buy
79,852
+35,514
+80% +$1.93M 0.02% 403
2023
Q4 		$2.27M Buy
+44,338
New +$1.95M 0.01% 511

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

AssetMark Inc's JXN Position: Q2 2026 in Review

AssetMark Inc increased its Jackson Financial (JXN) stake by 13% in Q2 2026, buying an estimated $1.47M and bringing the position to 120,518 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #504.

AssetMark Inc first reported a position in JXN in Q4 2023 and has held it in 11 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • AssetMark Inc held 120,518 shares of Jackson Financial worth $12.3M as of Q2 2026.
  • AssetMark Inc bought 13,576 Jackson Financial shares in Q2 2026, an estimated $1.47M.
  • Jackson Financial made up 0.02% of AssetMark Inc's portfolio in Q2 2026, its #504 holding.
  • AssetMark Inc first reported a position in Jackson Financial in Q4 2023 and has held it in 11 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.