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 Q3	$15.4M	Sell	118,989 -1,529	-1%	-$196K	0.03%	457
2026 Q2	$12.3M	Buy	120,518 +13,576	+13%	+$1.47M	0.02%	505
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	$9.6M	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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc's JXN Position: Q3 2026 in Review

AssetMark Inc reduced its Jackson Financial (JXN) stake by 1.3% in Q3 2026, selling an estimated $196K and leaving 118,989 shares worth $15.4M. The position accounts for 0.03% of the portfolio, ranked #457.

AssetMark Inc first reported a position in JXN in Q4 2023 and has held it in 12 quarters since. 154 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

AssetMark Inc held 118,989 shares of Jackson Financial worth $15.4M as of Q3 2026.
AssetMark Inc sold 1,529 Jackson Financial shares in Q3 2026, an estimated $196K.
Jackson Financial made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #457 holding.
AssetMark Inc first reported a position in Jackson Financial in Q4 2023 and has held it in 12 quarters since.
154 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.