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Axxcess Wealth Management’s Jackson Financial JXN Stock Holding History

Axxcess 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 		$306K Buy
+2,988
New +$324K ﹤0.01% 853
2026
Q1 		– Sell
-6,881
Closed -$734K – 724
2025
Q4 		$734K Sell
6,881
-1,915
-22% -$190K 0.01% 579
2025
Q3 		$890K Sell
8,796
-3,645
-29% -$341K 0.02% 475
2025
Q2 		$1.1M Sell
12,441
-359
-3% -$29.1K 0.03% 403
2025
Q1 		$1.07M Sell
12,800
-5,248
-29% -$466K 0.03% 378
2024
Q4 		$1.57M Buy
18,048
+193
+1% +$18.8K 0.04% 322
2024
Q3 		$1.63M Sell
17,855
-976
-5% -$81.4K 0.04% 307
2024
Q2 		$1.4M Buy
18,831
+15,510
+467% +$1.11M 0.04% 314
2024
Q1 		$220K Sell
3,321
-965
-23% -$52.4K 0.01% 787
2023
Q4 		$219K Buy
+4,286
New +$189K 0.01% 748

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

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

Axxcess Wealth Management opened a new position in Jackson Financial (JXN) in Q2 2026: 2,988 shares worth $306K. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in JXN as recently as Q4 2025.

Axxcess Wealth Management first reported a position in JXN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Axxcess Wealth Management held 2,988 shares of Jackson Financial worth $306K as of Q2 2026.
  • Jackson Financial was a new Axxcess Wealth Management position in Q2 2026.
  • Jackson Financial made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #853 holding.
  • Axxcess Wealth Management first reported a position in Jackson Financial in Q4 2023 and has held it in 10 quarters since.
  • Axxcess Wealth Management's Jackson Financial position peaked at $1.63M in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.