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Basecamp Wealth Advisors’s Jackson Financial JXN Stock Holding History

Basecamp Wealth Advisors’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 		$12.8K Sell
125
-54
-30% -$5.85K ﹤0.01% 948
2026
Q1 		$18.9K Buy
179
+40
+29% +$4.47K ﹤0.01% 844
2025
Q4 		$14.8K Buy
+139
New +$13.8K ﹤0.01% 871

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

Basecamp Wealth Advisors's JXN Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Jackson Financial (JXN) stake by 30% in Q2 2026, selling an estimated $5.85K and leaving 125 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Basecamp Wealth Advisors first reported a position in JXN in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.9K in Q1 2026. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Basecamp Wealth Advisors held 125 shares of Jackson Financial worth $12.8K as of Q2 2026.
  • Basecamp Wealth Advisors sold 54 Jackson Financial shares in Q2 2026, an estimated $5.85K.
  • Jackson Financial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #948 holding.
  • Basecamp Wealth Advisors first reported a position in Jackson Financial in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Jackson Financial position peaked at $18.9K in Q1 2026.
  • 504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.