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Blue Water Asset Management’s Jackson Financial JXN Stock Holding History

Blue Water Asset 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 		$3.81M Sell
37,169
-4
-0% -$433 1.23% 19
2026
Q1 		$3.93M Sell
37,173
-251
-0.7% -$28.1K 1.36% 19
2025
Q4 		$3.99M Buy
+37,424
New +$3.72M 1.44% 17

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

Blue Water Asset Management's JXN Position: Q2 2026 in Review

Blue Water Asset Management reduced its Jackson Financial (JXN) stake by 0.01% in Q2 2026, selling an estimated $433 and leaving 37,169 shares worth $3.81M. The position accounts for 1.23% of the portfolio, ranked #19.

Blue Water Asset Management first reported a position in JXN in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.99M in Q4 2025. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Blue Water Asset Management held 37,169 shares of Jackson Financial worth $3.81M as of Q2 2026.
  • Blue Water Asset Management sold 4 Jackson Financial shares in Q2 2026, an estimated $433.
  • Jackson Financial made up 1.23% of Blue Water Asset Management's portfolio in Q2 2026, its #19 holding.
  • Blue Water Asset Management first reported a position in Jackson Financial in Q4 2025 and has held it in 3 quarters since.
  • Blue Water Asset Management's Jackson Financial position peaked at $3.99M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Blue Water Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.