BWL
JXN icon

Bogart Wealth LLC’s Jackson Financial JXN Stock Holding History

Bogart Wealth LLC’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 		$2.66K Buy
26
+12
+86% +$1.3K ﹤0.01% 1381
2026
Q1 		$1.48K Sell
14
-6
-30% -$671 ﹤0.01% 1342
2025
Q4 		$2.13K Hold
20
– – ﹤0.01% 1169
2025
Q3 		$2.02K Buy
20
+6
+43% +$561 ﹤0.01% 1151
2025
Q2 		$1.24K Buy
+14
New +$1.13K ﹤0.01% 1194

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's JXN Position: Q2 2026 in Review

Bogart Wealth LLC increased its Jackson Financial (JXN) stake by 86% in Q2 2026, buying an estimated $1.3K and bringing the position to 26 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Bogart Wealth LLC first reported a position in JXN in Q2 2025 and has held it in 5 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Bogart Wealth LLC held 26 shares of Jackson Financial worth $2.66K as of Q2 2026.
  • Bogart Wealth LLC bought 12 Jackson Financial shares in Q2 2026, an estimated $1.3K.
  • Jackson Financial made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1381 holding.
  • Bogart Wealth LLC first reported a position in Jackson Financial in Q2 2025 and has held it in 5 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.