Brown Shipley & Co’s Jackson Financial JXN Stock Holding History

Brown Shipley & Co’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	–	Sell	-640	Closed	-$67.7K	–	81
2026 Q1	$67.7K	Hold	640	–	–	0.04%	51
2025 Q4	$68.3K	Hold	640	–	–	0.04%	48
2025 Q3	$64.8K	Hold	640	–	–	0.03%	49
2025 Q2	$56.8K	Hold	640	–	–	0.03%	51
2025 Q1	$53.6K	Hold	640	–	–	0.03%	50
2024 Q4	$55.7K	Sell	640 -214	-25%	-$20.9K	0.03%	50
2024 Q3	$77.9K	Hold	854	–	–	0.04%	52
2024 Q2	$63.4K	Buy	854 +5	+0.6%	+$357	0.03%	53
2024 Q1	$56.2K	Sell	849 -40	-4%	-$2.17K	0.02%	74
2023 Q4	$45.5K	Hold	889	–	–	0.02%	70
2023 Q3	$34K	Buy	889 +8	+0.9%	+$280	0.02%	76
2023 Q2	$27K	Hold	881	–	–	0.01%	95
2023 Q1	$33K	Buy	+881	New	+$36.2K	0.02%	89

Other funds holding JXN

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAS

Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Brown Shipley & Co's JXN Position: Q2 2026 in Review

Brown Shipley & Co sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 640 shares — an estimated $67.7K sold.

Brown Shipley & Co first reported a position in JXN in Q1 2023 and held it in 13 quarters. The position peaked at $77.9K in Q3 2024. 155 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Brown Shipley & Co reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
Brown Shipley & Co sold 640 Jackson Financial shares in Q2 2026, an estimated $67.7K.
Brown Shipley & Co first reported a position in Jackson Financial in Q1 2023 and held it in 13 quarters.
Brown Shipley & Co's Jackson Financial position peaked at $77.9K in Q3 2024.
155 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.