Bruce G. Allen Investments’s Jackson Financial JXN Stock Holding History

Bruce G. Allen Investments’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	$614	Hold	6	–	–	﹤0.01%	906
2026 Q1	$634	Hold	6	–	–	﹤0.01%	923
2025 Q4	$640	Hold	6	–	–	﹤0.01%	921
2025 Q3	$607	Hold	6	–	–	﹤0.01%	933
2025 Q2	$533	Sell	6 -1	-14%	-$81	﹤0.01%	946
2025 Q1	$586	Hold	7	–	–	﹤0.01%	910
2024 Q4	$610	Hold	7	–	–	﹤0.01%	921
2024 Q3	$639	Hold	7	–	–	﹤0.01%	907
2024 Q2	$520	Buy	+7	New	+$500	﹤0.01%	860

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

Bruce G. Allen Investments's JXN Position: Q2 2026 in Review

Bruce G. Allen Investments held its Jackson Financial (JXN) position steady in Q2 2026 at 6 shares worth $614. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Bruce G. Allen Investments first reported a position in JXN in Q2 2024 and has held it in 9 quarters since. The position peaked at $640 in Q4 2025. 151 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Bruce G. Allen Investments held 6 shares of Jackson Financial worth $614 as of Q2 2026.
Bruce G. Allen Investments left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #906 holding.
Bruce G. Allen Investments first reported a position in Jackson Financial in Q2 2024 and has held it in 9 quarters since.
Bruce G. Allen Investments's Jackson Financial position peaked at $640 in Q4 2025.
151 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.