C.M. Bidwell & Associates’s Jackson Financial JXN Stock Holding History

C.M. Bidwell & Associates’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	$7.78K	Sell	76 -587	-89%	-$63.6K	﹤0.01%	301
2026 Q1	$70.1K	Sell	663 -188	-22%	-$21K	0.03%	195
2025 Q4	$90.8K	Buy	851 +775	+1,020%	+$77.1K	0.04%	186
2025 Q3	$7.69K	Hold	76	–	–	﹤0.01%	301
2025 Q2	$6.75K	Sell	76 -867	-92%	-$70.2K	﹤0.01%	296
2025 Q1	$79K	Sell	943 -27	-3%	-$2.4K	0.05%	176
2024 Q4	$84.5K	Sell	970 -38	-4%	-$3.71K	0.05%	182
2024 Q3	$92K	Buy	1,008 +915	+984%	+$76.3K	0.06%	178
2024 Q2	$6.91K	Hold	93	–	–	﹤0.01%	303
2024 Q1	$6.15K	Buy	93 +7	+8%	+$380	﹤0.01%	314
2023 Q4	$4.4K	Buy	+86	New	+$3.78K	﹤0.01%	337

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

C.M. Bidwell & Associates's JXN Position: Q2 2026 in Review

C.M. Bidwell & Associates reduced its Jackson Financial (JXN) stake by 89% in Q2 2026, selling an estimated $63.6K and leaving 76 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

C.M. Bidwell & Associates first reported a position in JXN in Q4 2023 and has held it in 11 quarters since. The position peaked at $92K in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

C.M. Bidwell & Associates held 76 shares of Jackson Financial worth $7.78K as of Q2 2026.
C.M. Bidwell & Associates sold 587 Jackson Financial shares in Q2 2026, an estimated $63.6K.
Jackson Financial made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #301 holding.
C.M. Bidwell & Associates first reported a position in Jackson Financial in Q4 2023 and has held it in 11 quarters since.
C.M. Bidwell & Associates's Jackson Financial position peaked at $92K in Q3 2024.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.