CIM
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Cambria Investment Management’s Jackson Financial JXN Stock Holding History

Cambria Investment 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 		$10M Buy
97,878
+5,206
+6% +$564K 0.5% 44
2026
Q1 		$9.8M Buy
92,672
+4,347
+5% +$486K 0.55% 51
2025
Q4 		$9.42M Sell
88,325
-8,945
-9% -$890K 0.55% 23
2025
Q3 		$9.85M Buy
97,270
+90,919
+1,432% +$8.49M 0.6% 49
2025
Q2 		$564K Buy
6,351
+11
+0.2% +$891 0.04% 230
2025
Q1 		$531K Sell
6,340
-3,192
-33% -$283K 0.04% 175
2024
Q4 		$830K Sell
9,532
-220
-2% -$21.5K 0.05% 159
2024
Q3 		$890K Sell
9,752
-1,984
-17% -$165K 0.05% 145
2024
Q2 		$872K Sell
11,736
-21
-0.2% -$1.5K 0.05% 143
2024
Q1 		$778K Buy
11,757
+3,500
+42% +$190K 0.05% 153
2023
Q4 		$423K Buy
+8,257
New +$363K 0.03% 220
2023
Q2 		– Sell
-16,462
Closed -$616K – 296
2023
Q1 		$616K Buy
+16,462
New +$676K 0.05% 178

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

Cambria Investment Management's JXN Position: Q2 2026 in Review

Cambria Investment Management increased its Jackson Financial (JXN) stake by 5.6% in Q2 2026, buying an estimated $564K and bringing the position to 97,878 shares worth $10M. The position accounts for 0.5% of the portfolio, ranked #44.

Cambria Investment Management first reported a position in JXN in Q1 2023 and has held it in 12 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Cambria Investment Management held 97,878 shares of Jackson Financial worth $10M as of Q2 2026.
  • Cambria Investment Management bought 5,206 Jackson Financial shares in Q2 2026, an estimated $564K.
  • Jackson Financial made up 0.5% of Cambria Investment Management's portfolio in Q2 2026, its #44 holding.
  • Cambria Investment Management first reported a position in Jackson Financial in Q1 2023 and has held it in 12 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.