Cerity Partners’s Jackson Financial JXN Stock Holding History

Cerity Partners’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	$1.7M	Sell	16,595 -964	-5%	-$104K	﹤0.01%	1681
2026 Q1	$1.86M	Sell	17,559 -6	-0%	-$671	﹤0.01%	1531
2025 Q4	$1.87M	Buy	17,565 +6,672	+61%	+$664K	﹤0.01%	1402
2025 Q3	$1.1M	Buy	10,893 +6,170	+131%	+$576K	﹤0.01%	1553
2025 Q2	$419K	Sell	4,723 -660	-12%	-$53.5K	﹤0.01%	1962
2025 Q1	$451K	Buy	5,383 +448	+9%	+$39.8K	﹤0.01%	1820
2024 Q4	$446K	Sell	4,935 -3,087	-38%	-$301K	﹤0.01%	1830
2024 Q3	$732K	Buy	8,022 +3,681	+85%	+$307K	﹤0.01%	1568
2024 Q2	$322K	Sell	4,341 -129	-3%	-$9.22K	﹤0.01%	1776
2024 Q1	$296K	Buy	+4,470	New	+$243K	﹤0.01%	1873

Other funds holding JXN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Cerity Partners's JXN Position: Q2 2026 in Review

Cerity Partners reduced its Jackson Financial (JXN) stake by 5.5% in Q2 2026, selling an estimated $104K and leaving 16,595 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Cerity Partners first reported a position in JXN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.87M in Q4 2025. 469 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Cerity Partners held 16,595 shares of Jackson Financial worth $1.7M as of Q2 2026.
Cerity Partners sold 964 Jackson Financial shares in Q2 2026, an estimated $104K.
Jackson Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1681 holding.
Cerity Partners first reported a position in Jackson Financial in Q1 2024 and has held it in 10 quarters since.
Cerity Partners's Jackson Financial position peaked at $1.87M in Q4 2025.
469 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.