Charles Schwab
JXN icon

Charles Schwab’s Jackson Financial JXN Stock Holding History

Charles Schwab’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 		$104M Sell
1,018,101
-47,100
-4% -$5.1M 0.01% 777
2026
Q1 		$113M Buy
1,065,201
+21,614
+2% +$2.42M 0.02% 664
2025
Q4 		$111M Sell
1,043,587
-33,684
-3% -$3.35M 0.02% 676
2025
Q3 		$109M Sell
1,077,271
-5,727
-0.5% -$535K 0.02% 665
2025
Q2 		$96.2M Sell
1,082,998
-1,562
-0.1% -$127K 0.02% 694
2025
Q1 		$90.9M Buy
1,084,560
+5,320
+0.5% +$472K 0.02% 694
2024
Q4 		$94M Buy
1,079,240
+28,337
+3% +$2.77M 0.02% 701
2024
Q3 		$95.9M Buy
1,050,903
+300,520
+40% +$25.1M 0.02% 679
2024
Q2 		$55.7M Sell
750,383
-14,023
-2% -$1M 0.01% 988
2024
Q1 		$50.6M Sell
764,406
-343,587
-31% -$18.7M 0.01% 1034
2023
Q4 		$56.7M Buy
1,107,993
+122,302
+12% +$5.38M 0.01% 876
2023
Q3 		$37.7M Buy
985,691
+273,422
+38% +$9.55M 0.01% 1088
2023
Q2 		$21.8M Buy
712,269
+154,789
+28% +$4.99M 0.01% 1431
2023
Q1 		$20.9M Buy
557,480
+83,433
+18% +$3.43M 0.01% 1440
2022
Q4 		$16.5M Buy
474,047
+1,288
+0.3% +$44.8K 0.01% 1566
2022
Q3 		$13.1M Sell
472,759
-113,508
-19% -$3.35M ﹤0.01% 1667
2022
Q2 		$15.7M Buy
586,267
+118,774
+25% +$4.33M 0.01% 1571
2022
Q1 		$20.7M Sell
467,493
-17,839
-4% -$743K 0.01% 1515
2021
Q4 		$20.3M Buy
485,332
+462,180
+1,996% +$15.1M 0.01% 1568
2021
Q3 		$602K Buy
+23,152
New +$630K ﹤0.01% 3080

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 $3.37T AUM 44.26% 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

Charles Schwab's JXN Position: Q2 2026 in Review

Charles Schwab reduced its Jackson Financial (JXN) stake by 4.4% in Q2 2026, selling an estimated $5.1M and leaving 1,018,101 shares worth $104M. The position accounts for 0.01% of the portfolio, ranked #777.

Charles Schwab first reported a position in JXN in Q3 2021 and has held it in 20 quarters since. The position peaked at $113M in Q1 2026. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Charles Schwab held 1,018,101 shares of Jackson Financial worth $104M as of Q2 2026.
  • Charles Schwab sold 47,100 Jackson Financial shares in Q2 2026, an estimated $5.1M.
  • Jackson Financial made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #777 holding.
  • Charles Schwab first reported a position in Jackson Financial in Q3 2021 and has held it in 20 quarters since.
  • Charles Schwab's Jackson Financial position peaked at $113M in Q1 2026.
  • 504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.