Choreo LLC’s Jackson Financial JXN Stock Holding History

Choreo LLC’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	$305K	Buy	2,978 +265	+10%	+$28.7K	﹤0.01%	1298
2026 Q1	$287K	Buy	2,713 +80	+3%	+$8.95K	﹤0.01%	1279
2025 Q4	$283K	Sell	2,633 -46	-2%	-$4.58K	﹤0.01%	1257
2025 Q3	$271K	Buy	2,679 +22	+0.8%	+$2.06K	﹤0.01%	1288
2025 Q2	$236K	Buy	+2,657	New	+$215K	﹤0.01%	1317
2025 Q1	–	Sell	-2,459	Closed	-$213K	–	1543
2024 Q4	$213K	Buy	+2,459	New	+$240K	﹤0.01%	1392

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

Choreo LLC's JXN Position: Q2 2026 in Review

Choreo LLC increased its Jackson Financial (JXN) stake by 9.8% in Q2 2026, buying an estimated $28.7K and bringing the position to 2,978 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Choreo LLC first reported a position in JXN in Q4 2024 and has held it in 6 quarters since. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Choreo LLC held 2,978 shares of Jackson Financial worth $305K as of Q2 2026.
Choreo LLC bought 265 Jackson Financial shares in Q2 2026, an estimated $28.7K.
Jackson Financial made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1298 holding.
Choreo LLC first reported a position in Jackson Financial in Q4 2024 and has held it in 6 quarters since.
504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.