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Clearstead Advisors’s Jackson Financial JXN Stock Holding History

Clearstead Advisors’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 		$33.4K Buy
+326
New +$35.3K ﹤0.01% 1623
2026
Q1 		– Sell
-97
Closed -$10.3K – 2565
2025
Q4 		$10.3K Sell
97
-90
-48% -$8.95K ﹤0.01% 1872
2025
Q3 		$18.9K Buy
187
+97
+108% +$9.06K ﹤0.01% 1660
2025
Q2 		$7.99K Buy
+90
New +$7.29K ﹤0.01% 1961

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

Clearstead Advisors's JXN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Jackson Financial (JXN) in Q2 2026: 326 shares worth $33.4K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in JXN as recently as Q4 2025.

Clearstead Advisors first reported a position in JXN in Q2 2025 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Clearstead Advisors held 326 shares of Jackson Financial worth $33.4K as of Q2 2026.
  • Jackson Financial was a new Clearstead Advisors position in Q2 2026.
  • Jackson Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1623 holding.
  • Clearstead Advisors first reported a position in Jackson Financial in Q2 2025 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.