Comprehensive Financial Consultants Institutional’s Jackson Financial JXN Stock Holding History

Comprehensive Financial Consultants Institutional’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	$330K	Sell	3,221 -13	-0.4%	-$1.41K	0.09%	161
2026 Q1	$342K	Hold	3,234	–	–	0.1%	153
2025 Q4	$345K	Hold	3,234	–	–	0.1%	145
2025 Q3	$327K	Hold	3,234	–	–	0.1%	146
2025 Q2	$287K	Hold	3,234	–	–	0.09%	155
2025 Q1	$271K	Hold	3,234	–	–	0.1%	149
2024 Q4	$282K	Hold	3,234	–	–	0.1%	147
2024 Q3	$295K	Hold	3,234	–	–	0.11%	145
2024 Q2	$240K	Hold	3,234	–	–	0.09%	148
2024 Q1	$214K	Buy	+3,234	New	+$176K	0.09%	152

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 $3.38T AUM 44.17% 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

Comprehensive Financial Consultants Institutional's JXN Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Jackson Financial (JXN) stake by 0.4% in Q2 2026, selling an estimated $1.41K and leaving 3,221 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #161.

Comprehensive Financial Consultants Institutional first reported a position in JXN in Q1 2024 and has held it in 10 quarters since. The position peaked at $345K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Comprehensive Financial Consultants Institutional held 3,221 shares of Jackson Financial worth $330K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 13 Jackson Financial shares in Q2 2026, an estimated $1.41K.
Jackson Financial made up 0.09% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #161 holding.
Comprehensive Financial Consultants Institutional first reported a position in Jackson Financial in Q1 2024 and has held it in 10 quarters since.
Comprehensive Financial Consultants Institutional's Jackson Financial position peaked at $345K in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.