Corient Private Wealth
JXN icon

Corient Private Wealth’s Jackson Financial JXN Stock Holding History

Corient Private Wealth’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 		$339K Sell
3,309
-8,834
-73% -$957K ﹤0.01% 2477
2026
Q1 		$1.28M Sell
12,143
-380
-3% -$42.5K ﹤0.01% 1501
2025
Q4 		$1.34M Buy
12,523
+867
+7% +$86.2K ﹤0.01% 1358
2025
Q3 		$1.18M Buy
11,656
+24
+0.2% +$2.24K ﹤0.01% 1356
2025
Q2 		$1.03M Buy
11,632
+530
+5% +$42.9K ﹤0.01% 1351
2025
Q1 		$931K Sell
11,102
-2,358
-18% -$209K ﹤0.01% 1308
2024
Q4 		$1.17M Buy
13,460
+9,518
+241% +$929K ﹤0.01% 1245
2024
Q3 		$360K Sell
3,942
-7,384
-65% -$616K ﹤0.01% 1927
2024
Q2 		$841K Sell
11,326
-722
-6% -$51.6K ﹤0.01% 1395
2024
Q1 		$797K Buy
+12,048
New +$654K ﹤0.01% 1401
2023
Q3 		– Sell
-22,357
Closed -$684K – 2194
2023
Q2 		$684K Buy
+22,357
New +$720K ﹤0.01% 1301
2023
Q1 		– Sell
-15,269
Closed -$531K – 2035
2022
Q4 		$531K Buy
+15,269
New +$531K ﹤0.01% 1122

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

Corient Private Wealth's JXN Position: Q2 2026 in Review

Corient Private Wealth reduced its Jackson Financial (JXN) stake by 73% in Q2 2026, selling an estimated $957K and leaving 3,309 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Corient Private Wealth first reported a position in JXN in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.34M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Corient Private Wealth held 3,309 shares of Jackson Financial worth $339K as of Q2 2026.
  • Corient Private Wealth sold 8,834 Jackson Financial shares in Q2 2026, an estimated $957K.
  • Jackson Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2477 holding.
  • Corient Private Wealth first reported a position in Jackson Financial in Q4 2022 and has held it in 12 quarters since.
  • Corient Private Wealth's Jackson Financial position peaked at $1.34M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.