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JXN icon

Covestor’s Jackson Financial JXN Stock Holding History

Covestor’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 		$18K Sell
176
-733
-81% -$79.4K 0.01% 1221
2026
Q1 		$96K Buy
909
+117
+15% +$13.1K 0.07% 304
2025
Q4 		$85K Sell
792
-312
-28% -$31K 0.04% 658
2025
Q3 		$112K Sell
1,104
-230
-17% -$21.5K 0.06% 514
2025
Q2 		$118K Buy
1,334
+1,119
+520% +$90.6K 0.07% 454
2025
Q1 		$18K Sell
215
-1,771
-89% -$157K 0.01% 1232
2024
Q4 		$173K Buy
1,986
+436
+28% +$42.6K 0.11% 241
2024
Q3 		$141K Sell
1,550
-66
-4% -$5.5K 0.09% 342
2024
Q2 		$120K Sell
1,616
-993
-38% -$70.9K 0.08% 388
2024
Q1 		$173K Sell
2,609
-903
-26% -$49K 0.11% 215
2023
Q4 		$180K Sell
3,512
-3,807
-52% -$168K 0.12% 191
2023
Q3 		$280K Buy
7,319
+1,186
+19% +$41.4K 0.21% 51
2023
Q2 		$187K Sell
6,133
-417
-6% -$13.4K 0.14% 141
2023
Q1 		$245K Buy
6,550
+419
+7% +$17.2K 0.21% 62
2022
Q4 		$213K Sell
6,131
-1,326
-18% -$46.1K 0.17% 94
2022
Q3 		$207K Buy
+7,457
New +$220K 0.18% 78

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

Covestor's JXN Position: Q2 2026 in Review

Covestor reduced its Jackson Financial (JXN) stake by 81% in Q2 2026, selling an estimated $79.4K and leaving 176 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1221.

Covestor first reported a position in JXN in Q3 2022 and has held it in 16 quarters since. The position peaked at $280K in Q3 2023. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Covestor held 176 shares of Jackson Financial worth $18K as of Q2 2026.
  • Covestor sold 733 Jackson Financial shares in Q2 2026, an estimated $79.4K.
  • Jackson Financial made up 0.01% of Covestor's portfolio in Q2 2026, its #1221 holding.
  • Covestor first reported a position in Jackson Financial in Q3 2022 and has held it in 16 quarters since.
  • Covestor's Jackson Financial position peaked at $280K in Q3 2023.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.