CV Advisors’s Jackson Financial JXN Stock Holding History

CV 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	$799K	Hold	7,800	–	–	0.15%	66
2026 Q1	$825K	Hold	7,800	–	–	0.23%	26
2025 Q4	$832K	Hold	7,800	–	–	0.21%	27
2025 Q3	$790K	Hold	7,800	–	–	0.22%	26
2025 Q2	$693K	Hold	7,800	–	–	0.21%	23
2025 Q1	$653K	Hold	7,800	–	–	0.23%	21
2024 Q4	$679K	Buy	+7,800	New	+$762K	0.24%	20

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

CV Advisors's JXN Position: Q2 2026 in Review

CV Advisors held its Jackson Financial (JXN) position steady in Q2 2026 at 7,800 shares worth $799K. The position accounts for 0.15% of the portfolio, ranked #66.

CV Advisors first reported a position in JXN in Q4 2024 and has held it in 7 quarters since. The position peaked at $832K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

CV Advisors held 7,800 shares of Jackson Financial worth $799K as of Q2 2026.
CV Advisors left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up 0.15% of CV Advisors's portfolio in Q2 2026, its #66 holding.
CV Advisors first reported a position in Jackson Financial in Q4 2024 and has held it in 7 quarters since.
CV Advisors's Jackson Financial position peaked at $832K in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.