CWA Asset Management Group’s Jackson Financial JXN Stock Holding History

CWA Asset Management Group’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	$2.02M	Buy	19,752 +6,769	+52%	+$733K	0.06%	284
2026 Q1	$1.37M	Buy	+12,983	New	+$1.45M	0.05%	334
2025 Q3	–	Sell	-19,325	Closed	-$1.72M	–	690
2025 Q2	$1.72M	Buy	19,325 +3,098	+19%	+$251K	0.07%	234
2025 Q1	$1.36M	Buy	16,227 +4,329	+36%	+$384K	0.07%	241
2024 Q4	$1.04M	Buy	11,898 +2,069	+21%	+$202K	0.05%	248
2024 Q3	$897K	Buy	+9,829	New	+$820K	0.05%	270
2023 Q4	–	Sell	-121,559	Closed	-$4.65M	–	435
2023 Q3	$4.65M	Buy	+121,559	New	+$4.25M	0.34%	77

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

CWA Asset Management Group's JXN Position: Q2 2026 in Review

CWA Asset Management Group increased its Jackson Financial (JXN) stake by 52% in Q2 2026, buying an estimated $733K and bringing the position to 19,752 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #284.

CWA Asset Management Group first reported a position in JXN in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.65M in Q3 2023. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

CWA Asset Management Group held 19,752 shares of Jackson Financial worth $2.02M as of Q2 2026.
CWA Asset Management Group bought 6,769 Jackson Financial shares in Q2 2026, an estimated $733K.
Jackson Financial made up 0.06% of CWA Asset Management Group's portfolio in Q2 2026, its #284 holding.
CWA Asset Management Group first reported a position in Jackson Financial in Q3 2023 and has held it in 7 quarters since.
CWA Asset Management Group's Jackson Financial position peaked at $4.65M in Q3 2023.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.