EFH
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Eaton Financial Holdings’s Jackson Financial JXN Stock Holding History

Eaton Financial Holdings’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 		$1.49M Buy
14,578
+1,748
+14% +$189K 0.41% 50
2026
Q1 		$1.36M Sell
12,830
-720
-5% -$80.5K 0.44% 50
2025
Q4 		$1.45M Sell
13,550
-1,028
-7% -$102K 0.39% 51
2025
Q3 		$1.48M Sell
14,578
-1,580
-10% -$148K 0.42% 48
2025
Q2 		$1.43M Buy
+16,158
New +$1.31M 0.44% 41

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

Eaton Financial Holdings's JXN Position: Q2 2026 in Review

Eaton Financial Holdings increased its Jackson Financial (JXN) stake by 14% in Q2 2026, buying an estimated $189K and bringing the position to 14,578 shares worth $1.49M. The position accounts for 0.41% of the portfolio, ranked #50.

Eaton Financial Holdings first reported a position in JXN in Q2 2025 and has held it in 5 quarters since. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Eaton Financial Holdings held 14,578 shares of Jackson Financial worth $1.49M as of Q2 2026.
  • Eaton Financial Holdings bought 1,748 Jackson Financial shares in Q2 2026, an estimated $189K.
  • Jackson Financial made up 0.41% of Eaton Financial Holdings's portfolio in Q2 2026, its #50 holding.
  • Eaton Financial Holdings first reported a position in Jackson Financial in Q2 2025 and has held it in 5 quarters since.
  • 504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.