EdenTree Asset Management’s Jackson Financial JXN Stock Holding History

EdenTree Asset Management’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	$1.54M	Hold	15,000	–	–	0.47%	46
2026 Q1	$1.59M	Hold	15,000	–	–	0.48%	44
2025 Q4	$1.6M	Hold	15,000	–	–	0.49%	43
2025 Q3	$1.52M	Hold	15,000	–	–	0.37%	44
2025 Q2	$1.33M	Hold	15,000	–	–	0.37%	46
2025 Q1	$1.26M	Hold	15,000	–	–	0.42%	49
2024 Q4	$1.31M	Sell	15,000 -5,000	-25%	-$488K	0.38%	54
2024 Q3	$1.82M	Sell	20,000 -10,000	-33%	-$834K	0.53%	37
2024 Q2	$2.23M	Sell	30,000 -5,000	-14%	-$357K	0.71%	33
2024 Q1	$2.31M	Hold	35,000	–	–	0.73%	35
2023 Q4	$1.79M	Hold	35,000	–	–	0.55%	34
2023 Q3	$1.34M	Buy	+35,000	New	+$1.22M	0.52%	39

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

EdenTree Asset Management's JXN Position: Q2 2026 in Review

EdenTree Asset Management held its Jackson Financial (JXN) position steady in Q2 2026 at 15,000 shares worth $1.54M. The position accounts for 0.47% of the portfolio, ranked #46.

EdenTree Asset Management first reported a position in JXN in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.31M in Q1 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

EdenTree Asset Management held 15,000 shares of Jackson Financial worth $1.54M as of Q2 2026.
EdenTree Asset Management left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up 0.47% of EdenTree Asset Management's portfolio in Q2 2026, its #46 holding.
EdenTree Asset Management first reported a position in Jackson Financial in Q3 2023 and has held it in 12 quarters since.
EdenTree Asset Management's Jackson Financial position peaked at $2.31M in Q1 2024.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on EdenTree Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.