Edgestream Partners’s Jackson Financial JXN Stock Holding History

Edgestream Partners’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	$559K	Sell	5,462 -97,984	-95%	-$10.6M	0.02%	775
2026 Q1	$10.9M	Buy	103,446 +15,873	+18%	+$1.78M	0.36%	30
2025 Q4	$9.34M	Buy	87,573 +27,887	+47%	+$2.77M	0.26%	75
2025 Q3	$6.04M	Sell	59,686 -39,041	-40%	-$3.65M	0.18%	191
2025 Q2	$8.77M	Buy	98,727 +7,075	+8%	+$573K	0.24%	109
2025 Q1	$7.68M	Buy	91,652 +3,339	+4%	+$297K	0.26%	100
2024 Q4	$7.69M	Buy	88,313 +68,078	+336%	+$6.65M	0.33%	42
2024 Q3	$1.85M	Sell	20,235 -76,645	-79%	-$6.39M	0.08%	428
2024 Q2	$7.19M	Buy	96,880 +52,013	+116%	+$3.72M	0.35%	45
2024 Q1	$2.97M	Buy	44,867 +624	+1%	+$33.9K	0.15%	237
2023 Q4	$2.27M	Buy	+44,243	New	+$1.95M	0.16%	209
2023 Q3	–	Sell	-23,937	Closed	-$733K	–	892
2023 Q2	$733K	Buy	+23,937	New	+$771K	0.07%	439

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

Edgestream Partners's JXN Position: Q2 2026 in Review

Edgestream Partners reduced its Jackson Financial (JXN) stake by 95% in Q2 2026, selling an estimated $10.6M and leaving 5,462 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #775.

Edgestream Partners first reported a position in JXN in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.9M in Q1 2026. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Edgestream Partners held 5,462 shares of Jackson Financial worth $559K as of Q2 2026.
Edgestream Partners sold 97,984 Jackson Financial shares in Q2 2026, an estimated $10.6M.
Jackson Financial made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #775 holding.
Edgestream Partners first reported a position in Jackson Financial in Q2 2023 and has held it in 12 quarters since.
Edgestream Partners's Jackson Financial position peaked at $10.9M in Q1 2026.
505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.