Envestnet Asset Management
JXN icon

Envestnet Asset Management’s Jackson Financial JXN Stock Holding History

Envestnet 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 		$4.96M Buy
48,430
+20,890
+76% +$2.26M ﹤0.01% 2469
2026
Q1 		$2.91M Buy
27,540
+7,295
+36% +$816K ﹤0.01% 2730
2025
Q4 		$2.16M Sell
20,245
-9,260
-31% -$921K ﹤0.01% 2773
2025
Q3 		$2.99M Buy
29,505
+8,422
+40% +$787K ﹤0.01% 2610
2025
Q2 		$1.87M Buy
21,083
+2,034
+11% +$165K ﹤0.01% 2870
2025
Q1 		$1.6M Buy
19,049
+4,511
+31% +$401K ﹤0.01% 2879
2024
Q4 		$1.27M Sell
14,538
-1,153
-7% -$113K ﹤0.01% 2995
2024
Q3 		$1.43M Sell
15,691
-791
-5% -$66K ﹤0.01% 2888
2024
Q2 		$1.22M Sell
16,482
-10,443
-39% -$746K ﹤0.01% 2899
2024
Q1 		$1.78M Buy
26,925
+105
+0.4% +$5.7K ﹤0.01% 2649
2023
Q4 		$1.37M Sell
26,820
-23,483
-47% -$1.03M ﹤0.01% 2700
2023
Q3 		$1.92M Buy
50,303
+6,923
+16% +$242K ﹤0.01% 2398
2023
Q2 		$1.33M Sell
43,380
-468,705
-92% -$15.1M ﹤0.01% 2540
2023
Q1 		$846K Buy
512,085
+487,336
+1,969% +$20M ﹤0.01% 2788
2022
Q4 		$861K Buy
24,749
+1,669
+7% +$58K ﹤0.01% 2758
2022
Q3 		$640K Buy
+23,080
New +$682K ﹤0.01% 2867

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

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

Envestnet Asset Management increased its Jackson Financial (JXN) stake by 76% in Q2 2026, buying an estimated $2.26M and bringing the position to 48,430 shares worth $4.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Envestnet Asset Management first reported a position in JXN in Q3 2022 and has held it in 16 quarters since. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Envestnet Asset Management held 48,430 shares of Jackson Financial worth $4.96M as of Q2 2026.
  • Envestnet Asset Management bought 20,890 Jackson Financial shares in Q2 2026, an estimated $2.26M.
  • Jackson Financial made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2469 holding.
  • Envestnet Asset Management first reported a position in Jackson Financial in Q3 2022 and has held it in 16 quarters since.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.