Envestnet Portfolio Solutions
JXN icon

Envestnet Portfolio Solutions’s Jackson Financial JXN Stock Holding History

Envestnet Portfolio Solutions’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 		$281K Sell
2,746
-51
-2% -$5.53K ﹤0.01% 1213
2026
Q1 		$296K Buy
+2,797
New +$313K ﹤0.01% 1121

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 $3.38T AUM 44.17% 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 Portfolio Solutions's JXN Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Jackson Financial (JXN) stake by 1.8% in Q2 2026, selling an estimated $5.53K and leaving 2,746 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Envestnet Portfolio Solutions first reported a position in JXN in Q1 2026 and has held it in 2 quarters since. The position peaked at $296K in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,746 shares of Jackson Financial worth $281K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 51 Jackson Financial shares in Q2 2026, an estimated $5.53K.
  • Jackson Financial made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1213 holding.
  • Envestnet Portfolio Solutions first reported a position in Jackson Financial in Q1 2026 and has held it in 2 quarters since.
  • Envestnet Portfolio Solutions's Jackson Financial position peaked at $296K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.