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EP Wealth Advisors’s Jackson Financial JXN Stock Holding History

EP Wealth Advisors’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 		$714K Buy
6,974
+3,538
+103% +$383K ﹤0.01% 876
2026
Q1 		$363K Buy
3,436
+204
+6% +$22.8K ﹤0.01% 1060
2025
Q4 		$345K Buy
+3,232
New +$321K ﹤0.01% 1058
2025
Q2 		$269K Sell
3,027
-45
-1% -$3.65K ﹤0.01% 1085
2025
Q1 		$257K Buy
+3,072
New +$273K ﹤0.01% 1001

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

EP Wealth Advisors's JXN Position: Q2 2026 in Review

EP Wealth Advisors increased its Jackson Financial (JXN) stake by 103% in Q2 2026, buying an estimated $383K and bringing the position to 6,974 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

EP Wealth Advisors first reported a position in JXN in Q1 2025 and has held it in 5 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • EP Wealth Advisors held 6,974 shares of Jackson Financial worth $714K as of Q2 2026.
  • EP Wealth Advisors bought 3,538 Jackson Financial shares in Q2 2026, an estimated $383K.
  • Jackson Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #876 holding.
  • EP Wealth Advisors first reported a position in Jackson Financial in Q1 2025 and has held it in 5 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.