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Essential Partners’s Jackson Financial JXN Stock Holding History

Essential 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 		$25.9K Sell
253
-562
-69% -$60.9K 0.01% 811
2026
Q1 		$86.2K Sell
815
-70
-8% -$7.83K 0.03% 458
2025
Q4 		$94.4K Buy
885
+140
+19% +$13.9K 0.03% 458
2025
Q3 		$75.4K Buy
745
+296
+66% +$27.7K 0.02% 492
2025
Q2 		$39.9K Buy
+449
New +$36.4K 0.02% 524

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

Essential Partners's JXN Position: Q2 2026 in Review

Essential Partners reduced its Jackson Financial (JXN) stake by 69% in Q2 2026, selling an estimated $60.9K and leaving 253 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #811.

Essential Partners first reported a position in JXN in Q2 2025 and has held it in 5 quarters since. The position peaked at $94.4K in Q4 2025. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Essential Partners held 253 shares of Jackson Financial worth $25.9K as of Q2 2026.
  • Essential Partners sold 562 Jackson Financial shares in Q2 2026, an estimated $60.9K.
  • Jackson Financial made up 0.01% of Essential Partners's portfolio in Q2 2026, its #811 holding.
  • Essential Partners first reported a position in Jackson Financial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Jackson Financial position peaked at $94.4K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.