Essential Partners
JXN icon

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
Q3 		$32.7K Hold
253
– – 0.01% 757
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

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Essential Partners's JXN Position: Q3 2026 in Review

Essential Partners held its Jackson Financial (JXN) position steady in Q3 2026 at 253 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #757.

Essential Partners first reported a position in JXN in Q2 2025 and has held it in 6 quarters since. The position peaked at $94.4K in Q4 2025. 91 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • Essential Partners held 253 shares of Jackson Financial worth $32.7K as of Q3 2026.
  • Essential Partners left its Jackson Financial share count unchanged in Q3 2026.
  • Jackson Financial made up 0.01% of Essential Partners's portfolio in Q3 2026, its #757 holding.
  • Essential Partners first reported a position in Jackson Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Jackson Financial position peaked at $94.4K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.