EI
JXN icon

Ethic Inc’s Jackson Financial JXN Stock Holding History

Ethic Inc’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 		$418K Sell
4,082
-14
-0.3% -$1.52K 0.01% 1007
2026
Q1 		$433K Sell
4,096
-36
-0.9% -$4.03K 0.01% 918
2025
Q4 		$441K Sell
4,132
-107
-3% -$10.6K 0.01% 888
2025
Q3 		$429K Sell
4,239
-559
-12% -$52.2K 0.01% 881
2025
Q2 		$429K Sell
4,798
-635
-12% -$51.4K 0.01% 868
2025
Q1 		$459K Buy
5,433
+204
+4% +$18.1K 0.01% 814
2024
Q4 		$455K Buy
+5,229
New +$511K 0.01% 831
2024
Q3 		– Sell
-3,827
Closed -$284K – 1138
2024
Q2 		$284K Buy
+3,827
New +$273K 0.01% 929

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

Ethic Inc's JXN Position: Q2 2026 in Review

Ethic Inc reduced its Jackson Financial (JXN) stake by 0.34% in Q2 2026, selling an estimated $1.52K and leaving 4,082 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #1007.

Ethic Inc first reported a position in JXN in Q2 2024 and has held it in 8 quarters since. The position peaked at $459K in Q1 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Ethic Inc held 4,082 shares of Jackson Financial worth $418K as of Q2 2026.
  • Ethic Inc sold 14 Jackson Financial shares in Q2 2026, an estimated $1.52K.
  • Jackson Financial made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #1007 holding.
  • Ethic Inc first reported a position in Jackson Financial in Q2 2024 and has held it in 8 quarters since.
  • Ethic Inc's Jackson Financial position peaked at $459K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.