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Evelyn Partners’s Jackson Financial JXN Stock Holding History

Evelyn 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 		$210K Buy
+2,054
New +$223K ﹤0.01% 265

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Evelyn Partners's JXN Position: Q2 2026 in Review

Evelyn Partners opened a new position in Jackson Financial (JXN) in Q2 2026: 2,054 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings.

469 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Evelyn Partners held 2,054 shares of Jackson Financial worth $210K as of Q2 2026.
  • Jackson Financial was a new Evelyn Partners position in Q2 2026.
  • Jackson Financial made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #265 holding.
  • 469 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.