EWM
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Evergreen Wealth Management’s Jackson Financial JXN Stock Holding History

Evergreen Wealth Management’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 		$737K Sell
7,198
-1,100
-13% -$119K 0.35% 48
2026
Q1 		$877K Hold
8,298
– – 0.45% 46
2025
Q4 		$885K Hold
8,298
– – 0.45% 45
2025
Q3 		$840K Hold
8,298
– – 0.44% 45
2025
Q2 		$737K Buy
+8,298
New +$672K 0.41% 47

Other funds holding JXN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Evergreen Wealth Management's JXN Position: Q2 2026 in Review

Evergreen Wealth Management reduced its Jackson Financial (JXN) stake by 13% in Q2 2026, selling an estimated $119K and leaving 7,198 shares worth $737K. The position accounts for 0.35% of the portfolio, ranked #48.

Evergreen Wealth Management first reported a position in JXN in Q2 2025 and has held it in 5 quarters since. The position peaked at $885K in Q4 2025. 155 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Evergreen Wealth Management held 7,198 shares of Jackson Financial worth $737K as of Q2 2026.
  • Evergreen Wealth Management sold 1,100 Jackson Financial shares in Q2 2026, an estimated $119K.
  • Jackson Financial made up 0.35% of Evergreen Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Evergreen Wealth Management first reported a position in Jackson Financial in Q2 2025 and has held it in 5 quarters since.
  • Evergreen Wealth Management's Jackson Financial position peaked at $885K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.