EWA
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EverSource Wealth Advisors’s Jackson Financial JXN Stock Holding History

EverSource Wealth Advisors’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 		$85.1K Sell
831
-408
-33% -$44.2K ﹤0.01% 1462
2026
Q1 		$131K Buy
1,239
+29
+2% +$3.24K ﹤0.01% 1275
2025
Q4 		$129K Buy
1,210
+218
+22% +$21.7K ﹤0.01% 1179
2025
Q3 		$100K Buy
992
+81
+9% +$7.57K ﹤0.01% 1275
2025
Q2 		$80.9K Buy
911
+325
+55% +$26.3K ﹤0.01% 1321
2025
Q1 		$49.1K Buy
586
+56
+11% +$4.97K ﹤0.01% 1255
2024
Q4 		$46.2K Sell
530
-65
-11% -$6.35K ﹤0.01% 1226
2024
Q3 		$54.3K Buy
595
+157
+36% +$13.1K ﹤0.01% 1034
2024
Q2 		$38.6K Buy
438
+43
+11% +$3.07K ﹤0.01% 1213
2024
Q1 		$27K Buy
395
+316
+400% +$17.2K ﹤0.01% 1224
2023
Q4 		$4.04K Buy
79
+66
+508% +$2.9K ﹤0.01% 1942
2023
Q3 		$497 Hold
13
– – ﹤0.01% 2369
2023
Q2 		$398 Sell
13
-62
-83% -$2K ﹤0.01% 2383
2023
Q1 		$2.81K Buy
75
+57
+317% +$2.34K ﹤0.01% 1831
2022
Q4 		$626 Sell
18
-474
-96% -$16.5K ﹤0.01% 2173
2022
Q3 		$13K Buy
492
+474
+2,633% +$14K ﹤0.01% 1045
2022
Q2 		$0 Hold
18
– – ﹤0.01% 1801
2022
Q1 		$1K Sell
18
-143
-89% -$5.96K ﹤0.01% 1648
2021
Q4 		$7K Buy
+161
New +$5.28K ﹤0.01% 1113

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

EverSource Wealth Advisors's JXN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Jackson Financial (JXN) stake by 33% in Q2 2026, selling an estimated $44.2K and leaving 831 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

EverSource Wealth Advisors first reported a position in JXN in Q4 2021 and has held it in 19 quarters since. The position peaked at $131K in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • EverSource Wealth Advisors held 831 shares of Jackson Financial worth $85.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 408 Jackson Financial shares in Q2 2026, an estimated $44.2K.
  • Jackson Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1462 holding.
  • EverSource Wealth Advisors first reported a position in Jackson Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Jackson Financial position peaked at $131K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.