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Evolve Private Wealth’s Jackson Financial JXN Stock Holding History

Evolve Private Wealth’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 		$822K Sell
8,027
-2,033
-20% -$220K 0.05% 341
2026
Q1 		$1.06M Buy
10,060
+2,768
+38% +$310K 0.06% 318
2025
Q4 		$778K Buy
+7,292
New +$725K 0.05% 375

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's JXN Position: Q2 2026 in Review

Evolve Private Wealth reduced its Jackson Financial (JXN) stake by 20% in Q2 2026, selling an estimated $220K and leaving 8,027 shares worth $822K. The position accounts for 0.05% of the portfolio, ranked #341.

Evolve Private Wealth first reported a position in JXN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Evolve Private Wealth held 8,027 shares of Jackson Financial worth $822K as of Q2 2026.
  • Evolve Private Wealth sold 2,033 Jackson Financial shares in Q2 2026, an estimated $220K.
  • Jackson Financial made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #341 holding.
  • Evolve Private Wealth first reported a position in Jackson Financial in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Jackson Financial position peaked at $1.06M in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.